Herzliya, L3CIK 21059061 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Teva Pharmaceutical Inds Ltd | 4.05M | $126.40M | 16.1% | +4.05M | New Position |
| 2 | Delek Us Hldgs Inc New | 1.77M | $52.43M | 6.7% | +1.77M | New Position |
| 3 | Check Point Software Tech Lt | 254.1K | $47.15M | 6.0% | +254.1K | New Position |
| 4 |
| Illumina Inc |
| 332.0K |
| $43.55M |
| 5.6% |
| +332.0K |
| New Position |
| 5 | Danaos Corporation | 419.8K | $39.54M | 5.0% | +419.8K | New Position |
| 6 | Aercap Holdings NV | 265.0K | $38.10M | 4.9% | +265.0K | New Position |
| 7 | Atlassian Corporation | 230.7K | $37.41M | 4.8% | +230.7K | New Position |
| 8 | Phinia Inc | 515.0K | $32.29M | 4.1% | +515.0K | New Position |
| 9 | Costar Group Inc | 461.0K | $31.00M | 4.0% | +461.0K | New Position |
| 10 | Perrigo Co PLC | 1.76M | $24.50M | 3.1% | +1.76M | New Position |
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