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Livermore
Livermore
ZHEN

Phoenix Holdings Ltd.

SEC CIK
0001679543
Latest filing
Aug 11, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
281
−56 vs. Q3 2022
Portfolio value
$5.15B
+$633.8M (+14.0%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Phoenix Holdings Ltd. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SOFISoFi Technologies, Inc.Stock1,468,000$6.77M0.1%00.0%UnchangedHistory
ONTOOnto Innovation Inc.COM99,703$6.79M0.1%−33,497−25.1%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF92,702$6.91M0.1%+56,197+153.9%Added–
TEADTeads Holding Co.COM1,999,612$7.24M0.1%+25,900+1.3%AddedHistory
iShares Tr464287515EXPANDED TECH28,575$7.31M0.1%−463−1.6%Reduced–
ETF Managers Tr26924G870BLUESTAR ISRAEL167,514$7.37M0.1%00.0%Unchanged–
REEAFREE Automotive Ltd.CLASS A ORD SHS19,195,371$7.46M0.1%−41,546−0.2%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF140,311$7.64M0.1%+20,058+16.7%Added–
PAYOPayoneer Global Inc.COM1,536,451$8.40M0.2%+1,782+0.1%AddedHistory
KMDAKamada LtdSHS2,105,523$8.44M0.2%+45,612+2.2%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF97,655$8.54M0.2%+7,523+8.3%Added–
AMZNAmazon Com IncStock109,620$9.21M0.2%+18,863+20.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF24,139$9.23M0.2%−14,238−37.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF87,674$9.49M0.2%00.0%Unchanged–
ESLTElbit Systems LtdStock63,646$9.93M0.2%−292−0.5%ReducedHistory
SLGLSol-Gel Technologies Ltd.SHS2,574,922$11.7M0.2%00.0%UnchangedHistory
Magic Software Enterprises L559166103ORD755,686$12.1M0.2%+355,481+88.8%Added–
RXORXO, Inc.COMMON STOCK746,498$12.8M0.2%+746,498NewHistory
ORAOrmat Technologies, Inc.COM168,516$14.6M0.3%+154,320+1,087.1%AddedHistory
TBLATaboola.com Ltd.ORD SHS4,751,661$14.6M0.3%−36,430−0.8%ReducedHistory
CAMTCamtek LtdORD702,956$15.3M0.3%+307,040+77.6%AddedHistory
NVMINova Ltd.COM211,355$16.9M0.3%+10,926+5.5%AddedHistory
WIXWix.com Ltd.SHS238,554$17.7M0.3%+102,092+74.8%AddedHistory
AUDCAudiocodes LtdORD1,005,653$17.9M0.3%+130,316+14.9%AddedHistory
INMDInMode Ltd.SHS556,508$18.5M0.4%+398,827+252.9%AddedHistory
GILTGilat Satellite Networks LtdSHS NEW3,433,619$19.8M0.4%+2,460,445+252.8%AddedHistory
CEVACeva IncCOM778,876$19.9M0.4%+50,230+6.9%AddedHistory
iShares MSCI India ETF46429B598ETF508,500$21.2M0.4%+508,500New–
CSTECaesarstone Ltd.ORD SHS3,868,049$22.0M0.4%+804,806+26.3%AddedHistory
PANWPalo Alto Networks IncStock160,149$22.4M0.4%+157,691+6,415.4%AddedHistory
GOOGAlphabet Inc.Stock271,615$24.1M0.5%+1,906+0.7%AddedHistory
DRSLeonardo DRS, Inc.Stock1,926,046$24.6M0.5%+1,926,046NewHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES5,954,688$24.6M0.5%+1,8110.0%AddedHistory
AJRDAerojet Rocketdyne Holdings, Inc.COM474,501$26.5M0.5%−1,135,154−70.5%ReducedHistory
SEDGSolaredge Technologies, Inc.COM115,702$32.8M0.6%−128,339−52.6%ReducedHistory
