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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
ZIM icon
1
ZIM Integrated Shipping Services
ZIM
$3.14B
$86.1M 17.94%
3,268,773
+19,939
+0.6% +$497K
XLF icon
2
State Street Financial Select Sector SPDR ETF
XLF
$58B
$37.8M 7.87%
765,764
– –
GLBE icon
3
Global E Online
GLBE
$6.75B
$26.1M 5.44%
846,829
-11,754
-1% -$413K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.57T
$21.8M 4.53%
75,708
-36
-0% -$11.3K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$19.9M 4.15%
30,656
-2,775
-8% -$1.89M
META icon
6
Meta Platforms (Facebook)
META
$1.5T
$18.1M 3.77%
31,600
-32
-0.1% -$20.5K
AMZN icon
7
Amazon
AMZN
$3.06T
$16.6M 3.45%
79,575
– –
MSFT icon
8
Microsoft
MSFT
$3.62T
$16.1M 3.36%
43,563
-1,254
-3% -$525K
XBI icon
9
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$13.4M 2.78%
104,532
– –
MDWD icon
10
MediWound
MDWD
$183M
$12.3M 2.56%
762,817
-252
-0% -$4.38K
ORA icon
11
Ormat Technologies
ORA
$6.02B
$11.9M 2.47%
106,175
– –
RSP icon
12
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$10.8M 2.25%
56,190
-5,200
-8% -$1.03M
TEVA icon
13
Teva Pharmaceuticals
TEVA
$40.2B
$10.7M 2.23%
354,704
-40,800
-10% -$1.31M
GILT icon
14
Gilat Satellite Networks
GILT
$883M
$9.7M 2.02%
645,549
+464,000
+256% +$7.72M
IFF icon
15
International Flavors & Fragrances
IFF
$20.6B
$9.3M 1.94%
128,234
– –
ESLT icon
16
Elbit Systems
ESLT
$38.9B
$8.73M 1.82%
10,281
– –
BABA icon
17
Alibaba
BABA
$305B
$8.7M 1.81%
69,320
– –
ENLT icon
18
Enlight Renewable Energy
ENLT
$11.6B
$8.35M 1.74%
122,283
-76,561
-39% -$4.9M
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$104B
$7.72M 1.61%
251,541
– –
IVV icon
20
iShares Core S&P 500 ETF
IVV
$884B
$6.85M 1.43%
10,486
-3,633
-26% -$2.48M
NVMI
21
Nova
NVMI
$12.5B
$6.71M 1.4%
15,441
– –
PFE icon
22
Pfizer
PFE
$143B
$6.04M 1.26%
215,000
-65,301
-23% -$1.74M
CAMT icon
23
Camtek
CAMT
$6.52B
$5.39M 1.12%
35,577
– –
INMD icon
24
InMode
INMD
$882M
$5.29M 1.1%
387,005
+89,122
+30% +$1.27M
MU icon
25
Micron Technology
MU
$937B
$5.16M 1.08%
15,285
+11,400
+293% +$4.47M
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.