undamentalytics Newsletter
Sign in

Institution

Meitav Investment House Ltd

13F for the quarter to June 30, 2026, filed July 20, 2026 · SEC CIK 1398346

Reported value
$14.9bn
33% in companies we cover
Positions we cover
138
Largest TSM 2.7%
Copy, a year
+17.5%
S&P 500 +14.1%
Copy Sharpe ratio
0.72
S&P 500 0.67

How copying its 13F would have done

$10.0k$20.0k$40.0k 201820192020202120222023202420252026 $40.7k$31.6k
CopyS&P 500 $10,000 copying Meitav Investment House Ltd's filed holdings in companies we cover from February 16, 2018, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −33.6% (S&P 500 −31.8%); beta 1.12; alpha +2.2% a year (t = 0.76); last 12 months +18.3% against +12.1%.

Reported value by quarter

Meitav Investment House Ltd: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2017-12-31: $1.7B Reported value, 2018-03-31: $2B Reported value, 2018-06-30: $2.2B Reported value, 2018-09-30: $2.1B Reported value, 2018-12-31: $1.6B Reported value, 2019-03-31: $1.8B Reported value, 2019-06-30: $1.5B Reported value, 2019-09-30: $1.4B Reported value, 2019-12-31: $1.4B Reported value, 2020-03-31: $1.3B Reported value, 2020-06-30: $1.7B Reported value, 2020-09-30: $2B Reported value, 2020-12-31: $2.6B Reported value, 2021-03-31: $3.6B Reported value, 2021-06-30: $7.8B Reported value, 2021-09-30: $6.1B Reported value, 2021-12-31: $6.1B Reported value, 2022-03-31: $6.7B Reported value, 2022-06-30: $5.9B Reported value, 2022-09-30: $5.7B Reported value, 2022-12-31: $5.8T Reported value, 2023-03-31: $5.8B Reported value, 2023-06-30: $12.5B Reported value, 2023-09-30: $6.2B Reported value, 2023-12-31: $6.8B Reported value, 2024-03-31: $5.1B Reported value, 2024-06-30: $5.6B Reported value, 2024-09-30: $6B Reported value, 2024-12-31: $5.9B Reported value, 2025-03-31: $5.4B Reported value, 2025-06-30: $7.4B Reported value, 2025-09-30: $7.6B Reported value, 2025-12-31: $8.7B Reported value, 2026-03-31: $9.1B Reported value, 2026-06-30: $14.9B 2017-12-31 2019-09-30 2021-06-30 2023-03-31 2024-12-31 2026-06-30 $14.9B
View chart data
Period Reported value
2017-12-31 $1.7B
2018-03-31 $2B
2018-06-30 $2.2B
2018-09-30 $2.1B
2018-12-31 $1.6B
2019-03-31 $1.8B
2019-06-30 $1.5B
2019-09-30 $1.4B
2019-12-31 $1.4B
2020-03-31 $1.3B
2020-06-30 $1.7B
2020-09-30 $2B
2020-12-31 $2.6B
2021-03-31 $3.6B
2021-06-30 $7.8B
2021-09-30 $6.1B
2021-12-31 $6.1B
2022-03-31 $6.7B
2022-06-30 $5.9B
2022-09-30 $5.7B
2022-12-31 $5.8T
2023-03-31 $5.8B
2023-06-30 $12.5B
2023-09-30 $6.2B
2023-12-31 $6.8B
2024-03-31 $5.1B
2024-06-30 $5.6B
2024-09-30 $6B
2024-12-31 $5.9B
2025-03-31 $5.4B
2025-06-30 $7.4B
2025-09-30 $7.6B
2025-12-31 $8.7B
2026-03-31 $9.1B
2026-06-30 $14.9B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
TSMTaiwan Semiconductor Manufacturing Co LTD2.70%$401.9m841.7KNew
TEVATeva Pharmaceutical Industries LTD2.27%$336.9m9.95MNew
