Migdal Insurance & Financial Holdings Ltd.
Sector Allocation
- Technology42.0%$6.6B
- Other33.8%$5.3B
- Healthcare11.4%$1.8B
- Financials4.2%$661.3M
- Consumer Discretionary4.2%$661.3M
- Utilities2.3%$357.9M
- Industrials1.2%$181.2M
- Materials0.8%$125.0M
- Energy0.0%$1.7M
- Real Estate0.0%$1.3M
AUM History
13fpro.ai/research/fund/migdal-insurance-and-financial-holdings-ltd-1415912
Conviction and streaks
Concentrating · top 10 = 47.8%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.
Largest positions — Q2 2026
TEVA
$1.3B- SELECT$1.1B
- SELECT$917.9M
NVMI
$879.9MGOOG
$787.5M- VANECK$651.1M
NVDA
$504.8MTSEM
$451.1MAMZN
$445.9MCAMT
$432.0M- SELECT$378.9M
- SELECT$365.0M
MSFT
$352.8MAAPL
$309.8MMU
$292.2MMETA
$276.4MAMAT
$254.0MPANW
$249.4MIVZ
$245.7M- SELECT$243.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/migdal-insurance-and-financial-holdings-ltd-1415912
Migdal Insurance & Financial Holdings Ltd. 13F holdings — Q2 2026
$15.6B portfolio (+35.5% QoQ) · 364 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$1.3B
8.4% of stocks
+3%This quarter+9.1%Since filed10+ qtrsHeld- 2
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$1.1B
6.9% of stocks
+31%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SELECT SECTOR SPDR TR - ST STR INDL ETF
$917.9M
5.9% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— $879.9M
5.6% of stocks
+3%This quarter-19.1%Since filed10+ qtrsHeld$787.5M
5.0% of stocks
+45%This quarter-10.8%Since filed10+ qtrsHeld- 6
VANECK ETF TRUST - SEMICONDUCTR ETF
$651.1M
4.2% of stocks
+31%This quarter—Since filed—HeldAIQuality—Est. buy— $504.8M
3.2% of stocks
+31%This quarter-3.0%Since filed10+ qtrsHeld$451.1M
2.9% of stocks
-14%This quarter-33.6%Since filed10+ qtrsHeld$445.9M
2.9% of stocks
+31%This quarter-10.8%Since filed10+ qtrsHeld$432.0M
2.8% of stocks
+37%This quarter-23.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Migdal Insurance & Financial Holdings Ltd. (Q2 2026)
364 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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $378.9M | 2.4% | 3.23M | +9% | — | — | 13F |
| 12 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $365.0M | 2.3% | 3.41M | +24% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $352.8M | 2.3% | 946K | +149% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Apple Inc. | Technology | $309.8M | 2.0% | 1.07M | +15% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICRON TECHNOLOGY INC | Technology | $292.2M | 1.9% | 253K | -25% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $276.4M | 1.8% | 491K | +49% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | APPLIED MATERIALS INC /DE | Technology | $254.0M | 1.6% | 351K | -13% | 8 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Palo Alto Networks Inc | Technology | $249.4M | 1.6% | 732K | +126% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Invesco Ltd.etf/fund | Financials | $245.7M | 1.6% | 2.64M | +22% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $243.8M | 1.6% | 4.59M | +258% | — | — | 13F |
| 21 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $234.4M | 1.5% | 490K | -45% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $214.3M | 1.4% | 1.97M | — | — | — | 13F |
| 23 | — | ISHARES INC - MSCI STH KOR ETFetf/fund | — | $206.6M | 1.3% | 1.02M | -27% | — | — | 13F |
| 24 | LAM RESEARCH CORP | Technology | $167.2M | 1.1% | 386K | -50% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Tesla, Inc. | Consumer Discretionary | $164.1M | 1.1% | 390K | +34% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $164.0M | 1.1% | 1.03M | +52% | |||
| 27 | $ENLT | Enlight Renewable Energy Ltd. | Utilities | $145.2M | 0.9% | 1.63M | — | |||
| 28 | — | INVESCO EXCH TRADED FD TR II - CHINA TECHNLGY | — | $144.8M | 0.9% | 2.54M | — | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $144.5M | 0.9% | 382K | +34% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $141.6M | 0.9% | 563K | +36% | |||
| 31 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $134.2M | 0.9% | 231K | New | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $131.1M | 0.8% | 433K | +1222% | |||
