Analyst IMS Investment Management Services Ltd.

CIK

1634208

Location

Tel-aviv, L3

Portfolio Value

Micro $26,122,840

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

6 positions · $26,122,840 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Reduced	25,956	-1,701	$14,850,205	−18.7%	56.85%
FVRR	Fiverr International Ltd. Communication Services	Added	658,729	+40,000	$6,600,464	−46.0%	25.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,841	-3,660	$2,254,757	−37.4%	8.63%
NFLX	Netflix Inc Communication Services	Reduced	10,852	-9,200	$1,043,419	−44.5%	3.99%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,951	-2,461	$829,827	−36.3%	3.18%
VZ	Verizon Communications Inc Communication Services	NEW	10,840	NEW	$544,168	NEW	2.08%