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Noked Israel Ltd

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13F filer, CIK 1767750, Ramat Hasharon, Israel

Noked Israel Ltd reported $969,918,908 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 99.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-26-004112

Period
2026-06-30
Reported value
$970M
Holdings
11
Top 10 weight
99.97%
New
1
Sold out
3

Part of the filer group Noked Israel Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGadded+374,210$132M
AMZNadded+384,050$91.5M
NVMIadded+28,400$15.4M
GOOGLnew+21,000$7.5M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SOXXreduced-174,000-$111M
GEexited-162,810-$46.2M
TSMreduced-84,700-$40.5M
METAexited-27,546-$15.8M
MSFTreduced-38,600-$14.4M

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 2026

Share positions as resolved from 13F-HR 0001178913-26-004112, largest first. % of portfolio is the value over $969,918,908, 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; 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; 2026Q2: 825,650 shares 825,650$394M40.65%-84,700Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,380 shares; 2026Q1: 317,210 shares; 2026Q2: 691,420 shares 691,420$244M25.19%+374,210Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 503,130 shares 503,130$120M12.36%+384,050Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349,070 shares; 2026Q2: 175,070 shares 175,070$112M11.57%-174,000Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 146,387 shares 146,387$79.5M8.19%+28,400Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,000 shares 21,000$7.5M0.77%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,940 shares 6,940$5.11M0.53%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,794 shares 4,794$3.58M0.37%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,550 shares 6,550$2.44M0.25%-38,600Timeline
ODYSODYSIGHT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,972 shares; 2025Q4: 200,972 shares; 2026Q1: 200,972 shares; 2026Q2: 200,972 shares 200,972$836K0.09%0Timeline
WILCFG WILLI FOOD INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares; 2026Q2: 7,996 shares 7,996$266K0.03%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
GEGE AEROSPACE162,810$46.2Mshares
METAMETA PLATFORMS INC27,546$15.8Mshares
XTLBXTL BIOPHARMACEUTICALS LTD49,722$120Kshares

How Q2 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 0001178913-26-004112 base2026-08-13acceptance time not in the bulk data set