AMZNAmazon2.12%$315.0m1.32M−2.5% Reduced
NVDANVIDIA Corporation1.93%$287.3m1.44M−6.5% Reduced
METAMeta Platforms1.84%$274.1m486.6K+9.7% Added
MSFTMicrosoft Corporation1.79%$266.4m714.3KNew
PANWPalo Alto Networks1.65%$245.6m720.5KNew
AVGOBroadcom1.08%$160.7m425.6K+15.3% Added
VVisa Inc.1.05%$155.9m454.6K+1.2% Added
GOOGLAlphabet Inc. (Class A)0.98%$145.0m406.0K+227.6% Added
LLYLilly (Eli)0.96%$143.1m119.3KNew
ZIMZIM Integrated Shipping Services Ltd.0.92%$137.3m5.48M+40.3% Added
GEVGE Vernova0.73%$108.8m92.6K+4554.5% Added
UBERUber0.72%$106.8m1.48M+52.0% Added
AMDAdvanced Micro Devices0.66%$98.2m169.0K+1719.3% Added
MSMorgan Stanley0.64%$94.5m452.1KNew
KKRKKR & Co.0.58%$86.1m938.2K0.0%
JPMJPMorgan Chase0.55%$82.3m251.4K+5.9% Added
VSTVistra Corp.0.54%$80.7m508.8K+7.3% Added
NEENextEra Energy0.52%$77.1m878.5K+13.6% Added
ADIAnalog Devices0.48%$71.8m180.7K+7.5% Added
ORCLOracle Corporation0.48%$71.3m486.3K+1.5% Added
ORAOrmat Technologies, Inc.0.46%$68.1m623.8KNew
TXNTexas Instruments0.40%$60.1m201.5KNew
NICENice Ltd.0.38%$56.1m617.8KNew
SEDGSolaredge Technologies, Inc.0.36%$53.0m906.9K−10.9% Reduced
BABoeing0.35%$52.7m243.6K+23.3% Added
ICEIntercontinental Exchange0.33%$48.8m396.7K+13.5% Added
EQTEQT Corporation0.32%$47.1m885.0K0.0%
MUMicron Technology0.31%$46.4m40.2KNew
MAMastercard0.31%$46.0m89.5K+10.7% Added
ISRGIntuitive Surgical0.29%$43.5m109.4K+0.6% Added
ANETArista Networks0.29%$43.0m253.2K−20.2% Reduced
INTCIntel0.28%$41.8m299.2KNew
COSTCostco0.27%$40.3m43.1K+76.4% Added
TSLATesla, Inc.0.24%$35.8m85.2K+2499.6% Added
BXBlackstone Inc.0.24%$35.8m304.1K−27.9% Reduced
NOWServiceNow0.22%$32.4m326.3KNew
IBMIBM0.21%$30.8m109.6KNew
HDBHdfc Bank LTD0.20%$29.7m1.15M0.0%
NFLXNetflix0.18%$26.5m371.5K+0.7% Added
PLTRPalantir Technologies Inc.0.16%$24.5m209.6KNew
NKENike, Inc.0.15%$22.9m558.7K−17.1% Reduced
WMTWalmart0.14%$20.2m178.0KNew
GSGoldman Sachs0.12%$17.4m17.2K+49.1% Added
AAPLApple Inc.0.12%$17.1m59.1K−27.9% Reduced
SPGIS&P Global0.11%$16.0m39.3K+8.6% Added
PSXPhillips 660.08%$11.4m47.7KNew
MSCIMSCI0.08%$11.3m20.1K+4.1% Added
MELIMercadolibre Inc0.07%$9.8m5.8K+27.8% Added
OKTAOkta, Inc.0.06%$9.2m67.8KNew
URIUnited Rentals0.06%$8.1m7.2KNew
CCitigroup0.05%$7.0m50.0KNew
AXPAmerican Express0.04%$6.7m19.7K0.0%
MODModine Manufacturing Co0.04%$5.8m21.8KNew
ASMLAsml Holding NV0.04%$5.5m2.8K−23.0% Reduced
VRSNVerisign Inc0.04%$5.2m20.8K0.0%
BACBank of America0.03%$4.9m86.7K+5.4% Added
GLWCorning Inc.0.03%$4.8m18.6KNew
WFCWells Fargo0.03%$4.5m54.9KNew
BIIBBiogen0.03%$4.5m21.0K0.0%
VRTVertiv0.03%$4.5m13.5K−14.6% Reduced
NOCNorthrop Grumman0.03%$4.4m8.6KNew
VRSKVerisk Analytics, Inc.0.03%$4.3m24.1KNew
JNJJohnson & Johnson0.03%$3.9m15.3KNew
NTRANatera, Inc.0.03%$3.9m14.2KNew
MRVLMarvell Technology0.02%$3.6m12.2KNew
APOApollo Global Management0.02%$3.5m29.9K0.0%
AMATApplied Materials0.02%$3.5m4.8K−19.0% Reduced
