Fund HoldingsAltshuler Shaham Ltd

Total Portfolio Value
$1.81B
Total Bought
$164.75M
Total Sold
$2.10B
Net Transaction
-$1.93B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ELBIT SYS LTD(ESLT)9,768552,473+542,7051,936118,0506.53%+116,113
AMAZON COM INC(AMZN)01,495,922+1,495,9220227,29012.57%+227,290
ENLIGHT RENEWABLE ENERGY LTD(ENLT)05,410,569+5,410,5690105,9915.86%+105,991
KENON HLDGS LTD(KEN)03,475,486+3,475,486084,6114.68%+84,611
CAMTEK LTD(CAMT)11,10355,251+44,1486823,8370.21%+3,155
WALMART INC(WMT)9,51327,773+18,2601,5214,3780.24%+2,857
SAPIENS INTL CORP N V16,528113,247+96,7194733,2880.18%+2,815
PENNANTPARK FLOATING RATE CA(PFLA)01,730,086+1,730,086021,0931.17%+21,093
AVALONBAY CMNTYS INC011,550+11,55002,1620.12%+2,162
VERTEX PHARMACEUTICALS INC(VRTX)04,502+4,50201,8320.10%+1,832
FORTINET INC(FTNT)028,300+28,30001,6560.09%+1,656
NOVARTIS AG(NVS)016,074+16,07401,6230.09%+1,623
SHELL PLC(SHEL)27,48650,504+23,0181,7703,3230.18%+1,554
REALTY INCOME CORP(O)025,090+25,09001,4410.08%+1,441
MERCADOLIBRE INC(MELI)0872+87201,3700.08%+1,370
KORNIT DIGITAL LTD066,515+66,51501,2740.07%+1,274
EVOLENT HEALTH INC15,00040,609+25,6094081,3410.07%+933
EDWARDS LIFESCIENCES CORP10,75518,641+7,8867451,4210.08%+676
META PLATFORMS INC(META)2632,130+1,867797540.04%+675
CATERPILLAR INC(CAT)010,756+10,75603,1800.18%+3,180
FIRST SOLAR INC(FSLR)03,222+3,22205550.03%+555
AVANGRID INC013,260+13,26004300.02%+430
EXTRA SPACE STORAGE INC(EXR)01,948+1,94803120.02%+312
CUMMINS INC(CMI)04,016+4,01609620.05%+962
CISCO SYS INC(CSCO)05,965+5,96503010.02%+301
HERSHEY CO(HSY)01,542+1,54202870.02%+287
DATADOG INC(DDOG)8,6108,61007841,0450.06%+261
NIOCORP DEVS LTD0489,999+489,99902600.01%+260
TABOOLA.COM LTD(TBLA)564,373564,37301,5201,7460.10%+226
HIPPO HLDGS INC(HIPO)0157,997+157,99701,4410.08%+1,441
WALMART INC(WMT)(Call)0134+1340153+153
HILTON WORLDWIDE HLDGS INC(HLT)4,3544,35406547930.04%+139
HYATT HOTELS CORP(H)05,570+5,57007260.04%+726
TRANSDIGM GROUP INC(TDG)0698+69807060.04%+706
MARRIOTT INTL INC NEW(MAR)3,6963,69607268330.05%+107
PENTAIR PLC(PNR)12,89812,89808359380.05%+103
DELTA AIR LINES INC DEL(DAL)016,882+16,88206790.04%+679
HOST HOTELS & RESORTS INC(HST)023,930+23,93004660.03%+466
HEXCEL CORP NEW(HXL)09,301+9,30106860.04%+686
COSTCO WHSL CORP NEW(COST)0121+1210800.00%+80
JOHNSON CTLS INTL PLC
SHS
016,100+16,10009280.05%+928
GALLAGHER ARTHUR J & CO(AJG)0302+3020680.00%+68
GARTNER INC(IT)0149+1490670.00%+67
NIKE INC(NKE)04,157+4,15704510.02%+451
