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 | ✓ | Mellanox Technologies LTD | 股票-其他 | 20.07% | — | +27.50% | |
| 2 | ✓ | Check Point Software Tech Lt | 股票-其他 | 17.21% | — | +83.71% | |
| 3 | ✓ | Orbotech LTD | 股票-其他 | 15.45% | — | +43.78% | |
| 4 | DK | Delek US Holdings, Inc. | 股票-其他 | 9.58% | — | +10.30% | |
| 5 | VRNT 1.5 06-01-21 | Verint Systems INC | 股票-其他 | 8.11% | — | +42.53% | |
| 6 | WIX | Wix.com Ltd. | 股票-科技 | 5.89% | — | -4.83% | |
| 7 | ORA | Ormat Technologies INC | 股票-公用事业 | 5.43% | — | +130.15% | |
| 8 | RDWR | Radware Ltd. | 股票-其他 | 5.27% | — | +37.86% | |
| 9 | SEDG | Solaredge Technologies INC | 股票-科技 | 3.32% | -2.18% | EXIT | |
| 10 | ✓ | Syneron Medical LTD | 股票-其他 | 3.25% | — | -20.37% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 2.68% | -26.59% | -71.11% | |
| 12 | ✓ | Senomyx INC | 股票-其他 | 1.24% | — | — | |
| 13 | DSPGEUR | Dsp Group INC | 股票-其他 | 1.03% | — | -36.66% | |
| 14 | NVMI | Nova Ltd. | 股票-其他 | 0.89% | — | -44.53% | |
| 15 | CAMT | Camtek Ltd. | 股票-其他 | 0.46% | — | — | |
| 16 | ✓ | Check Cap LTD | 股票-其他 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Check Point Software Tech Lt | +7.3% | +83.71% | 加仓 |
| 2 | ✓ | Orbotech LTD | +5.8% | +43.78% | 加仓 |
| 3 | ORA | Ormat Technologies INC | +3.3% | +130.15% | 加仓 |
| 4 | ✓ | Mellanox Technologies LTD | +2.8% | +27.50% | 加仓 |
| 5 | VRNT 1.5 06-01-21 | Verint Systems INC | +2.6% | +42.53% | 加仓 |
| 6 | WIX | Wix.com Ltd. | +1.9% | -4.83% | 减仓 |
| 7 | RDWR | Radware Ltd. | +1.4% | +37.86% | 加仓 |
| 8 | ✓ | Senomyx INC | +0.1% | — | 不变 |
| 9 | CAMT | Camtek Ltd. | 0% | — | 不变 |
| 10 | ✓ | Check Cap LTD | -0.1% | — | 不变 |
| 11 | DK | Delek US Holdings, Inc. | -0.1% | +10.30% | 加仓 |
| 12 | DSPGEUR | Dsp Group INC | -0.3% | -36.66% | 减仓 |
| 13 | ✓ | Syneron Medical LTD | -0.5% | -20.37% | 减仓 |
| 14 | NVMI | Nova Ltd. | -0.6% | -44.53% | 减仓 |
| 15 | TEVA | Teva Pharmaceutical-sp Adr | -6.9% | -71.11% | 减仓 |
| 16 | SEDG | Solaredge Technologies INC | -7.3% | -61.23% | 减仓 |
| 17 | FFIV | F5 INC | — | EXIT | 清仓 |
| 18 | PTNRGBP | Partner Communications-adr | — | EXIT | 清仓 |
| 19 | ✓ | Lifelock INC Com | — | EXIT | 清仓 |
| 20 | KRNT | Kornit Digital Ltd. | — | EXIT | 清仓 |
| 21 | OPK | Opko Health INC | — | EXIT | 清仓 |