Yelin Lapidot Holdings Management Ltd.

CIK 0001590495 · Q2 2026

13F Equity AUM

$527.4M

+9.8% QoQ

Positions

+2 QoQ

AUM Rank

#3,571

Top 41%

Skill Alpha (FF)

+6.5%/yr^ns

No Clear Edge

Rank #588 · Top 7%

vs S&P +0.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 38.8%Top 10: 55.8%Top 20: 73.9%

ZIM16.3%

GLBE6.5%

XLF6.5%

GOOGL5.1%

SPY4.3%

META4.2%

AMZN3.6%

MSFT3.4%

XBI3.1%

MU2.6%

Others (75)44.3%

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

Sector Allocation

Financial Services24.6%

Industrials18.6%

Technology17.6%

Consumer Cyclical12.6%

Communication Services11.4%

Healthcare8.2%

Utilities4.6%

Basic Materials2.0%

Other0.4%

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

Position Sizing

Positions: 85Median: 0.42%Avg: 1.18%

0–0.5%

48(9.9%)

0.5–1%

9(6.5%)

1–3%

19(30.4%)

3–5%

5(18.7%)

5%+

4(34.4%)

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

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Portfolio Overlap

Shared: 0Unique: 85vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New6Increased9Decreased26Exited4

New Positions

QXO0.3%

+100K

QQQM0.2%

+3K

CF0.2%

+8K

URTH0.1%

+1K

BUD0.0%

+3K

UPS0.0%

+2K

Increased

GLBE6.5%

+142K(+17%)

ZIM16.3%

+40K(+1%)

VUG0.4%

+19K(+500%)

META4.2%

+8K(+25%)

MSFT3.4%

+5K(+11%)

CGNT0.2%

+4K(+4%)

NSY0.5%

+700(+3%)

AVGO0.2%

+499(+18%)

IVV1.5%

+235(+2%)

Decreased

XLF6.5%

-129,382(-17%)

CGEN0.1%

-36,869(-12%)

IFF1.4%

-36,230(-28%)

SILC0.4%

-29,228(-40%)

ENLT1.6%

-28,700(-23%)

KRNT0.2%

-26,588(-26%)

PFLT0.1%

-19,500(-26%)

TEAD0.0%

-16,684(-17%)

INMD1.0%

-13,755(-4%)

CSTE0.0%

-12,755(-19%)

Exited

-96,297

-3,023

-1,256

-20,113

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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