Migdal Insurance & Financial Holdings Ltd.
Long book
$11.53B
Q1 2026
Positions
360
Top-10 weight
45%
concentration
Last quarter
+19.4%
SPY +14.8%
Turnover
38%
of book per quarter
Strategy in plain words
auto-generated from filingsMigdal Insurance & Financial Holdings Ltd. is an institutional manager, running a $11.53B US long book across 360 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TEVA PHARMACEUTICAL-SP ADR, NOVA LTD, SS INDUSTRIAL SELECT SECTOR, SS TECHNOLOGY SELECT SECTOR, ALPHABET INC-CL C.
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 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.3%
Q2 2024
+2.9%
Q3 2024
+5.0%
Q4 2024
-9.2%
Q1 2025
+14.2%
Q2 2025
+10.3%
Q3 2025
+6.6%
Q4 2025
-0.9%
Q1 2026
+19.4%
Sector allocation
Technology 47%
Other 19%
Industrials 9%
Healthcare 7%
Consumer discretionary 5%
Financials 5%
Utilities 4%
Services media 2%
Long book by quarter
What does Migdal Insurance own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVMI NOVA LTD | Other | 1.6M | $681.2M | 5.9% | +5.0% |
| GOOG ALPHABET INC-CL C | Technology | 1.5M | $440.3M | 3.8% | +16.0% |
| TSEM TOWER SEMICONDUCTOR LTD | Technology | 2.0M | $353.7M | 3.1% | -32.9% |
| NVDA NVIDIA CORP | Technology | 1.9M | $336.8M | 2.9% | -0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4M | $297.4M | 2.6% | -12.9% |
| CAMT CAMTEK LTD | Other | 1.9M | $292.4M | 2.5% | +46.3% |
| AAPL APPLE INC | Technology | 927.7K | $235.4M | 2.0% | +37.5% |
| META META PLATFORMS INC-CLASS A | Technology | 329.6K | $188.6M | 1.6% | -39.1% |
| JPM JPMORGAN CHASE & CO | Financials | 568.4K | $167.2M | 1.5% | +126.1% |
| LRCX LAM RESEARCH CORP | Industrials | 774.7K | $165.7M | 1.4% | +268.0% |
| MSFT MICROSOFT CORP | Technology | 379.8K | $140.5M | 1.2% | +0.6% |
| AMAT APPLIED MATERIALS INC | Technology | 405.0K | $138.4M | 1.2% | -21.2% |
| ORA ORMAT TECHNOLOGIES INC | Utilities | 1.2M | $130.0M | 1.1% | +31.0% |
| MU MICRON TECHNOLOGY INC | Technology | 338.3K | $114.3M | 1.0% | +10360.9% |
| LLY ELI LILLY & CO | Healthcare | 124.3K | $114.3M | 1.0% | +16.9% |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | Utilities | 1.6M | $111.3M | 1.0% | Held |
| TSLA TESLA INC | Industrials | 292.2K | $108.6M | 0.9% | +80.2% |
| ABBV ABBVIE INC | Healthcare | 412.2K | $89.6M | 0.8% | +24.3% |
| AVGO BROADCOM INC | Technology | 285.6K | $88.4M | 0.8% | -26.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 124.2K | $75.1M | 0.7% | +12893.7% |
| ETN EATON CORP PLC | Industrials | 207.0K | $74.0M | 0.6% | +298.1% |
| CCJ CAMECO CORP | Materials | 659.4K | $71.6M | 0.6% | -11.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 100.0K | $68.2M | 0.6% | +3233.3% |
| VRT VERTIV HOLDINGS CO-A | Technology | 255.2K | $63.9M | 0.6% | New |
| GILD GILEAD SCIENCES INC | Healthcare | 444.0K | $61.9M | 0.5% | +71.4% |
| AZN ASTRAZENECA PLC | Healthcare | 286.0K | $55.9M | 0.5% | New |
| PANW PALO ALTO NETWORKS INC | Technology | 323.7K | $51.9M | 0.4% | +148.3% |
| SNDK SANDISK CORP | Technology | 81.0K | $51.5M | 0.4% | New |
| SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 946.2K | $48.3M | 0.4% | +73.7% |
| MRK MERCK & CO. INC. | Healthcare | 310.0K | $37.6M | 0.3% | New |
| WDC WESTERN DIGITAL CORP | Technology | 134.0K | $36.2M | 0.3% | New |
| BAC BANK OF AMERICA CORP | Financials | 730.0K | $35.6M | 0.3% | Held |
| NTR NUTRIEN LTD | Other | 462.5K | $35.2M | 0.3% | New |
| UBER UBER TECHNOLOGIES INC | Services media | 480.0K | $34.5M | 0.3% | +1.1% |
| TER TERADYNE INC | Technology | 110.3K | $32.7M | 0.3% | +39441.9% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 81.0K | $31.8M | 0.3% | New |
| INTC INTEL CORP | Technology | 719.9K | $31.8M | 0.3% | +10364.9% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 500.0K | $31.4M | 0.3% | New |
| TXN TEXAS INSTRUMENTS INC | Technology | 159.1K | $30.9M | 0.3% | +14019.5% |
| MS MORGAN STANLEY | Financials | 181.2K | $29.8M | 0.3% | -0.1% |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 457.3K | $29.5M | 0.3% | +52403.0% |
| V VISA INC-CLASS A SHARES | Services media | 97.5K | $29.5M | 0.3% | +0.1% |
| CPW CHECK POINT SOFTWARE TECH | — | 200.0K | $28.6M | 0.2% | Held |
| GLBE GLOBAL-E ONLINE LTD | Technology | 895.0K | $27.6M | 0.2% | +15.5% |
| MA MASTERCARD INC - A | Services media | 55.1K | $27.5M | 0.2% | +0.1% |
| ESLT ELBIT SYSTEMS LTD | Industrials | 32.1K | $27.3M | 0.2% | Held |
| TT TRANE TECHNOLOGIES PLC | Technology | 50.0K | $20.8M | 0.2% | New |
| MELI MERCADOLIBRE INC | Services media | 12.0K | $20.7M | 0.2% | New |
| TATT TAT TECHNOLOGIES LTD | Industrials | 470.0K | $19.1M | 0.2% | +21.5% |
| NYAX NAYAX LTD | Technology | 300.0K | $16.8M | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 362 | $11.53B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 346 | $11.63B | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 325 | $9.29B | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ANEW HOLDINGS | Sep 15, 2025 | 357 | $8.42B | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 356 | $8.42B | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 407 | $7.12B | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 388 | $6.97B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 446 | $6.18B | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 503 | $5.99B | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 399 | $6.25B | $K fixed canonical | SEC ↗ |
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