| 33 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $130.8M | 0.8% | 1.20M | +3% | |||
| 34 | $AZN | ASTRAZENECA PLC | Healthcare | $127.6M | 0.8% | 676K | +136% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $122.8M | 0.8% | 375K | -34% | |||
| 36 | — | ISHARES TR - EXPANDED TECH | — | $120.0M | 0.8% | 1.32M | +199% | |||
| 37 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $111.7M | 0.7% | 1.48M | +9% | |||
| 38 | $VRT | Vertiv Holdings Co | Technology | $107.2M | 0.7% | 320K | +25% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $101.2M | 0.7% | 1.89M | -0.3% | |||
| 40 | $SEDG | SOLAREDGE TECHNOLOGIES, INC. | Technology | $98.8M | 0.6% | 1.69M | +79% | |||
| 41 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $95.7M | 0.6% | 2.11M | -39% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $94.3M | 0.6% | 730K | +135% | |||
| 43 | $V | VISA INC. | Financials | $93.7M | 0.6% | 273K | +180% | |||
| 44 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $88.8M | 0.6% | 830K | — | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $86.2M | 0.6% | 1.70M | -0.3% | |||
| 46 | $NOW | ServiceNow, Inc. | Technology | $86.0M | 0.6% | 866K | New | |||
| 47 | $LMT | LOCKHEED MARTIN CORP | Industrials | $81.0M | 0.5% | 159K | +28% | |||
| 48 | $CEG | Constellation Energy Corp | Utilities | $80.7M | 0.5% | 325K | New | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $80.2M | 0.5% | 285K | New | |||
| 50 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $76.3M | 0.5% | 604K | +36% | |||
| 51 | $NICE | NICE Ltd. | Technology | $68.7M | 0.4% | 756K | -18% | |||
| 52 | $SNDK | Sandisk Corp | Technology | $68.2M | 0.4% | 30K | -63% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $66.9M | 0.4% | 457K | New | |||
| 54 | $SNOW | Snowflake Inc. | Technology | $59.8M | 0.4% | 235K | New | |||
| 55 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $57.0M | 0.4% | 112K | +12% | |||
| 56 | $PSUS | Pershing Square USA, Ltd. | Other | $56.1M | 0.4% | 1.50M | New | |||
| 57 | $CCJ | CAMECO CORP | Materials | $51.9M | 0.3% | 510K | -23% | |||
| 58 | $GLW | CORNING INC /NY | Materials | $51.7M | 0.3% | 202K | +102% | |||
| 59 | $TT | Trane Technologies plc | Technology | $50.1M | 0.3% | 102K | +104% | |||
| 60 | $ETN | Eaton Corp plc | Industrials | $47.7M | 0.3% | 112K | -46% | |||
| 61 | $CRDO | Credo Technology Group Holding Ltd | Technology | $41.6M | 0.3% | 153K | New | |||
| 62 | $INTC | INTEL CORP | Technology | $40.2M | 0.3% | 288K | -60% | |||
| 63 | $MDB | MongoDB, Inc. | Technology | $40.0M | 0.3% | 119K | New | |||
| 64 | $STX | Seagate Technology Holdings plc | Technology | $38.2M | 0.2% | 40K | -51% | |||
| 65 | $MS | MORGAN STANLEY | Financials | $37.9M | 0.2% | 181K | -0.1% | |||
| 66 | $COHR | COHERENT CORP. | Technology | $32.2M | 0.2% | 82K | +46% | |||
| 67 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $31.0M | 0.2% | 928K | +8% | |||
| 68 | $SPY | SPDR S&P 500 ETF TRUST | — | $28.9M | 0.2% | 39K | -9% | |||
| 69 | $URGN | UroGen Pharma Ltd. | Healthcare | $28.4M | 0.2% | 771K | — | |||
| 70 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $28.4M | 0.2% | 293K | +0.6% | |||
| 71 | $GLBE | Global-E Online Ltd. | Technology | $24.5M | 0.2% | 705K | -21% | |||
| 72 | $ESLT | ELBIT SYSTEMS LTD | Industrials | $24.4M | 0.2% | 32K | — | |||
| 73 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $23.6M | 0.1% | 32K | +3% | |||
| 74 | $TATT | TAT TECHNOLOGIES LTD | Industrials | $22.7M | 0.1% | 470K | — | |||
| 75 | $NTR | Nutrien Ltd. | Materials | $20.8M | 0.1% | 328K | -29% | |||
| 76 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $20.4M | 0.1% | 12K | — | |||
| 77 | — | ISHARES TR - U.S. TECH ETF | — | $20.3M | 0.1% | 81K | +0.3% | |||
| 78 | $NYAX | Nayax Ltd. | Technology | $19.7M | 0.1% | 300K | — | |||
| 79 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $18.4M | 0.1% | 140K | -30% | |||
| 80 | $PS | PERSHING SQUARE INC. | Financials | $14.8M | 0.1% | 450K | New | |||
