Snapshot 2026-10-23. Δ shares and Δ active pp vs Thu Oct 22. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
PANW equity · Palo Alto Networks Inc | 31,873 | 0 | $11,312,365 | 10.845% | +0.001 |
ESLT equity · Elbit Systems Ltd | 9,935 | 0 | $7,383,891 | 7.079% | +0.000 |
TSEM equity · Tower Semiconductor Ltd | 31,017 | 0 | $5,201,861 | 4.987% | +0.000 |
FROG equity · JFrog Ltd | 47,495 | 0 | $4,459,306 | 4.275% | +0.000 |
CHKP equity · Check Point Software Technologies Ltd | 28,553 | 0 | $4,339,485 | 4.160% | +0.000 |
S equity · SentinelOne Inc | 152,114 | 0 | $3,422,565 | 3.281% | +0.000 |
NICE equity · Nice Ltd | 28,244 | 0 | $3,308,785 | 3.172% | +0.000 |
VRNS equity · Varonis Systems Inc | 57,024 | 0 | $2,787,903 | 2.673% | +0.000 |
GLBE equity · Global-e Online Ltd | 65,266 | 0 | $2,697,444 | 2.586% | +0.000 |
DOX equity · Amdocs Ltd | 40,751 | 0 | $2,590,541 | 2.484% | +0.000 |
MNDY equity · Monday.com Ltd | 23,769 | 0 | $2,539,955 | 2.435% | +0.000 |
ENLT equity · Enlight Renewable Energy Ltd | 35,043.6 | 0 | $2,475,295 | 2.373% | +0.000 |
NVMI equity · Nova Ltd | 7,981 | 0 | $2,475,148 | 2.373% | +0.000 |
RSKD equity · Riskified Ltd | 208,767 | 0 | $1,862,202 | 1.785% | +0.000 |
WIX equity · Wix.com Ltd | 22,077 | 0 | $1,822,456 | 1.747% | +0.000 |
NXSN equity · Next Vision Stabilized Systems Ltd | 27,892 | 0 | $1,738,098 | 1.666% | +0.000 |
ORA equity · Ormat Technologies Inc | 19,540 | 0 | $1,721,474 | 1.650% | +0.000 |
MTRX equity · Matrix IT Ltd | 45,110 | 0 | $1,599,687 | 1.534% | +0.000 |
ONDS equity · Ondas Inc | 260,934 | 0 | $1,570,823 | 1.506% | +0.000 |
LMND equity · Lemonade Inc | 34,516 | 0 | $1,567,372 | 1.503% | +0.000 |
CAMT equity · Camtek Ltd/Israel | 13,084 | 0 | $1,563,276 | 1.499% | +0.000 |
URGN equity · UroGen Pharma Ltd | 42,116 | 0 | $1,480,377 | 1.419% | +0.000 |
PGY equity · Pagaya Technologies Ltd | 76,049 | 0 | $1,461,662 | 1.401% | +0.000 |
PAYO equity · Payoneer Global Inc | 203,327 | 0 | $1,457,855 | 1.398% | +0.000 |
PLUS equity · Plus500 Ltd | 29,604 | 0 | $1,326,196 | 1.271% | +0.000 |
CLBT equity · Cellebrite DI Ltd | 111,326 | 0 | $1,312,534 | 1.258% | +0.000 |
HLAN equity · Hilan Ltd | 15,880 | 0 | $1,287,967 | 1.235% | +0.000 |
ONE equity · One Software Technologies Ltd | 50,712 | 0 | $1,257,375 | 1.205% | +0.000 |
INMD equity · Inmode Ltd | 85,967 | 0 | $1,207,836 | 1.158% | +0.000 |
FORTY equity · Formula Systems 1985 Ltd | 9,413 | 0 | $1,158,030 | 1.110% | +0.000 |
RDWR equity · Radware Ltd | 38,877 | 0 | $1,157,757 | 1.110% | +0.000 |
KRNT equity · Kornit Digital Ltd | 66,926 | 0 | $1,155,812 | 1.108% | +0.000 |
