Noked Capital

Noked Capital as of June 30, 2022

Portfolio Holdings for Noked Capital

Noked Capital holds 48 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Solaredge Technologies (SEDG) 13.8 $60M 219k 273.68
Kraneshares Tr Csi Chi Internet (KWEB) 10.3 $45M 1.4M 32.76
4068594 Enphase Energy (ENPH) 9.4 $41M 209k 195.24
Inmode SHS (INMD) 8.0 $35M 1.6M 22.41
Nice Sponsored Adr (NICE) 7.8 $34M 177k 192.45
Microsoft Corporation (MSFT) 6.1 $27M 103k 256.83
Monday SHS (MNDY) 5.8 $25M 244k 103.16
Pool Corporation (POOL) 5.6 $25M 70k 351.23
Hayward Hldgs (HAYW) 4.8 $21M 1.5M 14.39
Palo Alto Networks (PANW) 3.8 $17M 34k 493.93
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 2.5 $11M 140k 76.84
Mongodb Cl A (MDB) 2.4 $11M 41k 259.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.4 $10M 81k 128.24
Spdr Ser Tr S&p Biotech (XBI) 1.8 $8.0M 108k 74.27
Solaredge Technologies Note 9/1 1.7 $7.2M 6.0M 1.20
Iac Interactivecorp Com New (IAC) 1.6 $6.9M 91k 75.98
Alphabet Cap Stk Cl C (GOOG) 1.3 $5.5M 2.5k 2187.52
NOVA MEASURING Instruments L (NVMI) 1.2 $5.3M 60k 88.54
Alibaba Group Hldg Sponsored Ads (BABA) 1.2 $5.1M 45k 113.68
Select Sector Spdr Tr Put 1.0 $4.6M 7.5k 609.94
Ion Acquisition Corp 3 Shs Cl A 1.0 $4.3M 440k 9.75
Squarespace Class A (SQSP) 1.0 $4.2M 203k 20.92
Applied Materials (AMAT) 0.7 $3.2M 35k 90.98
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $3.1M 15k 203.70
Icl Group SHS (ICL) 0.6 $2.7M 298k 9.08
Camtek Ord (CAMT) 0.5 $2.1M 85k 24.86
Amazon (AMZN) 0.4 $1.8M 17k 106.19
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.3M 24k 55.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 4.4k 272.96
Verint Systems Note 0.250% 4/1 Added 0.2 $918k 1.0M 0.92
Amdocs SHS (DOX) 0.2 $815k 9.8k 83.33
Liberty Global SHS CL C 0.2 $765k 35k 22.08
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $703k 30k 23.28
Liberty Media Corp Del Com Ser A Frmla 0.2 $692k 12k 58.01
Autodesk (ADSK) 0.2 $691k 4.0k 171.89
GDS HLDGS Sponsored Ads (GDS) 0.1 $644k 19k 33.37
Meta Platforms Cl A (META) 0.1 $547k 3.4k 161.12
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $506k 9.4k 53.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $450k 5.5k 81.67
Apple (AAPL) 0.1 $391k 2.9k 136.71
Booking Holdings (BKNG) 0.1 $371k 212.00 1750.00
Elastic N V Ord Shs (ESTC) 0.1 $336k 5.0k 67.74
Xtl Biopharmaceuticals Sponsored Adr Ne (XTLB) 0.1 $302k 199k 1.52
Squarespace Call 0.1 $271k 800.00 338.75
Save Foods 0.1 $255k 76k 3.38
Farfetch Ord Sh Cl A (FTCHF) 0.0 $203k 28k 7.15
Tekkorp Digital Acquisitn *w Exp 10/26/202 0.0 $12k 75k 0.16
Innovid Corp *w Exp 11/30/202 (CTV.WS) 0.0 $4.0k 18k 0.22