Yelin Lapidot Holdings Management Ltd. holds a focused book of 85 stocks worth $527.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Qxo Inc and trimmed SS Financial Select Sector. Their largest long position is Zim Integrated Shipping Serv at 16% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1590495/holdings"
Use Arkolith to show Yelin Lapidot Holdings Management Ltd.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Yelin Lapidot Holdings Management Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Zim Integrated Shipping Serv SHS | $86.0M | 3.31M | 16.3% | ▲+1.2% Added · +40K sh | |
| 2 | Global E Online Ltd SHS | $34.3M | 988.6K | 6.5% | ▲+17% Added · +142K sh | |
| 3 | Select Sector SPDR TR ST STR FINL ETF | $34.1M | 636.4K | 6.5% | ▼−17% Reduced · −129K sh | |
| 4 | Alphabet Inc CAP STK CL A | $27.1M | 75.7K | 5.1% | ▼~0% Reduced · −4 sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $22.9M | 30.7K | 4.3% | —Held | |
| 6 | Meta Platforms Inc CL A | $22.2M | 39.5K | 4.2% | ▲+25% Added · +8K sh | |
| 7 | Amazon Com Inc COM | $19.0M | 79.6K | 3.6% | —Held | |
| 8 | Microsoft Corp COM | $18.1M | 48.4K | 3.4% | ▲+11% Added · +5K sh | |
| 9 | SPDR Series Trust ST STR SP BIOT | $16.5M | 104.5K | 3.1% | —Held | |
| 10 | Micron Technology Inc COM | $13.8M | 12.0K | 2.6% | ▼−22% Reduced · −3K sh | |
| 11 | Invesco Exchange Traded FD T S&P500 EQL WGT | $12.0M | 56.2K | 2.3% | —Held | |
| 12 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $11.9M | 352.6K | 2.3% | ▼−0.6% Reduced · −2K sh | |
| 13 | Ormat Technologies Inc COM | $11.6M | 106.2K | 2.2% | —Held | |
| 14 | Mediwound Ltd SHS NEW | $11.1M | 758.2K | 2.1% | ▼−0.6% Reduced · −5K sh | |
| 15 | Gilat Satellite Networks Ltd SHS NEW | $8.6M | 645.5K | 1.6% | —Held | |
| 16 | Nova Ltd COM | $8.4M | 15.4K | 1.6% | —Held | |
| 17 | Enlight Renewable Energy Ltd SHS | $8.3M | 93.6K | 1.6% | ▼−23% Reduced · −29K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $8.0M | 10.7K | 1.5% | ▲+2.2% Added · +235 sh | |
| 19 | Schwab Strategic TR US DIVIDEND EQ | $8.0M | 251.5K | 1.5% | —Held | |
| 20 | Elbit Sys Ltd ORD | $7.8M | 10.3K | 1.5% | —Held | |
| 21 | Marvell Technology Inc COM | $7.4M | 24.8K | 1.4% | —Held | |
| 22 | International Flavors&fragra COM | $7.3M | 92.0K | 1.4% | ▼−28% Reduced · −36K sh | |
| 23 | Alibaba Group Hldg Ltd SPONSORED ADS | $6.7M | 69.3K | 1.3% | —Held | |
| 24 | Arista Networks Inc COM SHS | $6.6M | 38.7K | 1.2% | ▼~0% Reduced · −4 sh | |
| 25 | Camtek Ltd ORD | $5.8M | 35.6K | 1.1% | —Held | |
| 26 | Select Sector SPDR TR ST STR TECHN ETF | $5.8M | 30.5K | 1.1% | —Held | |
| 27 | Radcom Ltd SHS NEW | $5.7M | 404.6K | 1.1% | —Held | |
| 28 | Inmode Ltd SHS | $5.5M | 373.3K | 1.0% | ▼−3.5% Reduced · −14K sh | |
| 29 | Pfizer Inc COM | $5.2M | 215.0K | 1.0% | —Held | |
| 30 | Sharkninja Inc COM SHS | $5.0M | 32.6K | 0.9% | —Held | |
| 31 | GSK PLC SPONSORED ADR | $4.6M | 88.5K | 0.9% | —Held | |
| 32 | Taboola.com Ltd ORD SHS | $3.8M | 768.7K | 0.7% | —Held | |
| 33 | SPDR Series Trust ST STR SP AERO | $3.5M | 12.5K | 0.7% | —Held | |
| 34 | Ellomay Capital Limited SHS | $3.5M | 190.1K | 0.7% | ▼−1.8% Reduced · −3K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.2K | 0.6% | —Held | |
| 36 | Nvidia Corporation COM | $3.0M | 15.1K | 0.6% | ▼−17% Reduced · −3K sh | |
| 37 | Icl Group Ltd SHS | $2.7M | 536.4K | 0.5% | ▼−0.2% Reduced · −1K sh | |
| 38 | Intel Corp COM | $2.6M | 18.6K | 0.5% | —Held | |
| 39 | Nice Ltd SPONSORED ADR | $2.5M | 27.1K | 0.5% | ▲+2.6% Added · +700 sh | |
| 40 | Eltek Ltd SHS | $2.4M | 252.7K | 0.5% | —Held | |
| 41 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.3M | 18.9K | 0.4% | —Held | |
| 42 | Zoom Communications Inc CL A | $2.2M | 25.9K | 0.4% | —Held | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.5K | 0.4% | —Held | |
| 44 | Silicom Ltd ORD | $2.1M | 44.5K | 0.4% | ▼−40% Reduced · −29K sh | |
| 45 | Allot Ltd SHS | $2.0M | 225.9K | 0.4% | —Held | |
| 46 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.0K | 0.4% | ▲+500% Added · +19K sh | |
| 47 | Schwab Strategic TR US LCAP GR ETF | $1.9M | 57.1K | 0.4% | —Held | |
| 48 | Perrigo Co PLC SHS | $1.8M | 170.0K | 0.3% | —Held | |
| 49 | Qxo Inc COM NEW | $1.7M | 100.0K | 0.3% | ▲New New position | |
| 50 | Check Point Software Tech LT ORD | $1.7M | 12.7K | 0.3% | ▼~0% Reduced · −6 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 96 | $527.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 95 | $480.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 100 | $499.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 102 | $476.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 111 | $547.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 115 | $517.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 113 | $574.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 106 | $607.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.