Migdal Insurance & Financial Holdings Ltd.

Insurance

CIK

1415912

Location

Petach Tikva, L3

Portfolio Value

Mid $6,790,369,661

Diversification

Diversified

Filing Date

Global Rank

#539 / 8,622 ▲ 53 · as of Mar 2026

Top Industry

Semiconductor Equipment & Materials 19.5%

3Y Alpha vs SPY

+4.5%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+85.5%

SPY

+67.9%

Annualised alpha

+4.0%

Max drawdown

−29.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

213 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.8%

−2.0 pts

Top 5

41.5%

−3.1 pts

Top 10

58.9%

−6.0 pts

HHI

567

Diversified−86

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.2%	$3,473,353,635	79
Healthcare	22.8%	$1,547,946,631	19
Consumer Cyclical	7.3%	$494,696,916	23
Industrials	5.2%	$353,091,059	26
Financial Services	4.6%	$310,609,923	19
Utilities	3.6%	$242,361,370	6
Communication Services	3.1%	$207,910,525	10
Energy	1.1%	$73,402,479	6
Unclassified	0.7%	$49,259,595	8
Basic Materials	0.5%	$35,383,921	6
Consumer Defensive	0.0%	$1,534,885	10
Real Estate	0.0%	$818,722	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+713,000	719,879	$31,768,260
CAMT	Camtek Ltd	+610,000	1,928,396	$292,364,117
LRCX	Lam Research Corp	+564,153	774,687	$165,519,624
TEVA	Teva Pharmaceutical Industries Ltd	+500,000	37,902,212	$1,141,614,625
MCHP	Microchip Technology Inc	+456,430	457,301	$29,546,217
SEDG	Solaredge Technologies, Inc.	+401,340	946,186	$48,302,795
MU	Micron Technology Inc	+335,073	338,307	$114,293,636
JPM	Jpmorgan Chase & Co	+317,010	568,434	$167,210,545
ORA	Ormat Technologies, Inc.	+275,000	1,161,526	$129,997,989
AAPL	Apple Inc.	+253,000	927,700	$235,440,983
PANW	Palo Alto Networks Inc	+193,357	323,730	$51,900,393
GILD	Gilead Sciences, Inc.	+185,000	444,000	$61,880,280
TXN	Texas Instruments Inc	+158,000	159,127	$30,892,915
ETN	Eaton Corp plc	+155,000	207,000	$74,037,690
TSLA	Tesla, Inc.	+130,043	292,205	$108,627,208
LMT	Lockheed Martin Corp	+123,264	124,220	$75,077,325
GLBE	Global-E Online Ltd.	+120,000	895,000	$27,610,750
TER	Teradyne, Inc	+110,043	110,322	$32,706,060
GLW	Corning Inc /Ny	+99,606	100,000	$13,597,000
NOC	Northrop Grumman Corp /De/	+97,000	100,000	$68,224,000
TATT	Tat Technologies Ltd	+83,029	470,025	$19,097,115
ABBV	AbbVie Inc.	+80,450	412,152	$89,638,938
NVMI	Nova Ltd.	+75,000	1,568,657	$681,236,361
COHR	Coherent Corp.	+55,642	56,000	$13,339,760
SOFI	SoFi Technologies, Inc.	+35,785	42,785	$679,425
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INVZ	Innoviz Technologies Ltd.	−5,912,991	1,392,740	$881,604
TSEM	Tower Semiconductor Ltd	−987,300	2,015,506	$353,680,992
NICE	NICE Ltd.	−725,420	921,270	$101,579,230
VRNS	Varonis Systems Inc	−705,189	27,000	$579,690
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−309,713	898,092	$303,510,191
ORCL	Oracle Corp	−256,117	470	$69,141
CEG	Constellation Energy Corp	−250,072	86	$24,015
