Analyst IMS Investment Management Services Ltd.

CIK

1634208

Location

Tel-aviv, L3

Portfolio Value

Mid $2,145,773,844

Diversification

Highly concentrated

Filing Date

Global Rank

#948 / 8,232 ▲ 28

Top Industry

Software - Infrastructure 15.4%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.1%

SPY

+76.3%

Annualised alpha

+0.2%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

48.0%

+1.9 pts

Top 5

81.3%

+0.2 pts

Top 10

88.4%

−0.6 pts

HHI

3,020

Highly concentrated+71

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.2%	$1,591,296,138	2
Technology	9.2%	$197,064,537	26
Real Estate	5.5%	$117,775,824	9
Healthcare	4.2%	$89,525,751	14
Financial Services	2.5%	$52,902,328	8
Consumer Cyclical	1.5%	$31,175,379	12
Communication Services	1.2%	$26,122,840	6
Industrials	0.6%	$12,009,445	11
Energy	0.4%	$9,573,428	7
Consumer Defensive	0.4%	$8,746,394	6
Utilities	0.3%	$6,597,748	4
Basic Materials	0.1%	$2,984,032	6

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
NVO	Novo Nordisk A S	+405,600	411,670	$15,128,872
FVRR	Fiverr International Ltd.	+40,000	658,729	$6,600,464
QQQ	Invesco Qqq Trust, Series 1	+32,729	1,782,808	$1,029,001,120
XOM	Exxon Mobil Corp	+16,430	22,929	$3,890,134
WIX	Wix.com Ltd.	+15,683	492,732	$44,380,370
CVX	Chevron Corp	+7,253	13,830	$2,861,426
KO	Coca Cola Co	+5,964	11,053	$840,580
SE	Sea Ltd	+5,000	13,331	$1,103,940
NEM	NEWMONT Corp /DE/	+3,010	5,592	$605,334
PM	Philip Morris International Inc.	+2,159	4,001	$661,525
BA	Boeing Co	+1,241	6,298	$1,253,490
PG	PROCTER & GAMBLE Co	+597	9,991	$1,443,099
BAC	Bank Of America Corp /De/	+584	17,223	$839,621
RTX	RTX Corp	+556	6,900	$1,331,010
AMD	Advanced Micro Devices Inc	+500	20,042	$4,077,144
JNJ	Johnson & Johnson	+493	9,764	$2,386,711
MRK	Merck & Co., Inc.	+481	10,779	$1,296,605
NEE	Nextera Energy Inc	+427	38,078	$3,536,684
GE	General Electric Co	+399	5,391	$1,529,804
ABBV	AbbVie Inc.	+364	5,145	$1,118,986
SO	Southern Co	+271	2,877	$277,688
WMT	Walmart Inc.	+218	17,330	$2,153,771
C	Citigroup Inc	+200	24,853	$2,818,578
CEG	Constellation Energy Corp	+191	9,030	$2,521,627
LLY	ELI LILLY & Co	+187	2,728	$2,509,132
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−97,004	864,617	$562,295,018
NVDA	Nvidia Corp	−30,088	203,008	$35,404,595
AAPL	Apple Inc.	−18,498	44,904	$11,396,186
ORCL	Oracle Corp	−13,491	124,838	$18,364,917
ARE	Alexandria Real Estate Equities, Inc.	−12,812	916,294	$42,534,366
MSFT	Microsoft Corp	−11,934	42,006	$15,549,360
NFLX	Netflix Inc	−9,200	10,852	$1,043,419
AVGO	Broadcom Inc.	−7,321	35,554	$11,004,317
ITRN	Ituran Location & Control Ltd.	−5,574	351,382	$17,221,231
QCOM	Qualcomm Inc/De	−5,000	7,416	$955,032
AMZN	Amazon Com Inc	−4,561	74,605	$15,537,981
GOOGL	Alphabet Inc.	−3,660	7,841	$2,254,757
WFC	Wells Fargo & Company/Mn	−2,900	7,289	$580,276
TMUS	T-Mobile US, Inc.	−2,461	3,951	$829,827
TSLA	Tesla, Inc.	−2,434	3,961	$1,472,501
COST	Costco Wholesale Corp /New	−2,062	3,113	$3,101,886
META	Meta Platforms, Inc.	−1,701	25,956	$14,850,205
WDAY	Workday, Inc.	−1,448	2,600	$337,792
FTNT	Fortinet, Inc.	−1,106	12,587	$1,028,609
HD	Home Depot, Inc.	−1,076	1,996	$656,464
MA	Mastercard Inc	−866	5,981	$2,988,466
MCD	Mcdonalds Corp	−772	2,368	$735,950
SAP	Sap SE	−750	7,400	$1,266,954
BRK-B	Berkshire Hathaway Inc	−280	9,585	$4,593,131
PLD	Prologis, Inc.	−235	3,545	$468,578
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
COP	Conocophillips	6,283	$829,356
PEP	Pepsico Inc	3,513	$545,533
VZ	Verizon Communications Inc	10,840	$544,168
MU	Micron Technology Inc	1,447	$488,854
WMB	Williams Companies, Inc.	6,279	$456,985
FCX	Freeport-Mcmoran Inc	7,388	$434,266
SHW	Sherwin Williams Co	1,274	$408,380
SLB	Slb Limited/Nv	7,687	$395,034
ECL	Ecolab Inc.	1,450	$385,729
APD	Air Products & Chemicals, Inc.	1,144	$332,320
EQIX	Equinix Inc	252	$247,020
INTC	Intel Corp	5,150	$227,269
HON	Honeywell International Inc	949	$214,502
AMT	American Tower Corp /Ma/	1,198	$206,750
AUDC	Audiocodes Ltd	3,592	$30,208
