13F filer · CIK 1398346 ↗
Meitav Investment House Ltd
You are looking at Q2 2024. See the latest, Q3 2026 →
Reported value
$5.62B
+10% on the quarter before
Positions
221
10 new · 19 sold out
Top 10
40.5%
of the value
Est. gain
+$98.0M
on stocks held all quarter
Est. return
+2.1%
on those stocks since Q1 2024
Positions as of Jun 30, 2024, 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, 63% of the reported value, each sized by its share, colored by what the fund did with it since Q1 2024. Striped tiles are options.
Largest buys
Since Q1 2024, 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.
- Apple~$118.8MAdded · 0.8% → 3.1%+563,553 shares
- Select Sector SPDR Tr~$57.1MAdded · 3.6% → 4.3%+391,796 shares
- Ishares Tr~$53.8MAdded · 1.2% → 2.1%+1,275,000 shares
- Select Sector SPDR Tr~$50.7MAdded · 5.8% → 6.0%+1,232,569 shares
- Janus Detroit Str Tr~$50.4MNew · 0.0% → 0.9%+990,000 shares
- Select Sector SPDR Tr~$46.1MAdded · 0.5% → 1.2%+1,200,000 shares
- Ishares Silver Tr~$45.7MNew · 0.0% → 0.8%+1,720,000 shares
- Vaneck ETF Trust~$38.8MAdded · 1.0% → 1.8%+148,707 shares
- Alphabet~$37.2MAdded · 0.3% → 1.0%+204,033 shares
- Jfrog Ltd~$32.1MAdded · 0.0% → 0.6%+856,451 shares
Largest sells
Since Q1 2024, 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.
- Invesco Exchange Traded Fd T~$175.5MCut · 4.8% → 1.1%−1,068,700 shares
- Mastercard~$49.3MCut · 1.8% → 0.6%−111,735 shares
- Ishares Inc~$41.5MCut · 1.0% → 0.1%−608,282 shares
- Select Sector SPDR Tr~$39.7MCut · 1.7% → 1.0%−175,373 shares
- Select Sector SPDR Tr~$33.1MCut · 0.8% → 0.1%−375,282 shares
- Ishares Tr~$20.6MCut · 0.5% → 0.1%−369,468 shares
- Carrier Global~$18.9MCut · 1.0% → 0.6%−300,000 shares
- Jpmorgan Chase & Co.~$13.8MCut · 1.5% → 1.1%−68,087 shares
- Goldman Sachs~$12.6MCut · 1.4% → 1.2%−27,973 shares
- Fedex Corp~$10.2MCut · 0.2% → 0.0%−34,239 shares
Holdings
As of Jun 30, 2024. Changes are in shares against Mar 31, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TrTR UNIT · shares +4.8% · price +4.0% | 6.7% | $378.9M | +$14.0M | ||||||||
| Select Sector SPDR TrFINANCIAL · shares +18% · price −2.4% | 6.0% | $339.6M | −$7.2M | ||||||||
| Invesco Qqq TrUNIT SER 1 · shares +7.0% · price +7.9% | 5.9% | $332.2M | +$22.7M | ||||||||
| Invesco Exch Traded Fd Tr IiNASDAQ 100 ETF · shares +0.03% · price +7.8% | 4.4% | $249.2M | +$18.1M | ||||||||
| Select Sector SPDR TrSBI HEALTHCARE · shares +31% · price −1.4% | 4.3% | $239.7M | −$2.5M | ||||||||
| AppleCOM · shares +225% · price +22.9% | 3.1% | $171.7M | +$9.9M | ||||||||
| AmazonCOM · shares +3.8% · price +7.3% | 2.6% | $147.3M | +$9.6M | ||||||||
| Select Sector SPDR TrCOMMUNICATION · shares +2.7% · price +4.9% | 2.5% | $141.7M | +$6.4M | ||||||||
| MetaCL A · shares +13% · price +3.9% | 2.5% | $140.5M | +$4.7M | ||||||||
| Wisdomtree TrINDIA ERNGS FD · shares +9.7% · price +10.8% | 2.4% | $136.5M | +$12.1M | ||||||||
| Nova LtdCOM · shares +28% · price +32.7% | 2.3% | $130.3M | +$25.1M | ||||||||
| Ishares TrMSCI CHINA ETF · shares +80% · price +6.1% | 2.1% | $120.7M | +$3.9M | ||||||||
| NvidiaCOM · shares +1.6% · price −4.3% | 2.0% | $110.8M | −$4.9M | ||||||||
| Select Sector SPDR TrINDL · shares −4.7% · price −3.2% | 1.9% | $104.1M | −$3.5M | ||||||||
| Global X FdsUS INFR DEV ETF · shares +9.9% · price −6.9% | 1.8% | $99.9M | −$6.8M | ||||||||
| Vaneck ETF TrustSEMICONDUCTR ETF · shares +64% · price +15.8% | 1.8% | $99.7M | +$8.3M | ||||||||
| Tower Semiconductor LtdSHS NEW · shares +26% · price +17.6% | 1.7% | $95.7M | +$11.4M | ||||||||
| Enlight Renewable Energy LtdSHS · shares −1.6% · price −6.2% | 1.7% | $95.5M | −$6.3M | ||||||||
| Costco Whsl Corp NewCOM · shares +17% · price +16.0% | 1.3% | $74.6M | +$8.8M | ||||||||
| Icl Group LtdSHS · shares +2.8% · price −19.1% | 1.3% | $73.8M | −$17.0M | ||||||||
| AdobeCOM · shares +31% · price +10.0% | 1.2% | $70.0M | +$4.9M | ||||||||
| PrologisCOM · shares +69% · price −13.8% | 1.2% | $69.3M | −$6.5M | ||||||||
| Select Sector SPDR TrRL EST SEL SEC · shares +202% · price −2.9% | 1.2% | $68.9M | −$668,542 | ||||||||
| Goldman SachsCOM · shares −16% · price +8.2% | 1.2% | $65.7M | +$5.0M | ||||||||
| Invesco Exchange Traded Fd TS&P500 EQL WGT · shares −73% · price −3.0% | 1.1% | $63.7M | −$2.0M | ||||||||
| Total · 221 positions | 100% | $5.62B | +$98.0M |
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 2024 to Q2 2024: 211 stocks held throughout, up $98.0M (+2.1%).
- Nova Ltd+$25.1M+33%
- Invesco Qqq Tr+$22.7M+8%
- Invesco Exch Traded Fd Tr Ii+$18.1M+8%
- SPDR S&P 500 ETF Tr+$14.0M+4%
- Camtek Ltd+$13.2M+50%
- Select Sector SPDR Tr−$7.2M−2%
- Salesforce−$8.3M−15%
- Perion Network Ltd−$11.6M−54%
- Icl Group Ltd−$17.0M−19%
- Solaredge Technologies Inc−$18.2M−64%
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 ↗ |