Fund HoldingsAltshuler Shaham Ltd

Total Portfolio Value
$2.53B
Total Bought
$878.87M
Total Sold
$369.04M
Net Transaction
+$509.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NUTRIEN LTD(NTR)05,544,034+5,544,0340301,09611.90%+301,096
META PLATFORMS INC(META)2,130459,165+457,035754222,9618.81%+222,207
MICRON TECHNOLOGY INC(MU)01,126,649+1,126,6490132,8215.25%+132,821
APPLE INC(AAPL)01,934,543+1,934,5430331,73513.11%+331,735
ELBIT SYS LTD(ESLT)552,473894,293+341,820118,050188,2857.44%+70,235
MICROSOFT CORP(MSFT)01,120,820+1,120,8200471,55118.63%+471,551
AMAZON COM INC(AMZN)1,495,9221,488,065-7,857227,290268,41710.61%+41,127
ICL GROUP LTD(ICL)042,758,587+42,758,5870226,6298.96%+226,629
KENON HLDGS LTD(KEN)3,475,4863,364,996-110,49084,61188,8373.51%+4,226
ORACLE CORP(ORCL)026,080+26,08003,2760.13%+3,276
DEERE & CO(DE)0246,904+246,9040101,4134.01%+101,413
TEVA PHARMACEUTICAL INDS LTD(TEVA)0247,390+247,39003,4770.14%+3,477
APPLOVIN CORP(APP)029,203+29,20302,0210.08%+2,021
CORNING INC(GLW)059,581+59,58101,9640.08%+1,964
QUALCOMM INC(QCOM)010,945+10,94501,8530.07%+1,853
FREEPORT-MCMORAN INC(FCX)036,756+36,75601,7280.07%+1,728
GILAT SATELLITE NETWORKS LTD(GILT)0295,950+295,95001,6260.06%+1,626
NETFLIX INC(NFLX)02,453+2,45301,4900.06%+1,490
HIPPO HLDGS INC(HIPO)157,997157,99701,4412,8870.11%+1,446
PROGYNY INC035,004+35,00401,3350.05%+1,335
TAIWAN SEMICONDUCTOR MFG LTD(TSM)09,410+9,41001,2800.05%+1,280
NOVA LTD(NVMI)010,602+10,60201,8640.07%+1,864
CANADIAN PACIFIC KANSAS CITY(CP)09,000+9,00007940.03%+794
CHEWY INC(CHWY)042,800+42,80006810.03%+681
AIRBNB INC018,342+18,34203,0260.12%+3,026
CHART INDS INC04,000+4,00006590.03%+659
VERALTO CORP(VLTO)06,700+6,70005940.02%+594
TABOOLA.COM LTD(TBLA)564,373654,373+90,0001,7462,1840.09%+438
GENERAC HLDGS INC(GNRC)03,386+3,38604270.02%+427
FIVERR INTL LTD020,247+20,24704270.02%+427
SPOTIFY TECHNOLOGY S A(SPOT)02,967+2,96707830.03%+783
MODERNA INC(MRNA)03,300+3,30003520.01%+352
WAYFAIR INC(W)00003500.01%+350
AIRSHIP AI HLDGS INC0664,999+664,99903010.01%+301
SAPIENS INTL CORP N V113,247110,387-2,8603,2883,5570.14%+269
LULULEMON ATHLETICA INC(LULU)(Put)043+430265+265
FORTINET INC(FTNT)28,30027,843-4571,6561,9020.08%+246
ZOOM VIDEO COMMUNICATIONS IN(ZM)03,000+3,00001960.01%+196
DOLBY LABORATORIES INC(DLB)02,000+2,00001680.01%+168
EVOLENT HEALTH INC40,60945,876+5,2671,3411,5040.06%+163
NICE LTD(NICE)02,289+2,28905920.02%+592
TOWER SEMICONDUCTOR LTD(TSEM)022,142+22,14207410.03%+741
HOME DEPOT INC(HD)(Put)0118+1180142+142
GITLAB INC(GTLB)02,150+2,15001250.00%+125
PTC INC(PTC)05,362+5,36201,0130.04%+1,013
