Fund HoldingsAltshuler Shaham Ltd

Total Portfolio Value
$1.66B
Total Bought
$291.88M
Total Sold
$1.62B
Net Transaction
-$1.33B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,972615,222+604,2501,907106,8466.42%+104,939
QUALCOMM INC(QCOM)665,4481,067,056+401,608132,544181,45310.91%+48,909
MICRON TECHNOLOGY INC(MU)1,142,2261,868,213+725,987150,237193,75211.65%+43,515
ZOOM VIDEO COMMUNICATIONS IN(ZM)14,000532,762+518,76282937,1552.23%+36,326
ICL GROUP LTD(ICL)047,976,518+47,976,5180205,35512.35%+205,355
EBAY INC.(EBAY)1,332,7001,325,300-7,40071,59386,2905.19%+14,698
ELBIT SYS LTD(ESLT)0854,190+854,1900170,56210.25%+170,562
APPLE INC(AAPL)031,280+31,28007,2880.44%+7,288
NVIDIA CORPORATION(NVDA)10,74455,662+44,9181,3276,7600.41%+5,432
GE VERNOVA INC(GEV)22,62932,589+9,9603,8818,3100.50%+4,428
META PLATFORMS INC(META)08,513+8,51304,8730.29%+4,873
NIKE INC(NKE)030,559+30,55902,7010.16%+2,701
HP INC(HPQ)158,745206,794+48,0495,5597,4180.45%+1,858
FREEPORT-MCMORAN INC(FCX)70,270105,389+35,1193,4155,2610.32%+1,846
TOWER SEMICONDUCTOR LTD(TSEM)054,106+54,10602,4000.14%+2,400
DEXCOM INC(DXCM)00001,7720.11%+1,772
TESLA INC(TSLA)10,85314,729+3,8762,1483,8540.23%+1,706
TARGET CORP(TGT)010,747+10,74701,6750.10%+1,675
TABOOLA.COM LTD(TBLA)01,099,373+1,099,37303,1130.19%+3,113
DELEK LOGISTICS PARTNERS LP(DKL)010,267+10,26701,2070.07%+1,207
CONSTELLATION BRANDS INC(STZ)06,362+6,36201,6390.10%+1,639
BARCLAYS PLC8,00088,000+80,000861,0690.06%+984
UPSTART HLDGS INC(UPST)017,400+17,40006960.04%+696
FRESHWORKS INC(FRSH)059,500+59,50006830.04%+683
CANADIAN PACIFIC KANSAS CITY(CP)22,50028,640+6,1401,7712,4500.15%+678
AIR PRODS & CHEMS INC01,762+1,76205250.03%+525
EVOLENT HEALTH INC00005190.03%+519
BANK AMERICA CORP24,96837,898+12,9309931,5040.09%+511
CHEWY INC(CHWY)022,000+22,00006440.04%+644
ORMAT TECHNOLOGIES INC(ORA)04,990+4,99003840.02%+384
JFROG LTD(FROG)012,000+12,00003480.02%+348
APPLOVIN CORP(APP)28,15320,475-7,6782,3432,6730.16%+330
REYNOLDS CONSUMER PRODS INC(REYN)02,666+2,66603380.02%+338
INNOVID CORP0161,474+161,47402910.02%+291
CIENA CORP(CIEN)29,20027,450-1,7501,4071,6910.10%+284
SELECT SECTOR SPDR TR(Call)
CALL
01,874+1,8740232+232
CROCS INC(CROX)01,480+1,48002140.01%+214
EVOLENT HEALTH INC038,376+38,37601,0850.07%+1,085
HALEON PLC(HLN)163,200146,700-16,5001,3481,5520.09%+204
OPENDOOR TECHNOLOGIES INC(OPEN)090,000+90,00001800.01%+180
PINTEREST INC(PINS)05,000+5,00001620.01%+162
HALOZYME THERAPEUTICS INC(HALO)27,00027,500+5001,4141,5740.09%+160
PENTAIR PLC(PNR)07,398+7,39807230.04%+723
