PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2020
Top Holdings316 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 11.2M | $94.7M | 4.0% | $8.05 | +9.91% | 5 qtrssince 2019-Q3 | Decreased 0 |
VANECK GOLD MINERS ETF | 1.9M | $69.6M | 2.9% | $27.70 | +31.91% | 5 qtrssince 2019-Q3 | Increased 55 |
SOLAREDGE TECHNOLOGIES INC | 291,874 | $64.9M | 2.7% | $82.14 | +181.85% | 5 qtrssince 2019-Q3 | Decreased 0 |
ADOBE INC | 95,561 | $44.2M | 1.8% | $316.65 | +54.88% | 5 qtrssince 2019-Q3 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 1.9M | $44.1M | 1.8% | $21.10 | +2.69% | 4 qtrssince 2019-Q4 | Increased 66 |
VIVINT SOLAR INC | 1.1M | $43.8M | 1.8% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
FREEPORT-MCMORAN INC | 3M | $43.6M | 1.8% | $8.91 | +63.08% | 5 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 214,611 | $42.5M | 1.8% | $153.78 | +28.99% | 5 qtrssince 2019-Q3 | Increased 47 |
RADWARE LTD | 1.8M | $41.5M | 1.7% | $23.87 | +3.39% | 5 qtrssince 2019-Q3 | Increased 47 |
SALESFORCE.COM INC | 169,092 | $40M | 1.7% | $227.51 | +7.46% | 3 qtrssince 2020-Q1 | Increased 74 |
LENNAR CORP-A | 508,570 | $39.2M | 1.6% | $46.61 | +51.47% | 5 qtrssince 2019-Q3 | Decreased 0 |
PERRIGO CO PLC | 828,211 | $35.8M | 1.5% | $44.76 | -13.26% | 5 qtrssince 2019-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 186,593 | $35.2M | 1.5% | $163.20 | +17.28% | 5 qtrssince 2019-Q3 | Increased 46 |
MASTERCARD INC - A | 108,952 | $34.7M | 1.5% | $257.95 | +26.37% | 5 qtrssince 2019-Q3 | Decreased 0 |
SUNRUN INC | 455,906 | $33M | 1.4% | $20.92 | +247.94% | 4 qtrssince 2019-Q4 | Increased 54 |
TOWER SEMICONDUCTOR LTD | 1.9M | $31.9M | 1.3% | $18.81 | -2.07% | 5 qtrssince 2019-Q3 | Decreased 0 |
FIVERR INTL LTD | 241,664 | $31.9M | 1.3% | $18.85 | +650.22% | 5 qtrssince 2019-Q3 | Decreased 0 |
ORMAT TECHNOLOGIES INC | 570,498 | $31.8M | 1.3% | $69.63 | -18.01% | 5 qtrssince 2019-Q3 | Decreased 0 |
MERCK & CO. INC. | 404,275 | $31.7M | 1.3% | $61.91 | +6.86% | 5 qtrssince 2019-Q3 | Decreased 0 |
FISERV INC | 315,459 | $30.6M | 1.3% | $103.59 | 0.00% | 1 qtr | New 66 |
Phoenix Financial Ltd. manages $2.4B across 316 positions as of Q3 2020. Top holdings: TEVA (4.0%), GDX (2.9%), SEDG (2.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 70 new positions, 62 exits, 104 increased. Top move: CRM (INCREASED, conviction 74). Portfolio: $2.4B across 316 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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