MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2020
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 66,475 | $209.3M | 4.7% | $105.16 | +49.53% | 7 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 1.8M | $203.1M | 4.5% | $97.50 | +15.11% | 7 qtrssince 2019-Q1 | Increased 91 |
MICROSOFT CORP | 963,585 | $202.7M | 4.5% | $128.45 | +54.41% | 7 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 356,507 | $192.9M | 4.3% | $5.14 | +156.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 958,430 | $188.8M | 4.2% | $96.81 | +100.44% | 3 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 717,124 | $187.8M | 4.2% | $245.71 | +5.80% | 2 qtrssince 2020-Q2 | Increased 90 |
ALPHABET INC-CL A | 121,698 | $178.4M | 4.0% | $65.21 | +11.57% | 7 qtrssince 2019-Q1 | Increased 90 |
MARVELL TECHNOLOGY GROUP LTD | 3.4M | $135.8M | 3.0% | $22.67 | +69.90% | 3 qtrssince 2020-Q1 | Increased 57 |
ALIBABA GROUP HOLDING-SP ADR | 453,981 | $133.5M | 3.0% | $181.39 | +44.99% | 7 qtrssince 2019-Q1 | Unchanged 0 |
NEXTERA ENERGY INC | 476,845 | $132.4M | 2.9% | — | — | — | — |
FREEPORT-MCMORAN INC | 8.1M | $126.1M | 2.8% | $6.71 | +116.53% | 3 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 273,695 | $120.8M | 2.7% | $272.75 | +57.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 13.3M | $120.2M | 2.7% | $9.36 | -5.43% | 4 qtrssince 2019-Q4 | Decreased 0 |
WALMART INC | 833,598 | $116.6M | 2.6% | $31.45 | +35.31% | 7 qtrssince 2019-Q1 | Decreased 0 |
WESTERN DIGITAL CORP | 3.2M | $116.5M | 2.6% | $29.61 | 0.00% | 1 qtr | New 78 |
HONEYWELL INTL INC | 667,820 | $109.9M | 2.4% | $136.63 | +2.00% | 7 qtrssince 2019-Q1 | Increased 79 |
ABBOTT LABORATORIES | 978,001 | $106.4M | 2.4% | $97.29 | 0.00% | 1 qtr | New 78 |
ABBVIE INC | 1.1M | $100.6M | 2.2% | $73.39 | -5.35% | 2 qtrssince 2020-Q2 | Increased 81 |
SOLAREDGE TECHNOLOGIES INC | 407,562 | $97.1M | 2.2% | $37.68 | +514.38% | 7 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 1.5M | $94.7M | 2.1% | $53.29 | +6.54% | 2 qtrssince 2020-Q2 | Increased 71 |
MENORA MIVTACHIM HOLDINGS LTD. manages $4.5B across 53 positions as of Q3 2020. Top holdings: AMZN (4.7%), AAPL (4.5%), MSFT (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 6 exits, 13 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $4.5B across 53 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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