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Noked Israel Ltd

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13F filer, CIK 1767750, Ramat Hasharon, Israel

Noked Israel Ltd reported $638,585,000 across 14 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 99.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-25-003785

Period
2025-09-30
Reported value
$639M
Holdings
14
Top 10 weight
99.69%
New
5
Sold out
3

Part of the filer group Noked Israel Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+290,480$81.1M
GEnew+151,500$45.6M
MSFTadded+62,720$32.5M
PANWnew+80,000$16.3M
NVDAadded+22,250$4.15M

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
AMATexited-230,159-$42.1M
METAreduced-40,300-$29.6M
CAMTexited-239,742-$20.3M
NVMIreduced-47,800-$15.3M
BKNGreduced-2,500-$13.5M

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, Q3 2025

Share positions as resolved from 13F-HR 0001178913-25-003785, largest first. % of portfolio is the value over $638,585,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,800 shares; 2024Q4: 467,900 shares; 2025Q1: 628,450 shares; 2025Q2: 607,330 shares; 2025Q3: 897,810 shares 897,810$251M39.27%+290,480Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,000 shares; 2024Q4: 277,400 shares; 2025Q1: 268,600 shares; 2025Q2: 289,220 shares; 2025Q3: 351,940 shares 351,940$182M28.55%+62,720Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 71,200 shares; 2025Q1: 83,000 shares; 2025Q2: 114,966 shares; 2025Q3: 74,666 shares 74,666$54.8M8.59%-40,300Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,500 shares 151,500$45.6M7.14%newTimeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,800 shares; 2024Q4: 83,353 shares; 2025Q1: 82,100 shares; 2025Q2: 181,057 shares; 2025Q3: 133,257 shares 133,257$42.6M6.67%-47,800Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,200 shares; 2025Q3: 125,450 shares 125,450$23.4M3.67%+22,250Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares 80,000$16.3M2.55%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 5,000 shares; 2025Q3: 2,500 shares 2,500$13.5M2.11%-2,500Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares 6,940$4.17M0.65%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares 4,794$3.19M0.5%0Timeline
ODYSODYSIGHT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,972 shares 200,972$904K0.14%newTimeline
GE AEROSPACEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares 210$433K0.07%new
PALOMAR HLDGS INCPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares 375$420K0.07%new
XTLBXTL BIOPHARMACEUTICALS LTD. AMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,888 shares; 2024Q4: 198,888 shares; 2025Q1: 198,888 shares; 2025Q2: 198,888 shares; 2025Q3: 198,888 shares 198,888$233K0.04%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AMATAPPLIED MATLS INC230,159$42.1Mshares
CAMTCAMTEK LTD239,742$20.3Mshares
SMHVANECK ETF TRUST40,000$11.2Mshares

How Q3 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 0001178913-25-003785 base2025-11-13acceptance time not in the bulk data set