CIK: 0001603837
申报总市值
US$9.1亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 15.22% | -26.59% | +268.44% | |
| 2 | DK | Delek US Holdings, Inc. | 股票-其他 | 14.47% | — | +645.70% | |
| 3 | ✓ | Mellanox Technologies LTD | 股票-其他 | 11.80% | — | +461.51% | |
| 4 | SEDG | Solaredge Technologies INC | 股票-科技 | 9.70% | -2.18% | EXIT | |
| 5 | ✓ | Orbotech LTD | 股票-其他 | 9.35% | — | +88.83% | |
| 6 | VRNT 1.5 06-01-21 | Verint Systems INC | 股票-其他 | 8.59% | — | +825.20% | |
| 7 | ✓ | Check Point Software Tech Lt | 股票-其他 | 5.69% | — | +182.09% | |
| 8 | RDWR | Radware Ltd. | 股票-其他 | 4.65% | — | +428.77% | |
| 9 | FFIV | F5 INC | 股票-科技 | 4.51% | — | — | |
| 10 | ✓ | Syneron Medical LTD | 股票-其他 | 4.06% | — | +143.07% | |
| 11 | WIX | Wix.com Ltd. | 股票-科技 | 2.47% | — | +303.95% | |
| 12 | ✓ | Yahoo INC | 股票-其他 | 2.36% | — | -15.71% | |
| 13 | ORA | Ormat Technologies INC | 股票-公用事业 | 2.09% | — | -40.38% | |
| 14 | NVMI | Nova Ltd. | 股票-其他 | 1.64% | — | -14.35% | |
| 15 | DSPGEUR | Dsp Group INC | 股票-其他 | 1.32% | — | +6.50% | |
| 16 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.60% | — | -2.19% | |
| 17 | ✓ | Senomyx INC | 股票-其他 | 0.51% | — | +19.93% | |
| 18 | CAMT | Camtek Ltd. | 股票-其他 | 0.43% | — | — | |
| 19 | PTNRGBP | Partner Communications-adr | 股票-其他 | 0.23% | — | — | |
| 20 | ✓ | Sodastream Intl F | 股票-其他 | 0.18% | — | +148.02% | |
| 21 | ✓ | Check Cap LTD | 股票-其他 | 0.09% | — | — | |
| 22 | ✓ | Perion Network LTD | 股票-其他 | 0.03% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEDG | Solaredge Technologies INC | +7.6% | +1120.25% | 加仓 |
| 2 | DK | Delek US Holdings, Inc. | +7.5% | +645.70% | 加仓 |
| 3 | ✓ | Mellanox Technologies LTD | +5.8% | +461.51% | 加仓 |
| 4 | VRNT 1.5 06-01-21 | Verint Systems INC | +5.5% | +825.20% | 加仓 |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | +3.9% | +268.44% | 加仓 |
| 6 | RDWR | Radware Ltd. | +1.7% | +428.77% | 加仓 |
| 7 | WIX | Wix.com Ltd. | +1% | +303.95% | 加仓 |
| 8 | ✓ | Sodastream Intl F | 0% | +148.02% | 加仓 |
| 9 | PTNRGBP | Partner Communications-adr | -0.4% | — | 不变 |
| 10 | ✓ | Check Point Software Tech Lt | -0.6% | +182.09% | 加仓 |
| 11 | ✓ | Syneron Medical LTD | -0.9% | +143.07% | 加仓 |
| 12 | ✓ | Senomyx INC | -1.1% | +19.93% | 加仓 |
| 13 | CAMT | Camtek Ltd. | -1.2% | — | 不变 |
| 14 | ✓ | Orbotech LTD | -1.7% | +88.83% | 加仓 |
| 15 | KRNT | Kornit Digital Ltd. | -1.7% | -2.19% | 减仓 |
| 16 | DSPGEUR | Dsp Group INC | -2.5% | +6.50% | 加仓 |
| 17 | NVMI | Nova Ltd. | -4.4% | -14.35% | 减仓 |
| 18 | ✓ | Yahoo INC | -5.4% | -15.71% | 减仓 |
| 19 | ORA | Ormat Technologies INC | -8.3% | -40.38% | 减仓 |
| 20 | FFIV | F5 INC | — | NEW | 新建仓 |
| 21 | AIG | American International Group | — | EXIT | 清仓 |
| 22 | NICE | Nice LTD - Spon Adr | — | EXIT | 清仓 |
| 23 | ✓ | Sapiens International CORP | — | EXIT | 清仓 |
| 24 | ✓ | Check Cap LTD | — | NEW | 新建仓 |
| 25 | ✓ | Perion Network LTD | — | NEW | 新建仓 |
| 26 | ✓ | Intec Pharma LTD Jerusalem | — | EXIT | 清仓 |