Yelin Lapidot Holdings Management Ltd.
Filing Date
Global Rank
#2,708
/ 8,232
▲ 293
Top Industry
Marine Shipping
23.5%
3Y Alpha vs SPY
+0.9%
Period ended 3 months ago
Filed Apr 22, 2026 · 54d
10 quarters · since Sep 2023
Clone Performance
Nov 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.8%
SPY
+70.5%
Annualised alpha
+0.9%
Max drawdown
−23.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
71 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025Top Position
22.2%
+11.5 pts
Top 5
44.3%
+4.6 pts
Top 10
61.7%
+2.9 pts
HHI
729
Diversified+273
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 25.1% | $97,515,259 |
| Technology | 18.6% | $72,109,902 |
| Consumer Cyclical | 14.6% | $56,661,491 |
| Communication Services | 12.6% | $48,775,029 |
| Healthcare | 12.1% | $46,849,093 |
| Utilities | 6.4% | $24,935,707 |
| Unclassified | 5.8% | $22,382,911 |
| Basic Materials | 3.1% | $12,087,403 |
| Financial Services | 1.3% | $5,131,579 |
| Real Estate | 0.5% | $1,964,932 |
| Energy | 0.1% | $220,013 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZIM | ZIM Integrated Shipping Services Ltd. | +845,787 | 3,268,773 | $86,132,168 | |
| INMD | InMode Ltd. | +88,122 | 387,005 | $5,294,227 | |
| ELLO | Ellomay Capital Ltd. | +83,300 | 193,565 | $4,705,565 | |
| MU | Micron Technology Inc | +11,400 | 15,285 | $5,163,884 | |
| GLBE | Global-E Online Ltd. | +9,646 | 846,829 | $26,124,674 | |
| GOOGL | Alphabet Inc. | +6,169 | 75,708 | $21,770,592 | |
| SN | SharkNinja, Inc. | +3,500 | 32,650 | $3,457,635 | |
| NVDA | Nvidia Corp | +2,904 | 18,066 | $3,150,710 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSTE | Caesarstone Ltd. | −555,927 | 66,042 | $70,664 | |
| SILC | Silicom Ltd. | −131,894 | 73,765 | $1,556,441 | |
| KRNT | Kornit Digital Ltd. | −127,303 | 103,028 | $1,510,389 | |
| PRGO | PERRIGO Co plc | −96,539 | 170,000 | $1,825,800 | |
| RDCM | Radcom Ltd | −87,780 | 404,595 | $4,919,875 | |
| PFE | Pfizer Inc | −82,831 | 215,000 | $6,037,200 | |
| ENLT | Enlight Renewable Energy Ltd. | −76,561 | 122,283 | $8,347,037 | |
| MDWD | MediWound Ltd. | −47,131 | 762,817 | $12,288,981 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −40,800 | 354,704 | $10,683,684 | |
| GILT | Gilat Satellite Networks Ltd | −36,000 | 645,549 | $9,696,145 | |
| SPY | Spdr S&P 500 ETF Trust | −29,939 | 30,656 | $19,936,823 | |
| NICE | NICE Ltd. | −28,300 | 26,396 | $2,910,422 | |
| SNDX | Syndax Pharmaceuticals Inc | −12,080 | 96,297 | $2,249,497 | |
| VZ | Verizon Communications Inc | −2,930 | 5,979 | $300,145 | |
| T | At&T Inc. | −2,719 | 10,863 | $314,918 | |
| AMZN | Amazon Com Inc | −2,700 | 79,575 | $16,573,085 | |
| META | Meta Platforms, Inc. | −2,237 | 31,600 | $18,079,308 | |
| WMB | Williams Companies, Inc. | −1,688 | 3,023 | $220,013 | |
| AMT | American Tower Corp /Ma/ | −706 | 1,256 | $216,760 | |
| QQQ | Invesco Qqq Trust, Series 1 | −500 | 4,238 | $2,446,088 | |
| TMUS | T-Mobile US, Inc. | −196 | 1,343 | $282,070 | |
| MSFT | Microsoft Corp | −124 | 43,563 | $16,125,715 | |
| CSCO | Cisco Systems, Inc. | −109 | 13,144 | $1,019,842 | |
| V | Visa Inc. | −25 | 2,224 | $672,181 | |
| ANET | Arista Networks, Inc. | −23 | 38,737 | $4,756,128 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VTRS | Viatris Inc | 487,397 | $4,825,230 | |
| RDWR | Radware Ltd | 115,210 | $3,051,912 | |
| SEDG | Solaredge Technologies, Inc. | 11,654 | $431,198 | |
| FISV | Fiserv Inc | 3,200 | $412,576 | |
| NEE | Nextera Energy Inc | 3,505 | $264,592 | |
| CEG | Constellation Energy Corp | 781 | $257,003 | |
| DUK | Duke Energy CORP | 1,938 | $239,827 | |
| PYPL | PayPal Holdings, Inc. | 3,250 | $217,945 | |
| NFE | New Fortress Energy Inc. | 14,998 | $33,145 | |
| No positions match the current search. | ||||
3 positions ·
$24,935,707 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities