Fund HoldingsAltshuler Shaham Ltd

Total Portfolio Value
$6.58B
Total Bought
$1.99B
Total Sold
$1.34B
Net Transaction
+$646.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ADOBE INC(ADBE)0581,422+581,4220203,4923.09%+203,492
EBAY INC.(EBAY)02,092,795+2,092,7950182,2822.77%+182,282
INTERNATIONAL BUSINESS MACHS(IBM)0549,116+549,1160162,6542.47%+162,654
ALIBABA GROUP HLDG LTD(BABA)01,094,350+1,094,3500160,4102.44%+160,410
TEVA PHARMACEUTICAL INDS LTD(TEVA)8,297,4248,494,121+196,697162,089268,6704.08%+106,581
CHECK POINT SOFTWARE TECH LT
ORD
0562,796+562,7960104,4321.59%+104,432
NEXTERA ENERGY INC(NEE)11,696968,260+956,56488377,7321.18%+76,849
FREEPORT-MCMORAN INC(FCX)01,566,513+1,566,513079,5631.21%+79,563
ICL GROUP LTD(ICL)13,402,93026,349,667+12,946,73783,920151,1602.30%+67,239
MICROSOFT CORP(MSFT)543,095708,627+165,532281,296342,7065.21%+61,410
SHOPIFY INC(SHOP)0377,648+377,648060,7900.92%+60,790
ROBINHOOD MKTS INC(HOOD)0495,500+495,500056,0410.85%+56,041
APPLE INC(AAPL)0223,092+223,092060,6500.92%+60,650
COTERRA ENERGY INC02,028,649+2,028,649053,3940.81%+53,394
BROADCOM INC(AVGO)0126,200+126,200043,6780.66%+43,678
DUOLINGO INC(DUOL)587243,330+242,74318942,7040.65%+42,515
NETFLIX INC(NFLX)0427,676+427,676040,0990.61%+40,099
QUALCOMM INC(QCOM)0228,430+228,430039,0730.59%+39,073
DATADOG INC(DDOG)740,0191,021,762+281,743105,379138,9492.11%+33,571
ARES CAPITAL CORP(ARCC)01,650,000+1,650,000033,3800.51%+33,380
CISCO SYS INC(CSCO)3,423,0763,420,568-2,508234,207263,4864.00%+29,279
AMAZON COM INC(AMZN)2,332,2462,335,004+2,758512,091538,9668.19%+26,874
EXPAND ENERGY CORPORATION(EXE)1,591,7591,716,853+125,094169,108189,4722.88%+20,363
BLACKSTONE SECD LENDING FD(BXSL)0750,000+750,000019,7480.30%+19,748
CRH PLC
ORD
1,170,0001,268,000+98,000140,283158,2462.41%+17,963
ARM HOLDINGS PLC0153,103+153,103016,7360.25%+16,736
ENLIGHT RENEWABLE ENERGY LTD(ENLT)412,350585,068+172,71812,71026,5570.40%+13,848
ODDITY TECH LTD
SHS CL A
107,747500,714+392,9676,71320,1190.31%+13,406
MORGAN STANLEY DIRECT LENDIN(MSDL)0650,437+650,437010,7190.16%+10,719
ANALOG DEVICES INC(ADI)405,884405,880-499,726110,0751.67%+10,349
UPSTREAM BIO INC01,341,540+1,341,540036,4230.55%+36,423
ZOOM COMMUNICATIONS INC(ZM)2,018,9722,043,218+24,246166,565176,3092.68%+9,744
MAGIC SOFTWARE ENTERPRISES L0252,899+252,89906,5800.10%+6,580
SIXTH STREET SPECIALTY LENDI(TSLX)0301,460+301,46006,5480.10%+6,548
AMAZON COM INC(AMZN)(Call)04,823+4,82306,149+6,149
GILAT SATELLITE NETWORKS LTD(GILT)0475,171+475,17105,6860.09%+5,686
ALPHABET INC(GOOG)1,731,4181,360,513-370,905420,908425,8416.47%+4,933
NVIDIA CORPORATION(NVDA)(Call)05,000+5,00004,825+4,825
MICROSOFT CORP(MSFT)(Call)02,650+2,65004,439+4,439
PENNANTPARK FLOATING RATE CA(PFLA)01,320,156+1,320,156012,2380.19%+12,238
SHARKNINJA INC(SN)7,35341,631+34,2787584,6590.07%+3,900
BLACKSTONE SECD LENDING FD(BXSL)(Call)053,000+53,00003,657+3,657
BROADCOM INC(AVGO)(Call)02,325+2,32502,883+2,883