AMZN	Amazon Com Inc	−211,770	1,428,130	$297,436,635
META	Meta Platforms, Inc.	−211,651	329,583	$188,564,321
WIT	Wipro Ltd	−110,000	103,752	$219,954
AMAT	Applied Materials Inc /De	−109,000	405,000	$138,424,950
AVGO	Broadcom Inc.	−104,855	285,561	$88,383,985
CCJ	Cameco Corp	−85,615	659,385	$71,615,804
ADBE	Adobe Inc.	−61,814	666	$161,891
INFY	Infosys Ltd	−25,000	65,179	$880,568
PYPL	PayPal Holdings, Inc.	−11,298	5,429	$245,553
GEN	Gen Digital Inc.	−10,000	40,000	$753,200
CSCO	Cisco Systems, Inc.	−9,263	41,170	$3,194,380
NVDA	Nvidia Corp	−9,205	1,931,281	$336,815,406
TENB	Tenable Holdings, Inc.	−9,000	25,000	$423,000
S	SentinelOne, Inc.	−8,000	10,000	$128,800
RPD	Rapid7, Inc.	−7,000	10,000	$55,100
WMT	Walmart Inc.	−6,831	1,575	$195,741
OKTA	Okta, Inc.	−4,000	15,600	$1,227,876
FTNT	Fortinet, Inc.	−3,550	34,916	$2,853,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	255,172	$63,940,999
AZN	Astrazeneca PLC	286,000	$56,404,920
SNDK	Sandisk Corp	81,000	$51,462,540
MRK	Merck & Co., Inc.	310,002	$37,290,140
WDC	Western Digital Corp	134,000	$36,245,660
NTR	Nutrien Ltd.	462,500	$34,900,250
STX	Seagate Technology Holdings plc	81,000	$31,732,560
BSX	Boston Scientific Corp	500,000	$31,375,000
TT	Trane Technologies plc	50,000	$20,837,000
MELI	Mercadolibre Inc	12,000	$20,748,240
LITE	Lumentum Holdings Inc.	20,000	$14,055,200
KR	Kroger Co	11,139	$806,018
SN	SharkNinja, Inc.	6,170	$653,403
PBR	Petrobras - Petroleo Brasileiro SA	14,500	$300,875
ITUB	Itau Unibanco Holding S.A.	32,000	$268,160
FCX	Freeport-Mcmoran Inc	2,885	$169,580
NEM	NEWMONT Corp /DE/	1,480	$160,210
XPO	XPO, Inc.	508	$98,831
CRS	Carpenter Technology Corp	240	$94,596
TWLO	Twilio Inc	730	$91,848
NXT	Nextpower Inc.	717	$86,434
ONTO	Onto Innovation Inc.	410	$84,078
ROST	Ross Stores, Inc.	328	$71,054
GEV	GE Vernova Inc.	75	$65,467
VRTX	Vertex Pharmaceuticals Inc / Ma	145	$64,748
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXE	EXPAND ENERGY Corp	460,000	$50,765,600
EQT	EQT Corp	925,000	$49,580,000
HD	Home Depot, Inc.	140,000	$48,174,000
EQIX	Equinix Inc	43,500	$33,327,960
CLBT	Cellebrite DI Ltd.	1,350,000	$24,340,500
SMWB	Similarweb Ltd.	3,106,157	$23,265,115
MBLY	Mobileye Global Inc.	1,999,090	$20,870,499
MNDY	monday.com Ltd.	139,009	$20,512,168
SSYS	Stratasys Ltd.	2,130,983	$18,496,932
FROG	JFrog Ltd	274,047	$17,116,975
TBLA	Taboola.com Ltd.	3,299,179	$15,209,215
WIX	Wix.com Ltd.	110,534	$11,483,377
ODD	Oddity Tech Ltd	280,764	$11,281,097
ARBE	Arbe Robotics Ltd.	1,200,000	$1,416,000
CMCSA	Comcast Corp	2,306	$68,926
G	Genpact LTD	1,364	$63,807
LULU	lululemon athletica inc.	279	$57,978
CPAY	Corpay, Inc.	190	$57,176
FDX	Fedex Corp	197	$56,905
RL	Ralph Lauren Corp	159	$56,223
MTD	Mettler Toledo International Inc/	40	$55,767
INTU	Intuit Inc.	84	$55,643
CME	Cme Group Inc.	203	$55,435
ULTA	Ulta Beauty, Inc.	91	$55,055
MNST	Monster Beverage Corp	683	$52,365
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

