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Noked Israel Ltd

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13F filer, CIK 1767750, Ramat Hasharon, Israel

Noked Israel Ltd reported $541,928,000 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 99.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-25-002909

Period
2025-06-30
Reported value
$542M
Holdings
12
Top 10 weight
99.41%
New
3
Sold out
6

Part of the filer group Noked Israel Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMATnew+230,159$42.1M
NVMIadded+98,957$27.2M
METAadded+31,966$23.6M
NVDAnew+103,200$16.3M
SMHnew+40,000$11.2M

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
WIXexited-400,450-$65.4M
CRMexited-78,000-$20.9M
AMZNexited-65,000-$12.4M
FLUTexited-49,000-$10.9M
GLBEexited-250,000-$8.91M

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, Q2 2025

Share positions as resolved from 13F-HR 0001178913-25-002909, largest first. % of portfolio is the value over $541,928,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,000 shares; 2024Q4: 277,400 shares; 2025Q1: 268,600 shares; 2025Q2: 289,220 shares 289,220$144M26.55%+20,620Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,800 shares; 2024Q4: 467,900 shares; 2025Q1: 628,450 shares; 2025Q2: 607,330 shares 607,330$138M25.38%-21,120Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 71,200 shares; 2025Q1: 83,000 shares; 2025Q2: 114,966 shares 114,966$84.9M15.66%+31,966Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,800 shares; 2024Q4: 83,353 shares; 2025Q1: 82,100 shares; 2025Q2: 181,057 shares 181,057$49.8M9.19%+98,957Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,159 shares 230,159$42.1M7.78%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 5,000 shares 5,000$28.9M5.34%-1,300Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,200 shares; 2024Q4: 348,054 shares; 2025Q1: 190,600 shares; 2025Q2: 239,742 shares 239,742$20.3M3.74%+49,142Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,200 shares 103,200$16.3M3.01%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,000 shares 40,000$11.2M2.06%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares 6,940$3.83M0.71%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares 4,794$2.96M0.55%0Timeline
XTLBXTL BIOPHARMACEUTICALS LTD. AMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,888 shares; 2024Q4: 198,888 shares; 2025Q1: 198,888 shares; 2025Q2: 198,888 shares 198,888$227K0.04%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
WIXWIX COM LTD400,450$65.4Mshares
CRMSALESFORCE INC78,000$20.9Mshares
AMZNAMAZON COM INC65,000$12.4Mshares
FLUTFLUTTER ENTMT PLC49,000$10.9Mshares
GLBEGLOBAL E ONLINE LTD250,000$8.91Mshares
TEVATEVA PHARMACEUTICAL INDS LTD209,606$3.22Mshares

How Q2 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 0001178913-25-002909 base2025-08-14acceptance time not in the bulk data set