Latest Yelin Lapidot Holdings Management Ltd. Stock Portfolio
$527Million | No. of Holdings #85
Yelin Lapidot Holdings Management Ltd. Performance
2026 Q2+9.18%
YTD+8.98%
2025+22.20%
About Yelin Lapidot Holdings Management Ltd. and 13F Hedge Fund Stock Holdings
On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yelin Lapidot Holdings Management Ltd. reported an equity portfolio of $527.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Yelin Lapidot Holdings Management Ltd. are ZIM, GLBE, XLB. The fund has invested 16.3% of it's portfolio in ZIM INTEGRATED SHIPPING SERV and 6.5% of portfolio in GLOBAL E ONLINE LTD. <br><br> The fund managers got completely rid off SYNDAX PHARMACEUTICALS INC (SNDX), WILLIAMS COS INC (WMB) and AMERICAN TOWER CORP (AMT) stocks. They significantly reduced their stock positions in SOL-GEL TECHNOLOGIES LTD (SLGL), SILICOM LTD (SILC) and INTERNATIONAL FLAVORS&FRAGRA (IFF). Yelin Lapidot Holdings Management Ltd. opened new stock positions in QXO INC (SSNT), INVESCO EXCH TRADED FD TR II (BAB) and CF INDUSTRIES HOLD (CF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), META PLATFORMS INC (META) and BROADCOM INC (AVGO).
Yelin Lapidot Holdings Management Ltd. Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$527Million
as of Aug 03, 2026Yelin Lapidot Holdings Management Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Yelin Lapidot Holdings Management Ltd. made a return of 9.18% in the last quarter. In trailing 12 months, it's portfolio return was 30.97%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| qxo inc | 1,728,000 |
| invesco exch traded fd tr ii | 1,031,920 |
| cf industries hold | 866,080 |
| ishares inc | 290,991 |
| anheuser busch inbev sa nv | 229,072 |
| united parcel svcs inc | 214,463 |
New stocks bought by Yelin Lapidot Holdings Management Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 500 |
| meta platforms inc | 24.96 |
| broadcom inc | 18.28 |
| global e online ltd | 16.74 |
| microsoft corp | 11.13 |
| cognyte software ltd | 3.93 |
| nice ltd | 2.65 |
| ishares tr | 2.24 |
Additions to existing portfolio by Yelin Lapidot Holdings Management Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| sol-gel technologies ltd | -41.51 |
| silicom ltd | -39.62 |
| international flavors&fragra | -28.25 |
| pennantpark floating rate ca | -26.2 |
| kornit digital ltd | -25.81 |
| enlight renewable energy ltd | -23.47 |
| micron technology inc | -21.75 |
| caesarstone ltd | -19.31 |
Yelin Lapidot Holdings Management Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| syndax pharmaceuticals inc | -2,249,500 |
| audiocodes ltd | -169,150 |
| williams cos inc | -220,014 |
| american tower corp | -216,760 |
Yelin Lapidot Holdings Management Ltd. got rid off the above stocks
Sector Distribution
Yelin Lapidot Holdings Management Ltd. has about 66% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Healthcare
- Consumer Cyclical
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Others | 66 |
| Technology | 11 |
| Communication Services | 10.3 |
| Healthcare | 3.9 |
| Consumer Cyclical | 3.9 |
| Utilities | 2.2 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Yelin Lapidot Holdings Management Ltd. has about 30.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 66 |
| MEGA-CAP | 20.9 |
| LARGE-CAP | 9.5 |
| MID-CAP | 2.4 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 29.2% of the stocks held by Yelin Lapidot Holdings Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 70.9 |
| S&P 500 | 25.6 |
| RUSSELL 2000 | 3.6 |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | vanguard index fds | -70.4 % |
| WIX | wix com ltd | -49.6 % |
| SCTC | odysight ai inc | -39.7 % |
| T | at&t inc | -27.8 % |
| ELLO | ellomay capital limited | -23.7 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -4.7 M |
| BABA | alibaba group hldg ltd | -2.0 M |
| ZIM | zim integrated shipping serv | -1.2 M |
| ELLO | ellomay capital limited | -1.1 M |
| GILT | gilat satellite networks ltd | -1.1 M |
Yelin Lapidot Holdings Management Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Yelin Lapidot Holdings Management Ltd.
Yelin Lapidot Holdings Management Ltd. has 85 stocks in it's portfolio. About 55.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Yelin Lapidot Holdings Management Ltd. last quarter.
$527.40MTotal Value
89.00Positions
03 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 ACWV Ishares IncIshares IncACWV | 0.06% | 1,436 | $291.0K 0.06% | Newnew position | |
 ALLT Allot LtdAllot LtdALLT | 0.38% | 225,943 | $2.00M 0.38% | 0%unchanged 0 percentunchanged | |
 American Tower Corp Yelin Lapidot Holdings Management Ltd.'s holding in American Tower Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Yelin Lapidot Holdings Management Ltd.'s holding in Amazon Com Inc over time | 3.6% | 79,575 | $18.97M 3.6% | 0%unchanged 0 percentunchanged | |
 Arista Networks Inc Yelin Lapidot Holdings Management Ltd.'s holding in Arista Networks Inc over time | 1.25% | 38,733 | $6.58M 1.25% | 0.01%decreased 0.01 percentreduced | |
 Arvinas Inc Arvinas IncARVN Yelin Lapidot Holdings Management Ltd.'s holding in Arvinas Inc over time | 0.07% | 46,665 | $387.8K 0.07% | 0%unchanged 0 percentunchanged | |
 AUDC Audiocodes LtdAudiocodes LtdAUDC | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Broadcom Inc Broadcom IncAVGO Yelin Lapidot Holdings Management Ltd.'s holding in Broadcom Inc over time | 0.23% | 3,229 | $1.22M 0.23% | 18.28%increased 18.28 percentadded | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 0.2% | 3,406 | $1.03M 0.2% | Newnew position | |
 BABA Alibaba Group Hldg LtdAlibaba Group Hldg LtdBABA | 1.26% | 69,320 | $6.65M 1.26% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 3.14% | 104,532 | $16.54M 3.14% | 0%unchanged 0 percentunchanged | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.67% | 12,500 | $3.55M 0.67% | 0%unchanged 0 percentunchanged | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.43% | 18,850 | $2.29M 0.43% | 0%unchanged 0 percentunchanged | |
 BUD Anheuser Busch Inbev Sa NvAnheuser Busch Inbev Sa NvBUD | 0.04% | 2,780 | $229.1K 0.04% | Newnew position | |
 CAMT Camtek LtdCamtek LtdCAMT | 1.1% | 35,577 | $5.80M 1.1% | 0%unchanged 0 percentunchanged | |
 Cf Industries Hold Yelin Lapidot Holdings Management Ltd.'s holding in Cf Industries Hold over time | 0.16% | 8,000 | $866.1K 0.16% | Newnew position | |
 CGEN Compugen LtdCompugen LtdCGEN | 0.11% | 281,983 | $603.4K 0.11% | 11.56%decreased 11.56 percentreduced | |
 CGNT Cognyte Software LtdCognyte Software LtdCGNT | 0.17% | 104,944 | $921.4K 0.17% | 3.93%increased 3.93 percentadded | |
 CHKP Check Point Software Tech LtCheck Point Software Tech LtCHKP | 0.32% | 12,707 | $1.67M 0.32% | 0.05%decreased 0.05 percentreduced | |
 Cisco Sys Inc Cisco Sys IncCSCO Yelin Lapidot Holdings Management Ltd.'s holding in Cisco Sys Inc over time | 0.29% | 13,111 | $1.54M 0.29% | 0.25%decreased 0.25 percentreduced | |