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Institutional

MENORA MIVTACHIM HOLDINGS LTD.

CIK 0001351917
$21.12B
Reported AUM
157
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · MENORA MIVTACHIM HOLDINGS LTD. · Q1 2026

AI · grounded in 13F

MENORA MIVTACHIM HOLDINGS LTD. established a new position in C worth $184.3M. The fund also opened new stakes in ICE for $170.6M and CCL1EUR for $130.2M. On the sell side, the fund trimmed its holdings in GOOGL by 22.7% and MSFT by 20%.

Portfolio · Q1 2026

NVDA$1.55BAAPL$1.49BTEVA$1.19BGOOGLMSFTXLIAVGOAMZNXLENVMIMETASMHOther$11.13BML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.55B7.35%+1,003,300+12.7%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.49B7.04%+1,081,600+22.6%
3TEVATEVA PHARMACEUTICAL INDS LTD$34.19-0.70%92.40%254.30%$1.19B5.65%+310,200+0.8%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.00B4.74%1,019,100−22.7%
5MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$846.5M4.01%570,600−20.0%
6XLISELECT SECTOR SPDR TR$174.18-1.12%21.80%81.29%$699.9M3.31%+453,400+11.7%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$640.3M3.03%+242,100+13.3%
8AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$584.9M2.77%528,700−15.8%
9XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$531.3M2.52%700,500−7.5%
10NVMINOVA LTD$475.76-8.58%119.24%386.46%$506.1M2.40%HELD
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$496.7M2.35%HELD
12SMHVANECK ETF TRUST$569.69-9.22%126.12%346.26%$458.7M2.17%+682,080+132.6%
13AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$395.2M1.87%670,896−36.7%
14MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$346.0M1.64%+1,000+0.1%
15XLPSELECT SECTOR SPDR TR$83.441.71%4.97%32.24%$328.9M1.56%117,500−2.8%
16CAMTCAMTEK LTD$164.21-9.36%123.45%346.28%$314.3M1.49%26,147−1.2%
17TSLATESLA INC$391.00-6.56%32.48%70.69%$303.7M1.44%43,750−5.1%
18WMTWALMART INC$118.880.97%22.99%166.67%$272.5M1.29%4,000−0.2%
19LLYELI LILLY & CO$1131.420.55%48.00%387.10%$270.2M1.28%HELD
20XLBSELECT SECTOR SPDR TR$50.63-1.92%17.62%32.57%$257.2M1.22%+1,874,250+57.3%
21PGRPROGRESSIVE CORP$204.024.42%-22.22%139.78%$256.2M1.21%+609,802+89.4%
22XLVSELECT SECTOR SPDR TR$153.010.61%15.89%25.01%$254.3M1.20%11,000−0.6%
23TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%104.85%285.24%$253.8M1.20%6,405−0.8%
24ABBVABBVIE INC$227.231.02%23.60%135.68%$247.8M1.17%+24,355+2.2%
25XLUSELECT SECTOR SPDR TR$44.350.93%12.36%55.30%$247.6M1.17%HELD
26IYTISHARES TR$84.610.26%28.69%42.90%$238.0M1.13%+71,500+2.3%
27KOCOCA COLA CO$79.483.46%14.62%60.54%$237.5M1.12%+550,000+21.4%
28JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$226.9M1.07%334,300−30.2%
29FLINFRANKLIN TEMPLETON ETF TR$33.97-1.39%-13.16%19.63%$224.4M1.06%5,089,050−43.0%
30MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$215.8M1.02%227,500−26.3%
31PLDPROLOGIS INC.$144.540.52%$205.1M0.97%HELD
32MTBM & T BK CORP$222.440.32%$199.0M0.94%+189,500+24.5%
33SPGIS&P GLOBAL INC$424.441.03%$197.9M0.94%+175,500+60.6%
34CCITIGROUP INC$132.47-1.98%$184.3M0.87%+1,624,700NEW
35IGVISHARES TR$95.32-0.55%$175.6M0.83%+487,000+28.5%
36UNPUNION PAC CORP$272.323.19%$171.8M0.81%HELD
37ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$170.6M0.81%+1,084,825NEW
38NICENICE LTD$93.14-0.50%$164.6M0.78%366,175−19.7%
39XLCSELECT SECTOR SPDR TR$111.67-1.27%$157.0M0.74%4,000−0.3%
40ISRGINTUITIVE SURGICAL INC$422.060.77%$153.6M0.73%+191,550+135.3%
41TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$149.7M0.71%HELD
42CATCATERPILLAR INC$904.28-3.85%$147.0M0.70%HELD
43LRCXLAM RESEARCH CORP$303.28-9.85%$145.7M0.69%377,300−35.6%
44KRESPDR SERIES TRUST$70.170.27%$142.2M0.67%+1,123,500+106.0%
45SEDGSOLAREDGE TECHNOLOGIES INC$64.522.14%$141.7M0.67%+608,400+28.1%
46HDHOME DEPOT INC$310.780.27%$139.2M0.66%203,400−32.5%
47XLFSELECT SECTOR SPDR TR$52.300.21%$135.1M0.64%32,000−1.2%
48CCL1EURCARNIVAL CORP$130.2M0.62%+5,030,800NEW
49APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$122.2M0.58%HELD
50GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$122.1M0.58%HELD
51XLYSELECT SECTOR SPDR TR$114.86-2.05%$121.6M0.58%660,800−37.2%
52BRK/BBERKSHIRE HATHAWAY INC DEL$113.9M0.54%+237,776NEW
53COSTCOSTCO WHSL CORP$971.87-0.05%$110.2M0.52%+110,600NEW
54HLTHILTON WORLDWIDE HLDGS INC$342.05-0.31%$109.5M0.52%+163,300+83.0%
55CBRECBRE GROUP INC$130.93-0.02%$105.2M0.50%HELD
56CITHE CIGNA GROUP$289.483.14%$105.0M0.50%+393,500NEW
57HWMHOWMET AEROSPACE INC$251.901.03%$101.5M0.48%HELD
58ABNBAIRBNB INC$133.54-0.13%$99.8M0.47%+790,000NEW
59MCDMCDONALDS CORP$279.842.61%$97.0M0.46%HELD
60EQTEQT CORP$53.75-2.70%$95.5M0.45%+1,500,000NEW
61TSEMTOWER SEMICONDUCTOR LTD$235.48-9.88%$91.8M0.43%+400+0.1%
62TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$88.9M0.42%+450,000NEW
63GDXVANECK ETF TRUST$78.84-8.75%$84.4M0.40%HELD
64BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$83.7M0.40%+1,333,500NEW
65HPQHP INC$25.58-2.74%$81.6M0.39%+4,250,000NEW
66PGPROCTER AND GAMBLE CO$146.544.09%$79.0M0.37%HELD
67PHMPULTE GROUP INC$118.400.15%$78.4M0.37%+666,200NEW
68CRMSALESFORCE INC$185.66-1.64%$77.9M0.37%+417,050NEW
69SAPSAP SE$184.77-1.27%$77.7M0.37%+453,650NEW
70NOWSERVICENOW INC$112.45-5.79%$76.5M0.36%+731,450NEW
71UBERUBER TECHNOLOGIES INC$70.71-2.08%$70.5M0.33%HELD
72UNHUNITEDHEALTH GROUP INC$399.470.76%$64.5M0.31%171,300−41.8%
73ADBEADOBE INC$251.44-2.70%$62.0M0.29%300,000−54.0%
74KWEBKRANESHARES TRUST$26.38-2.76%$61.3M0.29%+2,097,000+3495.0%
75ENLTENLIGHT RENEWABLE ENERGY LTD$90.98-4.25%$60.1M0.28%HELD
76MDLZMONDELEZ INTL INC$62.041.72%$58.4M0.28%167,000−14.1%
77NKENIKE INC$42.98-1.47%$57.7M0.27%+1,080,000+9000.0%
78CCJCAMECO CORP$103.44-9.28%$55.7M0.26%+512,825NEW
79CHKPCHECK POINT SOFTWARE TECH LT$135.82-0.47%$54.3M0.26%+163,000+75.0%
80GLBEGLOBAL E ONLINE LTD$32.13-2.31%$53.4M0.25%HELD
81HCAHCA HEALTHCARE INC$372.132.85%$47.3M0.22%+100,000NEW
82ZIMZIM INTEGRATED SHIPPING SERV$25.260.08%$43.7M0.21%2,419,000−59.4%
83PRGOPERRIGO CO PLC$10.831.50%$41.6M0.20%+345,000+9.8%
84NVONOVO-NORDISK A S$42.96-1.81%$34.0M0.16%+650,000+235.4%
85BJBJS WHSL CLUB HLDGS INC$89.210.92%$33.9M0.16%350,521−50.4%
86INMDINMODE LTD$13.54-0.59%$27.9M0.13%+2,040,000NEW
87SITESITEONE LANDSCAPE SUPPLY INC$105.052.30%$26.5M0.13%+198,749NEW
88PANWPALO ALTO NETWORKS INC$272.05-2.58%$26.3M0.12%+163,900NEW
89ELLOELLOMAY CAPITAL LIMITED$21.30-4.66%$21.6M0.10%HELD
90URGNUROGEN PHARMA LTD$26.85-2.72%$20.7M0.10%HELD
91XLKSELECT SECTOR SPDR TR$180.30-6.66%$18.1M0.09%1,248,150−90.2%
92CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$14.1M0.07%11,111−3.2%
93DYNFBLACKROCK ETF TRUST$65.88-2.95%$14.0M0.07%+25,848+12.0%
94VFVAVANGUARD WELLINGTON FD$145.86-0.53%$12.6M0.06%3,384−3.5%
95QQQINVESCO QQQ TR$705.06-4.80%$12.4M0.06%+1,200+5.9%
96DIHPDIMENSIONAL ETF TRUST$33.891.10%$12.2M0.06%+84,542+28.7%
97VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$12.2M0.06%8,000−3.4%
98TGRWT ROWE PRICE ETF INC$47.06-3.40%$11.9M0.06%+293,925NEW
99AVDEAMERICAN CENTY ETF TR$89.07-2.63%$11.0M0.05%+129,560NEW
100WTVWISDOMTREE TR$102.33-1.06%$10.6M0.05%6,602−5.6%
101SMWBSIMILARWEB LTD$10.5M0.05%HELD
102TSPAT ROWE PRICE ETF INC$8.6M0.04%+36,540+21.0%
103AVSDAMERICAN CENTY ETF TR$8.6M0.04%+116,360NEW
104THROBLACKROCK ETF TRUST$8.5M0.04%+40,670+21.1%
105CGGRCAPITAL GROUP GROWTH ETF$8.4M0.04%HELD
106WIXWIX COM LTD$7.4M0.04%6,052−6.9%
107RSPINVESCO EXCHANGE TRADED FD T$7.3M0.03%+8,000+26.5%
108JIVEJ P MORGAN EXCHANGE TRADED F$7.2M0.03%+83,777NEW
109FFSMFIDELITY COVINGTON TRUST$7.0M0.03%19,437−8.1%
110VOOVANGUARD INDEX FDS$6.9M0.03%+2,500+27.8%
111FBCGFIDELITY COVINGTON TRUST$6.8M0.03%HELD
112FFLCFIDELITY COVINGTON TRUST$6.8M0.03%+132,900NEW
113SCHGSCHWAB STRATEGIC TR$5.7M0.03%HELD
114MBLYMOBILEYE GLOBAL INC$5.7M0.03%HELD
