PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2020
Top Holdings308 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 11.7M | $136.8M | 5.8% | $8.05 | +51.26% | 4 qtrssince 2019-Q3 | Increased 61 |
VANECK 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-SP ADR | 237,974 | $48.7M | 2.1% | $191.58 | +5.96% | 4 qtrssince 2019-Q3 | Increased 78 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 165,432 | $48.6M | 2.1% | $250.83 | +12.38% | 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% | $152.70 | +24.08% | 4 qtrssince 2019-Q3 | Increased 47 |
TOWER SEMICONDUCTOR LTD | 2.2M | $39.6M | 1.7% | $18.81 | -0.37% | 4 qtrssince 2019-Q3 | Increased 46 |
ADOBE 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% | $69.63 | -12.08% | 4 qtrssince 2019-Q3 | Increased 52 |
VISA INC-CLASS A SHARES | 183,201 | $33.5M | 1.4% | $162.68 | +13.49% | 4 qtrssince 2019-Q3 | Increased 46 |
LENNAR CORP-A | 528,570 | $30.9M | 1.3% | $46.61 | +16.69% | 4 qtrssince 2019-Q3 | Increased 50 |
FIVERR INTL LTD | 445,922 | $30.9M | 1.3% | $18.85 | +274.58% | 4 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INC - A | 109,097 | $30.6M | 1.3% | $257.95 | +9.95% | 4 qtrssince 2019-Q3 | Decreased 0 |
VODAFONE GROUP PLC-SP ADR | 2M | $30M | 1.3% | $12.60 | +27.98% | 4 qtrssince 2019-Q3 | Unchanged 0 |
MERCK & CO. INC. | 404,927 | $29.9M | 1.3% | $61.91 | -1.41% | 4 qtrssince 2019-Q3 | Increased 70 |
BAIDU INC - SPON ADR | 257,687 | $29.3M | 1.2% | $102.90 | +17.87% | 3 qtrssince 2019-Q4 | Increased 52 |
MYLAN N V | 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 Rating: 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.
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