PLDPrologis0.02%$3.4m25.3K−1.1% Reduced
PWRQuanta Services0.02%$3.1m4.2K0.0%
NDAQNasdaq, Inc.0.02%$2.8m35.0KNew
MOAltria0.02%$2.7m38.2K−25.7% Reduced
COFCapital One0.02%$2.6m13.1K+10.4% Added
MTZMastec Inc0.02%$2.6m6.2KNew
CDNSCadence Design Systems Inc0.02%$2.5m6.8KNew
DKDelek US Holdings, Inc.0.02%$2.4m47.3K0.0%
GEGE Aerospace0.02%$2.4m6.4KNew
KLACKLA Corporation0.02%$2.4m8.2KNew
APHAmphenol0.02%$2.4m13.5K−18.2% Reduced
CSCOCisco0.02%$2.4m20.1K+33.0% Added
FTNTFortinet0.01%$2.3m14.9K0.0%
DELLDell Technologies0.01%$2.3m5.3KNew
SSentinelone, Inc.0.01%$2.2m133.2K0.0%
COHRCoherent Corp.0.01%$2.2m5.6K+40.2% Added
RVMDRevolution Medicines, Inc.0.01%$2.2m11.5KNew
CBOECboe Global Markets0.01%$2.1m8.8K0.0%
PNCPNC Financial Services0.01%$2.1m8.4KNew
CIENCiena0.01%$2.0m4.1KNew
CMECME Group0.01%$2.0m9.0K−30.2% Reduced
USBU.S. Bancorp0.01%$2.0m32.7KNew
MRNAModerna0.01%$1.9m27.1K0.0%
HWMHowmet Aerospace0.01%$1.9m7.0KNew
MRKMerck & Co.0.01%$1.9m14.5K0.0%
CEVACeva Inc0.01%$1.9m40.8KNew
HPEHewlett Packard Enterprise0.01%$1.8m40.0KNew
BWXTBWX Technologies, Inc.0.01%$1.8m9.2K−60.3% Reduced
ZMZoom Communications, Inc.0.01%$1.7m20.0K+100.0% Added
HONAHoneywell Aerospace0.01%$1.7m7.6KNew
BABAAlibaba Group Holding Ltd0.01%$1.6m16.4K+25.4% Added
TERTeradyne0.01%$1.5m3.0KNew
MCOMoody's Corporation0.01%$1.4m3.1KNew
TFCTruist Financial0.01%$1.3m26.2K+10.1% Added
CRMSalesforce0.01%$1.3m8.3K−93.1% Reduced
SNDKSandisk0.01%$1.3m595New
CBRSCerebras Systems Inc.0.01%$1.2m5.2KNew
FITBFifth Third Bancorp0.01%$1.1m19.1KNew
CRWDCrowdStrike0.01%$1.1m1.4K−36.1% Reduced
MCKMcKesson0.01%$1.0m1.3KNew
VIAVViavi Solutions Inc.0.01%$955,00020.0KNew
LITELumentum0.01%$943,8661.1KNew
NXTNextpower Inc.0.01%$869,7227.3K0.0%
HBANHuntington Bancshares0.01%$756,07842.6KNew
FSLRFirst Solar, Inc.0.01%$745,3983.2KNew
MTBM&T Bank0.01%$733,3093.1K+8.4% Added
WDCWestern Digital0.01%$687,7331.1KNew
ETHWBitwise Ethereum ETF0.00%$664,82158.9K+5.2% Added
CFGCitizens Financial Group0.00%$623,3438.9KNew
RFRegions Financial Corporation0.00%$546,28818.1K+9.0% Added
QCOMQualcomm0.00%$544,1762.9KNew
KEYKeyCorp0.00%$525,72422.8KNew
RGLDRoyal Gold Inc0.00%$506,4112.5KNew
FCNCAFirst Citizens Bancshares Inc0.00%$499,390240+6.7% Added
HEIHeico Corp0.00%$497,2411.4KNew
BKNGBooking Holdings0.00%$472,8712.7K+2783.7% Added
DRSLeonardo DRS, Inc.0.00%$464,07910.9K0.0%
COINCoinbase0.00%$438,5703.0K0.0%
LMTLockheed Martin0.00%$405,350796New
RRCRange Resources Corp0.00%$381,16010.2K0.0%
EWBCEast West Bancorp Inc0.00%$372,0372.9K+9.9% Added
ADBEAdobe Inc.0.00%$318,5821.6K−93.7% Reduced
FHNFirst Horizon Corp0.00%$297,09111.6KNew
SSBSouthstate Bank Corp0.00%$295,9043.0K+14.7% Added
RIOTRiot Platforms, Inc.0.00%$292,96610.7KNew
EXPEExpedia Group0.00%$229,6618980.0%
HHHHoward Hughes Holdings Inc.0.00%$214,4703.0K−14.3% Reduced
BIDUBaidu, Inc.0.00%$205,7221.8KNew
ODYSOdysight.ai Inc.0.00%$130,50431.3K0.0%
