Managers / Q1 2019 · view latest →
Noked Israel Ltd
CIK 0001767750 · 22 HAGEFEN ST, RAMAT HASHARON, L3, 4725422 · 972-73-780-3400
Reported Value
$96M
Q1 2019
Positions
72
Filings on Record
32
2019–present window
Filed
May 13, 2019
original filing
Summary
Noked Israel Ltd reported $96M in U.S.-listed holdings across 72 positions for Q1 2019.
The portfolio is heavily concentrated: SEDG alone accounts for 29.3% of reported value.
Portfolio Metrics
Top-10 Concentration
+67.9%
share of reported value
Largest Position
+29.3%
Solaredge Technologies
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 73.8% · $71M
- ADR · 16.3% · $16M
- Other · 9.2% · $9M
- REIT · 0.7% · $674,000
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SEDGSOLAREDGE TECHNOLOGIES INC | NEW | +745.3K | 745.3K | +$28M | $28M |
| TEVATEVA PHARMACEUTICAL INDS LTD | NEW | +772.0K | 772.0K | +$12M | $12M |
| DKDELEK US HLDGS INC NEW | NEW | +232.4K | 232.4K | +$8M | $8M |
| MYLAN N V | NEW | +200.0K | 200.0K | +$6M | $6M |
| MSGNMSG NETWORK INC | NEW | +139.4K | 139.4K | +$3M | $3M |
| ITMRITAMAR MED LTD | NEW | +178.0K | 178.0K | +$2M | $2M |
| AAPLAPPLE INC | NEW | +10.2K | 10.2K | +$2M | $2M |
| MSFTMICROSOFT CORP | NEW | +16.2K | 16.2K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2019
71 positions (from 72 filing rows — )
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | SEDGSOLAREDGE TECHNOLOGIES INChistory → | COM | 29.28% | $28M | 745.3K |
| 2 | TEVATEVA PHARMACEUTICAL INDS LTDhistory → | SPONSORED ADR | 12.62% | $12M | 772.0K |
| 3 | DKDELEK US HLDGS INC NEWhistory → | COM | 8.82% | $8M | 232.4K |
| 4 | MYLAN N V | SHS EURO | 5.91% | $6M | 200.0K |
| 5 | MSGNMSG NETWORK INChistory → | CL A | 3.16% | $3M | 139.4K |
| 6 | ITMRITAMAR MED LTDhistory → | SPONSORED ADS | 2.15% | $2M | 178.0K |
| 7 | AAPLAPPLE INChistory → | COM | 2.02% | $2M | 10.2K |
| 8 | MSFTMICROSOFT CORPhistory → | COM | 1.99% | $2M | 16.2K |
| 9 | CVXCHEVRON CORP NEWhistory → | COM | 1.03% | $985,000 | 8.0K |
| 10 | GILAT SATELLITE NETWORKS LTD | SHS NEW | 0.88% | $840,000 | 100.0K |
| 11 | BACBANK OF AMER CORP | COM | 0.86% | $828,000 | 30.0K |
| 12 | USBUS BANCORP DEL | COM NEW | 0.85% | $819,000 | 17.0K |
| 13 | RADA ELECTR INDS LTD | COM PAR NEW | 0.78% | $751,000 | 255.3K |
| 14 | WFCWELLS FARGO CO NEW | COM | 0.76% | $725,000 | 15.0K |
| 15 | DUKDUKE ENERGY CORP NEW | COM NEW | 0.72% | $693,000 | 7.7K |
| 16 | CRAFT BREW ALLIANCE INC | COM | 0.70% | $675,000 | 48.3K |
| 17 | SPGSIMON PPTY GROUP INC NEW | COM | 0.70% | $674,000 | 3.7K |
| 18 | METAFACEBOOK INC | CL A | 0.70% | $667,000 | 4.0K |
| 19 | DISWALT DISNEY CO | COM DISNEY | 0.69% | $666,000 | 6.0K |
| 20 | EBAYEBAY INC | COM | 0.68% | $650,000 | 17.5K |
| 21 | HSYHERSHEY CO | COM | 0.66% | $632,000 | 5.5K |
| 22 | AVGOBROADCOM INC | COM | 0.66% | $631,000 | 2.1K |
| 23 | RYROYAL BK OF CDA MONTREAL QUE | COM | 0.63% | $605,000 | 6.0K |
| 24 | JNJJOHNSON & JOHNSON | COM | 0.63% | $601,000 | 4.3K |
| 25 | TDTORONTO DOMINION BK ONT | COM NEW | 0.60% | $580,000 | 8.0K |
| 26 | BKNGBOOKING HLDGS INC | COM | 0.60% | $576,000 | 330 |
| 27 | ELVANTHEM INC | COM | 0.60% | $574,000 | 2.0K |
| 28 | DRIDARDEN RESTAURANTS INC | COM | 0.58% | $559,000 | 4.6K |
| 29 | HSBCHSBC HLDGS PLC | SPON ADR NEW | 0.57% | $548,000 | 13.5K |
| 30 | TSUTIM PARTICIPACOES S A | SPONSORED ADR | 0.53% | $513,000 | 34.0K |
| 31 | MCOMOODY'S CORP | COM | 0.53% | $507,000 | 2.8K |
| 32 | CHKPCHECK POINT SOFTWARE TECH LT | ORD | 0.53% | $506,000 | 4.0K |
| 33 | INTCINTEL CORP | COM | 0.52% | $499,000 | 9.3K |
| 34 | PGRPROGRESSIVE CORP OHIO | COM | 0.52% | $497,000 | 6.9K |
| 35 | PEPPEPSICO INC | COM | 0.51% | $490,000 | 4.0K |
| 36 | CBCHUBB LIMITED | COM | 0.51% | $490,000 | 3.5K |
| 37 | TSNTYSON FOODS INC | CL A | 0.51% | $486,000 | 7.0K |
| 38 | BIIBBIOGEN INC | COM | 0.51% | $485,000 | 2.0K |
| 39 | ORCLORACLE CORP | COM | 0.50% | $483,000 | 9.0K |