CRMSalesforce, Inc.Stock258,924$34.3M0.7%−181,756−41.2%ReducedHistory
ADBEAdobe Inc.Stock111,829$37.6M0.7%−264−0.2%ReducedHistory
RSKDRiskified Ltd.SHS CL A8,212,913$37.9M0.7%+3,8090.0%AddedHistory
ITRNIturan Location & Control Ltd.SHS1,857,597$39.5M0.8%+67,370+3.8%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF1,415,000$40.6M0.8%+1,415,000New–
Sandstorm Gold Ltd Com New80013R206Stock7,716,029$40.6M0.8%−174,683−2.2%Reduced–
VRNTVerint Systems IncCOM1,260,295$45.7M0.9%+193,564+18.1%AddedHistory
AAPLApple Inc.Stock357,131$46.4M0.9%+70,858+24.8%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF1,238,223$46.9M0.9%−2800.0%Reduced–
SSYSStratasys Ltd.SHS3,978,945$47.1M0.9%+1,561,454+64.6%AddedHistory
RUNSunrun Inc.COM1,982,276$47.6M0.9%−462,789−18.9%ReducedHistory
ARKOARKO Corp.COM5,582,831$48.3M0.9%+586,135+11.7%AddedHistory
iShares Tr464287341GLOBAL ENERG ETF1,280,000$49.9M1.0%00.0%Unchanged–
OWLBlue Owl Capital Inc.COM CL A5,146,317$51.4M1.0%−324,816−5.9%ReducedHistory
FMCFMC CorpCOM NEW416,236$52.1M1.0%−442,381−51.5%ReducedHistory
MATWMatthews International CorpCL A1,791,078$54.5M1.1%−18,100−1.0%ReducedHistory
RDWRRadware LtdORD2,840,143$56.0M1.1%+608,661+27.3%AddedHistory
PERIPerion Network Ltd.SHS NEW2,300,754$58.0M1.1%−1,521,771−39.8%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,584,380$58.5M1.1%00.0%Unchanged–
METAMeta Platforms, Inc.Stock511,895$61.6M1.2%+276,277+117.3%AddedHistory
NVDANVIDIA CorpStock472,311$69.0M1.3%+436,903+1,233.9%AddedHistory
NICENICE Ltd.SPONSORED ADR361,515$69.5M1.4%+220,062+155.6%AddedHistory
Global X Uranium ETF37954Y871ETF3,474,000$69.9M1.4%+3,474,000New–
iShares Inc464286772MSCI STH KOR ETF1,248,675$70.5M1.4%+1,248,675New–
AZNAstraZeneca PLCSPONSORED ADR1,238,390$84.0M1.6%−337,868−21.4%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I2,094,200$85.4M1.7%+2,094,200New–
ICLICL Group Ltd.SHS12,366,317$90.4M1.8%+900,000+7.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock171,052$94.2M1.8%+56,605+49.5%AddedHistory
MSFTMicrosoft CorpStock399,331$95.8M1.9%−179,934−31.1%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF806,104$104.1M2.0%00.0%Unchanged–
VVisa Inc.Stock538,525$111.9M2.2%+261,625+94.5%AddedHistory
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS959,800$113.1M2.2%+959,800New–
HESHess CorpStock798,797$113.3M2.2%−263,509−24.8%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF1,492,065$123.8M2.4%+597,000+66.7%Added–
Global X FDS37954Y384CYBRSCURTY ETF6,378,952$132.5M2.6%−2,332,446−26.8%Reduced–
AMCRAmcor plcORD11,850,705$140.0M2.7%+1,374,999+13.1%AddedHistory
JPMJPMorgan Chase & CoStock1,072,881$143.9M2.8%+629,377+141.9%AddedHistory
iShares Tr46429B671MSCI CHINA ETF3,380,376$160.6M3.1%+3,380,376New–
WFCWells Fargo & CompanyStock3,923,240$162.0M3.1%+728,477+22.8%AddedHistory
VanEck ETF Trust92189F692PHARMACEUTCL ETF2,195,008$170.6M3.3%−2,033−0.1%Reduced–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS22,158,551$202.1M3.9%+1,327,471+6.4%AddedHistory
