Q4 2024 |
|
|
|
|
|
|
13F-NT |
2/14/2025, 06:03 AM |
Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/14/2024, 08:51 AM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/14/2024, 06:16 AM |
Q1 2024 |
|
|
|
|
|
|
13F-NT |
5/15/2024, 06:49 AM |
Q4 2023 |
|
|
|
|
|
|
13F-NT |
2/14/2024, 06:19 AM |
Q3 2023 |
|
|
|
|
|
|
13F-NT |
11/14/2023, 06:36 AM |
Q2 2023 |
|
|
|
|
|
|
13F-NT |
8/14/2023, 08:50 AM |
Q1 2023 |
|
|
|
|
|
|
13F-NT |
5/15/2023, 07:49 AM |
Q4 2022 |
|
|
|
|
|
|
13F-NT |
2/14/2023, 06:57 AM |
Q3 2022 |
40 |
$392M |
+$151M |
-$117M |
+$33.3M |
INMD, AAPL, MSFT, ENPH, PANW
|
13F-HR |
11/14/2022, 08:55 AM |
Q2 2022 |
45 |
$423M |
+$187M |
-$26.6M |
+$160M |
SEDG, KWEB, ENPH, INMD, NICE
|
13F-HR |
8/12/2022, 06:02 AM |
Q1 2022 |
41 |
$329M |
+$181M |
-$118M |
+$63.5M |
SEDG, KWEB, MNDY, MSFT, HAYW
|
13F-HR |
5/13/2022, 06:02 AM |
Q4 2021 |
39 |
$403M |
+$163M |
-$49.1M |
+$114M |
HAYW, SEDG, TTWO, AMAT, META
|
13F-HR |
2/14/2022, 05:02 AM |
Q3 2021 |
43 |
$410M |
+$170M |
-$126M |
+$44.6M |
HAYW, AMAT, ONTO, KRNT, SEDG
|
13F-HR |
11/12/2021, 06:20 AM |
Q2 2021 |
35 |
$401M |
+$144M |
-$72.6M |
+$71.7M |
ONTO, HAYW, MU, KRNT, SQSP
|
13F-HR |
8/12/2021, 08:11 AM |
Q1 2021 |
32 |
$306M |
+$168M |
-$87.8M |
+$80.3M |
ONTO, MU, WIX, TSM, KRNT
|
13F-HR |
5/12/2021, 06:07 AM |
Q4 2020 |
25 |
$211M |
+$124M |
-$42.7M |
+$81.3M |
ONTO, INMD, KRNT, CEVA, ENPH
|
13F-HR |
2/12/2021, 05:04 AM |
Q3 2020 |
20 |
$134M |
+$54M |
-$30.5M |
+$23.5M |
FVRR, SEDG, CEVA, KRNT, MSFT
|
13F-HR |
11/13/2020, 05:01 AM |
Q2 2020 |
13 |
$117M |
+$44.8M |
-$335K |
+$44.4M |
TEVA, SEDG, CEVA, FVRR, RADA
|
13F-HR |
8/14/2020, 06:03 AM |
Q1 2020 |
13 |
$55.7M |
+$35.3M |
-$29.5M |
+$5.83M |
TEVA, SEDG, MSFT, RADA, NTR
|
Restatement |
5/27/2020, 06:07 AM |
Q4 2019 |
58 |
$89.1M |
+$38.9M |
-$7.24M |
+$31.6M |
SEDG, FVRR, MSFT, AAPL, CAMT
|
13F-HR |
2/14/2020, 04:53 PM |
Q3 2019 |
38 |
$95.1M |
+$37M |
-$11.9M |
+$25.2M |
SEDG, ACWI, DK, EFV, RPV
|
13F-HR |
11/14/2019, 05:10 AM |
Q2 2019 |
81 |
$81.6M |
+$11.4M |
-$18.5M |
-$7.1M |
SEDG, DK, MSGN, AAPL, ITMR
|
13F-HR |
8/15/2019, 04:29 PM |
Q1 2019 |
69 |
$94.7M |
+$41.4M |
-$15.8M |
+$25.6M |
SEDG, TEVA, DK, MYL, MSGN
|
13F-HR |
5/13/2019, 06:08 AM |
Q4 2018 |
56 |
$119M |
|
|
|
TEVA, ITRN, CSTE, MLNX, SEDG
|
13F-HR |
2/12/2019, 06:38 AM |