| 40 | RAYTHEON CO | COM NEW | 0.49% | $473,000 | 2.6K |
| 41 | GOOGLALPHABET INC | CAP STK CL A | 0.49% | $471,000 | 400 |
| 42 | XTL BIOPHARMACEUTICALS LTD | SPONSORED ADR NE | 0.49% | $469,000 | 198.9K |
| 43 | TMKTORCHMARK CORP | COM | 0.49% | $467,000 | 5.7K |
| 44 | VLOVALERO ENERGY CORP NEW | COM | 0.49% | $467,000 | 5.5K |
| 45 | GSGOLDMAN SACHS GROUP INC | COM | 0.48% | $461,000 | 2.4K |
| 46 | AZOAUTOZONE INC | COM | 0.48% | $461,000 | 450 |
| 47 | ACNACCENTURE PLC IRELAND | SHS CLASS A | 0.48% | $458,000 | 2.6K |
| 48 | SYYSYSCO CORP | COM | 0.47% | $454,000 | 6.8K |
| 49 | PAYXPAYCHEX INC | COM | 0.47% | $449,000 | 5.6K |
| 50 | BRK/BBERKSHIRE HATHAWAY INC-DEL | CL B NEW | 0.46% | $442,000 | 2.2K |
| 51 | KANSAS CITY SOUTHERN | COM NEW | 0.46% | $441,000 | 3.8K |
| 52 | FFIVF5 NETWORKS INC | COM | 0.46% | $439,000 | 2.8K |
| 53 | AXPAMERICAN EXPRESS CO | COM | 0.46% | $437,000 | 4.0K |
| 54 | BIDUBAIDU INC | SPON ADR REP A | 0.45% | $429,000 | 2.6K |
| 55 | AOSSMITH A O CORP | COM | 0.45% | $427,000 | 8.0K |
| 56 | TJXTJX COS INC NEW | COM | 0.44% | $426,000 | 8.0K |
| 57 | PFEPFIZER INC | COM | 0.44% | $425,000 | 10.0K |
| 58 | CDWCDW CORP | COM | 0.44% | $424,000 | 4.4K |
| 59 | DGDOLLAR GEN CORP NEW | COM | 0.44% | $418,000 | 3.5K |
| 60 | EMNEASTMAN CHEMICAL CO | COM | 0.43% | $417,000 | 5.5K |
| 61 | MMM3M CO | COM | 0.43% | $416,000 | 2.0K |
| 62 | ENSGENSIGN GROUP INC | COM | 0.43% | $410,000 | 8.0K |
| 63 | UHALAMERCO | COM | 0.43% | $409,000 | 1.1K |
| 64 | BDXBECTON DICKINSON & CO | COM | 0.42% | $400,000 | 1.6K |
| 65 | CHRWC H ROBINSON WORLDWIDE INC | COM NEW | 0.42% | $400,000 | 4.6K |
| 66 | CMCSACOMCAST CORP NEW | CL A | 0.42% | $400,000 | 10.0K |
| 67 | CBS CORP NEW | CL B | 0.40% | $380,000 | 8.0K |
| 68 | DSP GROUP INC | COM | 0.35% | $338,000 | 24.0K |
| 69 | MOALTRIA GROUP INC | COM | 0.35% | $333,000 | 5.8K |
| 70 | LEALEAR CORP | COM NEW | 0.31% | $299,000 | 2.2K |
| 71 | UVVUNIVERSAL CORP VA | COM | 0.30% | $288,000 | 5.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $677M | 13 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $624M | 14 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $639M | 14 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $542M | 12 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $436M | 15 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $508M | 16 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $458M | 18 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $362M | 15 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $372M | 22 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $379M | 31 | Feb 15, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $330M | 28 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $292M | 35 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $230M | 22 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $262M | 27 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $411M | 50 | Dec 27, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $435M | 48 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $329M | 42 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $407M | 45 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $425M | 46 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $401M | 35 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $307M | 33 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $243M | 27 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $151M | 22 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $140M | 16 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $56M | 14 | May 27, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $89M | 58 | Feb 18, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $95M | 38 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $82M | 81 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $96M | 72 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.