Sparta 24

Tirat Hacarmel, L3files as Sparta 24 Ltd.

$109m in 20 US stocks at the end of 30 June 2026. The top 10 are 83.4% of the money. It changed about 41.5% of the portfolio this quarter.

Value
$109m
Stocks
20
Top 10 share
83.4%
Turnover
41.5%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is down 6.7% since 30 June 2025.

Where the money is

Financial services19.2%
Technology15.1%
Retail & consumer8.3%
Health care4.9%
Everyday goods2.4%
Other50.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.