| 81 | $GILT | GILAT SATELLITE NETWORKS LTD | Technology | $14.5M | 0.1% | 1.09M | — | |||
| 82 | — | ISHARES TR - A RATE CP BD ETF | — | $13.5M | 0.1% | 284K | +6% | |||
| 83 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | — | $12.9M | 0.1% | 561K | +2% | |||
| 84 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $12.8M | 0.1% | 75K | New | |||
| 85 | $PERI | Perion Network Ltd. | Technology | $12.5M | 0.1% | 1.29M | — | |||
| 86 | — | VANGUARD INDEX FDS - VALUE ETF | — | $11.1M | 0.1% | 51K | -3% | |||
| 87 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $10.5M | 0.1% | 125K | -6% | |||
| 88 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $7.0M | 0.0% | 69K | +30% | |||
| 89 | — | ISHARES TR - ISHARES SEMICDTR | — | $6.8M | 0.0% | 11K | +30% | |||
| 90 | — | ISHARES TR - MSCI EMG MKT ETF | — | $6.8M | 0.0% | 100K | -5% | |||
| 91 | $GOOGL | Alphabet Inc. | Technology | $6.5M | 0.0% | 18K | -0.8% | |||
| 92 | — | ISHARES TR - TIPS BD ETF | — | $6.3M | 0.0% | 57K | +7% | |||
| 93 | — | ISHARES TR - 10-20 YR TRS ETF | — | $5.1M | 0.0% | 51K | -41% | |||
| 94 | — | ISHARES TR - MSCI ACWI ETF | — | $5.1M | 0.0% | 32K | +0.0% | |||
| 95 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $4.9M | 0.0% | 62K | +41% | |||
| 96 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.8M | 0.0% | 41K | -1% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $4.7M | 0.0% | 25K | +15% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $4.4M | 0.0% | 88K | +8% | |||
| 99 | — | ISHARES TR - 3 7 YR TREAS BD | — | $4.3M | 0.0% | 36K | New | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $4.2M | 0.0% | 26K | -45% | |||
| 101 | $FTNT | Fortinet, Inc. | Technology | $4.1M | 0.0% | 27K | -23% | |||
| 102 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $4.0M | 0.0% | 38K | -4% | |||
| 103 | $MRVL | Marvell Technology, Inc. | Technology | $3.7M | 0.0% | 13K | +8% | |||
| 104 | — | ISHARES TR - 7-10 YR TRSY BD | — | $3.4M | 0.0% | 36K | -1% | |||
| 105 | — | ISHARES TR - US TRSPRTION | — | $3.4M | 0.0% | 39K | — | |||
| 106 | — | ISHARES TR - EXPND TEC SC ETF | — | $3.3M | 0.0% | 21K | -5% | |||
| 107 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100 | — | $3.3M | 0.0% | 124K | -9% | |||
| 108 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.2M | 0.0% | 4,229 | -12% | |||
| 109 | — | ISHARES TR - IBOXX HI YD ETF | — | $2.8M | 0.0% | 35K | -25% | |||
| 110 | $NET | Cloudflare, Inc. | Technology | $2.7M | 0.0% | 11K | — | |||
| 111 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $2.5M | 0.0% | 28K | -10% | |||
| 112 | $KLAC | KLA CORP | Technology | $2.4M | 0.0% | 7,910 | +2312% | |||
| 113 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.4M | 0.0% | 3,422 | -78% | |||
| 114 | $FFIV | F5, INC. | Technology | $2.2M | 0.0% | 5,200 | -9% | |||
| 115 | $OKTA | Okta, Inc. | Technology | $2.1M | 0.0% | 16K | — | |||
| 116 | $STT | STATE STREET CORP | Financials | $2.0M | 0.0% | 29K | -53% | |||
| 117 | — | ISHARES TR - US HOME CONS ETF | — | $1.9M | 0.0% | 19K | New | |||
| 118 | — | SPDR SERIES TRUST - ST STR SP BANK | — | $1.9M | 0.0% | 27K | New | |||
| 119 | — | FRANKLIN TEMPLETON ETF TR - FTSE SOUTH KOREA | — | $1.8M | 0.0% | 38K | +63% | |||
| 120 | $ASML | ASML HOLDING NV | Technology | $1.7M | 0.0% | 876 | -15% | |||
| 121 | $LDOS | Leidos Holdings, Inc. | Technology | $1.7M | 0.0% | 13K | +86% | |||
| 122 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.0% | 1,328 | -99% | |||
| 123 | $TBLA | Taboola.com Ltd. | Technology | $1.6M | 0.0% | 310K | New | |||
| 124 | — | ISHARES INC - MSCI EMRG CHN | — | $1.5M | 0.0% | 14K | -77% | |||
| 125 | $C | CITIGROUP INC | Financials | $1.5M | 0.0% | 10K | — | |||
| 126 | — | ISHARES TR - LATN AMER 40 ETF | — | $1.4M | 0.0% | 40K | +51% | |||
| 127 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.0% | 11K | +426% | |||
| 128 | $DELL | Dell Technologies Inc. | Technology | $1.3M | 0.0% | 3,195 | -26% | |||
| 129 | $QCOM | QUALCOMM INC/DE | Technology | $1.3M | 0.0% | 7,087 | +148% | |||
