MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q2 2021
Top Holdings57 positions
Apple Inc | 3.7M | $504.9M | 7.3% | $93.96 | +41.97% | 10 qtrssince 2019-Q1 | Increased 74 |
Microsoft Corp | 1.7M | $470.5M | 6.8% | $172.13 | +50.75% | 10 qtrssince 2019-Q1 | Increased 71 |
Amazon.com Inc | 112,235 | $386.1M | 5.6% | $130.67 | +31.63% | 10 qtrssince 2019-Q1 | Increased 82 |
Facebook Inc | 846,074 | $294.2M | 4.2% | $252.07 | +36.63% | 5 qtrssince 2020-Q2 | Increased 57 |
Alphabet Inc | 111,148 | $271.4M | 3.9% | $70.33 | +71.95% | 10 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA Corp | 295,145 | $236.1M | 3.4% | $8.18 | +143.56% | 10 qtrssince 2019-Q1 | Decreased 0 |
BP PLC | 8.6M | $225.9M | 3.3% | $20.97 | 0.00% | 1 qtr | New 85 |
Freeport-McMoRan Inc | 6.1M | $224.6M | 3.2% | $7.53 | +358.76% | 6 qtrssince 2020-Q1 | Decreased 0 |
Mastercard Inc | 612,000 | $223.4M | 3.2% | $348.34 | +1.64% | 2 qtrssince 2021-Q1 | Increased 81 |
PayPal Holdings Inc | 746,250 | $217.5M | 3.1% | $179.51 | +62.71% | 6 qtrssince 2020-Q1 | Increased 78 |
Applied Materials Inc | 1.5M | $213.5M | 3.1% | $127.87 | +6.77% | 2 qtrssince 2021-Q1 | Decreased 0 |
Deere & Co | 554,000 | $195.4M | 2.8% | $290.25 | +13.19% | 3 qtrssince 2020-Q4 | Increased 66 |
Thermo Fisher Scientific Inc | 354,195 | $178.7M | 2.6% | $314.07 | +58.27% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Home Depot Inc/The | 539,392 | $172M | 2.5% | $210.06 | +33.07% | 10 qtrssince 2019-Q1 | Decreased 0 |
Western Digital Corp | 2.4M | $171M | 2.5% | $30.25 | +75.88% | 4 qtrssince 2020-Q3 | Decreased 0 |
Otis Worldwide Corp | 2M | $161.9M | 2.3% | $55.49 | +35.25% | 5 qtrssince 2020-Q2 | Unchanged 0 |
Teva Pharmaceutical Industries | 16.4M | $161.9M | 2.3% | $9.76 | +1.40% | 7 qtrssince 2019-Q4 | Unchanged 0 |
Abbott Laboratories | 1.3M | $153.8M | 2.2% | $97.55 | +7.42% | 4 qtrssince 2020-Q3 | Increased 52 |
Wal-Mart Stores Inc | 1.1M | $152.9M | 2.2% | $34.24 | +28.50% | 10 qtrssince 2019-Q1 | Decreased 0 |
SONY CORPORATION-SPONSORED ADR | 1.5M | $150.6M | 2.2% | $11.55 | +64.20% | 10 qtrssince 2019-Q1 | Increased 70 |
MENORA MIVTACHIM HOLDINGS LTD. manages $6.9B across 57 positions as of Q2 2021. Top holdings: AAPL (7.3%), MSFT (6.8%), AMZN (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 4 new positions, exited 3, increased 15, trimmed 15. Top move: BP (NEW, conviction 85). Portfolio: $6.9B across 57 positions.
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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
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