Portfolio (Quarterly) Guide ↗

Noked Israel Ltd

· CIK 0001767750

13F Portfolio $677M AUM 13 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 3 Added 4 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVDA	NVIDIA CORPORATION	Technology	158,250	$29.5M	4.73%	SOLD
2	PANW	PALO ALTO NETWORKS INC	Technology	96,000	$17.7M	2.83%	SOLD
3	—	XTL BIOPHARMACEUTICALS LTD	—	198,888	$115K	0.02%	SOLD

Sector Allocation

Technology 67.1%

Communication Services 19.0%

Industrials 8.2%

Consumer Cyclical 4.4%

Financial Services 1.3%

Healthcare 0.0%

Consumer Defensive 0.0%