MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q2 2024
Top Holdings96 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.9M | $1.3B | 8.8% | $224.63 | +96.76% | 22 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 4.7M | $984.2M | 6.7% | $141.07 | +47.89% | 22 qtrssince 2019-Q1 | Increased 75 |
ALPHABET INC-CL A | 5M | $917.7M | 6.2% | $100.48 | +80.13% | 22 qtrssince 2019-Q1 | Increased 62 |
APPLIED MATERIALS INC | 3.1M | $727.9M | 4.9% | $122.44 | +89.55% | 14 qtrssince 2021-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 1.2M | $623.8M | 4.2% | $273.15 | +83.69% | 17 qtrssince 2020-Q2 | Increased 59 |
AMAZON.COM INC | 3M | $579.3M | 3.9% | $122.92 | +57.21% | 22 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORP | 4.4M | $545.4M | 3.7% | $114.38 | +7.96% | 22 qtrssince 2019-Q1 | Increased 93 |
TEVA PHARMACEUTICAL-SP ADR | 28.8M | $468.6M | 3.2% | $9.50 | +71.03% | 19 qtrssince 2019-Q4 | Increased 59 |
MASTERCARD INC - A | 1M | $454.1M | 3.1% | $341.13 | +28.03% | 14 qtrssince 2021-Q1 | Increased 58 |
WALMART INC | 5.5M | $375M | 2.5% | $53.71 | +24.24% | 22 qtrssince 2019-Q1 | Increased 53 |
FRANKLIN TEMPLETON ETF TR | 9M | $357.3M | 2.4% | $31.79 | +23.92% | 5 qtrssince 2023-Q2 | Increased 55 |
UNITEDHEALTH GROUP INC | 677,428 | $345M | 2.3% | $472.73 | +4.37% | 7 qtrssince 2022-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 1.7M | $343.8M | 2.3% | $146.85 | +32.72% | 4 qtrssince 2023-Q3 | Increased 54 |
ABBOTT LABORATORIES | 3.1M | $323.4M | 2.2% | $98.75 | +0.37% | 16 qtrssince 2020-Q3 | Increased 59 |
NOVA LTD | 1.3M | $302.8M | 2.1% | $49.23 | +376.41% | 22 qtrssince 2019-Q1 | Increased 53 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.5M | $266.9M | 1.8% | $89.02 | +91.34% | 7 qtrssince 2022-Q4 | Increased 49 |
ABBVIE INC | 1.5M | $264.1M | 1.8% | $116.69 | +36.39% | 17 qtrssince 2020-Q2 | Unchanged 0 |
THERMO FISHER SCIENTIFIC INC | 472,106 | $261.1M | 1.8% | $410.11 | +34.18% | 22 qtrssince 2019-Q1 | Increased 49 |
MICRON TECHNOLOGY INC | 2M | $260.3M | 1.8% | $71.40 | +83.02% | 18 qtrssince 2020-Q1 | Decreased 0 |
ADOBE INC | 460,392 | $255.8M | 1.7% | $444.00 | +25.12% | 10 qtrssince 2022-Q1 | Increased 61 |
MENORA MIVTACHIM HOLDINGS LTD. manages $14.7B across 96 positions as of Q2 2024. Top holdings: MSFT (8.8%), AAPL (6.7%), GOOGL (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 14 new positions, 6 exits, 46 increased. Top move: NVDA (INCREASED, conviction 93). Portfolio: $14.7B across 96 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer