How many stocks does Phoenix Financial Ltd. own?

As of Q4 2025, Phoenix Financial Ltd. holds 462 positions in their 13F portfolio.

What is Phoenix Financial Ltd.'s largest holding?

TEVA at 13.9% of portfolio, worth $1.3B.

What is Phoenix Financial Ltd.'s total portfolio value?

$9.2B as of Q4 2025, tracked across 462 holdings.

Is Phoenix Financial Ltd. a hedge fund?

Phoenix Financial Ltd. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Phoenix Financial Ltd. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Phoenix Financial Ltd.'s portfolio changed in Q4 2025?

View Phoenix Financial Ltd.'s latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Phoenix Financial Ltd.'s investment strategy?

Phoenix Financial Ltd. is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Phoenix Financial Ltd. Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Phoenix Financial Ltd.

Institutional investor · Portfolio as of Q4 2025

$9.2B

AUM

462

Positions

New

Q4 2025

Filing Period

SEC EDGAR Source

Phoenix Financial Ltd. manages $9.2B across 462 positions as of Q4 2025. Top holdings: TEVA (13.9%), XLI (6.6%), TSEM (4.9%). Fund DNA: Momentum Trader.

Portfolio Allocation

Top holdings by portfolio weight

TEVA13.90%

XLI6.64%

TSEM4.87%

AMZN3.63%

MSFT3.43%

NVDA3.38%

RSP3.37%

GOOG2.99%

AAPL2.45%

VONV2.36%

Other2.24%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

IREN9Q held

IRIS ENERGY LTD

Avg $7.81 · $331,182 est. P&L

Est. P&L

+390.57%

ENLT12Q held

ENLIGHT RENEWABLE ENERGY LTD

Avg $17.61 · $76.1M est. P&L

Est. P&L

+311.50%

MU17Q held

MICRON TECHNOLOGY INC

Avg $76.04 · $5.6M est. P&L

Est. P&L

+284.82%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 466

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
TEVAADR TEVA PHARMACEUTICAL INDS LTD	41.1M	$1.3B	13.9%	—	$12.45	+159.18%	26 qtrssince 2019-Q3	Decreased 0
XLIETF SELECT SECTOR SPDR TR	4M	$612.8M	6.6%	—	$148.92	+5.03%	11 qtrssince 2023-Q2	Increased 99
TSEM TOWER SEMICONDUCTOR LTD	3.8M	$449.7M	4.9%	—	$39.34	+206.76%	26 qtrssince 2019-Q3	Decreased 0
AMZN AMAZON COM INC	1.5M	$334.8M	3.6%	—	$164.10	+41.70%	10 qtrssince 2023-Q3	Increased 68
MSFT MICROSOFT CORP	677,270	$316.5M	3.4%	—	$416.24	+17.11%	26 qtrssince 2019-Q3	Decreased 0
NVDA NVIDIA CORP	1.7M	$311.6M	3.4%	—	$121.11	+54.85%	18 qtrssince 2021-Q3	Increased 59
RSPETF INVESCO EXCHANGE TRADED FD T	1.6M	$311.4M	3.4%	—	$171.96	+12.35%	4 qtrssince 2025-Q1	Decreased 0
GOOG ALPHABET INC	878,093	$275.6M	3.0%	—	$152.41	+106.38%	26 qtrssince 2019-Q3	Decreased 0
AAPL APPLE INC	850,228	$225.9M	2.4%	—	$209.39	+25.96%	10 qtrssince 2023-Q3	Decreased 0
VONVETF VANGUARD SCOTTSDALE FDS	2.4M	$218M	2.4%	—	$88.71	+4.82%	2 qtrssince 2025-Q3	Decreased 0
Showing 10 of 466 results.456 more with Pro.PROUpgrade to see all →