PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2020
Top Holdings308 positions
Teva Pharmaceutical Industries | 11.7M | $136.8M | 5.8% | $8.24 | +49.66% | 4 qtrssince 2019-Q3 | Increased 61 |
VanEck Vectors Gold Miners ETF | 1.7M | $60.6M | 2.6% | $26.97 | +22.39% | 4 qtrssince 2019-Q3 | Increased 58 |
SolarEdge Technologies Inc | 406,122 | $53.3M | 2.3% | $82.14 | +66.87% | 4 qtrssince 2019-Q3 | Decreased 0 |
Alibaba Group Holding Ltd | 237,974 | $48.7M | 2.1% | $191.58 | +5.96% | 4 qtrssince 2019-Q3 | Increased 78 |
SPDR S&P 500 ETF Trust | 165,432 | $48.6M | 2.1% | $246.73 | +14.81% | 4 qtrssince 2019-Q3 | Decreased 0 |
PERRIGO CO PLC | 841,181 | $44.1M | 1.9% | $44.76 | +3.18% | 4 qtrssince 2019-Q3 | Increased 61 |
Microsoft Corp | 209,536 | $40.4M | 1.7% | $149.73 | +28.95% | 4 qtrssince 2019-Q3 | Increased 47 |
Tower Semiconductor Ltd | 2.2M | $39.6M | 1.7% | $19.24 | -0.77% | 4 qtrssince 2019-Q3 | Increased 46 |
Adobe Systems Inc | 95,698 | $39.5M | 1.7% | $316.65 | +37.47% | 4 qtrssince 2019-Q3 | Decreased 0 |
Radware Ltd | 1.8M | $39.4M | 1.7% | $23.84 | -2.45% | 4 qtrssince 2019-Q3 | Decreased 0 |
Freeport-McMoRan Inc | 3.4M | $36.9M | 1.6% | $8.91 | +20.64% | 4 qtrssince 2019-Q3 | Increased 50 |
Ormat Technologies Inc | 606,772 | $36.6M | 1.6% | $69.70 | -12.23% | 4 qtrssince 2019-Q3 | Increased 52 |
Visa Inc | 183,201 | $33.5M | 1.4% | $162.68 | +13.49% | 4 qtrssince 2019-Q3 | Increased 46 |
Lennar Corp | 528,570 | $30.9M | 1.3% | $46.26 | +16.77% | 4 qtrssince 2019-Q3 | Increased 50 |
Fiverr International Ltd | 445,922 | $30.9M | 1.3% | $18.85 | +274.58% | 4 qtrssince 2019-Q3 | Decreased 0 |
Mastercard Inc | 109,097 | $30.6M | 1.3% | $257.97 | +10.61% | 4 qtrssince 2019-Q3 | Decreased 0 |
Vodafone Group PLC | 2M | $30M | 1.3% | $12.60 | +23.46% | 4 qtrssince 2019-Q3 | Unchanged 0 |
Merck & Co Inc | 404,927 | $29.9M | 1.3% | $61.28 | -0.85% | 4 qtrssince 2019-Q3 | Increased 70 |
Baidu Inc | 257,687 | $29.3M | 1.2% | $102.90 | +17.87% | 3 qtrssince 2019-Q4 | Increased 52 |
Mylan NV | 1.9M | $28.9M | 1.2% | — | — | 4 qtrssince 2019-Q3 | Increased 46 |
Phoenix Financial Ltd. manages $2.4B across 308 positions as of Q2 2020. Top holdings: TEVA (5.8%), GDX (2.6%), SEDG (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 85 new positions, 79 exits, 112 increased. Top move: BABA (INCREASED, conviction 78). Portfolio: $2.4B across 308 positions.
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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
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