UBER TECHNOLOGIES INC(UBER)019,314+19,31401,4870.06%+1,487
CONSTELLATION BRANDS INC(STZ)02,349+2,34906380.03%+638
MAGIC SOFTWARE ENTERPRISES L011,163+11,16301310.01%+131
TESLA INC(TSLA)(Put)0300+300077+77
FALCONS BEYOND GLOBAL INC091,875+91,8750670.00%+67
VISTRA CORP(VST)0774+7740540.00%+54
TERRAN ORBITAL CORPORATION0436,663+436,6630700.00%+70
TAPESTRY INC(TPR)0863+8630410.00%+41
SOCIEDAD QUIMICA Y MINERA DE(SQM)0800+8000390.00%+39
PHILLIPS 66(PSX)0225+2250370.00%+37
UNITED AIRLS HLDGS INC(UAL)0686+6860330.00%+33
TD SYNNEX CORPORATION(SNX)0289+2890330.00%+33
PLUM ACQUISITION CORP I128,794128,794018500.00%+32
DHT HOLDINGS INC(DHT)02,800+2,8000320.00%+32
EVE MOBILITY ACQUISITION COR0359,998+359,9980470.00%+47
HEWLETT PACKARD ENTERPRISE C(HPE)01,767+1,7670310.00%+31
ARROW ELECTRS INC0240+2400310.00%+31
WESCO INTL INC(WCC)0178+1780300.00%+30
AGCO CORP0243+2430300.00%+30
BORGWARNER INC0857+8570300.00%+30
SEI INVTS CO(SEIC)0407+4070290.00%+29
COMCAST CORP NEW(CCZ)0673+6730290.00%+29
HOST HOTELS & RESORTS INC(HST)23,93023,93004664950.02%+29
SLAM CORP0152,998+152,9980280.00%+28
TRUMP MEDIA & TECHNOLOGY GRO(DJT)01,000+1,0000270.00%+27
DELTA AIR LINES INC DEL(DAL)16,88214,726-2,1566797050.03%+26
SOUTHERN CO(SO)0352+3520250.00%+25
OTIS WORLDWIDE CORP(OTIS)0254+2540250.00%+25
ATMOS ENERGY CORP(ATO)0210+2100250.00%+25
CHURCH & DWIGHT CO INC(CHD)0236+2360250.00%+25
AMETEK INC0134+1340250.00%+25
APTARGROUP INC0169+1690240.00%+24
LINDE PLC(LIN)052+520240.00%+24
REYNOLDS CONSUMER PRODS INC(REYN)0830+8300240.00%+24
CBOE GLOBAL MKTS INC(CBOE)0129+1290240.00%+24
T-MOBILE US INC(TMUS)0144+1440240.00%+24
DARDEN RESTAURANTS INC(DRI)0137+1370230.00%+23
CHARTER COMMUNICATIONS INC N(CHTR)078+780230.00%+23
GLOBE LIFE INC0189+1890220.00%+22
CITIGROUP INC(C)01,500+1,5000950.00%+95
MONSTER BEVERAGE CORP NEW(MNST)10,21610,21605896060.02%+17
CF ACQUISITION CORP VII0152,028+152,0280180.00%+18
BARCLAYS PLC8,0008,000063760.00%+13
HYATT HOTELS CORP(H)5,5704,612-9587267360.03%+10
VODAFONE GROUP PLC NEW(VOD)05,000+5,0000450.00%+45
CHEWY INC(CHWY)(Call)0140+14009+9
NVIDIA CORPORATION(NVDA)(Put)0200+20009+9
TSAKOS ENERGY NAVIGATION LTD(TEN)2,6002,600058660.00%+8
NVR INC(NVR)01+1080.00%+8
DHC ACQUISITION CORP083,332+83,3320100.00%+10
ATLANTIC COASTAL AQSTN CORP0142,648+142,648080.00%+8
JAWS MUSTANG ACQUISITION COR042,277+42,277090.00%+9
ATHENA TECHNOLOGY ACQ CORP I0449,999+449,9990180.00%+18
MERCK & CO INC(MRK)0195+1950260.00%+26
ORAMED PHARMACEUTICALS INC012,020+12,0200350.00%+35
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