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Livermore
Livermore
ZHEN

Phoenix Holdings Ltd.

SEC CIK
0001679543
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
482
+20 vs. Q4 2025
Portfolio value
$10.5B
+$1.32B (+14.3%) vs. Q4 2025
Filed
May 11, 2026
SEC
Holdings of Phoenix Holdings Ltd. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS42,777,414$1.29B12.2%+1,690,283+4.1%AddedHistory
TSEMTower Semiconductor LtdSHS NEW3,390,687$595.0M5.6%−438,850−11.5%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,820,436$456.1M4.3%−1,129,917−28.6%Reduced–
AMZNAmazon Com IncStock2,043,423$425.6M4.0%+574,350+39.1%AddedHistory
iShares Tr464287291GLOBAL TECH ETF4,005,100$400.4M3.8%+4,005,100New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,070,542$397.4M3.8%+445,000+27.4%Added–
iShares Tr464287325GLOB HLTHCRE ETF3,734,000$349.3M3.3%+1,609,220+75.7%Added–
NVDANVIDIA CorpStock1,974,917$344.4M3.3%+235,045+13.5%AddedHistory
GOOGAlphabet Inc.Stock1,102,785$316.4M3.0%+224,692+25.6%AddedHistory
MSFTMicrosoft CorpStock749,341$277.4M2.6%+72,071+10.6%AddedHistory
NVMINova Ltd.COM576,989$250.3M2.4%+68,348+13.4%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,529,577$224.3M2.1%+348,238+29.5%Added–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL2,362,300$221.4M2.1%00.0%Unchanged–
ESLTElbit Systems LtdStock251,137$213.2M2.0%+251,137NewHistory
AAPLApple Inc.Stock777,344$197.3M1.9%−72,884−8.6%ReducedHistory
EXEExpand Energy CorpCOM1,790,470$196.6M1.9%+434,000+32.0%AddedHistory
iShares Tr464288257MSCI ACWI ETF1,397,253$193.3M1.8%−4,085−0.3%Reduced–
EMREmerson Electric CoStock1,321,566$173.2M1.6%+1,314,656+19,025.4%AddedHistory
iShares Tr46429B671MSCI CHINA ETF2,818,800$158.4M1.5%+1,496,000+113.1%Added–
iShares Tr464287788U.S. FINLS ETF1,196,572$140.8M1.3%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF935,111$124.3M1.2%−342,632−26.8%Reduced–
iShares Inc464286400MSCI BRAZIL ETF3,237,000$124.3M1.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock382,348$118.3M1.1%+128,978+50.9%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF2,302,381$113.7M1.1%+983,239+74.5%Added–
iShares Tr464287515EXPANDED TECH1,295,294$103.7M1.0%−25,706−1.9%Reduced–
JHXJames Hardie Industries plcStock5,449,639$103.2M1.0%−68,000−1.2%ReducedHistory
SPDR Series Trust78464A714ST STR SP RETAIL1,259,000$101.3M1.0%+1,259,000New–
Global X Uranium ETF37954Y871ETF2,040,450$98.8M0.9%−2,554−0.1%Reduced–
BSXBoston Scientific CorpStock1,550,372$97.3M0.9%+1,485,404+2,286.4%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF1,530,654$93.8M0.9%+880,672+135.5%Added–
LLYEli Lilly & CoStock101,476$93.3M0.9%+69,419+216.5%AddedHistory
iShares MSCI India ETF46429B598ETF1,909,484$89.4M0.8%−7,288−0.4%Reduced–
SPDR Ser Tr78464A532S&P TRANSN ETF960,785$89.4M0.8%+960,785New–
ENLTEnlight Renewable Energy Ltd.SHS1,250,550$85.4M0.8%−136,236−9.8%ReducedHistory
ICLICL Group Ltd.SHS15,317,843$79.3M0.8%−1,730,720−10.2%ReducedHistory
COFCapital One Financial CorpStock431,304$78.7M0.7%+404,536+1,511.3%AddedHistory
WFCWells Fargo & CompanyStock986,590$78.5M0.7%−48,822−4.7%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF685,352$76.0M0.7%00.0%Unchanged–
GILTGilat Satellite Networks LtdSHS NEW4,959,311$74.5M0.7%−290,911−5.5%ReducedHistory
GOOGLAlphabet Inc.Stock243,953$73.0M0.7%−29,721−10.9%ReducedHistory
NETCloudflare, Inc.CL A COM321,817$66.4M0.6%+321,817NewHistory
Global X FDS37954Y830GLOBAL X COPPER840,486$64.2M0.6%+840,486New–
SPYSPDR S&P 500 ETF TrustETF92,330$60.1M0.6%+1,134+1.2%AddedHistory
AMATApplied Materials IncStock171,690$58.7M0.6%−12,183−6.6%ReducedHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES4,181,269$57.6M0.5%+1,670,495+66.5%AddedHistory
METAMeta Platforms, Inc.Stock89,366$51.5M0.5%−14,546−14.0%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF880,280$50.0M0.5%+880,280New–
GFSGLOBALFOUNDRIES Inc.Stock1,104,774$49.1M0.5%+1,104,774NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,063,404$43.4M0.4%00.0%Unchanged–
iShares U.S. Healthcare Providers ETF464288828ETF1,025,353$42.9M0.4%+998,890+3,774.7%Added–
iShares Tr464288729GLOB INDSTRL ETF215,300$39.0M0.4%00.0%Unchanged–
MATWMatthews International CorpCL A1,465,173$37.8M0.4%+1,450,829+10,114.5%AddedHistory
PANWPalo Alto Networks IncStock230,732$37.0M0.4%−23,933−9.4%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF450,987$37.0M0.4%−45,000−9.1%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF686,634$31.5M0.3%−80,978−10.5%Reduced–
NICENICE Ltd.SPONSORED ADR283,500$31.3M0.3%+283,500NewHistory
AZNAstraZeneca PLCADR139,398$27.5M0.3%−262,802−65.3%ReducedConverted for a 1-for-2 splitHistory
ORCLOracle CorpStock186,459$27.4M0.3%−8,002−4.1%ReducedHistory
SSYSStratasys Ltd.SHS3,439,306$26.9M0.3%−190,700−5.3%ReducedHistory
MAMastercard IncStock52,232$26.1M0.2%+2,259+4.5%AddedHistory
TTTrane Technologies plcSHS60,657$25.3M0.2%−231,008−79.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM133,546$22.7M0.2%+24,337+22.3%AddedHistory
TSLATesla, Inc.Stock55,537$20.6M0.2%−9,179−14.2%ReducedHistory
RSKDRiskified Ltd.SHS CL A5,082,513$19.9M0.2%00.0%UnchangedHistory
FLYFirefly Aerospace Inc.COM660,060$18.8M0.2%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR54,392$18.3M0.2%−388,506−87.7%ReducedHistory
JPMJPMorgan Chase & CoStock57,035$16.8M0.2%−19,558−25.5%ReducedHistory
SLGLSol-Gel Technologies Ltd.SHS NEW210,849$16.7M0.2%−7,366−3.4%ReducedHistory
VVisa Inc.Stock52,293$15.9M0.2%−14,609−21.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock29,968$14.4M0.1%−8,037−21.1%ReducedHistory
ODYSOdysight.ai Inc.COM NEW2,053,522$14.3M0.1%00.0%UnchangedHistory
KMDAKamada LtdSHS1,654,952$14.2M0.1%00.0%UnchangedHistory
CAMTCamtek LtdORD85,160$12.9M0.1%+26,566+45.3%AddedHistory
UNHUnitedHealth Group IncStock47,208$12.8M0.1%+249+0.5%AddedHistory
JNJJohnson & JohnsonStock51,987$12.7M0.1%−3,224−5.8%ReducedHistory
WMTWalmart Inc.Stock97,593$12.2M0.1%−36,979−27.5%ReducedHistory
AMDAdvanced Micro Devices IncStock59,627$12.1M0.1%−376−0.6%ReducedHistory
VRNSVaronis Systems IncCOM557,836$12.0M0.1%−295,500−34.6%ReducedHistory
ORAOrmat Technologies, Inc.COM105,781$11.8M0.1%−252,700−70.5%ReducedHistory
UBERUber Technologies, IncStock153,971$11.1M0.1%−20,317−11.7%ReducedHistory
ARKOARKO Corp.COM1,941,817$10.8M0.1%−5,367,613−73.4%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF318,854$10.7M0.1%+9,653+3.1%Added–
TATTTat Technologies LtdORD NEW251,246$10.2M0.1%+2,340+0.9%AddedHistory
VanEck Semiconductor ETF92189F676ETF26,023$9.98M0.1%−9,791−27.3%Reduced–
COSTCostco Wholesale CorpStock9,949$9.91M0.1%−4,504−31.2%ReducedHistory
NKENIKE, Inc.Stock182,257$9.63M0.1%+56,950+45.4%AddedHistory
PEPPepsiCo IncStock56,561$8.78M0.1%+3,687+7.0%AddedHistory
HDHome Depot, Inc.Stock26,584$8.74M0.1%−2,640−9.0%ReducedHistory
MUMicron Technology IncStock25,789$8.72M0.1%−95−0.4%ReducedHistory
NFLXNetflix IncStock88,572$8.51M0.1%−40,219−31.2%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF369,700$8.47M0.1%−54,458−12.8%Reduced–
iShares Tr464288638ISHS 5-10YR INVT154,070$8.20M0.1%+8,151+5.6%Added–
CSCOCisco Systems, Inc.Stock104,891$8.14M0.1%−27,781−20.9%ReducedHistory
ODDOddity Tech LtdSHS CL A607,100$8.12M0.1%+607,100NewHistory
ABBVAbbVie Inc.Stock36,291$7.93M0.1%−2,561−6.6%ReducedHistory
LINLinde PLCStock15,935$7.90M0.1%−737−4.4%ReducedHistory
ELLOEllomay Capital Ltd.SHS318,228$7.74M0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF13,344$7.70M0.1%+662+5.2%Added–
MRKMerck & Co., Inc.Stock62,785$7.62M0.1%−2,021−3.1%ReducedHistory
MBLYMobileye Global Inc.Stock1,101,000$7.56M0.1%−9,443−0.9%ReducedHistory

Options (4)

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 2026
SecurityClassPutsCalls
United Rentals Inc911363909CALL–$4.30M
Constellation Energy Corp21037T959PUT$14.0K–
Palo Alto Networks Inc697435905CALL–$5.61K
Boston Scientific Corp101137907CALL–$941

Sold out since Q4 2025 (50)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Phoenix Holdings Ltd. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
WIXWix.com Ltd.SHS656,438$68.2M0.7%History
Alps ETF Tr00162Q593MED BREAKTHGH1,465,173$38.3M0.4%–
CHKPCheck Point Software Technologies LtdORD162,762$30.2M0.3%History
PAYOPayoneer Global Inc.COM2,703,780$15.2M0.2%History
PERIPerion Network Ltd.SHS NEW1,580,804$15.1M0.2%History
Magic Software Enterprises L559166103ORD488,350$12.6M0.1%–
Vanguard S&P 500 ETF922908363ETF12,182$7.64M0.1%–
CSTECaesarstone Ltd.ORD SHS3,748,541$6.97M0.1%History
TDGTransDigm Group INCCOM2,315$3.08M<0.1%History
APOApollo Global Management, Inc.COM17,141$2.48M<0.1%History
EQTEQT CorpStock45,398$2.43M<0.1%History
State Street SPDR S&P Regional Banking ETF78464A698ETF23,900$1.55M<0.1%–
ICEIntercontinental Exchange, Inc.Stock9,000$1.46M<0.1%History
CELHCelsius Holdings, Inc.COM NEW29,710$1.36M<0.1%History
AREAlexandria Real Estate Equities, Inc.COM25,200$1.23M<0.1%History
CNCCentene CorpStock28,000$1.15M<0.1%History
Vanguard Consumer Staples ETF92204A207ETF5,137$1.09M<0.1%–
SEGSeaport Entertainment Group Inc.COMMON STOCK50,000$988.5K<0.1%History
CGNTCognyte Software Ltd.ORD SHS84,181$791.3K<0.1%History
INTCIntel CorpStock21,065$777.3K<0.1%History
AZOAutoZone IncCOM507$763.0K<0.1%History
GTLBGitlab Inc.CLASS A COM16,000$600.5K<0.1%History
MDLZMondelez International, Inc.Stock10,297$555.7K<0.1%History
CRCLCircle Internet Group, Inc.COM CL A6,555$519.8K<0.1%History
ENPHEnphase Energy, Inc.Stock15,000$480.5K<0.1%History
PATHUiPath, Inc.Stock26,021$426.1K<0.1%History
FOURShift4 Payments, Inc.CL A6,503$409.1K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,696$367.8K<0.1%–
iShares Inc464286509MSCI CDA ETF11,100$362.4K<0.1%–
TTANServiceTitan, Inc.SHS CL A3,231$344.1K<0.1%History
MSTRStrategy IncStock2,243$339.9K<0.1%History
MRVLMarvell Technology, Inc.COM3,910$333.9K<0.1%History
BBYBest Buy Co IncStock4,776$320.7K<0.1%History
AZTAAzenta, Inc.COM8,000$272.0K<0.1%History
BNYBank of New York Mellon CorpStock2,295$266.2K<0.1%History
SBUXStarbucks CorpStock3,086$259.9K<0.1%History
DKSDick's Sporting Goods, Inc.Stock1,218$241.1K<0.1%History
WTRGEssential Utilities, Inc.COM6,059$232.2K<0.1%History
ALHAlliance Laundry Holdings Inc.COM10,881$221.4K<0.1%History
TTEKTetra Tech IncCOM6,573$220.3K<0.1%History
MTArcelorMittalNY REGISTRY SH4,801$217.9K<0.1%History
ACMAecomCOM2,236$213.0K<0.1%History
GRABGrab Holdings LtdCLASS A ORD34,600$172.5K<0.1%History
DLOdLocal LtdCLASS A COM10,126$143.1K<0.1%History
LUMNLumen Technologies, Inc.Stock14,812$115.1K<0.1%History
UPXIUpexi, Inc.COM NEW52,000$87.3K<0.1%History
BTBTBit Digital, IncSHS29,060$54.9K<0.1%History
CANCanaan Inc.SPONSORED ADS19,500$2.07K<0.1%History
ARKO Corp.041242116*W EXP 12/22/2021,094,488$375<0.1%–
VanEck ETF Trust92189F452MORTGAGE REIT6,706–––