NVCR equity · Novocure Ltd | 75,107 | 0 | $1,134,116 | 1.087% | +0.000 |
ENRG equity · Energix-Renewable Energies Ltd | 172,036 | 0 | $1,096,362 | 1.051% | +0.000 |
CGNT equity · Cognyte Software Ltd | 116,123 | 0 | $1,077,041 | 1.033% | +0.000 |
MBLY equity · Mobileye Global Inc | 154,725 | 0 | $1,075,339 | 1.031% | +0.000 |
ETOR equity · Etoro Group Ltd | 43,743 | 0 | $1,062,955 | 1.019% | +0.000 |
DORL equity · Doral Group Renewable Energy Resources Ltd | 61,924 | 0 | $1,047,051 | 1.004% | +0.000 |
SEDG equity · SolarEdge Technologies Inc | 31,078 | 0 | $1,023,709 | 0.981% | +0.000 |
ITRN equity · Ituran Location and Control Ltd | 18,582 | 0 | $935,975 | 0.897% | 0.000 |
NNDM equity · Nano Dimension Ltd | 655,902 | 0 | $905,145 | 0.868% | 0.000 |
NYAX equity · Nayax Ltd | 18,204 | 0 | $896,985 | 0.860% | 0.000 |
SSYS equity · Stratasys Ltd | 124,788 | 0 | $852,302 | 0.817% | 0.000 |
PRTC equity · Priortech Ltd | 10,801 | 0 | $848,273 | 0.813% | 0.000 |
FVRR equity · Fiverr International Ltd | 97,995 | 0 | $831,978 | 0.798% | 0.000 |
TBLA equity · Taboola.com Ltd | 239,733 | 0 | $831,874 | 0.798% | 0.000 |
BWAY equity · Brainsway Ltd | 72,385 | 0 | $828,084 | 0.794% | 0.000 |
NOFR equity · OY Nofar Energy Ltd | 17,511 | 0 | $811,090 | 0.778% | 0.000 |
MSKE equity · Meshek Energy Renewable Energies Ltd | 261,015 | 0 | $807,393 | 0.774% | 0.000 |
CEVA equity · CEVA Inc | 28,160 | 0 | $794,112 | 0.761% | 0.000 |
TATT equity · TAT Technologies Ltd | 24,508 | 0 | $772,492 | 0.741% | 0.000 |
PLTK equity · Playtika Holding Corp | 311,971 | 0 | $642,660 | 0.616% | 0.000 |
GILT equity · Gilat Satellite Networks Ltd | 82,124 | 0 | $611,824 | 0.587% | 0.000 |
QLTU equity · Qualitau Ltd | 5,771 | 0 | $551,482 | 0.529% | 0.000 |
VPG equity · Vishay Precision Group Inc | 9,996 | 0 | $526,689 | 0.505% | 0.000 |
ARYT equity · Aryt Industries Ltd | 105,864 | 0 | $515,174 | 0.494% | 0.000 |
WBT equity · Weebit Nano Ltd | 272,947 | 0 | $486,096 | 0.466% | 0.000 |
ELS equity · Elsight Ltd | 218,112 | 0 | $454,199 | 0.435% | 0.000 |
AGPXX cash · Invesco Government & Agency Portfolio 12/31/2031 | 168,132.78 | 0 | $168,133 | 0.161% | 0.000 |
ILS cash · ISRAELI NEW SHEKEL | 32,141.53 | 0 | $10,324 | 0.010% | 0.000 |
Cash&Other cash · Cash & Other | 7,478.68 | -5,764.06 | $7,479 | 0.007% | 0.000 |
None this window — no structural change.
None this window — no structural change.
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Data updates on weekday mornings when the scraper runs.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.