Yelin Lapidot Holdings Management Ltd.

CIK 0001590495 · Q1 2026

13F Equity AUM

$480.1M

-3.8% QoQ

Positions

-4 QoQ

AUM Rank

#4,415

Top 36%

Skill Alpha (FF)

+4.1%/yr^ns

No Clear Edge

Rank #726 · Top 9%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 39.9%Top 10: 55.9%Top 20: 75.2%

ZIM17.9%

XLF7.9%

GLBE5.4%

GOOGL4.5%

SPY4.2%

META3.8%

AMZN3.5%

MSFT3.4%

XBI2.8%

MDWD2.6%

Others (73)44.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services24.8%

Industrials20.2%

Technology15.0%

Consumer Cyclical11.8%

Communication Services10.2%

Healthcare9.8%

Utilities5.3%

Basic Materials2.5%

Other0.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 83Median: 0.42%Avg: 1.20%

0–0.5%

46(9.8%)

0.5–1%

10(7.1%)

1–3%

19(32.6%)

3–5%

5(19.3%)

5%+

3(31.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 76Unique: 7vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.4%

BlackRock, Inc.

1.7%

BANK OF AMERICA CORP /DE/

1.4%

JPMORGAN CHASE & CO

1.4%

FMR LLC

2.1%

STATE STREET CORP

1.6%

GEODE CAPITAL MANAGEMENT, LLC

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased7Decreased27Exited5

New Positions

AVGO0.2%

+3K

Increased

GILT2.0%

+464K(+256%)

INMD1.1%

+89K(+30%)

CGNT0.2%

+74K(+278%)

ZIM17.9%

+20K(+1%)

MU1.1%

+11K(+293%)

NVDA0.7%

+3K(+19%)

CHKP0.4%

+10(+0%)

Decreased

SILC0.3%

-131,894(-64%)

KRNT0.3%

-117,003(-53%)

PRGO0.4%

-96,539(-36%)

CSTE0.0%

-90,000(-58%)

ENLT1.7%

-76,561(-39%)

PFE1.3%

-65,301(-23%)

TEVA2.2%

-40,800(-10%)

NSY0.6%

-22,400(-46%)

RDCM1.0%

-12,195(-3%)

SNDX0.5%

-12,080(-11%)

Exited

-442,462

-72,277

-62,066

-1,608

-11,654

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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