213 tracked positions · $6,790,369,661 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 213 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	37,902,212	-61,189,363	$1,141,614,625	−63.1%	16.81%
NVMI	Nova Ltd. Technology	Added	1,568,657	+75,000	$681,236,361	+38.9%	10.03%
TSEM	Tower Semiconductor Ltd Technology	Reduced	2,015,506	-987,300	$353,680,992	+0.3%	5.21%
NVDA	Nvidia Corp Technology	Reduced	1,931,281	-9,205	$336,815,406	−6.9%	4.96%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	898,092	-309,713	$303,510,191	−17.3%	4.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,428,130	-211,770	$297,436,635	−21.4%	4.38%
CAMT	Camtek Ltd Technology	Reduced	1,928,396	-1,722,037	$292,364,117	−24.7%	4.31%
AAPL	Apple Inc. Technology	Added	927,700	+253,000	$235,440,983	+28.4%	3.47%
META	Meta Platforms, Inc. Communication Services	Reduced	329,583	-211,651	$188,564,321	−47.2%	2.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	568,434	+317,010	$167,210,545	+106.4%	2.46%
LRCX	Lam Research Corp Technology	Added	774,687	+564,153	$165,519,624	+359.3%	2.44%
MSFT	Microsoft Corp Technology	Added	379,779	+2,172	$140,582,792	−23.0%	2.07%
AMAT	Applied Materials Inc /De Technology	Reduced	405,000	-109,000	$138,424,950	+4.8%	2.04%
ORA	Ormat Technologies, Inc. Utilities	Added	1,161,526	+275,000	$129,997,989	+32.7%	1.91%
LLY	ELI LILLY & Co Healthcare	Added	124,269	+17,934	$114,298,898	+0.0%	1.68%
MU	Micron Technology Inc Technology	Added	338,307	+335,073	$114,293,636	+12282.6%	1.68%
ENLT	Enlight Renewable Energy Ltd. Utilities	Held	1,630,721	0	$111,313,015	+50.2%	1.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	292,205	+130,043	$108,627,208	+49.0%	1.60%
NICE	NICE Ltd. Technology	Reduced	921,270	-725,420	$101,579,230	−45.4%	1.50%
ABBV	AbbVie Inc. Healthcare	Added	412,152	+80,450	$89,638,938	+18.3%	1.32%
AVGO	Broadcom Inc. Technology	Reduced	285,561	-104,855	$88,383,985	−34.6%	1.30%
LMT	Lockheed Martin Corp Industrials	Added	124,220	+123,264	$75,077,325	+16136.9%	1.11%
ETN	Eaton Corp plc Industrials	Added	207,000	+155,000	$74,037,690	+347.0%	1.09%
CCJ	Cameco Corp Energy	Reduced	659,385	-85,615	$71,615,804	+5.1%	1.05%
NOC	Northrop Grumman Corp /De/ Industrials	Added	100,000	+97,000	$68,224,000	+3888.2%	1.00%
VRT	Vertiv Holdings Co Industrials	NEW	255,172	NEW	$63,940,999	NEW	0.94%
GILD	Gilead Sciences, Inc. Healthcare	Added	444,000	+185,000	$61,880,280	+94.7%	0.91%
AZN	Astrazeneca PLC Healthcare	NEW	286,000	NEW	$56,404,920	NEW	0.83%
PANW	Palo Alto Networks Inc Technology	Added	323,730	+193,357	$51,900,393	+116.1%	0.76%
SNDK	Sandisk Corp Technology	NEW	81,000	NEW	$51,462,540	NEW	0.76%
SEDG	Solaredge Technologies, Inc. Technology	Added	946,186	+401,340	$48,302,795	+207.3%	0.71%
MRK	Merck & Co., Inc. Healthcare	NEW	310,002	NEW	$37,290,140	NEW	0.55%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	290,898	+2,400	$36,496,063	−13.7%	0.54%
WDC	Western Digital Corp Technology	NEW	134,000	NEW	$36,245,660	NEW	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Held	730,000	0	$35,587,500	−11.4%	0.52%
NTR	Nutrien Ltd. Basic Materials	NEW	462,500	NEW	$34,900,250	NEW	0.51%
UBER	Uber Technologies, Inc Technology	Added	480,000	+5,000	$34,526,400	−11.0%	0.51%
TER	Teradyne, Inc Technology	Added	110,322	+110,043	$32,706,060	+60463.4%	0.48%
INTC	Intel Corp Technology	Added	719,879	+713,000	$31,768,260	+12415.3%	0.47%
STX	Seagate Technology Holdings plc Technology	NEW	81,000	NEW	$31,732,560	NEW	0.47%
BSX	Boston Scientific Corp Healthcare	NEW	500,000	NEW	$31,375,000	NEW	0.46%
TXN	Texas Instruments Inc Technology	Added	159,127	+158,000	$30,892,915	+15700.1%	0.45%
MS	Morgan Stanley Financial Services	Reduced	181,208	-189	$29,821,400	−7.4%	0.44%
MCHP	Microchip Technology Inc Technology	Added	457,301	+456,430	$29,546,217	+53136.4%	0.44%
V	Visa Inc. Financial Services	Added	97,527	+69	$29,476,560	−13.8%	0.43%
CHKP	Check Point Software Technologies Ltd Technology	Held	200,000	0	$28,570,000	−23.0%	0.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	43,414	-3,269	$28,233,860	−11.3%	0.42%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	895,000	+120,000	$27,610,750	−9.4%	0.41%
MA	Mastercard Inc Financial Services	Added	55,122	+57	$27,542,258	−12.4%	0.41%
ESLT	Elbit Systems Ltd Industrials	Held	32,100	0	$27,255,789	+47.0%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.