MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2021
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3M | $361.2M | 5.9% | $110.23 | +7.74% | 9 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 1.5M | $347.5M | 5.7% | $157.65 | +41.44% | 9 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 583,145 | $311.4M | 5.1% | $8.23 | +56.03% | 9 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 832,824 | $245.3M | 4.0% | $249.09 | +14.82% | 4 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 77,415 | $239.5M | 3.9% | $111.92 | +36.49% | 9 qtrssince 2019-Q1 | Increased 65 |
ALPHABET INC-CL A | 111,148 | $229.2M | 3.8% | $70.25 | +44.58% | 9 qtrssince 2019-Q1 | Increased 65 |
FREEPORT-MCMORAN INC | 6.9M | $228M | 3.7% | $7.53 | +306.18% | 5 qtrssince 2020-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 1.7M | $223.4M | 3.7% | $127.87 | 0.00% | 1 qtr | New 85 |
HOME DEPOT INC | 694,492 | $212M | 3.5% | $215.38 | +26.08% | 9 qtrssince 2019-Q1 | Increased 67 |
MICRON TECHNOLOGY INC | 2.4M | $208.9M | 3.4% | $56.45 | +49.59% | 5 qtrssince 2020-Q1 | Increased 77 |
TEVA PHARMACEUTICAL-SP ADR | 16.4M | $188.7M | 3.1% | $9.53 | +18.91% | 6 qtrssince 2019-Q4 | Increased 60 |
WESTERN DIGITAL CORP | 2.8M | $184.7M | 3.0% | $30.25 | +62.95% | 3 qtrssince 2020-Q3 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 354,195 | $161.6M | 2.6% | $314.33 | +41.84% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ABBOTT LABORATORIES | 1.3M | $158.6M | 2.6% | $97.53 | +10.65% | 3 qtrssince 2020-Q3 | Decreased 0 |
DEERE AND CO | 423,400 | $158.4M | 2.6% | $278.44 | +26.12% | 2 qtrssince 2020-Q4 | Increased 69 |
WALMART INC | 1.1M | $147.7M | 2.4% | $34.58 | +22.76% | 9 qtrssince 2019-Q1 | Increased 52 |
ALIBABA GROUP HOLDING-SP ADR | 645,981 | $146.5M | 2.4% | $194.77 | +11.79% | 9 qtrssince 2019-Q1 | Unchanged 0 |
OTIS WORLDWIDE CORP | 2M | $135.6M | 2.2% | $55.49 | +12.87% | 4 qtrssince 2020-Q2 | Increased 66 |
MASTERCARD INC - A | 380,000 | $135.3M | 2.2% | $348.12 | 0.00% | 1 qtr | New 78 |
TWITTER INC | 2.1M | $131.7M | 2.2% | — | — | 1 qtr | New 78 |
MENORA MIVTACHIM HOLDINGS LTD. manages $6.1B across 56 positions as of Q1 2021. Top holdings: AAPL (5.9%), MSFT (5.7%), NVDA (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 5 exits, 21 increased. Top move: AMAT (NEW, conviction 85). Portfolio: $6.1B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer