Hedge Fund - Noked Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MSFT | 289,220 | $143,861,000 | +8% | 26.55% | ||
| 2. | TSM | 607,330 | $137,554,000 | -4% | 25.38% | ||
| 3. | META | 114,966 | $84,855,000 | +39% | 15.66% | ||
| 4. | NVMI | 181,057 | $49,827,000 | +121% | 9.19% | ||
| 5. | AMAT | 230,159 | $42,135,000 | NEW | 7.78% |
