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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
+3.16%
1 Year Est. Return
+50.16%
3 Year Est. Return
+122.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$480M
AUM Growth
-$18.9M
Cap. Flow
-$16.8M
Cap. Flow %
-3.49%
Top 10 Hldgs %
55.86%
Holding
88
New
1
Increased
7
Reduced
27
Closed
5

Top Buys

Rank Stock Value
1
GILT icon
Gilat Satellite Networks
GILT
+$7.72M
2
MU icon
Micron Technology
MU
+$4.47M
3
INMD icon
InMode
INMD
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$898K
5
CGNT icon
Cognyte Software
CGNT
+$613K

Top Sells

Rank Stock Value
1
VTRS icon
Viatris
VTRS
+$5.51M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$4.9M
3
NICE icon
Nice
NICE
+$2.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
SILC icon
Silicom
SILC
+$2.44M

Sector Composition

Rank Sector Weight
1 Industrials 20.31%
2 Technology 15.02%
3 Consumer Discretionary 11.8%
4 Communication Services 10.16%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDCM icon
26
Radcom
RDCM
$169M
$4.92M 1.02%
404,595
-12,195
-3% -$146K
GSK icon
27
GSK
GSK
$104B
$4.88M 1.02%
88,500
– –
ANET icon
28
Arista Networks
ANET
$242B
$4.76M 0.99%
38,737
-58
-0.1% -$7.76K
ELLO icon
29
Ellomay Capital Ltd
ELLO
$276M
$4.71M 0.98%
193,565
– –
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.05M 0.84%
30,460
– –
SN icon
31
SharkNinja
SN
$26.2B
$3.46M 0.72%
32,650
-1,000
-3% -$117K
XAR icon
32
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$3.17M 0.66%
12,500
– –
NVDA icon
33
NVIDIA
NVDA
$5.27T
$3.15M 0.66%
18,066
+2,886
+19% +$529K
NICE icon
34
Nice
NICE
$6.01B
$2.91M 0.61%
26,396
-22,400
-46% -$2.56M
ICL icon
35
ICL Group
ICL
$6.89B
$2.78M 0.58%
537,457
– –
MRVL icon
36
Marvell Technology
MRVL
$187B
$2.46M 0.51%
24,824
– –
QQQ icon
37
Invesco QQQ Trust
QQQ
$479B
$2.45M 0.51%
4,238
– –
TBLA icon
38
Taboola.com
TBLA
$1.12B
$2.38M 0.5%
768,731
– –
SNDX icon
39
Syndax Pharmaceuticals
SNDX
$1.82B
$2.25M 0.47%
96,297
-12,080
-11% -$262K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.14T
$2.13M 0.44%
4,450
– –
ZM icon
41
Zoom
ZM
$31.4B
$2.08M 0.43%
25,900
– –
ELTK icon
42
Eltek
ELTK
$57.6M
$2.02M 0.42%
252,682
– –
VTWO icon
43
Vanguard Russell 2000 ETF
VTWO
$17.3B
$1.89M 0.39%
18,850
– –
PRGO icon
44
Perrigo
PRGO
$1.75B
$1.83M 0.38%
170,000
-96,539
-36% -$1.25M
CHKP icon
45
Check Point Software Technologies
CHKP
$13.4B
$1.82M 0.38%
12,713
+10
+0.1% +$1.67K
VUG icon
46
Vanguard Morningstar Growth ETF
VUG
$230B
$1.68M 0.35%
23,010
– –
SCHG icon
47
Schwab US Large-Cap Growth ETF
SCHG
$63B
$1.66M 0.35%
57,120
– –
SILC icon
48
Silicom
SILC
$240M
$1.56M 0.32%
73,765
-131,894
-64% -$2.44M
KRNT icon
49
Kornit Digital
KRNT
$778M
$1.51M 0.31%
103,028
-117,003
-53% -$1.71M
ALLT icon
50
Allot
ALLT
$369M
$1.5M 0.31%
225,943
– –
1
2
3 4

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Yelin Lapidot Holdings Management's Q1 2026 Portfolio in Review

As of Q1 2026, Yelin Lapidot Holdings Management held 88 positions worth $480M, down 3.8% from $499M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Yelin Lapidot Holdings Management withdrew a net $16.8M in Q1 2026, closing 5 positions and reducing 27 holdings. Its most notable exit was Viatris, an estimated $5.51M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Yelin Lapidot Holdings Management opened a new position in Broadcom worth $845K.

  • Yelin Lapidot Holdings Management's largest Q1 2026 buy was Broadcom: 2,730 shares worth $845K.
  • Yelin Lapidot Holdings Management added most to Gilat Satellite Networks in Q1 2026, an estimated $7.72M increase.
  • Yelin Lapidot Holdings Management's biggest Q1 2026 reduction was Enlight Renewable Energy, cutting an estimated $4.9M.
  • Yelin Lapidot Holdings Management fully exited Viatris in Q1 2026, selling an estimated $5.51M.
  • Yelin Lapidot Holdings Management's ten largest holdings make up 56% of its $480M portfolio in Q1 2026.
  • Yelin Lapidot Holdings Management opened 1 new position and closed 5 in Q1 2026.
  • Yelin Lapidot Holdings Management's portfolio value fell 3.8% quarter-over-quarter to $480M.

Based on Yelin Lapidot Holdings Management's 13F filing for Q1 2026, filed 22 Apr 2026.