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Altshuler Shaham Ltd

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1324290
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Sector Allocation

  • Technology50.8%$4.1B
  • Industrials8.3%$670.6M
  • Financials7.8%$633.4M
  • Utilities7.0%$564.8M
  • Materials6.5%$528.6M
  • Consumer Discretionary6.3%$512.2M
  • Healthcare5.6%$449.0M
  • Energy3.0%$242.3M
  • Consumer Staples1.3%$104.9M
  • Real Estate1.3%$101.6M

AUM History

13fpro.ai/research/fund/altshuler-shaham-ltd-1324290

Conviction and streaks

Diversifying · top 10 = 47.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

TSM$TSMConviction hold8.6% weight · held 10 quartersTEVA$TEVAConviction hold5.1% weight · held 10 quartersAAPL$AAPLConviction hold4.9% weight · held 10 quartersGOOG$GOOGConviction hold4.9% weight · held 10 quartersNVDA$NVDAConviction hold4.8% weight · held 10 quartersEME$EMEAccumulating+23640% shares · 8 quarters runningDKL$DKLAccumulating+2403% shares · 7 quarters runningSO$SOAccumulating+6127% shares · 7 quarters runningCW$CWAccumulating+2126% shares · 7 quarters runningTEVA$TEVAAccumulating+6252% shares · 6 quarters runningSNOW$SNOWTrimming-100% shares · 5 quarters runningMNST$MNSTTrimming-100% shares · 5 quarters runningPM$PMTrimming-91% shares · 5 quarters runningSHEL$SHELTrimming-77% shares · 4 quarters runningMLI$MLITrimming-48% shares · 4 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/altshuler-shaham-ltd-1324290

Altshuler Shaham Ltd 13F holdings — Q2 2026

$8.1B portfolio (+45.7% QoQ) · 497 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio

Includes $6.8M of put/call options ($2.2M puts, $4.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $8.1B. Weights use the stock portfolio.

All holdings — Altshuler Shaham Ltd (Q2 2026)

497 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ORCL$ORCLORACLE CORP$171.1M-12%
EXE$EXEEXPAND ENERGY Corp$164.5M+22%
UBER$UBERUber Technologies, Inc$161.4M-10%
ADI$ADIANALOG DEVICES INC$155.1M+82%
BAC$BACBANK OF AMERICA CORP /DE/$151.3MNew
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$146.0M+32%
QCOM$QCOMQUALCOMM INC/DE$139.8M+1%
WFC$WFCWELLS FARGO & COMPANY/MN$134.7MNew
RIO$RIORIO TINTO PLCadr$127.6M+17%
NEE$NEENEXTERA ENERGY INC$123.5M+20%
CRH$CRHCRH PUBLIC LTD CO$121.4M—
ICL$ICLICL Group Ltd.$120.3M+8%
JPM$JPMJPMORGAN CHASE & CO$117.8MNew
ANET$ANETArista Networks, Inc.$113.3MNew
AMT$AMTAMERICAN TOWER CORP /MA/$99.8MNew

What changed in Q2 2026

Against the previous quarter's 13F: 130 new, 190 added to, 102 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.

New positions (130)

  • BAC$BACBANK OF AMERICA CORP /DE/$151.3M

    first bought this quarter

  • WFC$WFCWELLS FARGO & COMPANY/MN$134.7M

    first bought this quarter

  • JPM$JPMJPMORGAN CHASE & CO$117.8M

    first bought this quarter

  • AMT$AMTAMERICAN TOWER CORP /MA/$99.8M

    first bought this quarter

  • HON$HONHONEYWELL INTERNATIONAL INC$61.1M

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$60.4M

    first bought this quarter

+124 more in the Excel export

Added to (190)

  • NVDA$NVDANVIDIA CORP+207%

    now $391.0M · held 10+ qtrs, 2 adds in a row

  • AAPL$AAPLApple Inc.+132%

    now $397.2M · held 10+ qtrs, 3 adds in a row

  • GOOGL$GOOGLAlphabet Inc.+53%

    now $393.6M · held 10+ qtrs

  • AMZN$AMZNAMAZON COM INC+38%

    now $388.9M · held 10+ qtrs

  • CSCO$CSCOCISCO SYSTEMS, INC.+69%

    now $228.0M · held 6 qtrs

  • MSFT$MSFTMICROSOFT CORP+2224%

    now $96.4M · held 10+ qtrs

+184 more in the Excel export

Trimmed (102)

  • PANW$PANWPalo Alto Networks Inc-99%

    now $2.8M · held 9 qtrs

  • CRWV$CRWVCoreWeave, Inc.-100%

    now $418K

  • AVGO$AVGOBroadcom Inc.-98%

    now $3.6M · held 6 qtrs

  • ENLT$ENLTEnlight Renewable Energy Ltd.-17%

    now $345.3M · held 10+ qtrs

  • TSEM$TSEMTOWER SEMICONDUCTOR LTD-58%

    now $36.7M · held 10+ qtrs

  • ISRG$ISRGINTUITIVE SURGICAL INC-100%

    now $8K

+96 more in the Excel export

Sold out (75)

  • C$CCALLCITIGROUP INCwas $11.3M
  • MSFT$MSFTCALLMICROSOFT CORPwas $9.3M
  • WFC$WFCCALLWELLS FARGO & COMPANY/MNwas $8.9M
  • PYPL$PYPLCALLPayPal Holdings, Inc.was $5.8M
  • TSM$TSMCALLTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDwas $5.1M
  • BAC$BACCALLBANK OF AMERICA CORP /DE/was $4.7M

+69 more in the Excel export

Share

Holdings by quarter

Every 13F Altshuler Shaham Ltd has filed, 34 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Altshuler Shaham Ltd?

Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Altshuler Shaham Ltd's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.3%

Value-weighted move of the 10 largest stock positions

Turnover

15%

Last quarter; 87% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

82%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Altshuler Shaham Ltd disclosed 497 positions worth $8.1B in its Form 13F-HR for Q2 2026 — $8.1B in common stock plus $6.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 8.6% of the equity portfolio, followed by $TEVA and $AAPL. During the quarter the fund opened 130 new positions and exited 75 — including a new stake in $BAC and a full exit from $C. The portfolio is most concentrated in Technology (50.8% of disclosed assets). All figures are sourced directly from Altshuler Shaham Ltd’s Form 13F-HR filing with the SEC under CIK 1324290.

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AI-Powered Hedge Fund Analysis: Altshuler Shaham Ltd

13F Pro is an AI hedge fund tracker and stock research platform. For Altshuler Shaham Ltd (SEC CIK: 1324290), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Altshuler Shaham Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.