Yelin Lapidot Holdings Management LTD.
Yelin Lapidot Holdings Management Ltd. is an Israeli investment management firm headquartered in Tel Aviv, focusing on asset management through its subsidiaries—Yelin Lapidot Mutual Funds Management Ltd. and Yelin Lapidot Provident Funds Management Ltd. Founded and managed by Mr. Yelin and Mr. Lapidot, the firm operates in the Israeli financial market, serving private and institutional investors through the management of mutual funds and provident funds. As of Q1 2025, the firm manages around 98 public securities holdings and oversees a significant sum of assets for members and clients.
Investment Strategy
Yelin Lapidot Holdings Management Ltd., through its independent subsidiaries, manages mutual and provident funds for Israeli investors. The investment strategy emphasizes diversified holdings across equity and fixed income, using both passive and active management approaches. Each subsidiary operates independently, making autonomous investment decisions to optimize risk-adjusted returns for fund members. The firm’s philosophy centers on prudent risk management, transparent ownership structures, and responsible stewardship of client capital in Israeli and global markets.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 18.31% | $100.3M | 441,487 | $198.45 | $227.10 | +$15.4M |
X XLF | SELECT SECTOR SPDR TR | 7.32% | $40.1M | 765,764 | $33.17 | $52.37 | +$2.0M |
S SPY | SPDR S&P 500 ETF TR | 6.84% | $37.4M | 60,595 | $447.77 | $617.85 | +$6.4M |
G GLBE | GLOBAL E ONLINE LTD | 4.74% | $25.9M | 773,183 | $35.71 | $33.54 | +$11.8M |
M META | META PLATFORMS INC | 4.44% | $24.3M | 32,916 | $300.32 | $738.09 | +$5.3M |