NI

Noked Israel Ltd

13F
Noked Israel Ltd
Last update 2024-11-14 18 Stocks (5 new)
Value $458.00 Mil Turnover 37 %
Countries:
Top Holdings: TSM(17.56%)MSFT(15.79%)MNDY(11.66%)WIX(11.48%)TEVA(11.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
Noked Israel Ltd Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
462,800
80370.000
+17.08%
17.560
+2.56%
0.010
+10.12%
+4.01%
1066458.412
Semiconductors
MSFT 		Microsoft Corp
168,000
72290.000
+21.74%
15.790
+2.82%
0.000
+1.80%
+0.93%
3162686.015
Software
MNDY 		Monday.Com Ltd
192,150
53370.000
New Holding
11.660
+11.66%
0.390
-18.57%
-1.14%
11636.791
Software
WIX 		Wix.com Ltd
314,220
52530.000
+62.81%
11.480
+4.43%
0.570
+45.18%
+12.76%
13212.054
Software
TEVA 		Teva Pharmaceutical Industries Ltd
2,867,353
51670.000
+70.17%
11.290
+4.66%
0.250
+20.39%
-0.86%
24244.684
Drug Manufacturers
META 		Meta Platforms Inc
54,250
31060.000
0%
6.790
0%
0.000
+5.25%
+5.30%
1553709.092
Interactive Media
BKNG 		Booking Holdings Inc
4,500
18960.000
-13.46%
4.140
-0.76%
0.010
+13.02%
-2.17%
160515.747
Travel & Leisure
NVMI 		Nova Ltd
89,800
18710.000
New Holding
4.090
+4.09%
0.310
+16.43%
+17.49%
6655.679
Semiconductors
GOOG 		Alphabet Inc
110,000
18390.000
-54.20%
4.020
-6.59%
0.000
+17.59%
+2.94%
2391378.632
Interactive Media
AAPL 		Apple Inc
55,450
12910.000
-7.89%
2.820
-0.28%
0.000
+1.88%
-4.96%
3565329.547
Hardware

Noked Israel Ltd's Historical Top Holdings Breakdowns

Noked Israel Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SEDG 		SolarEdge Technologies Inc2023-03-31Reduce
-14.83%
●
267.21 ($304.86) 343.98
$15.19
-95.02%
Reduce -93.29%
9,835
-136,773
INMD 		InMode Ltd2023-03-31Sold Out
-12.89%
●
29.72 ($34.25) 41.45
$16.35
-52.26%
Sold Out
0
-942,951
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Add
+12.34%
●
127.7 ($151.69) 179.69
$205.62
35.55%
Add 186.45%
395,300
257,300
MNDY 		Monday.Com Ltd2024-09-30New Buy
+11.66%
●
202.41 ($247.55) 281.64
$233.40
-5.72%
New holding
192,150
192,150
AMZN 		Amazon.com Inc2024-09-30Sold Out
-11.16%
●
161.02 ($182.46) 200
$221.26
21.26%
Sold Out
0
-209,200
GOOG 		Alphabet Inc2024-03-31Add
+9.32%
●
132.56 ($144.34) 154.84
$196.14
35.89%
Add 435.24%
280,200
227,850
PANW 		Palo Alto Networks Inc2024-03-31Reduce
-8.91%
●
130.99 ($157.74) 188.45
$175.56
11.30%
Reduce -97.36%
6,200
-114,515
TEVA 		Teva Pharmaceutical Industries Ltd2024-06-30New Buy
+7.56%
●
12.78 ($15.4) 17.4
$21.80
41.56%
New holding
1,685,000
1,685,000
META 		Meta Platforms Inc2023-09-30Add
+7.55%
●
283.25 ($301.3) 325.48
$615.46
104.27%
Add 599.53%
89,540
76,740
ENPH 		Enphase Energy Inc2023-03-31Sold Out
-7.38%
●
183.64 ($216.6) 253.31
$66.95
-69.09%
Sold Out
0
-72,717

Noked Israel Ltd Total Holding History ($B)

To

Noked Israel Ltd's Asset Allocation

To

Noked Israel Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Noked Israel Ltd's Hypothetical Growth since 2024-09-30

Noked Israel Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Noked Israel Ltd's Holdings Heat Map

Size field:

Noked Israel Ltd's Holdings Bubble Chart

Noked Israel Ltd News

  • 1

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