TOWER SEMICONDUCTOR LTD(TSEM)026,645+26,64503,1160.05%+3,116
KENON HLDGS LTD(KEN)214,174180,364-33,8109,60711,8730.18%+2,266
ARM HOLDINGS PLC(Call)04,950+4,95001,980+1,980
CATERPILLAR INC(CAT)03,172+3,17201,8170.03%+1,817
NEXTDOOR HOLDINGS INC(NXDR)0709,841+709,84101,4910.02%+1,491
NAYAX LTD(NYAX)034,489+34,48901,7420.03%+1,742
D-WAVE QUANTUM INC(QBTS)038,500+38,50001,0070.02%+1,007
SYNOPSYS INC(SNPS)02,115+2,11509930.02%+993
AMERICAN ELEC PWR CO INC12,41320,547+8,1341,3962,3690.04%+973
IONQ INC(IONQ)021,000+21,00009420.01%+942
CORNING INC(GLW)09,652+9,65208450.01%+845
GREEN BRICK PARTNERS INC(GRBK)013,260+13,26008310.01%+831
VOYAGER THERAPEUTICS INC0203,740+203,74008010.01%+801
D R HORTON INC(DHI)05,370+5,37007730.01%+773
DELEK LOGISTICS PARTNERS LP(DKL)23,61024,107+4975,7186,4300.10%+712
MICROSTRATEGY INC(Put)0374+37401,286+1,286
UPSTART HLDGS INC(UPST)027,000+27,00001,1810.02%+1,181
LENNAR CORP(LEN)06,840+6,84007030.01%+703
DOMINION ENERGY INC(D)14,53326,389+11,8568891,5460.02%+657
RIGETTI COMPUTING INC(RGTI)028,000+28,00006200.01%+620
ENPHASE ENERGY INC(ENPH)018,500+18,50005930.01%+593
COCA COLA CO(KO)08,402+8,40205870.01%+587
CLOUDFLARE INC(NET)1,0123,671+2,6592177240.01%+507
BUILDERS FIRSTSOURCE INC(BLDR)07,420+7,42007630.01%+763
ALARUM TECHNOLOGIES LTD0554,363+554,36304890.01%+489
ORMAT TECHNOLOGIES INC(ORA)04,308+4,30804730.01%+473
BLOOM ENERGY CORP05,060+5,06004400.01%+440
FORMULA SYSTEMS 1985 LTD(FORTY)5,3657,015+1,6507481,1820.02%+434
OPENDOOR TECHNOLOGIES INC(OPEN)0153,155+153,15508400.01%+840
QUANTA SVCS INC9,1069,879+7733,7744,1700.06%+396
NICE LTD(NICE)6,05211,035+4,9838931,2350.02%+342
GITLAB INC(GTLB)09,000+9,00003380.01%+338
CAMECO CORP(CCJ)22,33724,009+1,6721,8732,1970.03%+323
ALCOA CORP(AA)14,61614,947+3314817940.01%+314
MICROSTRATEGY INC(MSTR)01,846+1,84602810.00%+281
TERAWULF INC(WULF)0006008750.01%+275
MODERNA INC(MRNA)023,000+23,00006780.01%+678
SENTINELONE INC(S)036,400+36,40005460.01%+546
CAMTEK LTD(CAMT)6,3538,472+2,1196659100.01%+245
NEXTRACKER INC12,64413,424+7809361,1690.02%+234
C3 AI INC(AI)26,10050,880+24,7804536860.01%+233
TILRAY BRANDS INC373,05694,955-278,1016458570.01%+212
COMFORT SYS USA INC(FIX)9631,042+797959720.01%+178
HUBBELL INC(HUBB)2,1072,279+1729071,0120.02%+105
CIPHER MINING INC(CIFR)0009601,0470.02%+87
IREN LIMITED(Call)
CALL
0102+102085+85
CLEANSPARK INC(CLSK)0000770.00%+77
MASTEC INC(MTZ)5,0215,240+2191,0691,1390.02%+71
IREN LIMITED(Put)
PUT
080+80069+69
CURTISS WRIGHT CORP(CW)1,1811,274+936417020.01%+61
ENTERGY CORP NEW(ETR)8,3499,055+7067788370.01%+59
ONDAS HLDGS INC(ONDS)24,40023,900-5001882330.00%+45
NEXGEN ENERGY LTD(NXE)45,44349,031+3,5884074510.01%+44
SEMPRA(SRE)6,8557,397+5426176530.01%+36
SOLAREDGE TECHNOLOGIES INC(SEDG)01,250+1,2500360.00%+36
ANTERO RESOURCES CORP(AR)010,589+10,58903650.01%+365
UNITEDHEALTH GROUP INC(UNH)0100+1000330.00%+33
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