MEITAV INVESTMENT HOUSE LTD
Long book
$9.12B
Q1 2026
Positions
232
Top-10 weight
45%
concentration
Last quarter
+12.5%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsMEITAV INVESTMENT HOUSE LTD is a wealth-management firm allocating client money, running a $9.12B US long book across 232 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO NASDAQ 100 ETF, INVESCO QQQ TRUST SERIES 1, SS COMM SELECT SECTOR SPDR, VANECK SEMICONDUCTOR ETF.
Over the last 9 quarters its long book ran on average 1.2pp per quarter ahead of the S&P 500, beating the index in 7 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
+3.0%
Q2 2024
+5.9%
Q3 2024
+2.8%
Q4 2024
-4.0%
Q1 2025
+14.8%
Q2 2025
+9.6%
Q3 2025
+6.0%
Q4 2025
+0.3%
Q1 2026
+12.5%
Sector allocation
Technology 35%
Industrials 15%
Other 12%
Utilities 11%
Financials 8%
Services media 8%
Consumer discretionary 8%
Energy 1%
Long book by quarter
What does MEITAV INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ESLT ELBIT SYSTEMS LTD | Industrials | 397.1K | $333.0M | 3.7% | +8.9% |
| TSEM TOWER SEMICONDUCTOR LTD | Technology | 1.8M | $307.9M | 3.4% | -5.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4M | $282.2M | 3.1% | +63.7% |
| NVDA NVIDIA CORP | Technology | 1.5M | $267.7M | 2.9% | +36.6% |
| META META PLATFORMS INC-CLASS A | Technology | 443.7K | $253.6M | 2.8% | +53.3% |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | Utilities | 3.7M | $247.5M | 2.7% | -7.5% |
| NVMI NOVA LTD | Other | 572.2K | $247.3M | 2.7% | +3.7% |
| ICL ICL GROUP LTD | Other | 29.8M | $152.3M | 1.7% | +3.8% |
| V VISA INC-CLASS A SHARES | Services media | 449.2K | $135.8M | 1.5% | +63.1% |
| AVGO BROADCOM INC | Technology | 369.2K | $113.3M | 1.2% | +52.7% |
| ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 3.9M | $102.9M | 1.1% | +13.7% |
| GOOG ALPHABET INC-CL C | Technology | 326.2K | $93.4M | 1.0% | -5.5% |
| KKR KKR & CO INC | Financials | 938.2K | $86.8M | 1.0% | +58.4% |
| NEE NEXTERA ENERGY INC | Utilities | 773.4K | $71.8M | 0.8% | -8.2% |
| VST VISTRA CORP | Utilities | 474.3K | $71.3M | 0.8% | +72.9% |
| ORCL ORACLE CORP | Technology | 479.2K | $70.5M | 0.8% | +40.6% |
| UBER UBER TECHNOLOGIES INC | Services media | 973.8K | $70.0M | 0.8% | +33.1% |
| JPM JPMORGAN CHASE & CO | Financials | 237.3K | $69.8M | 0.8% | +440.1% |
| ETN EATON CORP PLC | Industrials | 159.8K | $57.1M | 0.6% | +4.2% |
| EQT EQT CORP | Energy | 885.0K | $56.3M | 0.6% | Held |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 349.5K | $55.0M | 0.6% | +10170.4% |
| ADI ANALOG DEVICES INC | Technology | 168.1K | $53.5M | 0.6% | New |
| SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 1.0M | $51.9M | 0.6% | +541.6% |
| CAMT CAMTEK LTD | Other | 349.8K | $51.8M | 0.6% | +11.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 108.7K | $50.1M | 0.5% | +0.4% |
| BX BLACKSTONE INC | Financials | 421.6K | $48.5M | 0.5% | +14.8% |
| TATT TAT TECHNOLOGIES LTD | Industrials | 1.2M | $48.0M | 0.5% | +0.3% |
| LNG CHENIERE ENERGY INC | Utilities | 158.2K | $44.9M | 0.5% | -20.2% |
| MA MASTERCARD INC - A | Services media | 80.9K | $40.4M | 0.4% | +11.2% |
| BA BOEING CO/THE | Industrials | 197.6K | $39.3M | 0.4% | +32.7% |
| ANET ARISTA NETWORKS INC | Technology | 317.2K | $38.9M | 0.4% | +19.6% |
| NKE NIKE INC -CL B | Other | 673.9K | $35.6M | 0.4% | -29.5% |
| GOOGL ALPHABET INC-CL A | Technology | 123.9K | $35.5M | 0.4% | -20.6% |
| NFLX NETFLIX INC | Services media | 369.0K | $35.5M | 0.4% | +27.1% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 71.5K | $34.7M | 0.4% | +14.2% |
| CLBT CELLEBRITE DI LTD | Technology | 2.0M | $26.9M | 0.3% | +34.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 24.4K | $24.3M | 0.3% | -46.9% |
| CRM SALESFORCE INC | Technology | 120.5K | $22.5M | 0.2% | -48.4% |
| AAPL APPLE INC | Technology | 82.0K | $20.8M | 0.2% | +1.6% |
| CPW CHECK POINT SOFTWARE TECH | — | 136.7K | $19.5M | 0.2% | +5.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 36.7K | $17.6M | 0.2% | +2.4% |
| WIX WIX.COM LTD | Technology | 182.7K | $16.5M | 0.2% | +108.7% |
| SPGI S&P GLOBAL INC | Services media | 36.2K | $15.4M | 0.2% | +643.2% |
| IREN IREN LTD | Financials | 332.9K | $11.4M | 0.1% | +1.3% |
| FLEX FLEX LTD | Technology | 159.1K | $10.4M | 0.1% | -15.4% |
| MSCI MSCI INC | Services media | 19.3K | $10.4M | 0.1% | +318.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 11.5K | $9.7M | 0.1% | -8.6% |
| MELI MERCADOLIBRE INC | Services media | 4.5K | $7.8M | 0.1% | +64.2% |
| ADBE ADOBE INC | Technology | 24.8K | $6.0M | 0.1% | -82.6% |
| MDWD MEDIWOUND LTD | Materials | 371.9K | $6.0M | 0.1% | +0.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 232 | $9.12B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 241 | $8.66B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 248 | $7.57B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 217 | $7.42B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 223 | $5.43B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 224 | $5.93B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 28, 2024 | 236 | $5.97B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 221 | $5.62B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 230 | $5.10B | canonical | SEC ↗ |