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Livermore
Livermore
ZHEN

Phoenix Holdings Ltd.

SEC CIK
0001679543
Latest filing
Aug 11, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 10, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
397
+24 vs. Q4 2021
Portfolio value
$5.74B
−$181.4M (−3.1%) vs. Q4 2021
Filed
May 10, 2022
SEC
Holdings of Phoenix Holdings Ltd. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CAMTCamtek LtdORD70,436$2.15M<0.1%+30,788+77.7%AddedHistory
ABBVAbbVie Inc.Stock13,487$2.19M<0.1%−131,502−90.7%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT40,236$2.21M<0.1%+14,641+57.2%Added–
iShares Inc46434G822MSCI JAPAN ETF35,880$2.21M<0.1%−5,005−12.2%Reduced–
VRTXVertex Pharmaceuticals IncStock8,660$2.23M<0.1%−2,382−21.6%ReducedHistory
EQTEQT CorpStock65,000$2.24M<0.1%+65,000NewHistory
AVGOBroadcom Inc.Stock3,661$2.31M<0.1%−329−8.2%ReducedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF8,320$2.35M<0.1%−5,048−37.8%Reduced–
AMTAmerican Tower CorpREIT9,433$2.37M<0.1%+8,425+835.8%AddedHistory
AIOTPowerfleet, Inc.COM848,589$2.52M<0.1%00.0%UnchangedHistory
MCKMcKesson CorpStock8,307$2.55M<0.1%−918−10.0%ReducedHistory
VRNSVaronis Systems IncCOM53,866$2.56M<0.1%−5,504−9.3%ReducedHistory
IQVIQVIA Holdings Inc.Stock11,191$2.60M<0.1%−2,596−18.8%ReducedHistory
SRESempraStock15,650$2.65M<0.1%+15,650NewHistory
CCitigroup IncStock48,692$2.65M<0.1%−5,476−10.1%ReducedHistory
BSXBoston Scientific CorpStock62,253$2.76M<0.1%+51,524+480.2%AddedHistory
DHIHorton D R IncCOM36,317$2.81M<0.1%+9,975+37.9%AddedHistory
SCHWSchwab Charles CorpStock33,222$2.82M<0.1%+28,460+597.6%AddedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF37,728$2.85M<0.1%+22,163+142.4%Added–
DALDelta Air Lines, Inc.COM NEW72,402$2.86M<0.1%+2,111+3.0%AddedHistory
IRNTIronNet, Inc.COM754,165$2.87M<0.1%−133,087−15.0%ReducedHistory
AVPTAvePoint, Inc.COM CL A552,029$2.90M0.1%+252,029+84.0%AddedHistory
NFLXNetflix IncStock7,753$2.93M0.1%+4,529+140.5%AddedHistory
iShares Inc46434G830MSCI ITALY ETF100,000$2.95M0.1%−68,232−40.6%Reduced–
NVCRNovoCure LtdORD SHS35,621$2.96M0.1%−3,858−9.8%ReducedHistory
BPBP PLCADR101,253$3.00M0.1%+19,210+23.4%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF42,271$3.15M0.1%+42,271New–
WILCFG Willi Food International LtdORD168,456$3.15M0.1%00.0%UnchangedHistory
FDXFedEx CorpStock13,425$3.15M0.1%+3,094+29.9%AddedHistory
Global X FDS37950E606MSCI CHINA FINCL233,500$3.23M0.1%+233,500New–
Invesco Exch Traded FD Tr II46138G508SR LN ETF149,923$3.26M0.1%−11,057−6.9%Reduced–
Walkme LtdM97628107ORD SHS223,751$3.38M0.1%−1,831−0.8%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF39,699$3.50M0.1%−14,492−26.7%Reduced–
COPConocoPhillipsStock35,798$3.59M0.1%+35,798NewHistory
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF75,125$3.66M0.1%+19,658+35.4%Added–