Invesco Exch Traded FD Tr II46138E628KBW BK ETF5,212,448$269.1M5.2%+1,406,291+36.9%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF8,440,352$288.7M5.6%+6,564,553+350.0%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,158,485$429.1M8.3%+980,560+45.0%Added–
Warburg Pincus Captal Corp IG9460M124*W EXP 99/99/99999,010––00.0%Unchanged–
SILVERspac Inc.G8136V112*W EXP 09/09/202415,833––00.0%Unchanged–

Options (6)

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 Q4 2022
SecurityClassPutsCalls
iShares Tr464288521CRE U S REIT ETF–$6.92M
SMWBSimilarweb Ltd.SHS–$4.16M
LLYEli Lilly & CoStock$1.33M–
MAMastercard IncStock$1.05M–
NFLXNetflix IncStock–$267.7K
Terran Orbital Corp88105P111*W EXP 03/25/202–$34.0K

Sold out since Q3 2022 (87)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Phoenix Holdings Ltd. sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr464287713US TELECOM ETF3,954,045$84.2M1.9%–
Global X FDS37954Y830GLOBAL X COPPER2,021,400$57.3M1.3%–
iShares Inc464286822MSCI MEXICO ETF870,820$39.0M0.9%–
Rada Electr Inds LtdM81863124COM PAR NEW3,518,481$33.8M0.7%–
SWTXSpringWorks Therapeutics, Inc.COM489,444$13.3M0.3%History
SILVERspac Inc.G8136V104CLASS A ORD1,060,375$10.4M0.2%–
IACCION Acquisition Corp 3 Ltd.SHS CL A970,000$9.56M0.2%History
iShares Tr464288521CRE U S REIT ETF179,979$8.56M0.2%–
TPG Pace Beneficial II CorpG89826104COMMON STOCK850,085$8.30M0.2%–
APGBApollo Strategic Growth Capital IISHS CL A640,085$6.32M0.1%History
Forum Merger IV Corp349875104CLASS A COM637,500$6.26M0.1%–
Glass Houses Acquisition Cor37714P103CLASS A COM595,000$5.85M0.1%–
ALLTAllot Ltd.SHS1,350,049$5.21M0.1%History
HERAFTAC Hera Acquisition Corp.CLASS A ORD SHS443,382$4.40M0.1%History
Kraneshares Trust500767405BOSERA MSCI CHIN90,081$2.79M0.1%–
AVGOBroadcom Inc.Stock5,239$2.34M0.1%History
Live Oak Mobility Acquisi Co538126103COM CL A212,529$2.09M<0.1%–
DRIDarden Restaurants IncCOM15,965$2.04M<0.1%History
SMWBSimilarweb Ltd.SHS330,561$2.01M<0.1%History
LVOXLiveVox Holdings, Inc.COM CL A601,541$1.73M<0.1%History
iShares U.S. Medical Devices ETF464288810ETF33,900$1.60M<0.1%–
HDHome Depot, Inc.Stock5,505$1.55M<0.1%History
CHKPCheck Point Software Technologies LtdORD11,604$1.32M<0.1%History
Sapiens Intl Corp N VG7T16G103SHS66,290$1.29M<0.1%–
iShares Tr464288257MSCI ACWI ETF13,736$1.07M<0.1%–
JDJD.com, Inc.SPON ADS CL A20,389$1.04M<0.1%History
Cyberark Software LtdM2682V108SHS6,626$998.0K<0.1%–
VRTXVertex Pharmaceuticals IncStock2,726$806.0K<0.1%History
LPSNLiveperson IncCOM76,578$741.0K<0.1%History
SSentinelOne, Inc.CL A27,295$717.0K<0.1%History
Opko Health, Inc.68375NAD5NOTE 4.500% 2/1375,000$701.0K<0.1%–
TSCOTractor Supply CoCOM3,611$677.0K<0.1%History
SGISomnigroup International Inc.COM27,015$667.0K<0.1%History
RMDResmed IncCOM2,949$646.0K<0.1%History
