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
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.
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.
- Cubic Corp~$67.8MAdded · 0.7% → 5.4%+868,891 shares
- Wpp Plc New~$18.9MAdded · 0.0% → 1.3%+77,315 shares
- Kornit Digital Ltd~$18.7MAdded · 0.1% → 1.4%+590,579 shares
- Dbx ETF Tr~$16.8MNew · 0.0% → 1.1%+152,668 shares
- Mellanox Technologies Ltd~$12.2MAdded · 0.1% → 1.0%+95,316 shares
- Block H & R Inc~$11.8MNew · 0.0% → 0.8%+238,905 shares
- Galmed Pharmaceuticals Ltd~$9.1MAdded · 1.3% → 2.0%+78,628 shares
- Supercom Ltd New~$8.0MAdded · 0.7% → 1.5%+56,049 shares
- Allergan Plc~$7.2MAdded · 0.1% → 0.6%+103,950 shares
- 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.
- Ormat Technologies Inc~$62.6MCut · 6.7% → 4.1%−212,405 shares
- Curtiss Wright Corp~$50.9MCut · 3.9% → 4.2%−814,588 shares
- Stag Indl Inc~$25.2MCut · 4.0% → 3.2%−434,360 shares
- Amazon~$24.5MCut · 1.5% → 0.3%−12,910 shares
- Cisco~$23.5MCut · 1.5% → 0.3%−422,017 shares
- Microsoft~$22.7MCut · 1.4% → 0.4%−169,257 shares
- Cubesmart~$22.2MCut · 1.2% → 0.0%−286,740 shares
- Ishares Tr~$21.9MSold out · 1.2% → 0.0%−622,358 shares
- Globant S A~$20.5MCut · 1.0% → 0.1%−856,726 shares
- 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.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 positions | 100% | $1.50B | +$4.8M |
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%).
- Curtiss Wright Corp+$25.3M+66%
- Synaptics Inc+$6.7M+7%
- Supercom Ltd New+$2.3M+18%
- Ormat Technologies Inc+$2.1M+4%
- Ceva Inc+$2.1M+21%
- Penumbra Inc−$2.3M−8%
- Baidu−$3.8M−29%
- Israel Chemicals Ltd−$4.8M−6%
- Ituran Location And Control−$7.4M−41%
- 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.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | $15.54B+5% | SEC ↗ |
| Q2 2026 | Jul 20, 2026 | $14.87B+63% | SEC ↗ |
| Q1 2026 | Apr 29, 2026 | $9.12B+5% | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | $8.66B+14% | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | $7.57B+2% | SEC ↗ |
| Q2 2025 | Jul 23, 2025 | $7.42B+37% | SEC ↗ |
| Q1 2025 | May 12, 2025 | $5.43B−8% | SEC ↗ |
| Q4 2024 | Feb 3, 2025 | $5.93B−1% | SEC ↗ |
| Q3 2024 | Oct 28, 2024 | $5.97B+6% | SEC ↗ |
| Q2 2024 | Jul 29, 2024 | $5.62B+10% | SEC ↗ |
| Q1 2024 | May 1, 2024 | $5.10B−25% | SEC ↗ |
| Q4 2023 | Jan 29, 2024 | $6.81B+10% | SEC ↗ |
| Q3 2023 | Oct 30, 2023 | $6.17B−50% | SEC ↗ |
| Q2 2023 | Jul 24, 2023 (amended) | $12.45B+115% | SEC ↗ |
| Q1 2023 | May 11, 2023 | $5.79B−1% | SEC ↗ |
| Q4 2022 | Feb 6, 2023 | $5.82B+3% | SEC ↗ |
| Q3 2022 | Oct 31, 2022 | $5.67B−3% | SEC ↗ |
| Q2 2022 | Aug 1, 2022 | $5.86B−13% | SEC ↗ |
| Q1 2022 | May 9, 2022 | $6.74B+10% | SEC ↗ |
| Q4 2021 | Feb 8, 2022 | $6.14B+1% | SEC ↗ |
| Q3 2021 | Nov 3, 2021 | $6.10B−22% | SEC ↗ |
| Q2 2021 | Aug 5, 2021 (amended) | $7.81B+119% | SEC ↗ |
| Q1 2021 | May 6, 2021 | $3.57B+40% | SEC ↗ |
| Q4 2020 | Feb 2, 2021 | $2.55B+27% | SEC ↗ |
| Q3 2020 | Nov 5, 2020 | $2.02B+21% | SEC ↗ |
| Q2 2020 | Aug 10, 2020 | $1.67B+25% | SEC ↗ |
| Q1 2020 | May 11, 2020 | $1.34B−3% | SEC ↗ |
| Q4 2019 | Feb 10, 2020 | $1.38B−1% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $1.39B−7% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $1.50B−16% | SEC ↗ |
| Q1 2019 | May 13, 2019 | $1.78B+10% | SEC ↗ |
| Q4 2018 | Feb 13, 2019 | $1.62B−21% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $2.05B−8% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $2.24B+14% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $1.97B+15% | SEC ↗ |
| Q4 2017 | Feb 15, 2018 | $1.71B | SEC ↗ |