PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2020
Top Holdings364 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SUNRUN INC | 1.7M | $120.1M | 3.2% | $55.18 | +22.14% | 5 qtrssince 2019-Q4 | Increased 89 |
TEVA PHARMACEUTICAL-SP ADR | 8.6M | $83.1M | 2.2% | $8.05 | +19.22% | 6 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 24,593 | $80M | 2.1% | $164.29 | 0.00% | 1 qtr | New 77 |
SOLAREDGE TECHNOLOGIES INC | 223,660 | $71.2M | 1.9% | $82.14 | +288.50% | 6 qtrssince 2019-Q3 | Decreased 0 |
Defiance Space and Connective Tech ETF | 2.1M | $70.1M | 1.9% | $31.51 | 0.00% | 1 qtr | New 68 |
MICROSOFT CORP | 312,411 | $69.3M | 1.9% | $172.23 | +23.51% | 6 qtrssince 2019-Q3 | Increased 63 |
FINANCIAL SELECT SECTOR SPDR | 2.3M | $68.3M | 1.8% | $22.01 | +21.34% | 5 qtrssince 2019-Q4 | Increased 55 |
GLOBAL X FDS | 1.3M | $60.5M | 1.6% | $43.18 | +107.39% | 2 qtrssince 2020-Q3 | Increased 75 |
FREEPORT-MCMORAN INC | 2.3M | $60M | 1.6% | $8.91 | +171.31% | 6 qtrssince 2019-Q3 | Decreased 0 |
VERINT SYSTEMS INC | 793,499 | $53.1M | 1.4% | — | — | 6 qtrssince 2019-Q3 | Increased 63 |
ISHARES TR | 951,413 | $53M | 1.4% | $54.35 | 0.00% | 1 qtr | New 67 |
VALE SA-SP ADR | 3.1M | $52.3M | 1.4% | $10.29 | +32.46% | 1 qtr | New 67 |
RADWARE LTD | 1.9M | $52M | 1.4% | $24.00 | +14.85% | 6 qtrssince 2019-Q3 | Increased 48 |
| 904,479 | $52M | 1.4% | $56.96 | 0.00% | 1 qtr | New 67 | |
PERRIGO CO PLC | 1.1M | $50.2M | 1.3% | $42.98 | -11.59% | 6 qtrssince 2019-Q3 | Increased 60 |
VANECK GOLD MINERS ETF | 1.4M | $50.1M | 1.3% | $27.70 | +23.14% | 6 qtrssince 2019-Q3 | Decreased 0 |
ADOBE INC | 98,732 | $49.3M | 1.3% | $322.65 | +54.18% | 6 qtrssince 2019-Q3 | Increased 48 |
MP MATERIALS CORP | 1.5M | $48.2M | 1.3% | $32.77 | 0.00% | 1 qtr | New 67 |
Blue Owl Capital Inc. | 4.1M | $47.6M | 1.3% | $9.52 | 0.00% | 1 qtr | New 67 |
VISA INC-CLASS A SHARES | 202,730 | $44.2M | 1.2% | $166.90 | +25.63% | 6 qtrssince 2019-Q3 | Increased 50 |
Phoenix Financial Ltd. manages $3.7B across 364 positions as of Q4 2020. Top holdings: RUN (3.2%), TEVA (2.2%), AMZN (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 141 new positions, 93 exits, 118 increased. Top move: RUN (INCREASED, conviction 89). Portfolio: $3.7B across 364 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