13F filer · CIK 1398346 ↗

Meitav Investment House Ltd

You are looking at Q2 2019. See the latest, Q3 2026 →

Reported value

$1.50B

−16% on the quarter before

Positions

428

119 new · 81 sold out

Top 10

36.2%

of the value

Est. gain

+$4.8M

on stocks held all quarter

Est. return

+0.4%

on those stocks since Q1 2019

Filed

Aug 14, 2019

On SEC EDGAR ↗

Positions as of Jun 30, 2019, from Meitav Investment House Ltd's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.

Portfolio at a glance

  • New
  • Added
  • Cut
  • Same
  • Options

The 24 largest positions, 57% of the reported value, each sized by its share, colored by what the fund did with it since Q1 2019. Striped tiles are options.

Synaptics Inc6.7%
Cubic Corp5.4%
Israel Chemicals Ltd4.6%
Curtiss Wright Corp4.2%
Ormat Technologies Inc4.1%
Stag Indl Inc3.2%
Ansys Inc2.3%
Galmed Pharmaceuticals Ltd2.0%
Pvh Corp1.9%
Danaher Corporation1.8%
Penumbra Inc1.8%
Urogen Pharma Ltd1.8%
United Technologies Corp1.7%
Alphabet1.7%
Sprint Corporation1.6%
Switch Inc1.5%
Supercom Ltd New1.5%
Cvs Health Corp1.5%
Kornit Digital Ltd1.4%
Stratasys Ltd1.4%
Wpp Plc New1.3%
Dycom Inds Inc1.3%
Check Point Software Tech Lt1.3%
Comtech Telecommunications C1.2%

Largest buys

Since Q1 2019, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

  1. Cubic Corp~$67.8MAdded · 0.7% → 5.4%+868,891 shares
  2. Wpp Plc New~$18.9MAdded · 0.0% → 1.3%+77,315 shares
  3. Kornit Digital Ltd~$18.7MAdded · 0.1% → 1.4%+590,579 shares
  4. Dbx ETF Tr~$16.8MNew · 0.0% → 1.1%+152,668 shares
  5. Mellanox Technologies Ltd~$12.2MAdded · 0.1% → 1.0%+95,316 shares
  6. Block H & R Inc~$11.8MNew · 0.0% → 0.8%+238,905 shares
  7. Galmed Pharmaceuticals Ltd~$9.1MAdded · 1.3% → 2.0%+78,628 shares
  8. Supercom Ltd New~$8.0MAdded · 0.7% → 1.5%+56,049 shares
  9. Allergan Plc~$7.2MAdded · 0.1% → 0.6%+103,950 shares
  10. Switch Inc~$7.0MAdded · 0.9% → 1.5%+110,037 shares

Largest sells

Since Q1 2019, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

  1. Ormat Technologies Inc~$62.6MCut · 6.7% → 4.1%−212,405 shares
  2. Curtiss Wright Corp~$50.9MCut · 3.9% → 4.2%−814,588 shares
  3. Stag Indl Inc~$25.2MCut · 4.0% → 3.2%−434,360 shares
  4. Amazon~$24.5MCut · 1.5% → 0.3%−12,910 shares
  5. Cisco~$23.5MCut · 1.5% → 0.3%−422,017 shares
  6. Microsoft~$22.7MCut · 1.4% → 0.4%−169,257 shares
  7. Cubesmart~$22.2MCut · 1.2% → 0.0%−286,740 shares
  8. Ishares Tr~$21.9MSold out · 1.2% → 0.0%−622,358 shares
  9. Globant S A~$20.5MCut · 1.0% → 0.1%−856,726 shares
  10. Urogen Pharma Ltd~$19.8MCut · 3.9% → 1.8%−1,042,235 shares

