PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2019
Top Holdings196 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTD | 2.8M | $67.7M | 2.8% | $18.81 | +26.69% | 2 qtrssince 2019-Q3 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 6.6M | $64.2M | 2.7% | $7.50 | +29.57% | 2 qtrssince 2019-Q3 | Increased 63 |
SOLAREDGE TECHNOLOGIES INC | 656,679 | $62M | 2.6% | $82.14 | +14.44% | 2 qtrssince 2019-Q3 | Increased 51 |
ALPHABET INC-CL C | 42,027 | $55.8M | 2.3% | $60.83 | +9.02% | 2 qtrssince 2019-Q3 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 511,478 | $43.8M | 1.8% | $54.60 | +15.64% | 2 qtrssince 2019-Q3 | Unchanged 0 |
MYLAN N V | 2M | $39M | 1.6% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
VERINT SYSTEMS INC | 704,688 | $38.7M | 1.6% | — | — | 2 qtrssince 2019-Q3 | Increased 66 |
META PLATFORMS INC-CLASS A | 187,358 | $38.2M | 1.6% | $176.69 | +14.88% | 2 qtrssince 2019-Q3 | Increased 47 |
RADWARE LTD | 1.5M | $38M | 1.6% | $24.36 | +6.44% | 2 qtrssince 2019-Q3 | Increased 46 |
VODAFONE GROUP PLC-SP ADR | 1.9M | $37.8M | 1.6% | $12.69 | 0.00% | 2 qtrssince 2019-Q3 | Increased 51 |
BRISTOL-MYERS SQUIBB CO | 592,074 | $37.7M | 1.6% | $39.30 | +27.96% | 2 qtrssince 2019-Q3 | Decreased 0 |
MELLANOX TECHNOLOGIES LTD | 322,416 | $37.5M | 1.6% | — | — | 2 qtrssince 2019-Q3 | Increased 74 |
ORMAT TECHNOLOGIES INC | 501,947 | $37.2M | 1.6% | $71.24 | +1.63% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 182,643 | $36.4M | 1.5% | $30.22 | +25.41% | 2 qtrssince 2019-Q3 | Decreased 0 |
SOL GEL TECHNOLOGIES | 2.1M | $35.9M | 1.5% | — | — | — | — |
ENCANA CORP | 7.6M | $35.5M | 1.5% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
VANECK GOLD MINERS ETF | 1.2M | $33.7M | 1.4% | $27.21 | +0.59% | 2 qtrssince 2019-Q3 | Increased 74 |
JPMORGAN CHASE & CO | 237,000 | $32.8M | 1.4% | $98.53 | +18.70% | 2 qtrssince 2019-Q3 | Decreased 0 |
FREEPORT-MCMORAN INC | 2.4M | $31.8M | 1.3% | $9.41 | +29.08% | 2 qtrssince 2019-Q3 | Increased 55 |
NEWMONT MINING CORP | 718,000 | $31M | 1.3% | $32.11 | +14.33% | 2 qtrssince 2019-Q3 | Unchanged 0 |
Phoenix Financial Ltd. manages $2.4B across 196 positions as of Q4 2019. Top holdings: TSEM (2.8%), TEVA (2.7%), SEDG (2.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 38 new positions, 31 exits, 43 increased. Top move: MLNX (INCREASED, conviction 74). Portfolio: $2.4B across 196 positions.
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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