Yelin Lapidot Holdings Management Ltd.

Comprehensive Analysis of SEC 13F Filing: Yelin Lapidot Holdings Management Ltd.

1. Portfolio Overview

Yelin Lapidot Holdings Management Ltd. manages a concentrated portfolio valued at approximately $352.24 million as of September 30, 2025. The firm underwent a significant reduction in portfolio size during the quarter, with total assets under management (AUM) declining by 35.7% from $547.60 million in the previous quarter. This reduction was driven by active selling rather than ju...