CompanyBought (value)Shares
TSMTaiwan Semiconductor Manufacturing Co LTD$401.9m841.7K
TEVATeva Pharmaceutical Industries LTD$336.9m9.95M
MSFTMicrosoft Corporation$266.4m714.3K
PANWPalo Alto Networks$245.6m720.5K
LLYLilly (Eli)$143.1m119.3K
GEVGE Vernova$106.5m90.6K
GOOGLAlphabet Inc. (Class A)$100.8m282.1K
MSMorgan Stanley$94.5m452.1K
AMDAdvanced Micro Devices$92.8m159.8K
ORAOrmat Technologies, Inc.$68.1m623.8K
TXNTexas Instruments$60.1m201.5K
NICENice Ltd.$56.1m617.8K
MUMicron Technology$46.4m40.2K
INTCIntel$41.8m299.2K
ZIMZIM Integrated Shipping Services Ltd.$39.5m1.58M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
ESLTElbit Systems LTD−$333.0m−397.1K
TSEMTower Semiconductor LTD−$307.9m−1.78M
ENLTEnlight Renewable Energy Ltd.−$247.5m−3.69M
NVMINova LTD.−$247.3m−572.2K
ICLICL Group Ltd.−$152.3m−29.77M
ETNEaton Corporation−$57.1m−159.8K
CAMTCamtek LTD−$51.8m−349.8K
TATTTAT Technologies LTD−$48.0m−1.21M
LNGCheniere Energy, Inc.−$44.9m−158.2K
SPOTSpotify Technology S.a.−$34.7m−71.5K
CLBTCellebrite DI Ltd.−$26.9m−1.95M
NVDANVIDIA Corporation−$20.0m−100.0K
CHKPCheck Point Software Technologies LTD−$19.5m−136.7K
CRMSalesforce−$17.6m−112.2K
WIXWix.com Ltd.−$16.5m−182.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
ESLTElbit Systems LTD$333.0m397.1K
TSEMTower Semiconductor LTD$307.9m1.78M
ENLTEnlight Renewable Energy Ltd.$247.5m3.69M
NVMINova LTD.$247.3m572.2K
ICLICL Group Ltd.$152.3m29.77M
ETNEaton Corporation$57.1m159.8K
CAMTCamtek LTD$51.8m349.8K
TATTTAT Technologies LTD$48.0m1.21M
LNGCheniere Energy, Inc.$44.9m158.2K
SPOTSpotify Technology S.a.$34.7m71.5K
CLBTCellebrite DI Ltd.$26.9m1.95M
CHKPCheck Point Software Technologies LTD$19.5m136.7K
WIXWix.com Ltd.$16.5m182.7K
IRENIREN Ltd$11.4m332.9K
FLEXFlex Ltd.$10.4m159.1K
MDWDMediwound Ltd.$6.0m371.9K
TRGPTarga Resources$2.8m11.0K
NUNu Holdings Ltd.$1.6m110.5K
CCJCameco Corp$1.6m14.5K
VLNValens Semiconductor Ltd.$1.2m1.07M
GILTGilat Satellite Networks LTD$1.0m67.8K
KENKenon Holdings Ltd.$870,28710.7K
FTAIFTAI Aviation Ltd.$808,5003.3K
INCYIncyte$800,0208.5K
ITRNIturan Location & Control Ltd.$780,87416.3K
KRNTKornit Digital Ltd.$770,40053.0K
OKLOOklo Inc.$728,97314.7K
KTOSKratos Defense & Security Solutions, Inc.$705,10010.0K
LMNDLemonade, Inc.$687,60011.0K
FROGJfrog Ltd$633,83713.5K
  • Technology42.2%
  • Financials13.7%
  • Health Care11.0%
  • Industrials9.3%
  • Communication Services9.0%
  • Consumer Discretionary7.6%
  • Utilities4.6%
  • Consumer Staples1.3%
  • Energy1.2%
  • Real Estate0.1%
  • Materials0.0%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 16, 2018 to November 2, 2026+17.5%+14.1%0.720.67−33.6%1.12
Last three yearsNovember 3, 2023 to November 2, 2026+30.8%+21.8%1.301.16−22.3%1.17
Last yearNovember 7, 2025 to November 2, 2026+24.0%+14.2%1.090.84−9.2%1.19

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.