State Street SPDR S&P Homebuilders ETF78464A888ETF59,190$3.74M0.1%−68,949−53.8%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF49,602$3.76M0.1%−433,995−89.7%Reduced–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF13,080$3.78M0.1%+2,766+26.8%Added–
VanEck Semiconductor ETF92189F676ETF14,078$3.80M0.1%−4,186−22.9%Reduced–
UNHUnitedHealth Group IncStock7,750$3.95M0.1%+6,980+906.5%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD51,368$4.01M0.1%−3,329−6.1%Reduced–
Cyberark Software LtdM2682V108SHS23,804$4.02M0.1%−2,682−10.1%Reduced–
RDCMRadcom LtdSHS NEW313,577$4.07M0.1%00.0%UnchangedHistory
iShares Tr464288521CRE U S REIT ETF64,000$4.14M0.1%+64,000New–
ARKO Corp.041242116*W EXP 12/22/2021,138,503$4.29M0.1%00.0%Unchanged–
HERAFTAC Hera Acquisition Corp.CLASS A ORD SHS443,340$4.34M0.1%−49,260−10.0%ReducedHistory
OPKOpko Health, Inc.COM1,328,562$4.57M0.1%+1,328,562NewHistory
AMDAdvanced Micro Devices IncStock39,792$4.60M0.1%+18,194+84.2%AddedHistory
iShares U.S. Healthcare Providers ETF464288828ETF17,727$5.01M0.1%+13,447+314.2%Added–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF94,465$5.02M0.1%−11,878−11.2%Reduced–
JNJJohnson & JohnsonStock28,563$5.11M0.1%+12,314+75.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF67,790$5.18M0.1%−804,772−92.2%Reduced–
ABTAbbott LaboratoriesStock44,343$5.27M0.1%+27,294+160.1%AddedHistory
DOXAmdocs LtdSHS65,316$5.38M0.1%−7,359−10.1%ReducedHistory
BABAAlibaba Group Holding LtdADR47,762$5.46M0.1%−5,346−10.1%ReducedHistory
Partner Communications Co LT70211M109ADR683,272$5.63M0.1%00.0%Unchanged–
Glass Houses Acquisition Cor37714P103CLASS A COM595,000$5.80M0.1%−105,000−15.0%Reduced–
BACBank of America CorpStock140,280$5.82M0.1%+70,555+101.2%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET204,589$5.83M0.1%+204,589New–
DOMADoma Holdings, Inc.COMMON STOCK2,850,000$6.18M0.1%−50,000−1.7%ReducedHistory
Forum Merger IV Corp349875104CLASS A COM637,500$6.23M0.1%−112,500−15.0%Reduced–
APGBApollo Strategic Growth Capital IISHS CL A640,000$6.27M0.1%−160,000−20.0%ReducedHistory
ATIPATI Physical Therapy, Inc.COM CL A3,368,187$6.33M0.1%00.0%UnchangedHistory
Kraneshares Trust500767405BOSERA MSCI CHIN174,344$6.39M0.1%+46,840+36.7%Added–
Magic Software Enterprises L559166103ORD389,248$6.78M0.1%+127,907+48.9%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF112,497$7.01M0.1%+84,511+302.0%Added–
VanEck ETF Trust92189F692PHARMACEUTCL ETF88,600$7.09M0.1%+88,600New–
PRGOPERRIGO Co plcSHS185,856$7.11M0.1%+185,856NewHistory
AMWLAmerican Well CorpCL A1,706,752$7.19M0.1%+449,177+35.7%AddedHistory
PAYOPayoneer Global Inc.COM1,635,301$7.29M0.1%−161,929−9.0%ReducedHistory
BWAYBrainsway Ltd.SPONSORED ADS836,895$7.31M0.1%00.0%UnchangedHistory
ALLTAllot Ltd.SHS921,631$7.46M0.1%+440,569+91.6%AddedHistory
