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Noked Israel Ltd

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13F filer, CIK 1767750, Ramat Hasharon, Israel

Noked Israel Ltd reported $676,926,000 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 99.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-26-002676

Period
2026-03-31
Reported value
$677M
Holdings
13
Top 10 weight
99.75%
New
2
Sold out
3

Part of the filer group Noked Israel Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SOXXnew+349,070$115M
GOOGadded+130,830$37.5M
AMZNadded+89,310$18.6M
TSMadded+43,450$14.7M
XTLBnew+49,722$120K

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
MSFTreduced-149,350-$55.3M
NVDAexited-158,250-$29.5M
METAreduced-33,720-$19.3M
PANWexited-96,000-$17.7M
GEreduced-31,170-$8.85M

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 2026

Share positions as resolved from 13F-HR 0001178913-26-002676, largest first. % of portfolio is the value over $676,926,000, 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; 2024Q2: restricted; 2024Q3: 462,800 shares; 2024Q4: 467,900 shares; 2025Q1: 628,450 shares; 2025Q2: 607,330 shares; 2025Q3: 897,810 shares; 2025Q4: 866,900 shares; 2026Q1: 910,350 shares 910,350$308M45.45%+43,450Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349,070 shares 349,070$115M16.95%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,380 shares; 2026Q1: 317,210 shares 317,210$91M13.44%+130,830Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,800 shares; 2024Q4: 83,353 shares; 2025Q1: 82,100 shares; 2025Q2: 181,057 shares; 2025Q3: 133,257 shares; 2025Q4: 136,537 shares; 2026Q1: 117,987 shares 117,987$51.2M7.57%-18,550Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,500 shares; 2025Q4: 193,980 shares; 2026Q1: 162,810 shares 162,810$46.2M6.83%-31,170Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 65,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,770 shares; 2026Q1: 119,080 shares 119,080$24.8M3.66%+89,310Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,000 shares; 2024Q4: 277,400 shares; 2025Q1: 268,600 shares; 2025Q2: 289,220 shares; 2025Q3: 351,940 shares; 2025Q4: 194,500 shares; 2026Q1: 45,150 shares 45,150$16.7M2.47%-149,350Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 71,200 shares; 2025Q1: 83,000 shares; 2025Q2: 114,966 shares; 2025Q3: 74,666 shares; 2025Q4: 61,266 shares; 2026Q1: 27,546 shares 27,546$15.8M2.33%-33,720Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares 6,940$4.01M0.59%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares 4,794$3.12M0.46%0Timeline
ODYSODYSIGHT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,972 shares; 2025Q4: 200,972 shares; 2026Q1: 200,972 shares 200,972$1.4M0.21%0Timeline
WILCFG WILLI FOOD INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares 7,996$198K0.03%0Timeline
XTLBXTL BIOPHARMACEUTICALS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,722 shares 49,722$120K0.02%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION158,250$29.5Mshares
PANWPALO ALTO NETWORKS INC96,000$17.7Mshares
XTLBXTL BIOPHARMACEUTICALS LTD. AM198,888$115Kshares

How Q1 2026 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 0001178913-26-002676 base2026-05-14acceptance time not in the bulk data set