Noked Capital LTD Buys Take-Two Interactive Software Inc, Nova, IAC/InterActiveCorp, Sells Onto Innovation Inc, Kornit Digital, Applied Materials Inc

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Feb 15, 2022
Investment company Noked Capital LTD (Current Portfolio) buys Take-Two Interactive Software Inc, Nova, IAC/InterActiveCorp, Tower Semiconductor, Meta Platforms Inc, sells Onto Innovation Inc, Kornit Digital, Applied Materials Inc, Riskified, Squarespace Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Noked Capital LTD. As of 2021Q4, Noked Capital LTD owns 43 stocks with a total value of $405 million. These are the details of the buys and sells.

For the details of Noked Capital LTD's stock buys and sells, go to https://www.gurufocus.com/guru/noked+capital+ltd/current-portfolio/portfolio

These are the top 5 holdings of Noked Capital LTD
  1. Hayward Holdings Inc (HAYW) - 3,179,650 shares, 20.59% of the total portfolio. Shares added by 1.66%
  2. SolarEdge Technologies Inc (SEDG) - 150,785 shares, 10.44% of the total portfolio. Shares added by 22.55%
  3. Take-Two Interactive Software Inc (TTWO) - 187,162 shares, 8.21% of the total portfolio. Shares added by 2837.26%
  4. Applied Materials Inc (AMAT) - 207,590 shares, 8.06% of the total portfolio. Shares reduced by 41.27%
  5. Meta Platforms Inc (FB) - 89,028 shares, 7.39% of the total portfolio. Shares added by 102.64%
New Purchase: Nova Ltd (NVMI)

Noked Capital LTD initiated holding in Nova Ltd. The purchase prices were between $97.19 and $146.5, with an estimated average price of $121.7. The stock is now traded at around $116.725000. The impact to a portfolio due to this purchase was 6.99%. The holding were 193,411 shares as of 2021-12-31.

New Purchase: Pool Corp (POOL)

Noked Capital LTD initiated holding in Pool Corp. The purchase prices were between $435.92 and $577.85, with an estimated average price of $526.61. The stock is now traded at around $453.940000. The impact to a portfolio due to this purchase was 1.68%. The holding were 12,000 shares as of 2021-12-31.

New Purchase: ASML Holding NV (ASML)

Noked Capital LTD initiated holding in ASML Holding NV. The purchase prices were between $712.94 and $879.12, with an estimated average price of $795.43. The stock is now traded at around $646.520000. The impact to a portfolio due to this purchase was 1.05%. The holding were 5,360 shares as of 2021-12-31.

New Purchase: Microsoft Corp (MSFT)

Noked Capital LTD initiated holding in Microsoft Corp. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $299.870000. The impact to a portfolio due to this purchase was 0.79%. The holding were 9,490 shares as of 2021-12-31.

New Purchase: Apple Inc (AAPL)

Noked Capital LTD initiated holding in Apple Inc. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $171.180000. The impact to a portfolio due to this purchase was 0.58%. The holding were 13,300 shares as of 2021-12-31.

New Purchase: Five9 Inc (FIVN)

Noked Capital LTD initiated holding in Five9 Inc. The purchase prices were between $128.25 and $166.52, with an estimated average price of $147.34. The stock is now traded at around $135.345000. The impact to a portfolio due to this purchase was 0.5%. The holding were 14,810 shares as of 2021-12-31.

Added: Take-Two Interactive Software Inc (TTWO)

Noked Capital LTD added to a holding in Take-Two Interactive Software Inc by 2837.26%. The purchase prices were between $157.13 and $192.91, with an estimated average price of $174.42. The stock is now traded at around $169.866200. The impact to a portfolio due to this purchase was 7.93%. The holding were 187,162 shares as of 2021-12-31.

Added: IAC/InterActiveCorp (IAC)

Noked Capital LTD added to a holding in IAC/InterActiveCorp by 5404.19%. The purchase prices were between $122.47 and $156.76, with an estimated average price of $137.28. The stock is now traded at around $133.760000. The impact to a portfolio due to this purchase was 4.37%. The holding were 137,770 shares as of 2021-12-31.

Added: Tower Semiconductor Ltd (TSEM)

Noked Capital LTD added to a holding in Tower Semiconductor Ltd by 119.08%. The purchase prices were between $28.5 and $39.87, with an estimated average price of $34.87. The stock is now traded at around $47.035000. The impact to a portfolio due to this purchase was 3.83%. The holding were 720,177 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Noked Capital LTD added to a holding in Meta Platforms Inc by 102.64%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $217.770000. The impact to a portfolio due to this purchase was 3.74%. The holding were 89,028 shares as of 2021-12-31.

Added: SolarEdge Technologies Inc (SEDG)

Noked Capital LTD added to a holding in SolarEdge Technologies Inc by 22.55%. The purchase prices were between $255.27 and $368.33, with an estimated average price of $316.41. The stock is now traded at around $257.430000. The impact to a portfolio due to this purchase was 1.92%. The holding were 150,785 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Noked Capital LTD added to a holding in Alphabet Inc by 103.90%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2734.505100. The impact to a portfolio due to this purchase was 1.14%. The holding were 3,140 shares as of 2021-12-31.

Sold Out: Onto Innovation Inc (ONTO)

Noked Capital LTD sold out a holding in Onto Innovation Inc. The sale prices were between $70.17 and $102.27, with an estimated average price of $86.79.

Sold Out: Kornit Digital Ltd (KRNT)

Noked Capital LTD sold out a holding in Kornit Digital Ltd. The sale prices were between $129.77 and $176.4, with an estimated average price of $153.98.

Sold Out: Riskified Ltd (RSKD)

Noked Capital LTD sold out a holding in Riskified Ltd. The sale prices were between $7.57 and $20.78, with an estimated average price of $14.01.

Sold Out: Enphase Energy Inc (ENPH)

Noked Capital LTD sold out a holding in Enphase Energy Inc. The sale prices were between $145.03 and $267.74, with an estimated average price of $209.86.

Sold Out: Playtika Holding Corp (PLTK)

Noked Capital LTD sold out a holding in Playtika Holding Corp. The sale prices were between $16.44 and $29.68, with an estimated average price of $22.16.

Sold Out: NVIDIA Corp (NVDA)

Noked Capital LTD sold out a holding in NVIDIA Corp. The sale prices were between $197.32 and $333.76, with an estimated average price of $277.31.



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