PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2019
Top Holdings190 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTD | 3.3M | $60.5M | 2.9% | $18.81 | 0.00% | 1 qtr | New 76 |
MYLAN N V | 3M | $56.5M | 2.7% | — | — | 1 qtr | New 76 |
SOLAREDGE TECHNOLOGIES INC | 653,602 | $52.2M | 2.5% | $82.08 | 0.00% | 1 qtr | New 76 |
ALPHABET INC-CL C | 41,834 | $48.6M | 2.3% | $60.80 | 0.00% | 1 qtr | New 76 |
ORMAT TECHNOLOGIES INC | 668,710 | $47.5M | 2.3% | $71.24 | 0.00% | 1 qtr | New 76 |
PHILIP MORRIS INTERNATIONAL | 511,478 | $37.4M | 1.8% | $54.60 | 0.00% | 1 qtr | New 66 |
TEVA PHARMACEUTICAL-SP ADR | 5.2M | $34.3M | 1.6% | $6.92 | 0.00% | 1 qtr | New 66 |
RADWARE LTD | 1.5M | $34.3M | 1.6% | $24.36 | 0.00% | 1 qtr | New 66 |
ENCANA CORP | 7.6M | $33.6M | 1.6% | — | — | 1 qtr | New 66 |
VODAFONE GROUP PLC-SP ADR | 1.7M | $32.9M | 1.6% | $12.69 | 0.00% | 1 qtr | New 66 |
MOSAIC CO/THE | 1.7M | $32.8M | 1.6% | $17.98 | 0.00% | 1 qtr | New 66 |
BRISTOL-MYERS SQUIBB CO | 655,000 | $31.7M | 1.5% | $39.30 | 0.00% | 1 qtr | New 66 |
CHECK POINT SOFTWARE TECH | 301,999 | $31.5M | 1.5% | $108.17 | 0.00% | 1 qtr | New 66 |
META PLATFORMS INC-CLASS A | 181,694 | $30.9M | 1.5% | $175.87 | 0.00% | 1 qtr | New 66 |
ORACLE CORP | 584,526 | $30.7M | 1.5% | $49.23 | 0.00% | 1 qtr | New 66 |
CAESARSTONE LTD | 1.9M | $30M | 1.4% | $15.54 | 0.00% | 1 qtr | New 66 |
BP PLC-SPONS ADR | 814,832 | $29.5M | 1.4% | $26.00 | 0.00% | 1 qtr | New 66 |
PBF ENERGY INC-CLASS A | 1.1M | $29.2M | 1.4% | $23.62 | 0.00% | 1 qtr | New 66 |
ISHARES TR | 188,202 | $29.1M | 1.4% | $30.22 | 0.00% | 1 qtr | New 66 |
NOBLE ENERGY INC | 1.3M | $28.3M | 1.3% | — | — | 1 qtr | New 66 |
Phoenix Financial Ltd. manages $2.1B across 190 positions as of Q3 2019. Top holdings: TSEM (2.9%), MYL (2.7%), SEDG (2.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 187 new positions, 0 exits, 0 increased. Top move: TSEM (NEW, conviction 76). Portfolio: $2.1B across 190 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