Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
Long book
$505.6M
Q1 2026
Positions
57
Top-10 weight
48%
concentration
Last quarter
+12.5%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsKranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD is a wealth-management firm allocating client money, running a $505.6M US long book across 57 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO QQQ TRUST SERIES 1, SS SPDR S&P 500 ETF TRUST-US, SS INDUSTRIAL SELECT SECTOR, SS FINANCIAL SELECT SECTOR, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+8.7%
Q3 2024
+2.4%
Q4 2024
-4.3%
Q1 2025
+12.9%
Q2 2025
+6.8%
Q3 2025
+1.2%
Q4 2025
-3.7%
Q1 2026
+12.5%
Sector allocation
Technology 42%
Services media 14%
Consumer discretionary 12%
Other 11%
Industrials 8%
Financials 8%
Communications 3%
Utilities 2%
Long book by quarter
What does Kranot Hishtalmut own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 96.5K | $20.1M | 4.0% | +70.4% |
| META META PLATFORMS INC-CLASS A | Technology | 33.4K | $19.1M | 3.8% | +70.7% |
| NVDA NVIDIA CORP | Technology | 85.6K | $14.9M | 3.0% | +65.9% |
| ICL ICL GROUP LTD | Other | 2.2M | $11.5M | 2.3% | +7.6% |
| SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 224.3K | $11.5M | 2.3% | +469.8% |
| V VISA INC-CLASS A SHARES | Services media | 31.2K | $9.4M | 1.9% | Held |
| AVGO BROADCOM INC | Technology | 26.0K | $8.1M | 1.6% | +24.3% |
| GEV GE VERNOVA INC | Industrials | 8.9K | $7.8M | 1.5% | New |
| MA MASTERCARD INC - A | Services media | 14.0K | $7.0M | 1.4% | +30.1% |
| KKR KKR & CO INC | Financials | 75.1K | $6.9M | 1.4% | +92.2% |
| CLBT CELLEBRITE DI LTD | Technology | 499.9K | $6.9M | 1.4% | +33.8% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 59.1K | $6.6M | 1.3% | +213.7% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 12.8K | $6.2M | 1.2% | New |
| NFLX NETFLIX INC | Services media | 61.3K | $5.9M | 1.2% | Held |
| NVMI NOVA LTD | Other | 13.4K | $5.8M | 1.2% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 79.6K | $5.7M | 1.1% | +107.6% |
| ONDS ONDAS INC | Technology | 623.8K | $5.6M | 1.1% | New |
| VRT VERTIV HOLDINGS CO-A | Technology | 22.5K | $5.6M | 1.1% | Held |
| BWXT BWX TECHNOLOGIES INC | Industrials | 24.9K | $5.1M | 1.0% | New |
| CPW CHECK POINT SOFTWARE TECH | — | 29.4K | $4.2M | 0.8% | Held |
| ETN EATON CORP PLC | Industrials | 11.6K | $4.2M | 0.8% | -26.9% |
| AAPL APPLE INC | Technology | 16.2K | $4.1M | 0.8% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.9K | $3.9M | 0.8% | -55.8% |
| QBTS D-WAVE QUANTUM INC | Technology | 266.8K | $3.8M | 0.8% | +105.8% |
| BX BLACKSTONE INC | Financials | 29.9K | $3.4M | 0.7% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 36.3K | $3.4M | 0.7% | -32.4% |
| NOW SERVICENOW INC | Technology | 29.2K | $3.1M | 0.6% | New |
| GOOGL ALPHABET INC-CL A | Technology | 8.6K | $2.5M | 0.5% | -53.2% |
| ODYS ODYSIGHT.AI INC | Technology | 196.0K | $1.3M | 0.3% | Held |
| URGN UROGEN PHARMA LTD | Healthcare | 21.8K | $392K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 57 | $505.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 61 | $509.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 61 | $486.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 60 | $455.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 64 | $401.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 60 | $416.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 59 | $397.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 59 | $367.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 59 | $383.7M | canonical | SEC ↗ |