NVDANVIDIA CorpStock28,046$7.71M0.1%+9,819+53.9%AddedHistory
DRIODarioHealth Corp.COM NEW1,341,027$7.83M0.1%+1,068,092+391.3%AddedHistory
VCSAVacasa, Inc.CLASS A COM1,000,000$8.27M0.1%+1,000,000NewHistory
TPG Pace Beneficial II CorpG89826104COMMON STOCK850,000$8.35M0.1%−150,000−15.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF24,019$8.71M0.2%+14,823+161.2%Added–
CHKPCheck Point Software Technologies LtdORD63,225$8.76M0.2%−10,866−14.7%ReducedHistory
ELLOEllomay Capital Ltd.SHS332,915$8.86M0.2%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM525,856$9.14M0.2%+183,500+53.6%AddedHistory
ONTOOnto Innovation Inc.COM108,200$9.40M0.2%−6,050−5.3%ReducedHistory
U.S. Global Jets ETF26922A842ETF433,854$9.44M0.2%−418,546−49.1%Reduced–
IACCION Acquisition Corp 3 Ltd.SHS CL A970,000$9.45M0.2%−30,000−3.0%ReducedHistory
KMDAKamada LtdSHS1,826,773$10.1M0.2%+542,636+42.3%AddedHistory
SILVERspac Inc.G8136V104CLASS A ORD1,060,375$10.2M0.2%−187,125−15.0%Reduced–
NRDYNerdy Inc.CL A COM2,064,341$10.5M0.2%−290,954−12.4%ReducedHistory
TPGTPG Inc.COM CL A362,500$10.9M0.2%+362,500NewHistory
AAPLApple Inc.Stock67,955$11.9M0.2%+32,289+90.5%AddedHistory
GILTGilat Satellite Networks LtdSHS NEW1,356,022$11.9M0.2%+1,318,755+3,538.7%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO90,000$12.1M0.2%+90,000New–
iShares Tr464287515EXPANDED TECH35,292$12.2M0.2%+15,236+76.0%Added–
SPYSPDR S&P 500 ETF TrustETF28,527$12.9M0.2%+19,448+214.2%AddedHistory
TSEMTower Semiconductor LtdSHS NEW268,514$13.0M0.2%−1,933,426−87.8%ReducedHistory
APTVAptiv PLCSHS110,801$13.3M0.2%−64,271−36.7%ReducedHistory
WisdomTree Tr97717X578EM EX ST-OWNED421,025$13.8M0.2%00.0%Unchanged–
SOFISoFi Technologies, Inc.Stock1,468,000$13.9M0.2%+172,000+13.3%AddedHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES2,296,345$14.7M0.3%+1,727,379+303.6%AddedHistory
DXCDXC Technology CoStock456,217$14.9M0.3%−957,088−67.7%ReducedHistory
FCXFreeport-McMoran IncStock318,526$15.9M0.3%−2,212,103−87.4%ReducedHistory
AVYAAvaya Holdings Corp.COM1,260,222$16.0M0.3%00.0%UnchangedHistory

Options (7)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Phoenix Holdings Ltd. in Q1 2022
SecurityClassPutsCalls
Ormat Technologies Inc686688902CALL–$84.3M
Tower Semiconductor LtdM87915904CALL–$82.6M
Perion Network LtdM78673904CALL–$18.9M
Radware LtdM81873907CALL–$9.67M
Rada Electr Inds LtdM81863904CALL–$2.08M
Mosaic Co New61945C903CALL–$263.0K
Caesarstone LtdM20598904CALL–$187.0K

Sold out since Q4 2021 (57)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Phoenix Holdings Ltd. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
Athene Holding Ltd.G0684D107CL A561,787$46.8M0.8%–
LNGCheniere Energy, Inc.COM NEW349,000$35.4M0.6%History
Global X FDS37954Y673US INFR DEV ETF720,500$20.8M0.4%–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN313,180$20.2M0.3%–