| 130 | $CAT | CATERPILLAR INC | Industrials | $1.3M | 0.0% | 1,228 | — | |||
| 131 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.3M | 0.0% | 3,833 | -5% | |||
| 132 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.3M | 0.0% | 21K | +11% | |||
| 133 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $1.2M | 0.0% | 41K | +19% | |||
| 134 | $RTX | RTX Corp | Industrials | $1.2M | 0.0% | 6,437 | +33% | |||
| 135 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.2M | 0.0% | 3,425 | -7% | |||
| 136 | — | ISHARES TR - IBON 2026 TE ETF | — | $1.2M | 0.0% | 53K | -25% | |||
| 137 | $RBRK | Rubrik, Inc. | Technology | $1.2M | 0.0% | 18K | +100% | |||
| 138 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.1M | 0.0% | 9,955 | -6% | |||
| 139 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.1M | 0.0% | 13K | +13% | |||
| 140 | — | ISHARES TR - ISHS 5-10YR INVT | — | $1.1M | 0.0% | 21K | -5% | |||
| 141 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.0% | 13K | +21% | |||
| 142 | $SN | SharkNinja, Inc. | Technology | $1.0M | 0.0% | 6,967 | +13% | |||
| 143 | — | ISHARES TR - CORE MSCI EAFE | — | $1.0M | 0.0% | 11K | +93% | |||
| 144 | $GEN | Gen Digital Inc. | Technology | $996K | 0.0% | 40K | — | |||
| 145 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $986K | 0.0% | 728 | +911% | |||
| 146 | $ZS | Zscaler, Inc. | Technology | $982K | 0.0% | 7,000 | — | |||
| 147 | $PLD | Prologis, Inc. | Real Estate | $930K | 0.0% | 6,866 | +11% | |||
| 148 | — | ISHARES INC - JP MRG EM CRP BD | — | $900K | 0.0% | 20K | +18% | |||
| 149 | — | ISHARES INC - MSCI TAIWAN ETF | — | $896K | 0.0% | 8,470 | — | |||
| 150 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $831K | 0.0% | 8,890 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 77 new, 106 added to, 97 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.
New positions (77)
$AMDADVANCED MICRO DEVICES INC$134.2M
first bought this quarter
$SNOWSnowflake Inc.$59.8M
first bought this quarter
$PSUSPershing Square USA, Ltd.$56.1M
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$41.6M
first bought this quarter
$MDBMongoDB, Inc.$40.0M
first bought this quarter
$PSPERSHING SQUARE INC.$14.8M
first bought this quarter
+71 more in the Excel export
Added to (106)
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+31%
now $1.1B
now $787.5M · held 10+ qtrs, 4 adds in a row
now $352.8M · held 10+ qtrs
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+258%
now $243.8M
- SELECT SECTOR SPDR TR - ST STR INDL ETF+24%
now $917.9M
- VANECK ETF TRUST - SEMICONDUCTR ETF+31%
now $651.1M
+100 more in the Excel export
Trimmed (97)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-45%
now $234.4M · held 10+ qtrs, 2 trims in a row
$LRCXLAM RESEARCH CORP-50%
now $167.2M · held 7 qtrs
$LLYELI LILLY & Co-99%
now $1.6M · held 10+ qtrs
$SNDKSandisk Corp-63%
now $68.2M · held 2 qtrs
now $292.2M · held 10+ qtrs
- ISHARES INC - MSCI STH KOR ETF-27%
now $206.6M
+91 more in the Excel export
Holdings by quarter
Every 13F Migdal Insurance & Financial Holdings Ltd. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Migdal Insurance & Financial Ltd.?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 23, 2026.
Average quality of Migdal Insurance & Financial Ltd.'s top 20 holdings: 77/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-7.5%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 52% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
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
Migdal Insurance & Financial Holdings Ltd. disclosed 364 positions worth $15.6B in its Form 13F-HR for Q2 2026, led by $TEVA (TEVA PHARMACEUTICAL INDUSTRIES LTD) at 8.4% of the equity portfolio. During the quarter the fund opened 77 new positions and exited 75 — including a new stake in $AMD. The portfolio is most concentrated in Technology (42.0% of disclosed assets). All figures are sourced directly from Migdal Insurance & Financial Holdings Ltd.’s Form 13F-HR filing with the SEC under CIK 1415912.
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