AZN	Astrazeneca PLC	150	$29,583
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	3,191	$2,113,782
DIS	Walt Disney Co	8,449	$961,242
UBER	Uber Technologies, Inc	4,917	$401,768
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 positions · $2,145,773,844 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 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AZN	Astrazeneca PLC Healthcare	NEW	150	NEW	$29,583	NEW	0.00%
AUDC	Audiocodes Ltd Technology	NEW	3,592	NEW	$30,208	NEW	0.00%
CSTE	Caesarstone Ltd. Industrials	Held	156,361	0	$167,306	−42.5%	0.01%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,198	NEW	$206,750	NEW	0.01%
FTV	Fortive Corp Technology	Held	3,800	0	$210,064	+0.1%	0.01%
HON	Honeywell International Inc Industrials	NEW	949	NEW	$214,502	NEW	0.01%
BIIB	Biogen Inc. Healthcare	Held	1,208	0	$221,462	+4.2%	0.01%
INTC	Intel Corp Technology	NEW	5,150	NEW	$227,269	NEW	0.01%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	54	0	$227,357	−21.4%	0.01%
GILD	Gilead Sciences, Inc. Healthcare	Held	1,693	0	$235,953	+13.5%	0.01%
EQIX	Equinix Inc Real Estate	NEW	252	NEW	$247,020	NEW	0.01%
SNY	Sanofi Healthcare	Held	5,208	0	$250,921	−0.6%	0.01%
DUK	Duke Energy CORP Utilities	Added	1,999	+159	$261,749	+21.4%	0.01%
SO	Southern Co Utilities	Added	2,877	+271	$277,688	+22.2%	0.01%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	1,144	NEW	$332,320	NEW	0.02%
WDAY	Workday, Inc. Technology	Reduced	2,600	-1,448	$337,792	−61.1%	0.02%
PRGO	PERRIGO Co plc Healthcare	Held	32,236	0	$346,214	−22.8%	0.02%
WELL	Welltower Inc. Real Estate	Added	1,794	+170	$354,691	+17.7%	0.02%
EQNR	Equinor ASA Energy	Held	9,020	0	$380,644	+78.6%	0.02%
ECL	Ecolab Inc. Basic Materials	NEW	1,450	NEW	$385,729	NEW	0.02%
SLB	Slb Limited/Nv Energy	NEW	7,687	NEW	$395,034	NEW	0.02%
SHW	Sherwin Williams Co Basic Materials	NEW	1,274	NEW	$408,380	NEW	0.02%
NVS	Novartis AG Healthcare	Held	2,781	0	$424,797	+10.8%	0.02%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	7,388	NEW	$434,266	NEW	0.02%
SILC	Silicom Ltd. Technology	Held	20,680	0	$436,348	+43.5%	0.02%
NKE	NIKE, Inc. Consumer Cyclical	Held	8,534	0	$450,765	−17.1%	0.02%
WMB	Williams Companies, Inc. Energy	NEW	6,279	NEW	$456,985	NEW	0.02%
PLD	Prologis, Inc. Real Estate	Reduced	3,545	-235	$468,578	−2.9%	0.02%
MU	Micron Technology Inc Technology	NEW	1,447	NEW	$488,854	NEW	0.02%
VZ	Verizon Communications Inc Communication Services	NEW	10,840	NEW	$544,168	NEW	0.03%
PEP	Pepsico Inc Consumer Defensive	NEW	3,513	NEW	$545,533	NEW	0.03%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	7,289	-2,900	$580,276	−38.9%	0.03%
CHKP	Check Point Software Technologies Ltd Technology	Held	4,223	0	$603,255	−23.0%	0.03%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	5,592	+3,010	$605,334	+134.8%	0.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,996	-1,076	$656,464	−37.9%	0.03%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,001	+2,159	$661,525	+123.9%	0.03%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,071	0	$730,678	+19.6%	0.03%
NXPI	NXP Semiconductors N.V. Technology	Held	3,720	0	$732,319	−9.3%	0.03%
UNH	Unitedhealth Group Inc Healthcare	Added	2,707	+184	$732,487	−12.1%	0.03%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	2,126	0	$733,788	+17.6%	0.03%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,368	-772	$735,950	−23.3%	0.03%
BP	Bp PLC Energy	Held	16,167	0	$759,849	+35.3%	0.04%
LIN	Linde PLC Basic Materials	Held	1,650	0	$818,003	+16.3%	0.04%
COP	Conocophillips Energy	NEW	6,283	NEW	$829,356	NEW	0.04%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,951	-2,461	$829,827	−36.3%	0.04%
BAC	Bank Of America Corp /De/ Financial Services	Added	17,223	+584	$839,621	−8.3%	0.04%
KO	Coca Cola Co Consumer Defensive	Added	11,053	+5,964	$840,580	+136.3%	0.04%
SN	SharkNinja, Inc. Consumer Cyclical	Held	8,205	0	$868,909	−5.4%	0.04%
QCOM	Qualcomm Inc/De Technology	Reduced	7,416	-5,000	$955,032	−55.0%	0.04%
FTNT	Fortinet, Inc. Technology	Reduced	12,587	-1,106	$1,028,609	−5.4%	0.05%