Q1 2022 Holdings
Filed 2022-05-13 | 42 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $836.0K | 3,900 | 43.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $762.0K | 7,000 | 39.6% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $47.2K | 146,395 | 2.5% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $41.9K | 1,470,000 | 2.2% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $29.2K | 184,790 | 1.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $25.3K | 82,160 | 1.3% |
| Hayward Hldgs Inc(HAYW) | COM | 421298100 | $22.7K | 1,367,041 | 1.2% |
| Pool Corp(POOL) | COM | 73278L105 | $20.9K | 49,410 | 1.1% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $18.3K | 83,550 | 1.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $14.5K | 71,740 | 0.8% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $14.1K | 31,876 | 0.7% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $13.5K | 102,375 | 0.7% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $11.0K | 166,650 | 0.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.2K | 22,000 | 0.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.1K | 2,895 | 0.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $6.8K | 65,510 | 0.4% |
| Nova LTD(NVMI) | COM | M7516K103 | $6.6K | 60,213 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.8K | 1,787 | 0.3% |
| ION Acquisition Corp 3 LTD | SHS CL A | G4940J114 | $5.6K | 572,000 | 0.3% |
| Squarespace Inc(8DT) | CLASS A | 85225A107 | $4.9K | 190,880 | 0.3% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $3.6K | 5,360 | 0.2% |
| Camtek LTD(CAMT) | ORD | M20791105 | $2.6K | 85,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.3K | 13,300 | 0.1% |
| ICL Group LTD(ICL) | SHS | M53213100 | $2.0K | 163,318 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.7K | 4,932 | 0.1% |
| Tekkorp Digital Acquisitn Co | CL A | G8739H106 | $1.5K | 150,000 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.5K | 6,615 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $1.1K | 40,850 | 0.1% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $862 | 13,650 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $775 | 5,040 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $758 | 19,300 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $738 | 12,280 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $566 | 14,620 | 0.0% |
| XTL Biopharmaceuticals LTD | SPONSORED ADR NE | 98386D307 | $471 | 198,888 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $441 | 4,960 | 0.0% |
| Save Foods Inc | COM | 80512Q303 | $434 | 75,455 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $429 | 28,400 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $373 | 2,471 | 0.0% |
| Ellomay Capital Limited(ELLO) | SHS | M39927120 | $222 | 8,337 | 0.0% |
| Kamada LTD(KMDA) | SHS | M6240T109 | $92 | 16,748 | 0.0% |
| Tekkorp Digital Acquisitn Co | *W EXP 10/26/202 | G8739H114 | $23 | 75,000 | 0.0% |
| Innovid Corp | *W EXP 11/30/202 | 457679116 | $18 | 18,051 | 0.0% |