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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
VZ icon
76
Verizon
VZ
$196B
$300K 0.06%
5,979
-1,593
-21% -$73.8K
TMUS icon
77
T-Mobile US
TMUS
$194B
$282K 0.06%
1,343
-105
-7% -$21.6K
DIS icon
78
Walt Disney
DIS
$178B
$241K 0.05%
2,500
– –
WMB icon
79
Williams Companies
WMB
$88.8B
$220K 0.05%
3,023
-348
-10% -$24.1K
AMT icon
80
American Tower
AMT
$79.2B
$217K 0.05%
1,256
-151
-11% -$27.2K
AUDC icon
81
AudioCodes
AUDC
$252M
$169K 0.04%
20,113
– –
CSTE icon
82
Caesarstone
CSTE
$103M
$70.7K 0.01%
66,042
-90,000
-58% -$148K
TEAD
83
Teads Holding Co
TEAD
$65.2M
$63.6K 0.01%
96,643
– –
MGIC
84
DELISTED
Magic Software Enterprises
MGIC
– –
-62,066
Closed -$1.6M
QQQM icon
85
Invesco NASDAQ 100 ETF
QQQM
$102B
– –
-1,608
Closed -$407K
RDWR icon
86
Radware
RDWR
$1.2B
– –
-72,277
Closed -$1.74M
SEDG icon
87
SolarEdge
SEDG
$2.04B
– –
-11,654
Closed -$336K
VTRS icon
88
Viatris
VTRS
$18.7B
– –
-442,462
Closed -$5.51M
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.