| Q1 2024 |
38 |
$1.37B |
+$250M |
-$313M |
-$62.6M |
TEVA, AER, CIEN, DK, TENB, MRVL |
13F-HR |
5/15/2024, 04:30 PM |
| Q4 2023 |
33 |
$1.19B |
+$303M |
-$89.1M |
+$214M |
TEVA, CIEN, MAT, DK, AER, KGS |
13F-HR |
2/14/2024, 04:33 PM |
| Q3 2023 |
44 |
$968M |
+$181M |
-$186M |
-$5.25M |
TEVA, CIEN, DK, MAT, KGS, FCX |
13F-HR |
11/14/2023, 04:26 PM |
| Q2 2023 |
42 |
$857M |
+$160M |
-$200M |
-$40.5M |
TEVA, ATVI, CIEN, DK, GLD, RDWR |
13F-HR |
8/14/2023, 05:29 PM |
| Q1 2023 |
34 |
$954M |
+$331M |
-$75.4M |
+$255M |
TEVA, CHKP, ATVI, CIEN, DK, RDWR |
13F-HR |
5/15/2023, 04:36 PM |
| Q4 2022 |
34 |
$739M |
+$161M |
-$59.5M |
+$102M |
CHKP, CIEN, DK, TEVA, ATVI, MAT |
13F-HR |
2/14/2023, 03:28 PM |
| Q3 2022 |
36 |
$635M |
+$113M |
-$199M |
-$86.3M |
CHKP, CIEN, DK, PANW, MOS, RDWR |
13F-HR |
10/26/2022, 02:06 PM |
| Q2 2022 |
35 |
$396M |
+$88.9M |
-$13M |
+$75.9M |
MOS, ZIM, GLD, AAC, DK, NDAC |
13F-HR |
8/15/2022, 06:25 PM |
| Q1 2022 |
31 |
$447M |
+$217M |
-$55.1M |
+$162M |
MOS, ZIM, TBLA, AAC, NDAC, EA |
13F-HR |
5/16/2022, 04:25 PM |
| Q4 2021 |
33 |
$674M |
+$276M |
-$195M |
+$81M |
CYBR, PANW, TSEM, CIEN, MOS, RDWR |
13F-HR |
2/14/2022, 03:38 PM |
| Q3 2021 |
43 |
$350M |
+$170M |
-$79.9M |
+$89.6M |
PANW, RDWR, TBLA, FIVN, ZIM, AAC |
13F-HR |
11/15/2021, 03:29 PM |
| Q2 2021 |
46 |
$813M |
+$266M |
-$191M |
+$74.4M |
CIEN, CYBR, MRVLXXXX, SAIL, TSEM, CHKP |
13F-HR |
8/16/2021, 04:30 PM |
| Q1 2021 |
43 |
$869M |
+$147M |
-$53.8M |
+$93.4M |
CHKP, CYBR, CIEN, SAIL, ARKO, FLEX |
13F-HR |
5/17/2021, 04:30 PM |
| Q4 2020 |
31 |
$875M |
+$230M |
-$86.3M |
+$143M |
CHKP, CYBR, CIEN, SAIL, ARKO, FLEX |
RESTATEMENT |
2/22/2021, 05:02 AM |
| Q3 2020 |
28 |
$669M |
+$331M |
-$60.8M |
+$271M |
CHKP, CIEN, CYBR, SAIL, TSEM, FVRR |
13F-HR |
11/16/2020, 03:29 PM |
| Q2 2020 |
24 |
$591M |
+$137M |
-$111M |
+$26.5M |
CIEN, SEDG, TEVA, CYBR, DK, TSEM |
13F-HR |
8/14/2020, 04:29 PM |
| Q1 2020 |
24 |
$437M |
+$61.4M |
-$54.6M |
+$6.73M |
CIEN, SEDG, TSEM, CYBR, VRNS, FVRR |
13F-HR |
5/15/2020, 04:30 PM |
| Q4 2019 |
19 |
$537M |
+$102M |
-$9.31M |
+$92.7M |
SEDG, CIEN, TSEM, DK, CYBR, VRNS |
13F-HR |
2/14/2020, 03:36 PM |
| Q3 2019 |
23 |
$423M |
+$216M |
-$24.6M |
+$191M |
SEDG, CIEN, DK, TSEM, RDWR, VRNS |
13F-HR |
11/14/2019, 03:29 PM |
| Q2 2019 |
24 |
$290M |
