13F filer · CIK 1398346 ↗
Meitav Investment House Ltd
You are looking at Q3 2019. See the latest, Q3 2026 →
Reported value
$1.39B
−7.4% on the quarter before
Positions
441
72 new · 59 sold out
Top 10
42.5%
of the value
Est. gain
+$3.8M
on stocks held all quarter
Est. return
+0.3%
on those stocks since Q2 2019
Positions as of Sep 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, 65% of the reported value, each sized by its share, colored by what the fund did with it since Q2 2019. Striped tiles are options.
Largest buys
Since Q2 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.
- Select Sector SPDR Tr~$30.2MAdded · 5.4% → 8.2%+370,676 shares
- Palo Alto Networks~$23.7MAdded · 0.3% → 2.0%+112,345 shares
- Amazon~$23.1MAdded · 0.3% → 1.9%+13,157 shares
- Consumer Staples SPDR~$22.5MAdded · 3.2% → 5.3%+363,578 shares
- Adobe~$16.0MAdded · 0.0% → 1.2%+55,989 shares
- Israel Chemicals Ltd~$15.8MAdded · 1.3% → 2.5%+3,187,140 shares
- Cyberark Software Ltd~$12.6MAdded · 1.0% → 1.7%+123,417 shares
- Kornit Digital Ltd~$8.3MAdded · 1.4% → 2.1%+261,434 shares
- Alibaba~$7.4MAdded · 1.1% → 1.7%+41,962 shares
- Wix Com Ltd~$7.1MAdded · 1.5% → 1.9%+59,941 shares
Largest sells
Since Q2 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.
- Solaredge Technologies Inc~$63.6MCut · 4.2% → 1.7%−737,542 shares
- Danaher Corporation~$27.5MSold out · 1.8% → 0.0%−316,512 shares
- Ishares Tr~$26.6MCut · 1.9% → 0.1%−123,765 shares
- Mylan N V~$25.4MCut · 1.8% → 0.2%−1,268,461 shares
- Ishares Tr~$23.8MCut · 1.5% → 0.1%−558,090 shares
- Comtech Telecommunications C~$18.2MSold out · 1.2% → 0.0%−326,015 shares
- Perrigo Co Plc~$16.7MCut · 1.3% → 0.4%−306,565 shares
- Tower Semiconductor Ltd~$15.5MCut · 0.9% → 0.0%−800,996 shares
- Benefitfocus Inc~$15.4MSold out · 1.0% → 0.0%−266,429 shares
- Kraneshares Tr~$15.3MCut · 1.1% → 0.1%−501,438 shares
Holdings
As of Sep 30, 2019. Changes are in shares against Jun 30, 2019, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Select Sector SPDR TrTECHNOLOGY · shares +36% · price +4.5% | 8.2% | $114.8M | +$3.6M | ||||||||
| Financial Select Sector SPDRSBI INT-FINL · shares −1.7% · price +2.3% | 7.3% | $101.8M | +$2.3M | ||||||||
| Mellanox Technologies LtdSHS · shares +5.8% · price +1.5% | 5.3% | $74.3M | +$1.1M | ||||||||
| Consumer Staples SPDRSBI CONS STPLS · shares +44% · price +6.4% | 5.3% | $74.1M | +$3.1M | ||||||||
| Ishares Core S&P 500 ETFETP · shares +11% · price +1.8% | 5.0% | $69.4M | +$1.1M | ||||||||
| Vanguard Intl Equity Index FFTSE EMR MKT ETF · shares +7.6% · price −2.8% | 2.6% | $35.9M | −$967,076 | ||||||||
| Israel Chemicals LtdSHS · shares +86% · price −5.2% | 2.5% | $34.2M | −$1.0M | ||||||||
| Kornit Digital LtdSHS · shares +39% · price +0.7% | 2.1% | $29.7M | +$140,536 | ||||||||
| Check Point Software Tech LtORD · shares +5.7% · price −10.5% | 2.1% | $28.9M | −$3.2M | ||||||||
| AlphabetCAP STK CL A · shares −2.4% · price +15.8% | 2.1% | $28.6M | +$3.9M | ||||||||
| Palo Alto NetworksCOM · shares +593% · price +3.0% | 2.0% | $27.7M | +$115,101 | ||||||||
| AmazonCOM · shares +618% · price −7.2% | 1.9% | $26.9M | −$290,651 | ||||||||
| Wix Com LtdSHS · shares +37% · price −16.7% | 1.9% | $26.4M | −$3.9M | ||||||||
| Vaneck Vectors ETF TrSEMICONDUCTOR ET · shares +34% · price +10.5% | 1.8% | $24.8M | +$1.8M | ||||||||
| Solaredge Technologies IncCOM · shares −72% · price +38.1% | 1.7% | $24.4M | +$6.7M | ||||||||
| Cyberark Software LtdSHS · shares +109% · price −20.3% | 1.7% | $24.1M | −$2.9M | ||||||||
| AlibabaSPONSORED ADS · shares +44% · price +4.0% | 1.7% | $24.1M | +$641,241 | ||||||||
| Health Care Select SectorSBI HEALTHCARE · shares −5.0% · price −2.2% | 1.6% | $21.7M | −$485,916 | ||||||||
| Raytheon CoCOM NEW · shares −32% · price +14.9% | 1.4% | $19.8M | +$2.6M | ||||||||
| Energy Select Sector SPDRENERGY · shares −16% · price −5.4% | 1.3% | $18.4M | −$1.1M | ||||||||
| Intuitive SurgicalCOM NEW · shares −0.3% · price +4.6% | 1.3% | $18.2M | +$796,467 | ||||||||
| Unitedhealth Group IncCOM · shares +2.6% · price −10.7% | 1.3% | $18.1M | −$2.1M | ||||||||
| Mosaic Co NewCOM · shares −22% · price −19.4% | 1.2% | $17.3M | −$4.1M | ||||||||
| AdobeCOM · shares +2,814% · price −2.5% | 1.2% | $16.6M | −$14,585 | ||||||||
| Elbit Sys LtdORD · shares +4.1% · price +11.7% | 0.95% | $13.2M | +$1.3M | ||||||||
| Total · 441 positions | 100% | $1.39B | +$3.8M |
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 Q2 2019 to Q3 2019: 369 stocks held throughout, up $3.8M (+0.3%).
- Solaredge Technologies Inc+$6.7M+38%
- Alphabet+$3.9M+16%
- Select Sector SPDR Tr+$3.6M+4%
- Consumer Staples SPDR+$3.1M+6%
- Raytheon Co+$2.6M+15%
- Cyberark Software Ltd−$2.9M−20%
- Check Point Software Tech Lt−$3.2M−10%
- Wix Com Ltd−$3.9M−17%
- Mosaic Co New−$4.1M−19%
- Intec Pharma Ltd Jerusalem−$8.8M−84%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
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 ↗ |