Union Investments & Development Ltd.

CIK

1885902

Location

Tel Aviv, L3

Portfolio Value

Micro $19,708,532

Diversification

Highly concentrated

Filing Date

Global Rank

#6,684 / 7,310 ▲ 10 · as of Sep 2024

Top Industry

Internet Retail 70.6%

3Y Alpha vs SPY

-5.3%

Period ended 1 year ago

Filed Nov 12, 2024 · 1y

12 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+52.8%

SPY

+76.5%

Annualised alpha

-5.7%

Max drawdown

−40.9%

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

23 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024

Top Position

51.9%

+0.2 pts

Top 5

85.5%

−1.4 pts

Top 10

91.1%

−1.2 pts

HHI

3,362

Highly concentrated−28

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2024

Sector	% Portfolio	Value	Positions
Consumer Cyclical	54.2%	$10,687,099	3
Unclassified	24.8%	$4,880,700	1
Communication Services	7.3%	$1,441,915	2
Technology	6.8%	$1,347,487	8
Energy	3.1%	$608,500	4
Utilities	1.1%	$223,126	1
Basic Materials	1.1%	$218,466	2
Healthcare	0.8%	$158,214	1
Industrials	0.7%	$143,025	1

Last Quarter's Activity

Export CSV

Sep 30, 2024 vs Jun 30, 2024

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	2,500	$200,350
INTC	Intel Corp	4,000	$93,840
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $19,708,532 total · as of Sep 30, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Energy Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	266,118	0	$10,229,575	+6.0%	51.90%
QQQ	Invesco Qqq Trust, Series 1	Held	10,000	0	$4,880,700	+1.9%	24.76%
TBLA	Taboola.com Ltd. Communication Services	Held	360,994	0	$1,212,939	−2.3%	6.15%
MSFT	Microsoft Corp Technology	Held	650	0	$279,695	−3.7%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,300	0	$242,229	−3.6%	1.23%
TRGP	Targa Resources Corp. Energy	Held	1,600	0	$236,816	+14.9%	1.20%
META	Meta Platforms, Inc. Communication Services	Held	400	0	$228,976	+13.5%	1.16%
ORA	Ormat Technologies, Inc. Utilities	Held	2,900	0	$223,126	+7.3%	1.13%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	1,500	0	$215,295	+30.4%	1.09%
SHOP	Shopify Inc. Technology	NEW	2,500	NEW	$200,350	NEW	1.02%
XOM	Exxon Mobil Corp Energy	Held	1,700	0	$199,274	+1.8%	1.01%
CHKP	Check Point Software Technologies Ltd Technology	Held	1,000	0	$192,810	+16.9%	0.98%
WIX	Wix.com Ltd. Technology	Held	1,136	0	$189,905	+5.1%	0.96%
BHP	BHP Group Ltd Basic Materials	Held	3,000	0	$186,330	+8.8%	0.95%
LDOS	Leidos Holdings, Inc. Technology	Held	1,000	0	$163,000	+11.7%	0.83%
MCK	Mckesson Corp Healthcare	Held	320	0	$158,214	−15.3%	0.80%
ABLZF	Abb Ltd Industrials	Held	2,500	0	$143,025	+3.6%	0.73%
SNOW	Snowflake Inc. Technology	Held	1,150	0	$132,089	−15.0%	0.67%
CRM	Salesforce, Inc. Technology	Held	350	0	$95,798	+6.5%	0.49%
BP	Bp PLC Energy	Held	3,000	0	$94,170	−13.0%	0.48%
INTC	Intel Corp Technology	NEW	4,000	NEW	$93,840	NEW	0.48%
DVN	Devon Energy Corp/De Energy	Held	2,000	0	$78,240	−17.5%	0.40%
MOS	Mosaic Co Basic Materials	Held	1,200	0	$32,136	−7.3%	0.16%