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YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $527M
1-Year Est. Return 50.16%
This Fund
S&P 500
This Quarter Est. Return
+13.34%
1 Year Est. Return
+50.16%
3 Year Est. Return
+122.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$499M
AUM Growth
+$22.9M
Cap. Flow
-$14.4M
Cap. Flow %
-2.89%
Top 10 Hldgs %
55.89%
Holding
93
New
3
Increased
11
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$13.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
ELLO icon
Ellomay Capital Ltd
ELLO
+$1.73M
4
GLBE icon
Global E Online
GLBE
+$794K
5
SLGL icon
Sol-Gel Technologies
SLGL
+$685K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.4M
2
GILT icon
Gilat Satellite Networks
GILT
+$6.42M
3
META icon
Meta Platforms (Facebook)
META
+$1.47M
4
RDWR icon
Radware
RDWR
+$1.05M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M

Sector Composition

Rank Sector Weight
1 Industrials 15.9%
2 Technology 14%
3 Consumer Discretionary 13.61%
4 Healthcare 11.37%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELLO icon
26
Ellomay Capital Ltd
ELLO
$276M
$4.7M 0.94%
193,565
+83,300
+76% +$1.73M
XLK icon
27
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.39M 0.88%
30,460
– –
INMD icon
28
InMode
INMD
$873M
$4.38M 0.88%
297,883
-1,000
-0.3% -$14.7K
GSK icon
29
GSK
GSK
$104B
$4.34M 0.87%
88,500
– –
CAMT icon
30
Camtek
CAMT
$7.38B
$3.78M 0.76%
35,577
– –
SN icon
31
SharkNinja
SN
$26.2B
$3.77M 0.75%
33,650
+4,500
+15% +$443K
PRGO icon
32
Perrigo
PRGO
$1.75B
$3.71M 0.74%
266,539
– –
TBLA icon
33
Taboola.com
TBLA
$1.12B
$3.54M 0.71%
768,731
– –
KRNT icon
34
Kornit Digital
KRNT
$778M
$3.16M 0.63%
220,031
-10,300
-4% -$141K
ICL icon
35
ICL Group
ICL
$6.89B
$3.07M 0.61%
537,457
– –
SILC icon
36
Silicom
SILC
$240M
$3.02M 0.61%
205,659
– –
XAR icon
37
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$3.02M 0.6%
12,500
– –
NVDA icon
38
NVIDIA
NVDA
$5.27T
$2.83M 0.57%
15,180
+18
+0.1% +$3.35K
QQQ icon
39
Invesco QQQ Trust
QQQ
$479B
$2.6M 0.52%
4,238
-500
-11% -$307K
CHKP icon
40
Check Point Software Technologies
CHKP
$13.4B
$2.36M 0.47%
12,703
-26
-0.2% -$5.03K
GILT icon
41
Gilat Satellite Networks
GILT
$832M
$2.35M 0.47%
181,549
-500,000
-73% -$6.42M
SNDX icon
42
Syndax Pharmaceuticals
SNDX
$1.82B
$2.28M 0.46%
108,377
– –
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.14T
$2.24M 0.45%
4,450
– –
ZM icon
44
Zoom
ZM
$31.4B
$2.23M 0.45%
25,900
– –
ALLT icon
45
Allot
ALLT
$369M
$2.22M 0.45%
225,943
– –
ELTK icon
46
Eltek
ELTK
$57.6M
$2.19M 0.44%
252,682
– –
MRVL icon
47
Marvell Technology
MRVL
$187B
$2.11M 0.42%
24,824
– –
KKR icon
48
KKR & Co
KKR
$93.2B
$1.89M 0.38%
14,827
– –
VTWO icon
49
Vanguard Russell 2000 ETF
VTWO
$17.3B
$1.88M 0.38%
18,850
– –
VUG icon
50
Vanguard Morningstar Growth ETF
VUG
$230B
$1.87M 0.37%
23,010
– –
1
2
3 4

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Yelin Lapidot Holdings Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yelin Lapidot Holdings Management held 93 positions worth $499M, up 4.8% from $476M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Yelin Lapidot Holdings Management's Q4 2025 filing shows 3 new, 11 increased, 21 reduced and 6 closed positions. Its largest new stake was Sol-Gel Technologies: 17,753 shares worth $748K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $18.4M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, up from 9.1% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Yelin Lapidot Holdings Management's largest Q4 2025 buy was Sol-Gel Technologies: 17,753 shares worth $748K.
  • Yelin Lapidot Holdings Management added most to ZIM Integrated Shipping Services in Q4 2025, an estimated $13.9M increase.
  • Yelin Lapidot Holdings Management's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $18.4M.
  • Yelin Lapidot Holdings Management fully exited Fiserv Inc in Q4 2025, selling an estimated $413K.
  • Yelin Lapidot Holdings Management's ten largest holdings make up 56% of its $499M portfolio in Q4 2025.
  • Yelin Lapidot Holdings Management opened 3 new positions and closed 6 in Q4 2025.
  • Yelin Lapidot Holdings Management's portfolio value rose 4.8% quarter-over-quarter to $499M.

Based on Yelin Lapidot Holdings Management's 13F filing for Q4 2025, filed 5 Feb 2026.