Fund HoldingsAltshuler Shaham Ltd

Total Portfolio Value
$2.95B
Total Bought
$1.87B
Total Sold
$616.76M
Net Transaction
+$1.25B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)01,246,484+1,246,4840525,39317.83%+525,393
AMAZON COM INC(AMZN)02,219,349+2,219,3490486,89216.52%+486,892
ALPHABET INC(GOOG)01,751,573+1,751,5730331,57311.25%+331,573
ORACLE CORP(ORCL)01,874,330+1,874,3300312,33810.60%+312,338
ZOOM VIDEO COMMUNICATIONS IN(ZM)532,7622,056,277+1,523,51537,155167,8135.69%+130,658
PALO ALTO NETWORKS INC(PANW)0950,000+950,0000172,8625.86%+172,862
CHECK POINT SOFTWARE TECH LT
ORD
0392,000+392,000073,1862.48%+73,186
UBER TECHNOLOGIES INC(UBER)3,0541,005,034+1,001,98023060,6202.06%+60,391
CROCS INC(CROX)1,480456,995+455,51521450,0551.70%+49,840
ELBIT SYS LTD(ESLT)854,190833,167-21,023170,562217,7157.39%+47,154
NVIDIA CORPORATION(NVDA)55,66289,750+34,0886,76011,7790.40%+5,019
TOWER SEMICONDUCTOR LTD(TSEM)54,10699,861+45,7552,4005,1610.18%+2,760
FREEPORT-MCMORAN INC(FCX)105,389198,853+93,4645,2617,5720.26%+2,311
OPKO HEALTH INC(OPK)01,411,019+1,411,01902,0820.07%+2,082
APPLE INC(AAPL)31,28037,320+6,0407,2889,3460.32%+2,057
GE VERNOVA INC(GEV)32,58931,377-1,2128,31010,3210.35%+2,011
HP INC(HPQ)206,794287,505+80,7117,4189,3810.32%+1,964
GSK PLC(GSK)057,000+57,00001,9280.07%+1,928
META PLATFORMS INC(META)8,51311,466+2,9534,8736,7130.23%+1,840
HIPPO HLDGS INC(HIPO)0157,997+157,99704,2300.14%+4,230
AIRSHIP AI HLDGS INC0664,999+664,99901,3630.05%+1,363
VERTEX PHARMACEUTICALS INC(VRTX)03,020+3,02001,2160.04%+1,216
MONGODB INC(MDB)05,205+5,20501,2120.04%+1,212
ZSCALER INC(ZS)06,680+6,68001,2050.04%+1,205
AMERICAN TOWER CORP NEW(AMT)05,750+5,75001,0550.04%+1,055
ODDITY TECH LTD
SHS CL A
022,823+22,82309590.03%+959
MERCADOLIBRE INC(MELI)0526+52608940.03%+894
CHEWY INC(CHWY)22,00045,900+23,9006441,5370.05%+893
SENTINELONE INC(S)031,500+31,50006990.02%+699
ORMAT TECHNOLOGIES INC(ORA)4,99015,722+10,7323841,0810.04%+697
TESLA INC(TSLA)14,72911,568-3,1613,8544,5060.15%+652
OPENDOOR TECHNOLOGIES INC(OPEN)90,000500,000+410,0001808000.03%+620
NIKE INC(NKE)30,55943,654+13,0952,7013,3030.11%+602
ISHARES TR01,505+1,50505540.02%+554
CONSTELLATION ENERGY CORP(CEG)02,177+2,17704870.02%+487
VISTRA CORP(VST)03,531+3,53104870.02%+487
SANOFI(SNY)010,000+10,00004820.02%+482
SAPIENS INTL CORP N V16,47738,739+22,2626141,0480.04%+434
TEVA PHARMACEUTICAL INDS LTD(TEVA)0196,263+196,26304,3600.15%+4,360
DELEK LOGISTICS PARTNERS LP(DKL)10,26711,968+1,7011,2071,5590.05%+352
EATON CORP PLC(ETN)01,053+1,05303490.01%+349
MODERNA INC(MRNA)6,60018,800+12,2004417820.03%+341
AIRBNB INC016,151+16,15102,1220.07%+2,122
KINDER MORGAN INC DEL(KMI)011,665+11,66503200.01%+320
QUANTA SVCS INC0885+88502800.01%+280
TALEN ENERGY CORP(TLN)01,232+1,23202480.01%+248
CHART INDS INC5,5004,762-7386839090.03%+226
MICROSTRATEGY INC(MSTR)032+3202140.01%+214
SHARKNINJA INC(SN)02,145+2,14502090.01%+209
ABERCROMBIE & FITCH CO01,290+1,29001930.01%+193
DOMINION ENERGY INC(D)03,266+3,26601760.01%+176
AMERICAN ELEC PWR CO INC01,904+1,90401760.01%+176
NRG ENERGY INC(NRG)01,916+1,91601730.01%+173
BANK AMERICA CORP37,89837,89801,5041,6660.06%+162
UNITY SOFTWARE INC(U)07,000+7,00001570.01%+157
WILLIAMS COS INC(WMB)02,612+2,61201410.00%+141
ALCOA CORP(AA)03,740+3,74001410.00%+141
NEXTERA ENERGY INC(NEE)01,954+1,95401400.00%+140
HUBBELL INC(HUBB)0333+33301390.00%+139
NUSCALE PWR CORP(SMR)07,751+7,75101390.00%+139
MAGIC SOFTWARE ENTERPRISES L011,293+11,29301380.00%+138
PROCTER AND GAMBLE CO(PG)040+4001370.00%+137
SOUTHERN CO(SO)01,523+1,52301250.00%+125
TOWER SEMICONDUCTOR LTD(TSEM)050+5001210.00%+121
HOME DEPOT INC(HD)010+1001150.00%+115
INTERACTIVE BROKERS GROUP IN
CALL
010+1001060.00%+106
ENTERGY CORP NEW(ETR)01,395+1,39501060.00%+106
SEMPRA(SRE)01,204+1,20401060.00%+106
SPDR S&P 500 ETF TR
CALL
010+1001060.00%+106
PUBLIC SVC ENTERPRISE GRP IN(PEG)01,244+1,24401050.00%+105
WEC ENERGY GROUP INC(WEC)01,115+1,11501050.00%+105
XCEL ENERGY INC(XEL)01,551+1,55101050.00%+105
CAMECO CORP(CCJ)02,013+2,01301030.00%+103
EMCOR GROUP INC(EME)0238+23801080.00%+108
MICROSTRATEGY INC0120+12001000.00%+100
BARCLAYS PLC88,00088,00001,0691,1700.04%+100
WALMART INC(WMT)029+290870.00%+87
JPMORGAN CHASE & CO.(JPM)03,000+3,00007190.02%+719
STEALTHGAS INC014,500+14,5000820.00%+82
MARRIOTT INTL INC NEW(MAR)02,360+2,36006580.02%+658
MASTEC INC(MTZ)0519+5190710.00%+71
BELDEN INC01,960+1,9600710.00%+71
TECK RESOURCES LTD(TECK)01,727+1,7270700.00%+70
BWX TECHNOLOGIES INC(BWXT)0626+6260700.00%+70
EQT CORP(EQT)01,512+1,5120700.00%+70
ANTERO RESOURCES CORP(AR)01,987+1,9870700.00%+70
CURTISS WRIGHT CORP(CW)0196+1960700.00%+70
COMFORT SYS USA INC(FIX)0163+1630690.00%+69
NEXTRACKER INC01,850+1,8500680.00%+68
URANIUM ENERGY CORP(UEC)010,051+10,0510670.00%+67
TABOOLA.COM LTD(TBLA)1,099,3731,033,853-65,5203,1133,1750.11%+62
FORMULA SYSTEMS 1985 LTD(FORTY)06,385+6,38505360.02%+536
SATELLOGIC INC(SATL)0171,946+171,9460630.00%+63
WALMART INC(WMT)09,500+9,50008580.03%+858
PINTEREST INC(PINS)5,0007,500+2,5001622180.01%+56
FORESIGHT AUTONOMOUS HLDGS L0982,731+982,7310530.00%+53
NEXGEN ENERGY LTD(NXE)07,737+7,7370510.00%+51
CENTRUS ENERGY CORP(LEU)0730+7300490.00%+49
BOOKING HOLDINGS INC(BKNG)5657+12362830.01%+47
REALTY INCOME CORP084+840370.00%+37
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