LUVSouthwest Airlines CoCOM19,733$631.0K<0.1%History
NVCRNovoCure LtdORD SHS7,123$554.0K<0.1%History
DTDynatrace, Inc.Stock15,815$547.0K<0.1%History
MNDYmonday.com Ltd.SHS3,954$486.0K<0.1%History
XYLXylem Inc.COM5,404$481.0K<0.1%History
SPGIS&P Global Inc.Stock1,521$477.0K<0.1%History
COINCoinbase Global, Inc.COM CL A7,225$463.0K<0.1%History
iShares Tr464287184CHINA LG-CAP ETF17,828$463.0K<0.1%–
RHRHCOM1,575$399.0K<0.1%History
Walkme LtdM97628107ORD SHS45,712$394.0K<0.1%–
CPRICapri Holdings LtdSHS9,448$370.0K<0.1%History
Ironsource LtdM5R75Y101CL A ORD SHS105,285$363.0K<0.1%–
SHOPShopify Inc.Stock12,955$360.0K<0.1%History
ROPRoper Technologies IncStock952$353.0K<0.1%History
VRNSVaronis Systems IncCOM12,841$349.0K<0.1%History
TTEKTetra Tech IncCOM2,469$316.0K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM447$313.0K<0.1%History
PNRPENTAIR plcSHS7,536$311.0K<0.1%History
LILi Auto Inc.SPONSORED ADS12,629$295.0K<0.1%History
AOSSmith A O CorpCOM5,941$292.0K<0.1%History
SNOWSnowflake Inc.Stock1,644$286.0K<0.1%History
PAGSPagSeguro Digital Ltd.COM CL A21,656$286.0K<0.1%History
VMIValmont Industries IncCOM1,038$283.0K<0.1%History
DDOGDatadog, Inc.CL A COM3,171$278.0K<0.1%History
STNStantec IncCOM6,059$269.0K<0.1%History
ZWSZurn Elkay Water Solutions CorpCOM10,422$257.0K<0.1%History
ZTSZoetis Inc.Stock1,624$247.0K<0.1%History
CRCCalifornia Resources CorpCOM STOCK6,405$247.0K<0.1%History
MRVLMarvell Technology, Inc.COM5,400$238.0K<0.1%History
LMNDLemonade, Inc.Stock10,666$226.0K<0.1%History
MASMasco CorpCOM4,712$225.0K<0.1%History
APHAmphenol CorpCL A3,054$209.0K<0.1%History
NFLXNetflix IncStock836$201.0K<0.1%History
Siyata Mobile Inc83013Q509COM NEW650,000$196.0K<0.1%–
MWAMueller Water Products, Inc.COM SER A10,618$112.0K<0.1%History
OPENOpendoor Technologies Inc.COM30,209$96.0K<0.1%History
Terran Orbital Corp88105P111*W EXP 03/25/202133,333$72.0K<0.1%–
CGENCompugen LtdORD28,918$20.0K<0.1%History
MDH Acquisition Corp55283P114*W EXP 02/02/20262,500$00.0%–
Global Partner Acqistn CorpG3934P128*W EXP 01/14/20241,014$00.0%–
Noble Rock Acquisition CorpG6546R119*W EXP 01/31/20250,000$00.0%–
Churchill Capital Corp VII17144M110*W EXP 02/29/20260,000$00.0%–
Fusion Acquisition Corp. II36118N110*W EXP 02/29/202165,015$00.0%–
Glass Houses Acquisition Cor37714P111*W EXP 03/25/202350,000$00.0%–
Landcadia Holdings IV, Inc.51477A112*W EXP 03/29/20250,000$00.0%–
Live Oak Mobility Acquisi Co538126111*W EXP 03/04/20250,000$00.0%–
Sportstek Acquisition Corp849196118*W EXP 02/16/20237,500$00.0%–
Apollo Strategic GRWT CPTL IG0412A128*W EXP 02/12/202200,000$00.0%–
Byte Acquisition CorpG1R25Q113*W EXP 03/18/202675,000$00.0%–
FTAC Hera Acquisition Corp.G3728Y111*W EXP 02/28/202123,150$00.0%–
Lazard Growth Acquisition CoG54035111*W EXP 02/10/202150,000$00.0%–
Forum Merger IV Corp349875112*W EXP 03/15/202187,500–––
Gores Hldgs VIII Inc382863116*W EXP 03/01/20228,231–––