SONY GROUP CORP(SONY)0531,786+531,78601460.01%+146
NETFLIX INC(NFLX)3,6533,65302,4652,5910.16%+126
GITLAB INC(GTLB)3,6005,900+2,3001793040.02%+125
SAPIENS INTL CORP N V016,477+16,47706140.04%+614
CHART INDS INC05,500+5,50006830.04%+683
SPOTIFY TECHNOLOGY S A(SPOT)01,867+1,86706880.04%+688
VERALTO CORP(VLTO)06,000+6,00006710.04%+671
AMDOCS LTD(DOX)10,86610,846-208589490.06%+91
FIRST SOLAR INC(FSLR)3,2223,22207268040.05%+77
WAYFAIR INC(W)00003800.02%+380
APPLE INC(Put)0294+294077+77
FIVERR INTL LTD25,44725,44705966580.04%+62
PERION NETWORK LTD84,00094,000+10,0006967490.05%+53
MODERNA INC(MRNA)3,3006,600+3,3003924410.03%+49
ALBEMARLE CORP(ALB)0500+5000470.00%+47
PENNANTPARK FLOATING RATE CA(PFLA)01,573,156+1,573,156018,2011.09%+18,201
HILTON WORLDWIDE HLDGS INC(HLT)3,6903,69008058510.05%+45
IDEX CORP(IEX)02,846+2,84606100.04%+610
ZOOM VIDEO COMMUNICATIONS IN(ZM)(Call)035+35035+35
DELTA AIR LINES INC DEL(DAL)011,737+11,73705960.04%+596
DHT HOLDINGS INC(DHT)03,000+3,0000330.00%+33
GARMIN LTD(GRMN)2,7722,750-224524840.03%+32
TESLA INC(TSLA)(Put)0400+400032+32
VODAFONE GROUP PLC NEW(VOD)6,0008,000+2,00053800.00%+27
MONSTER BEVERAGE CORP NEW(MNST)010,216+10,21605330.03%+533
MOTOROLA SOLUTIONS INC(MSI)058+580260.00%+26
PPL CORP(PPL)0666+6660220.00%+22
S&P GLOBAL INC(SPGI)042+420220.00%+22
AVERY DENNISON CORP098+980220.00%+22
HOLOGIC INC0263+2630210.00%+21
CONSOLIDATED EDISON INC(ED)0205+2050210.00%+21
CHUBB LIMITED
COM
074+740210.00%+21
FIRSTENERGY CORP(FE)0481+4810210.00%+21
CSX CORP(CSX)0615+6150210.00%+21
ELECTRONIC ARTS INC(EA)0146+1460210.00%+21
UNION PAC CORP(UNP)084+840210.00%+21
NAYAX LTD(NYAX)47,46739,374-8,0931,0101,0290.06%+19
REGENERON PHARMACEUTICALS(REGN)018+180190.00%+19
LIVEPERSON INC012,202+12,2020160.00%+16
PLUM ACQUISITION CORP I0128,794+128,7940250.00%+25
BOOKING HOLDINGS INC(BKNG)5756-12262360.01%+10
PEABODY ENERGY CORP(BTU)2,0002,000044530.00%+9
UBER TECHNOLOGIES INC(UBER)03,054+3,05402300.01%+230
LOCKHEED MARTIN CORP(LMT)044+440260.00%+26
BRAND ENGAGEMENT NETWORK INC066,666+66,666050.00%+5
IES HLDGS INC(IESC)023+23050.00%+5
UBIQUITI INC(UI)020+20040.00%+4
LOUISIANA PAC CORP(LPX)040+40040.00%+4
KONTOOR BRANDS INC(KTB)052+52040.00%+4
PEPSICO INC(PEP)0141+1410240.00%+24
MADDEN STEVEN LTD(SHOO)085+85040.00%+4
HARMONY BIOSCIENCES HLDGS IN(HRMY)0104+104040.00%+4
EVERCORE INC(EVR)016+16040.00%+4
RELIANCE INC(RS)014+14040.00%+4
BUCKLE INC(BKE)091+91040.00%+4
FRANKLIN ELEC INC(FELE)038+38040.00%+4
INTERDIGITAL INC(IDCC)028+28040.00%+4
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