115FELGFIDELITY COVINGTON TRUST$5.2M0.02%84,100−37.8%
116IWMISHARES TR$4.5M0.02%+2,000+12.2%
117IHIISHARES TR$4.0M0.02%2,486,802−97.1%
118SPYSPDR S&P 500 ETF TR$3.9M0.02%HELD
119SHLDGLOBAL X FDS$2.3M0.01%+11,000+49.9%
120ICLICL GROUP LTD$1.8M0.01%HELD
121IAIISHARES TR$1.8M0.01%+11,000NEW
122KBWBINVESCO EXCH TRADED FD TR II$1.7M0.01%3,526,900−99.4%
123OIHVANECK ETF TRUST$1.5M0.01%+520+16.0%
124EWJISHARES INC$1.4M0.01%+9,500+135.7%
125FLCAFRANKLIN TEMPLETON ETF TR$1.4M0.01%+20,000+250.0%
126FEZSPDR INDEX SHS FDS$1.2M0.01%HELD
127VVISA INC$1.2M0.01%+1,000+33.3%
128VEGIISHARES INC$1.2M0.01%+8,000+44.4%
129ITBISHARES TR$1.1M0.01%HELD
130VIAVIA TRANSN INC$798K0.00%+53,207NEW
131FLCHFRANKLIN TEMPLETON ETF TR$784K0.00%+22,000+169.2%
132REZISHARES TR$707K0.00%HELD
133FLJPFRANKLIN TEMPLETON ETF TR$687K0.00%HELD
134URAGLOBAL X FDS$678K0.00%+14,000NEW
135XRTSPDR SERIES TRUST$644K0.00%HELD
136FLSWFRANKLIN TEMPLETON ETF TR$617K0.00%HELD
137JNJJOHNSON & JOHNSON$611K0.00%+2,500NEW
138SLGLSOL GEL TECHNOLOGIES$603K0.00%HELD
139BABOEING CO$557K0.00%HELD
140HONHONEYWELL INTL INC$520K0.00%+2,300NEW
141SCHHSCHWAB STRATEGIC TR$484K0.00%HELD
142KBWPINVESCO EXCH TRADED FD TR II$476K0.00%4,000−50.0%
143IWFISHARES TR$429K0.00%HELD
144XHBSPDR SERIES TRUST$395K0.00%HELD
145MRKMERCK & CO INC$361K0.00%HELD
146NFLXNETFLIX INC$337K0.00%1,035,150−99.7%
147FLAUFRANKLIN TEMPLETON ETF TR$329K0.00%+10,000NEW
148XBISPDR SERIES TRUST$319K0.00%2,500−50.0%
149ACWIISHARES TR$317K0.00%HELD
150SONYSONY GROUP CORP$311K0.00%+15,000NEW
151XOPSPDR SERIES TRUST$273K0.00%+1,500NEW
152OTISOTIS WORLDWIDE CORP$270K0.00%HELD
153ABTABBOTT LABS$267K0.00%1,092,688−99.8%
154MELIMERCADOLIBRE INC$259K0.00%HELD
155TBLUTORTOISE CAPITAL SERIES TRUS$203K0.00%512−11.3%
156INNOVID CORP$8K0.00%HELD
157TBLAWTABOOLA.COM LTD$2K0.00%HELD
158ALLALLSTATE CORP742,598EXITED
159RRCCOM2,240,000EXITED
160TBLATABOOLA.COM LTD4,212,735EXITED
161NYAXNAYAX LTD312,182EXITED
162TCAFT ROWE PRICE ETF INC390,873EXITED
163AFLGFIRST TR EXCHNG TRADED FD VI282,924EXITED
164DFEMDIMENSIONAL ETF TRUST286,479EXITED
165JGROJ P MORGAN EXCHANGE TRADED F100,042EXITED
166MDWDMEDIWOUND LTD65,147EXITED
167FCXFREEPORT-MCMORAN INC5,000EXITED
168GBLDUSDINVESCO EXCH TRADED FD TR II13,581EXITED
169EVXVANECK ETF TRUST6,315EXITED
170NFRAFLEXSHARES TR3,837EXITED
171GLOBAL X FDS7,523EXITED
172FRNWFIDELITY COVINGTON TRUST11,056EXITED
173PAVEGLOBAL X FDS4,471EXITED
174SHESPDR SERIES TRUST1,554EXITED

Source: SEC EDGAR · accession 0001178913-26-002684. 13F discloses long positions only — shorts, foreign equities, and options are excluded.