Yelin Lapidot Holdings Management Ltd.

Yelin Lapidot Holdings Management Ltd. is an institution, managing $476.2M across 90 long positions as of Q3 2025 with 53% concentrated in top 10 holdings.

Portfolio Value: $476.2M
Positions: 90
Top Holding: XLF at 8.66%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Yelin Lapidot Holdings Management Ltd.'s portfolio (53.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Financial Select Sector SPDR Fund XLF	ETF ETF	$41.3M	8.66%	—	— 765.8K shares	Q3 2023 Held for 2y 2m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$40.4M	8.48%	—	— 60.6K shares	Q3 2023 Held for 2y 2m
3 ZIM Integrated Shipping Services ZIM	Marine Shipping Industrials	$32.8M	6.89%	+$16.1M Bought	2.01% 2.4M shares	Q1 2024 Held for 1y 8m
4 Global-E Online GLBE	Specialty Retail Consumer Cyclical	$29.9M	6.29%	+$2.3M Bought	0.49% 837.2K shares	Q3 2023 Held for 2y 2m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$24.8M	5.22%	+$676.4K Bought	0.00% 33.8K shares	Q3 2023 Held for 2y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$22.6M	4.75%	+$710.6K Bought	0.00% 43.7K shares	Q3 2023 Held for 2y 2m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$18.1M	3.79%	+$213.0K Bought	0.00% 82.3K shares	Q3 2023 Held for 2y 2m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$16.9M	3.55%	+$760.7K Bought	0.00% 69.5K shares	Q3 2023 Held for 2y 2m
9 MediWound MDWD	Biotechnology Healthcare	$14.6M	3.06%	-$122.4K Sold	7.31% 809.9K shares	Q3 2023 Held for 2y 2m
10 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$12.7M	2.66%	-$2.8M Sold	— 66.8K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Yelin Lapidot Holdings Management Ltd.'s latest filing

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Market Value

$476.2M

Prior: $547.6M

Q/Q Change

-13.04%

-$71.4M

Net Flows % of MV

-20.49%

Turnover Ratio

16.24%

New Purchases

1 stocks

$412.6K

Added To

14 stocks

+$28.1M

Sold Out Of

7 stocks

$101.9M

Reduced Holdings

20 stocks

-$24.2M

Increased Positions

Position	Shares Δ	Change
1 Fiserv FI	New	0 → 3.2K +$412.6K
2 PennantPark Floating Rate Capital PFLT	+281.68%	19.5K → 74.4K +$488.3K
3 Gilat Satellite Networks GILT	+275.41%	181.5K → 681.5K +$6.5M
4 ZIM Integrated Shipping Services ZIM	+96.75%	1.2M → 2.4M +$16.1M
5 SharkNinja SN	+10.42%	26.4K → 29.2K +$283.7K

Decreased Positions

Position	Shares Δ	Change
1 Invesco NASDAQ 100 ETF QQQM	Sold	441.5K → 0 −$100.3M
2 CMMB Chemomab Therapeutics CMMB	Sold	578.3K → 0 −$670.8K
3 Oneok OKE	Sold	2.9K → 0 −$239.2K
4 Crown Castle CCI	Sold	2.0K → 0 −$207.7K
5 National Grid NGG	Sold	2.7K → 0 −$202.2K

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Analytics

Portfolio insights and performance metrics for Yelin Lapidot Holdings Management Ltd.

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Sector Allocation

ETF

29.10%

Technology

15.60%

Communication Services

11.20%

Consumer Cyclical

11.10%

Industrials

9.00%

Healthcare

8.60%

Utilities

4.10%

Basic Materials

2.40%

Financial Services

1.30%

Real Estate

0.40%

Energy

0.20%

Market Cap Distribution

Mega Cap (> $200B)

19.08%

Large Cap ($10B - $200B)

10.87%

Mid Cap ($2B - $10B)

14.09%

Small Cap ($300M - $2B)

13.18%

Micro Cap ($50M - $300M)

6.90%

N/A (ETF or Unknown)

35.87%

Portfolio Concentration

Top 10 Holdings %

53.36%

Top 20 Holdings %

72.17%

Top 50 Holdings %

94.36%

Top 100 Holdings %

100.0%