+$133M |
-$419M |
-$287M |
DK, CIEN, MYL, MLNX, SEDG, FVRR |
13F-HR |
7/25/2019, 02:02 PM |
| Q1 2019 |
8 |
$312M |
+$87.9M |
-$91.1M |
-$3.11M |
MLNX, SEDG, DK, MYL, RDWR, AQ |
13F-HR |
5/15/2019, 04:31 PM |
| Q4 2018 |
11 |
$378M |
|
|
|
MLNX, SEDG, DKXXXX, RDWR, CYBR, AQ |
13F-HR |
2/14/2019, 01:12 PM |
| Q3 2018 |
8 |
$419M |
|
|
|
MLNX, SEDG, VRNS, DKXXXX, AQ, RDWR |
13F-HR |
11/14/2018, 02:01 PM |
| Q2 2018 |
8 |
$453M |
+$98.3M |
-$21.2M |
+$77.1M |
MLNX, SEDG, VRNS, DKXXXX, RDWR, AQ |
13F-HR |
8/14/2018, 03:00 PM |
| Q1 2018 |
7 |
$358M |
|
-$59.2M |
-$59.2M |
MLNX, VRNS, SEDG, DKXXXX, RDWR, ORBK |
13F-HR |
5/14/2018, 04:33 PM |
| Q4 2017 |
11 |
$388M |
+$25.5M |
-$9.25M |
+$16.2M |
MLNX, VRNS, SEDG, ORBK, DKXXXX, RDWR |
13F-HR |
2/14/2018, 02:00 PM |
| Q3 2017 |
15 |
$297M |
+$25.5M |
-$33.2M |
-$7.65M |
MLNX, VRNS, ORBK, SEDG, RDWR, TSEM |
13F-HR |
11/14/2017, 02:00 PM |
| Q2 2017 |
13 |
$304M |
+$47.8M |
-$27.7M |
+$20.1M |
MLNX, VRNS, ORBK, DKXXXX, RDWR, CHKP |
13F-HR |
8/14/2017, 03:00 PM |
| Q1 2017 |
14 |
$283M |
+$116M |
-$23.4M |
+$92.4M |
MLNX, DKXXXX, VRNS, CHKP, ORBK, VRNT |
13F-HR |
5/15/2017, 03:02 PM |
| Q4 2016 |
13 |
$211M |
+$16.7M |
-$12.8M |
+$3.85M |
MLNX, DKXXXX, ORBK, RDWR, WIX, ORA |
13F-HR |
2/14/2017, 01:58 PM |
| Q3 2016 |
14 |
$193M |
+$8.34M |
-$8.4M |
-$62.4K |
MLNX, ORBK, DKXXXX, WIX, RDWR, ORA |
13F-HR |
11/14/2016, 04:45 PM |
| Q2 2016 |
14 |
$195M |
+$47.3M |
-$30.3M |
+$17M |
MLNX, ORBK, DKXXXX, WIX, ORA, RDWR |
13F-HR |
8/15/2016, 04:17 PM |
| Q1 2016 |
19 |
$202M |
+$24.9M |
-$11.5M |
+$13.4M |
MLNX, SEDG, DKXXXX, ORBK, TEVA, FFIV |
13F-HR |
5/13/2016, 04:00 PM |
| Q4 2015 |
21 |
$209M |
+$144M |
-$4.89M |
+$139M |
TEVA, DKXXXX, MLNX, SEDG, ORBK, RDWR |
13F-HR |
2/16/2016, 02:39 PM |
| Q3 2015 |
22 |
$69.5M |
+$11M |
-$4.87M |
+$6.09M |
TEVA, ORBK, ORA, YHOO, DKXXXX, MLNX |
13F-HR |
11/13/2015, 03:00 PM |
| Q2 2015 |
1 |
$2.13K |
|
|
|
|
NEW HOLDINGS |
8/17/2015, 03:14 PM |
| Q2 2015 |
20 |
$78.6M |
+$10.7M |
-$21.5M |
-$10.9M |
ORBK, ORA, TEVA, YHOO, DKXXXX, ELOS |
13F-HR |
8/13/2015, 05:01 PM |
| Q1 2015 |
17 |
$86.1M |
+$13M |
-$23M |
-$9.96M |
ORBK, ORA, TEVA, YHOO, RDWR, ELOS |
13F-HR |
5/14/2015, 05:18 PM |
| Q4 2014 |
13 |
$78.6M |
|
|
|
ORBK, TEVA, ORA, RDWR, AIG, FFIV |
13F-HR |
2/13/2015, 03:04 PM |