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Noked Israel Ltd

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13F filer, CIK 1767750, Ramat Hasharon, Israel

Noked Israel Ltd reported $436,211,000 across 15 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 95.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-25-001745

Period
2025-03-31
Reported value
$436M
Holdings
15
Top 10 weight
95.8%
New
0
Sold out
1

Part of the filer group Noked Israel Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+160,550$26.7M
WIXadded+127,050$20.8M
AMZNadded+50,000$9.51M
CRMadded+33,000$8.86M
BKNGadded+1,800$8.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TEVAreduced-3,075,753-$47.3M
CAMTreduced-157,454-$9.23M
MNDYexited-20,000-$4.71M
MSFTreduced-8,800-$3.3M
FLUTreduced-11,000-$2.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001178913-25-001745, largest first. % of portfolio is the value over $436,213,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,800 shares; 2024Q4: 467,900 shares; 2025Q1: 628,450 shares 628,450$104M23.92%+160,550Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,000 shares; 2024Q4: 277,400 shares; 2025Q1: 268,600 shares 268,600$101M23.11%-8,800Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,220 shares; 2024Q4: 273,400 shares; 2025Q1: 400,450 shares 400,450$65.4M15%+127,050Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 71,200 shares; 2025Q1: 83,000 shares 83,000$47.8M10.97%+11,800Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares 6,300$29M6.65%+1,800Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 45,000 shares; 2025Q1: 78,000 shares 78,000$20.9M4.8%+33,000Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,800 shares; 2024Q4: 83,353 shares; 2025Q1: 82,100 shares 82,100$15.1M3.47%-1,253Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 65,000 shares 65,000$12.4M2.84%+50,000Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,200 shares; 2024Q4: 348,054 shares; 2025Q1: 190,600 shares 190,600$11.2M2.56%-157,454Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 60,000 shares; 2025Q1: 49,000 shares 49,000$10.9M2.49%-11,000Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 252,818 shares; 2025Q1: 250,000 shares 250,000$8.91M2.04%-2,818Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares 6,940$3.25M0.75%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867,353 shares; 2024Q4: 3,285,359 shares; 2025Q1: 209,606 shares 209,606$3.22M0.74%-3,075,753Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares 4,794$2.68M0.61%0Timeline
XTLBXTL BIOPHARMACEUTICALS LTD. AMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,888 shares; 2024Q4: 198,888 shares; 2025Q1: 198,888 shares 198,888$238K0.05%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MNDYMONDAY COM LTD20,000$4.71Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001178913-25-001745 base2025-05-13acceptance time not in the bulk data set