Holdings

As of Jun 30, 2019. Changes are in shares against Mar 31, 2019, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
Synaptics IncSBI INT-FINL · shares +2.7% · price +7.3%6.7%$101.2M+$6.7M
Cubic CorpTECHNOLOGY · shares +520% · price +5.5%5.4%$80.9M+$680,575
Israel Chemicals LtdSHS · shares −20% · price −6.4%4.6%$69.1M−$4.8M
Curtiss Wright CorpCOM · shares −44% · price +65.8%4.2%$63.7M+$25.3M
Ormat Technologies IncCORE S&P500 ETF · shares −51% · price +3.6%4.1%$61.2M+$2.1M
Stag Indl IncSBI CONS STPLS · shares −34% · price +3.5%3.2%$48.5M+$1.6M
Ansys IncFTSE EMR MKT ETF · shares −24% · price +0.1%2.3%$34.3M+$32,920
Galmed Pharmaceuticals LtdORD · shares +42% · price −8.4%2.0%$30.5M−$2.0M
Pvh CorpEXPANDED TECH · shares −19% · price +3.7%1.9%$27.8M+$990,975
Danaher CorporationCOMM SRVC ETF · shares −18% · price +3.8%1.8%$27.5M+$1.0M
Penumbra IncCOM · shares +9.8% · price −8.5%1.8%$27.4M−$2.3M
Urogen Pharma LtdSHS EURO · shares −43% · price −32.9%1.8%$26.7M−$13.1M
United Technologies CorpCOM NEW · shares +1.6% · price −4.5%1.7%$25.6M−$1.2M
AlphabetCAP STK CL A · shares −14% · price −8.0%1.7%$25.3M−$2.2M
Sprint CorporationSBI HEALTHCARE · shares −35% · price +0.9%1.6%$23.4M+$210,524
Switch IncENERGY · shares +43% · price −3.7%1.5%$23.2M−$620,548
Supercom Ltd NewSHS · shares +52% · price +17.7%1.5%$23.1M+$2.3M
Cvs Health CorpUS HOME CONS ETF · shares −5.9% · price +8.5%1.5%$22.8M+$1.8M
Kornit Digital LtdSHS · shares +729% · price +32.9%1.4%$21.2M+$633,887
Stratasys LtdCOM · shares −0.05% · price −2.8%1.4%$20.3M−$581,918
Wpp Plc NewCOM · shares +2,209% · price +0.8%1.3%$19.7M+$6,439
Dycom Inds IncSHS · shares +1.9% · price −0.7%1.3%$19.4M−$131,576
Check Point Software Tech LtSHS · shares −24% · price −1.1%1.3%$19.4M−$216,335
Comtech Telecommunications CCOM · shares +0.02% · price −6.7%1.2%$18.2M−$1.3M
Ceva IncCL A · shares +41% · price +20.5%1.2%$17.5M+$2.1M
Total · 428 positions100%$1.50B+$4.8M
The filing on SEC EDGAR ↗

Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.

What made money

From Q1 2019 to Q2 2019: 309 stocks held throughout, up $4.8M (+0.4%).

  1. Curtiss Wright Corp+$25.3M+66%
  2. Synaptics Inc+$6.7M+7%
  3. Supercom Ltd New+$2.3M+18%
  4. Ormat Technologies Inc+$2.1M+4%
  5. Ceva Inc+$2.1M+21%
  6. Penumbra Inc−$2.3M−8%
  7. Baidu−$3.8M−29%
  8. Israel Chemicals Ltd−$4.8M−6%
  9. Ituran Location And Control−$7.4M−41%
  10. Urogen Pharma Ltd−$13.1M−33%

Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.

Reported value by quarter

The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.

$20.00B$10.00B$0
Q4 2017Q3 2026
Every quarter's filing
Each quarter's 13F filing, newest first
QuarterReported valueFiling
Q3 2026$15.54B+5%SEC ↗
Q2 2026$14.87B+63%SEC ↗
Q1 2026$9.12B+5%SEC ↗
Q4 2025$8.66B+14%SEC ↗
Q3 2025$7.57B+2%SEC ↗
Q2 2025$7.42B+37%SEC ↗
Q1 2025$5.43B−8%SEC ↗
Q4 2024$5.93B−1%SEC ↗
Q3 2024$5.97B+6%SEC ↗
Q2 2024$5.62B+10%SEC ↗
Q1 2024$5.10B−25%SEC ↗
Q4 2023$6.81B+10%SEC ↗
Q3 2023$6.17B−50%SEC ↗
Q2 2023$12.45B+115%SEC ↗
Q1 2023$5.79B−1%SEC ↗
Q4 2022$5.82B+3%SEC ↗
Q3 2022$5.67B−3%SEC ↗
Q2 2022$5.86B−13%SEC ↗
Q1 2022$6.74B+10%SEC ↗
Q4 2021$6.14B+1%SEC ↗
Q3 2021$6.10B−22%SEC ↗
Q2 2021$7.81B+119%SEC ↗
Q1 2021$3.57B+40%SEC ↗
Q4 2020$2.55B+27%SEC ↗
Q3 2020$2.02B+21%SEC ↗
Q2 2020$1.67B+25%SEC ↗
Q1 2020$1.34B−3%SEC ↗
Q4 2019$1.38B−1%SEC ↗
Q3 2019$1.39B−7%SEC ↗
Q2 2019$1.50B−16%SEC ↗
Q1 2019$1.78B+10%SEC ↗
Q4 2018$1.62B−21%SEC ↗
Q3 2018$2.05B−8%SEC ↗
Q2 2018$2.24B+14%SEC ↗
Q1 2018$1.97B+15%SEC ↗
Q4 2017$1.71BSEC ↗

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