13F Insight
DOSSIER · 13F-HR · Q1 2026

Yelin Lapidot Holdings Management Ltd.

$480M in tracked AUM across 95 positions as of Q1 2026.

YL
CIK 0001590495 · last filed Mar 31, 2026
Total AUM
$480M
as of Q1 2026
Holdings
95
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
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...

The portfolio consists of 72 holdings, suggesting a strategy that balances diversification with selectivity. The firm utilizes a "Core and Satellite" approach, employing broad-market and sector ETFs to form a stable base, while allocating substantial capital to specific high-conviction equities, particularly within the technology and communication services sectors.

2. Key Holdings

The portfolio is heavily weighted towards its top ten positions, which comprise approximately 58.6% of the total value.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
M9T951109
ZIM INTEGRATED SHIPPING SERV
$86M3.3M17.9%02
XLF
SELECT SECTOR SPDR TR
$38M766K7.9%03
M5216V106
GLOBAL E ONLINE LTD
$26M847K5.4%04
GOOGL
ALPHABET INC
$22M76K4.5%05
SPY
STATE STR SPDR S&P 500 ETF T
$20M31K4.2%06
META
META PLATFORMS INC
$18M32K3.8%07
AMZN
AMAZON COM INC
$17M80K3.5%08
MSFT
MICROSOFT CORP
$16M44K3.4%09
XBI
SPDR SERIES TRUST
$13M105K2.8%10
M68830112
MEDIWOUND LTD
$12M763K2.6%

Filing history

2026Q1Mar 31
$480M▼ 3.8%
95 positionsView →2025Q4Dec 31
$499M▲ 41.7%
100 positionsView →2025Q3Sep 30
$352M▼ 35.7%
72 positionsView →2025Q2Jun 30
$548M▲ 35.7%
111 positionsLocked2025Q1Mar 31
$404M▼ 29.7%
83 positionsLocked2024Q4Dec 31
$574M▼ 5.4%
113 positionsLocked2024Q3Sep 30
$607M▲ 7.0%
106 positionsLocked2024Q2Jun 30
$567M▲ 16.7%
98 positionsLocked2024Q1Mar 31
$486M▲ 17.4%
97 positionsLocked2023Q4Dec 31
$414M▲ 1.9%
94 positionsLocked2023Q3Sep 30
$407M—
94 positionsLocked