Yelin Lapidot Holdings Management Ltd.
Long book
$480.1M
Q1 2026
Positions
83
Top-10 weight
56%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsYelin Lapidot Holdings Management Ltd. is a diversified fundamental manager, running a $480.1M US long book across 83 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ZIM INTEGRATED SHIPPING SERV, SS FINANCIAL SELECT SECTOR, GLOBAL-E ONLINE LTD, ALPHABET INC-CL A, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.3%
Q2 2024
+5.8%
Q3 2024
+4.2%
Q4 2024
-7.2%
Q1 2025
+10.8%
Q2 2025
+6.8%
Q3 2025
+7.2%
Q4 2025
+0.9%
Q1 2026
+11.0%
Sector allocation
Technology 38%
Industrials 30%
Other 8%
Utilities 7%
Healthcare 6%
Consumer discretionary 5%
Materials 4%
Financials 1%
Long book by quarter
What does Yelin Lapidot own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 3.3M | $86.1M | 17.9% | +0.6% |
| GLBE GLOBAL-E ONLINE LTD | Technology | 846.8K | $26.1M | 5.4% | -1.4% |
| GOOGL ALPHABET INC-CL A | Technology | 75.7K | $21.8M | 4.5% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 31.6K | $18.1M | 3.8% | -0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 79.6K | $16.6M | 3.5% | Held |
| MSFT MICROSOFT CORP | Technology | 43.6K | $16.1M | 3.4% | -2.8% |
| MDWD MEDIWOUND LTD | Materials | 762.8K | $12.3M | 2.6% | 0.0% |
| ORA ORMAT TECHNOLOGIES INC | Utilities | 106.2K | $11.9M | 2.5% | Held |
| GILT GILAT SATELLITE NETWORKS LTD | Technology | 645.5K | $9.7M | 2.0% | +255.6% |
| IFF INTL FLAVORS & FRAGRANCES | Other | 128.2K | $9.3M | 1.9% | Held |
| ESLT ELBIT SYSTEMS LTD | Industrials | 10.3K | $8.7M | 1.8% | Held |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | Utilities | 122.3K | $8.3M | 1.7% | -38.5% |
| NVMI NOVA LTD | Other | 15.4K | $6.7M | 1.4% | Held |
| PFE PFIZER INC | Healthcare | 215.0K | $6.0M | 1.3% | -23.3% |
| CAMT CAMTEK LTD | Other | 35.6K | $5.4M | 1.1% | Held |
| INMD INMODE LTD | Healthcare | 387.0K | $5.3M | 1.1% | +29.9% |
| MU MICRON TECHNOLOGY INC | Technology | 15.3K | $5.2M | 1.1% | +293.4% |
| RDCM RADCOM LTD | Technology | 404.6K | $4.9M | 1.0% | -2.9% |
| ANET ARISTA NETWORKS INC | Technology | 38.7K | $4.8M | 1.0% | -0.1% |
| ELLO ELLOMAY CAPITAL LTD | Utilities | 193.6K | $4.7M | 1.0% | Held |
| SN SHARKNINJA INC | Industrials | 32.6K | $3.5M | 0.7% | -3.0% |
| NVDA NVIDIA CORP | Technology | 18.1K | $3.2M | 0.7% | +19.0% |
| ICL ICL GROUP LTD | Other | 537.5K | $2.8M | 0.6% | Held |
| MRVL MARVELL TECHNOLOGY INC | Technology | 24.8K | $2.5M | 0.5% | Held |
| TBLA TABOOLA.COM LTD | Technology | 768.7K | $2.4M | 0.5% | Held |
| SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 96.3K | $2.2M | 0.5% | -11.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.5K | $2.1M | 0.4% | Held |
| ZM ZOOM COMMUNICATIONS INC | Technology | 25.9K | $2.1M | 0.4% | Held |
| ELTK ELTEK LTD | Technology | 252.7K | $2.0M | 0.4% | Held |
| PRGO PERRIGO CO PLC | Healthcare | 170.0K | $1.8M | 0.4% | -36.2% |
| CPW CHECK POINT SOFTWARE TECH | — | 12.7K | $1.8M | 0.4% | +0.1% |
| SILC SILICOM LTD | Technology | 73.8K | $1.6M | 0.3% | -64.1% |
| KRNT KORNIT DIGITAL LTD | Industrials | 103.0K | $1.5M | 0.3% | -53.2% |
| ALLT ALLOT LTD | Technology | 225.9K | $1.5M | 0.3% | Held |
| ODYS ODYSIGHT.AI INC | Technology | 210.1K | $1.5M | 0.3% | Held |
| SLGL SOL-GEL TECHNOLOGIES LTD | Healthcare | 17.8K | $1.4M | 0.3% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 5.9K | $1.4M | 0.3% | Held |
| KKR KKR & CO INC | Financials | 14.8K | $1.4M | 0.3% | Held |
| WIX WIX.COM LTD | Technology | 13.3K | $1.2M | 0.2% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 13.1K | $1.0M | 0.2% | -1.6% |
| HRMY HARMONY BIOSCIENCES HOLDINGS | Healthcare | 35.9K | $1.0M | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 2.7K | $845K | 0.2% | New |
| INTC INTEL CORP | Technology | 18.6K | $823K | 0.2% | Held |
| CGNT COGNYTE SOFTWARE LTD | Technology | 101.0K | $818K | 0.2% | +278.3% |
| CGEN COMPUGEN LTD | Healthcare | 318.9K | $679K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 2.2K | $672K | 0.1% | -2.8% |
| GE GENERAL ELECTRIC | Industrials | 2.1K | $606K | 0.1% | Held |
| PFLT PENNANTPARK FLOATING RATE CA | — | 74.4K | $598K | 0.1% | Held |
| ARVN ARVINAS INC | Healthcare | 46.7K | $495K | 0.1% | Held |
| GEV GE VERNOVA INC | Industrials | 534 | $466K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 95 | $480.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 100 | $499.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 102 | $476.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 111 | $547.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 115 | $517.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 113 | $574.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 106 | $607.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 98 | $567.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 97 | $486.2M | canonical | SEC ↗ |
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