MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2020
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3M | $391.6M | 6.8% | $110.21 | +16.88% | 8 qtrssince 2019-Q1 | Increased 89 |
MICROSOFT CORP | 1.5M | $327M | 5.7% | $157.50 | +35.06% | 8 qtrssince 2019-Q1 | Increased 84 |
NVIDIA CORP | 571,957 | $298.7M | 5.2% | $8.14 | +61.07% | 8 qtrssince 2019-Q1 | Increased 86 |
PAYPAL HOLDINGS INC | 1.2M | $278.4M | 4.9% | $122.79 | +88.10% | 4 qtrssince 2020-Q1 | Increased 69 |
META PLATFORMS INC-CLASS A | 832,924 | $227.5M | 4.0% | $249.09 | +8.39% | 3 qtrssince 2020-Q2 | Increased 65 |
FREEPORT-MCMORAN INC | 8.5M | $220.2M | 3.8% | $7.53 | +220.95% | 4 qtrssince 2020-Q1 | Increased 59 |
AMAZON.COM INC | 66,415 | $216.3M | 3.8% | $105.16 | +56.23% | 8 qtrssince 2019-Q1 | Decreased 0 |
MARVELL TECHNOLOGY GROUP LTD | 4.1M | $195.5M | 3.4% | $26.69 | +777.90% | 4 qtrssince 2020-Q1 | Increased 67 |
ALPHABET INC-CL A | 95,748 | $167.8M | 2.9% | $65.21 | +32.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 354,195 | $165M | 2.9% | $314.33 | +44.98% | 8 qtrssince 2019-Q1 | Increased 65 |
ABBVIE INC | 1.5M | $159.8M | 2.8% | $76.32 | +12.86% | 3 qtrssince 2020-Q2 | Increased 66 |
WALMART INC | 1.1M | $156.3M | 2.7% | $34.56 | +29.93% | 8 qtrssince 2019-Q1 | Increased 66 |
HOME DEPOT INC | 570,092 | $151.4M | 2.6% | $203.12 | +15.62% | 8 qtrssince 2019-Q1 | Increased 84 |
ALIBABA GROUP HOLDING-SP ADR | 645,981 | $150.3M | 2.6% | $194.77 | +16.24% | 8 qtrssince 2019-Q1 | Increased 70 |
SEA LTD-ADR | 752,800 | $149.8M | 2.6% | $168.41 | +16.83% | 2 qtrssince 2020-Q3 | Increased 71 |
WESTERN DIGITAL CORP | 2.7M | $148.3M | 2.6% | $29.61 | +25.94% | 2 qtrssince 2020-Q3 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 15.2M | $146.3M | 2.6% | $9.39 | +2.27% | 5 qtrssince 2019-Q4 | Increased 59 |
ABBOTT LABORATORIES | 1.3M | $145.4M | 2.5% | $97.53 | +0.69% | 2 qtrssince 2020-Q3 | Increased 67 |
PAGSEGURO DIGITAL LTD | 2.4M | $137.7M | 2.4% | $26.89 | +101.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.6M | $121.6M | 2.1% | $43.45 | +61.48% | 4 qtrssince 2020-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $5.7B across 52 positions as of Q4 2020. Top holdings: AAPL (6.8%), MSFT (5.7%), NVDA (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 4 new positions, exited 5, increased 22, trimmed 16. Top move: AAPL (INCREASED, conviction 89). Portfolio: $5.7B across 52 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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Top Losers
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