CINTAS CORP(CTAS)087+870520.00%+52
POWER INTEGRATIONS INC(POWI)08,659+8,65907110.04%+711
AFLAC INC(AFL)0585+5850480.00%+48
MONSTER BEVERAGE CORP NEW(MNST)010,216+10,21605890.03%+589
SERVICENOW INC(NOW)097+970690.00%+69
LULULEMON ATHLETICA INC(LULU)(Put)02,531+2,531047+47
JEFFERIES FINL GROUP INC(JEF)01,158+1,1580470.00%+47
TESLA INC(TSLA)(Put)95295+200652+47
ELECTRONIC ARTS INC(EA)01,824+1,82402500.01%+250
CARDINAL HEALTH INC(CAH)0452+4520460.00%+46
CAESARS ENTERTAINMENT INC NE(CZR)0966+9660450.00%+45
APA CORPORATION(APA)01,232+1,2320440.00%+44
RITHM CAPITAL CORP(RITM)04,027+4,0270430.00%+43
FOX CORP(FOX)01,435+1,4350430.00%+43
SYNOPSYS INC(SNPS)0126+1260650.00%+65
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,960+1,96003150.02%+315
UNITED RENTALS INC(URI)0559+55903210.02%+321
GARMIN LTD(GRMN)06,357+6,35708170.05%+817
IDEX CORP(IEX)03,796+3,79608240.05%+824
INVESCO LTD(IVZ)22,89920,543-2,3563323660.02%+34
INTERCONTINENTAL EXCHANGE IN(ICE)0225+2250290.00%+29
HONEYWELL INTL INC(HON)0129+1290270.00%+27
MASTERCARD INCORPORATED(MA)062+620260.00%+26
DUKE ENERGY CORP NEW(DUK)0271+2710260.00%+26
QUEST DIAGNOSTICS INC(DGX)0189+1890260.00%+26
LOCKHEED MARTIN CORP(LMT)057+570260.00%+26
KINDER MORGAN INC DEL(KMI)01,454+1,4540260.00%+26
LOEWS CORP(L)0367+3670260.00%+26
AON PLC(AON)080+800230.00%+23
SPDR S&P 500 ETF TR(SPY)(Put)0340+340025+25
ZSCALER INC(ZS)093+930210.00%+21
CDW CORP(CDW)087+870200.00%+20
AMPHENOL CORP NEW0199+1990200.00%+20
AMGEN INC(AMGN)068+680200.00%+20
FACTSET RESH SYS INC(FDS)041+410200.00%+20
NUTANIX INC(NTNX)0409+4090200.00%+20
DONNELLEY FINL SOLUTIONS INC(DFIN)0308+3080190.00%+19
CURTISS WRIGHT CORP(CW)085+850190.00%+19
GODADDY INC(GDDY)0178+1780190.00%+19
MORNINGSTAR INC(MORN)066+660190.00%+19
MICROSOFT CORP(MSFT)(Call)4,2003,600-6005169+18
VERISIGN INC085+850180.00%+18
AMERICAN EXPRESS CO(AXP)01,589+1,58902980.02%+298
PLUM ACQUISITION CORP I128,794128,79408180.00%+10
SLAM CORP0153,114+153,1140290.00%+29
PETROLEO BRASILEIRO SA PETRO(PBR)4,5004,500067720.00%+4
TSAKOS ENERGY NAVIGATION LTD(TEN)2,6002,600054580.00%+4
TOTALENERGIES SE(TTE)1,0001,000066670.00%+2
PROTALIX BIOTHERAPEUTICS INC012,142+12,1420220.00%+22
VISA INC(V)110100-1025260.00%+1
BARCLAYS PLC08,000+8,0000630.00%+63
KEURIG DR PEPPER INC(KDP)0792+7920260.00%+26
MCDONALDS CORP(MCD)089+890260.00%+26
AMDOCS LTD(DOX)0299+2990260.00%+26
DIGITAL WORLD ACQUISITION CO(DJT)1,0001,0000550.00%0
ADVANCED MICRO DEVICES INC(Put)0140+140000
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