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Migdal Insurance & Financial Holdings Ltd. — 13F Holdings & Portfolio

CIK 1415912 · latest 13F-HR filed 2026-08-10

Backtest portfolio

Migdal Insurance & Financial Holdings Ltd. manages $15.63B in 13F-reported U.S. long-equity assets across 364 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TEVA (8.44%), XLK (6.88%), XLI (5.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 80 new positions, exited 76, added to 167, and trimmed 69.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4, EF'AL STREET
PETACH TIKVA 4951104
Phone
972-3-9168959
Filing Manager
Migdal Insurance & Financial Holdings Ltd.
Petach Tikva, L3
Signatory
Itai Yanai
CFO
Loading holdings…
AUM

$15.63B

Long-equity book

Holdings

364

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+80 / −76 / ↑167 / ↓69

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$504.9M +88.4%
  • VANECK ETF TRUST$359.5M +123.3%
  • ALPHABET INC$347.2M +78.8%
  • SELECT SECTOR SPDR TR$269.2M +41.5%
  • MICROSOFT CORP$212.3M +151.1%
Show all 167 →

Top Trims

  • ELI LILLY & CO-$112.7M -98.6%
  • TAIWAN SEMICONDUCTOR MANUFAC-$69.9M -23.0%
  • KRANESHARES TRUST-$69.2M -98.9%
  • SELECT SECTOR SPDR TR-$62.7M -39.6%
  • JPMORGAN CHASE & CO-$44.3M -26.5%
Show all 69 →

New Positions

  • ADVANCED MICRO DEVICES INC$134.2M
  • SNOWFLAKE INC$59.8M
  • PERSHING SQUARE USA LTD$56.1M
  • CREDO TECHNOLOGY GROUP HOLDI$41.6M
  • MONGODB INC$40.0M
Show all 80 →

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$364.6M
  • SPDR SERIES TRUST$57.5M
  • WESTERN DIGITAL CORP$36.2M
  • BANK AMERICA CORP$35.6M
  • UBER TECHNOLOGIES INC$34.5M
Show all 76 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $1.32B 8.44% 38,922,212 SH
2 SELECT SECTOR SPDR TR XLK 81369Y803 $1.08B 6.88% 5,647,173 SH
3 SELECT SECTOR SPDR TR XLI 81369Y704 $917.9M 5.87% 4,955,697 SH
4 NOVA LTD NVMI M7516K103 $879.9M 5.63% 1,620,657 SH
5 ALPHABET INC GOOG 02079K107 $787.5M 5.04% 2,228,776 SH
6 VANECK ETF TRUST SMH 92189F676 $651.1M 4.17% 992,691 SH
7 NVIDIA CORPORATION NVDA 67066G104 $504.8M 3.23% 2,522,968 SH
8 TOWER SEMICONDUCTOR LTD TSEM M87915274 $451.1M 2.89% 1,730,723 SH
9 AMAZON COM INC AMZN 023135106 $445.9M 2.85% 1,870,900 SH
10 CAMTEK LTD CAMT M20791105 $432.0M 2.76% 2,648,396 SH
11 SELECT SECTOR SPDR TR XLY 81369Y407 $378.9M 2.42% 3,231,019 SH
12 SELECT SECTOR SPDR TR XLC 81369Y852 $365.0M 2.34% 3,407,164 SH
13 MICROSOFT CORP MSFT 594918104 $352.8M 2.26% 945,938 SH
14 APPLE INC AAPL 037833100 $309.8M 1.98% 1,070,700 SH
15 MICRON TECHNOLOGY INC MU 595112103 $292.2M 1.87% 253,106 SH
16 META PLATFORMS INC META 30303M102 $276.4M 1.77% 490,773 SH
17 APPLIED MATLS INC AMAT 038222105 $254.0M 1.62% 351,313 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $249.4M 1.60% 731,523 SH
19 INVESCO EXCH TRADED FD TR II KBWB 46138E628 $245.7M 1.57% 2,642,750 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $243.8M 1.56% 4,589,946 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $234.4M 1.50% 489,910 SH
22 ISHARES TR LQD 464287242 $214.3M 1.37% 1,965,000 SH
23 ISHARES INC EWY 464286772 $206.6M 1.32% 1,023,178 SH
24 LAM RESEARCH CORP LRCX 512807306 $167.2M 1.07% 385,544 SH
25 TESLA INC TSLA 88160R101 $164.1M 1.05% 390,184 SH
26 SELECT SECTOR SPDR TR XLV 81369Y209 $164.0M 1.05% 1,033,549 SH
27 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $145.2M 0.93% 1,630,721 SH
28 INVESCO EXCH TRADED FD TR II CQQQ 46138E800 $144.8M 0.93% 2,539,000 SH
29 BROADCOM INC AVGO 11135F101 $144.5M 0.92% 382,416 SH
30 ABBVIE INC ABBV 00287Y109 $141.6M 0.91% 562,561 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $134.2M 0.86% 231,000 SH
32 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $131.1M 0.84% 432,731 SH
33 ORMAT TECHNOLOGIES INC ORA 686688102 $130.8M 0.84% 1,201,526 SH
34 ASTRAZENECA PLC AZN G0593M107 $127.6M 0.82% 676,000 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $122.8M 0.79% 375,197 SH
36 ISHARES TR IGV 464287515 $120.0M 0.77% 1,324,838 SH
37 VANECK ETF TRUST GDX 92189F106 $111.7M 0.71% 1,480,000 SH
38 VERTIV HOLDINGS CO VRT 92537N108 $107.2M 0.69% 320,066 SH
39 SELECT SECTOR SPDR TR XLF 81369Y605 $101.2M 0.65% 1,887,945 SH
40 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $98.8M 0.63% 1,691,340 SH
41 SELECT SECTOR SPDR TR XLU 81369Y886 $95.7M 0.61% 2,110,205 SH
42 MERCK & CO INC MRK 58933Y105 $94.3M 0.60% 730,035 SH
43 VISA INC V 92826C839 $93.7M 0.60% 272,975 SH
44 SPDR SERIES TRUST XME 78464A755 $88.8M 0.57% 830,230 SH
45 SELECT SECTOR SPDR TR XLB 81369Y100 $86.2M 0.55% 1,696,180 SH
46 SERVICENOW INC NOW 81762P102 $86.0M 0.55% 865,892 SH
47 LOCKHEED MARTIN CORP LMT 539830109 $81.0M 0.52% 158,939 SH
48 CONSTELLATION ENERGY CORP CEG 21037T109 $80.7M 0.52% 325,080 SH
49 INTERNATIONAL BUSINESS MACHS IBM 459200101 $80.2M 0.51% 285,327 SH
50 GILEAD SCIENCES INC GILD 375558103 $76.3M 0.49% 604,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $15.63B 364 0001178913-26-003988
2026-03-31 2026-05-14 $11.53B 362 0001178913-26-002681
2025-12-31 2026-01-28 $11.6M 346 0001178913-26-000232
2025-09-30 2025-10-30 $9.3M 325 0001178913-25-003604