SKILSkillsoft Corp.CL A1,996,634$18.3M0.3%History
Global X FDS37954Y830GLOBAL X COPPER484,486$18.0M0.3%–
ONOn Semiconductor CorpStock188,368$12.8M0.2%History
LOWLowes Companies IncStock11,728$3.02M0.1%History
MYPSPLAYSTUDIOS, Inc.CLASS A COM761,141$3.01M0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF24,392$2.58M<0.1%–
EBAYeBay IncCOM37,228$2.48M<0.1%History
DPZDominos Pizza IncCOM4,260$2.40M<0.1%History
CNCCentene CorpStock28,917$2.40M<0.1%History
KURAKura Oncology, Inc.COM169,750$2.38M<0.1%History
ELVElevance Health, Inc.Stock4,633$2.15M<0.1%History
Tailwind Two Acquisition CorG86613109SHS CL A200,000$1.98M<0.1%–
ODFLOld Dominion Freight Line, Inc.COM5,403$1.96M<0.1%History
DFSDiscover Financial ServicesCOM15,124$1.75M<0.1%History
PINSPinterest, Inc.CL A47,214$1.71M<0.1%History
EVGOEVgo Inc.CL A COM165,000$1.64M<0.1%History
WMGWarner Music Group Corp.COM CL A34,075$1.48M<0.1%History
LPSNLiveperson IncCOM34,349$1.24M<0.1%History
MDH Acquisition Corp55283P106COM CL A125,000$1.23M<0.1%–
ONCROncorus, Inc.COM214,538$1.13M<0.1%History
EAElectronic Arts Inc.COM7,751$1.03M<0.1%History
SHOPShopify Inc.Stock650$908.0K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX10,089$906.0K<0.1%–
GNRCGenerac Holdings Inc.Stock2,350$818.0K<0.1%History
ETF Managers Tr26924G409PRIME MOBILE PAY12,091$702.0K<0.1%–
iShares Tr464287556ISHARES BIOTECH4,410$673.0K<0.1%–
CARRCarrier Global CorpStock11,820$637.0K<0.1%History
JBHTHunt J B Transport Services IncCOM2,979$615.0K<0.1%History
ASMLASML Holding NVADR755$606.0K<0.1%History
MOMOHello Group Inc.ADS72,000$592.0K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG12,589$464.0K<0.1%History
BKKTBakkt, Inc.COM CL A38,183$326.0K<0.1%History
BIIBBiogen Inc.COM1,332$319.0K<0.1%History
WSTWest Pharmaceutical Services IncCOM673$316.0K<0.1%History
HTOH2O AmericaCOM4,098$297.0K<0.1%History
RIOTRiot Platforms, Inc.COM13,000$290.0K<0.1%History
SILCSilicom Ltd.ORD5,579$284.0K<0.1%History
Sportstek Acquisition Corp849196100COM CL A26,200$256.0K<0.1%–
ONTOnterris, Inc.COM3,552$247.0K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock1,911$244.0K<0.1%History
VRSKVerisk Analytics, Inc.COM1,015$234.0K<0.1%History
ANSSAnsys IncCOM575$233.0K<0.1%History
GRCGorman Rupp CoCOM5,064$223.0K<0.1%History
STESTERIS plcSHS USD912$223.0K<0.1%History
LULUlululemon athletica inc.Stock564$221.0K<0.1%History
ENSEnerSysCOM2,727$215.0K<0.1%History
Amplify ETF Tr032108805AMPLIFY LITHIUM11,847$214.0K<0.1%–
WBAWalgreens Boots Alliance, Inc.COM4,000$210.0K<0.1%History
STSensata Technologies Holding plcSHS3,361$206.0K<0.1%History
DLRDigital Realty Trust, Inc.COM1,145$201.0K<0.1%History
Vanguard Malvern FDS922020805STRM INFPROIDX3,905$201.0K<0.1%–
UXINUxin LtdADS11,969$17.0K<0.1%History
Tailwind Two Acquisition CorG86613125*W EXP 03/09/202133,333–––