PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2020
Top Holdings302 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 11.3M | $99.3M | 5.0% | $7.92 | +7.41% | 3 qtrssince 2019-Q3 | Increased 87 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 205,610 | $52M | 2.6% | $250.83 | -3.85% | 3 qtrssince 2019-Q3 | Increased 81 |
SOLAREDGE TECHNOLOGIES INC | 560,841 | $44.8M | 2.3% | $82.14 | -0.60% | 3 qtrssince 2019-Q3 | Decreased 0 |
RADWARE LTD | 1.8M | $37.8M | 1.9% | $23.84 | -9.12% | 3 qtrssince 2019-Q3 | Increased 56 |
VERINT SYSTEMS INC | 851,935 | $35.8M | 1.8% | — | — | 3 qtrssince 2019-Q3 | Increased 55 |
ORMAT TECHNOLOGIES INC | 531,400 | $35.1M | 1.8% | $70.82 | -10.00% | 3 qtrssince 2019-Q3 | Increased 48 |
VANECK GOLD MINERS ETF | 1.5M | $34M | 1.7% | $26.05 | -14.74% | 3 qtrssince 2019-Q3 | Increased 58 |
TOWER SEMICONDUCTOR LTD | 2.2M | $33.6M | 1.7% | $18.81 | -18.08% | 3 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 203,120 | $31.3M | 1.6% | $151.53 | +0.67% | 3 qtrssince 2019-Q3 | Increased 73 |
MELLANOX TECHNOLOGIES LTD | 259,462 | $30.6M | 1.6% | — | — | 3 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 185,933 | $30.3M | 1.5% | $30.25 | +5.52% | 3 qtrssince 2019-Q3 | Increased 46 |
ADOBE INC | 96,366 | $29.9M | 1.5% | $316.65 | +0.50% | 3 qtrssince 2019-Q3 | Increased 73 |
VISA INC-CLASS A SHARES | 180,594 | $28.4M | 1.4% | $162.36 | -5.32% | 3 qtrssince 2019-Q3 | Increased 52 |
PERRIGO CO PLC | 596,688 | $28.2M | 1.4% | $44.18 | -6.84% | 3 qtrssince 2019-Q3 | Increased 65 |
ISHARES CORE S&P 500 ETF | 109,070 | $27.5M | 1.4% | $244.44 | -1.36% | 3 qtrssince 2019-Q3 | Increased 73 |
AUDIOCODES LTD | 1.2M | $27.2M | 1.4% | $19.89 | +4.49% | 3 qtrssince 2019-Q3 | Increased 73 |
MYLAN N V | 1.9M | $27.1M | 1.4% | — | — | 3 qtrssince 2019-Q3 | Decreased 0 |
VODAFONE GROUP PLC-SP ADR | 2M | $26.6M | 1.3% | $12.60 | -26.45% | 3 qtrssince 2019-Q3 | Increased 46 |
MASTERCARD INC - A | 110,775 | $26.1M | 1.3% | $257.95 | -5.09% | 3 qtrssince 2019-Q3 | Increased 51 |
CITRIX SYSTEMS INC | 182,114 | $25.2M | 1.3% | — | — | 3 qtrssince 2019-Q3 | Decreased 0 |
Phoenix Financial Ltd. manages $2B across 302 positions as of Q1 2020. Top holdings: TEVA (5.0%), SPY (2.6%), SEDG (2.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 138 new positions, 30 exits, 99 increased. Top move: TEVA (INCREASED, conviction 87). Portfolio: $2.0B across 302 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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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