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Migdal Insurance & Financial Holdings Ltd.

13F for the quarter to June 30, 2026, filed August 10, 2026 · SEC CIK 1415912

Reported value
$15.6bn
59% in companies we cover
Positions we cover
201
Largest TEVA 8.4%
Copy, a year
+14.6%
S&P 500 +15.5%
Copy Sharpe ratio
0.63
S&P 500 0.80

How copying its 13F would have done

$10.0k$20.0k$40.0k 201620182020202220242026 $46.9k$42.9k
CopyS&P 500 $10,000 copying Migdal Insurance & Financial Holdings Ltd.'s filed holdings in companies we cover from February 19, 2016, 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 −37.8% (S&P 500 −31.8%); beta 1.16; alpha −2.0% a year (t = −0.72); last 12 months +15.0% against +12.1%.

Reported value by quarter

Migdal Insurance & Financial Holdings 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 $5B $10B $15B $20B Reported value, 2015-12-31: $3.5B Reported value, 2016-03-31: $3.3B Reported value, 2016-06-30: $3.6B Reported value, 2016-09-30: $3.5B Reported value, 2016-12-31: $3.9B Reported value, 2017-03-31: $4.2B Reported value, 2017-06-30: $4.4B Reported value, 2017-09-30: $4.2B Reported value, 2017-12-31: $4B Reported value, 2018-03-31: $4.2B Reported value, 2018-06-30: $4.2B Reported value, 2018-09-30: $4.8B Reported value, 2018-12-31: $4.4B Reported value, 2019-03-31: $4.2B Reported value, 2019-06-30: $3.9B Reported value, 2019-09-30: $4.8B Reported value, 2019-12-31: $5.2B Reported value, 2020-03-31: $4.3B Reported value, 2020-06-30: $6.2B Reported value, 2020-09-30: $7.2B Reported value, 2020-12-31: $8.5B Reported value, 2021-03-31: $9.9B Reported value, 2021-06-30: $9.5B Reported value, 2021-09-30: $9.5B Reported value, 2021-12-31: $10.4B Reported value, 2022-03-31: $5.7B Reported value, 2022-06-30: $4.5B Reported value, 2022-09-30: $4.4B Reported value, 2022-12-31: $4.5B Reported value, 2026-03-31: $11.5B Reported value, 2026-06-30: $15.6B 2015-12-31 2017-06-30 2018-12-31 2020-06-30 2021-12-31 2026-06-30 $15.6B
View chart data
Period Reported value
2015-12-31 $3.5B
2016-03-31 $3.3B
2016-06-30 $3.6B
2016-09-30 $3.5B
2016-12-31 $3.9B
2017-03-31 $4.2B
2017-06-30 $4.4B
2017-09-30 $4.2B
2017-12-31 $4B
2018-03-31 $4.2B
2018-06-30 $4.2B
2018-09-30 $4.8B
2018-12-31 $4.4B
2019-03-31 $4.2B
2019-06-30 $3.9B
2019-09-30 $4.8B
2019-12-31 $5.2B
2020-03-31 $4.3B
2020-06-30 $6.2B
2020-09-30 $7.2B
2020-12-31 $8.5B
2021-03-31 $9.9B
2021-06-30 $9.5B
2021-09-30 $9.5B
2021-12-31 $10.4B
2022-03-31 $5.7B
2022-06-30 $4.5B
2022-09-30 $4.4B
2022-12-31 $4.5B
2026-03-31 $11.5B
2026-06-30 $15.6B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
TEVATeva Pharmaceutical Industries LTD8.44%$1.3bn38.92M+2.7% Added
NVMINova LTD.5.63%$879.9m1.62M+3.3% Added
NVDANVIDIA Corporation3.23%$504.8m2.52M+30.6% Added
TSEMTower Semiconductor LTD2.89%$451.1m1.73M−14.1% Reduced
AMZNAmazon2.85%$445.9m1.87M+31.0% Added
CAMTCamtek LTD2.76%$432.0m2.65M+37.3% Added
MSFTMicrosoft Corporation2.26%$352.8m945.9K+149.1% Added
AAPLApple Inc.1.98%$309.8m1.07M+15.4% Added
MUMicron Technology1.87%$292.2m253.1K−25.2% Reduced
METAMeta Platforms1.77%$276.4m490.8K+48.9% Added
AMATApplied Materials1.63%$254.0m351.3K−13.3% Reduced
PANWPalo Alto Networks1.60%$249.4m731.5K+126.0% Added
TSMTaiwan Semiconductor Manufacturing Co LTD1.50%$234.4m489.9K−45.4% Reduced
LRCXLam Research1.07%$167.2m385.5K−50.2% Reduced
TSLATesla, Inc.1.05%$164.1m390.2K+33.5% Added
ENLTEnlight Renewable Energy Ltd.0.93%$145.2m1.63M0.0%
AVGOBroadcom0.92%$144.5m382.4K+33.9% Added
ABBVAbbVie0.91%$141.6m562.6K+36.5% Added
AMDAdvanced Micro Devices0.86%$134.2m231.0KNew
ORAOrmat Technologies, Inc.0.84%$130.8m1.20M+3.4% Added
AZNAstrazeneca PLC0.82%$127.6m676.0K+136.4% Added
JPMJPMorgan Chase0.79%$122.8m375.2K−34.0% Reduced
VRTVertiv0.69%$107.2m320.1K+25.4% Added
SEDGSolaredge Technologies, Inc.0.63%$98.8m1.69M+78.8% Added
MRKMerck & Co.0.60%$94.3m730.0K+135.5% Added
VVisa Inc.0.60%$93.7m273.0K+179.9% Added
NOWServiceNow0.55%$86.0m865.9K+41310.4% Added
LMTLockheed Martin0.52%$81.0m158.9K+27.9% Added
CEGConstellation Energy0.52%$80.7m325.1K+377900.0% Added
IBMIBM0.51%$80.2m285.3K+87156.0% Added
GILDGilead Sciences0.49%$76.3m604.0K+36.0% Added
NICENice Ltd.0.44%$68.7m756.3K−17.9% Reduced
SNDKSandisk0.44%$68.2m30.0K−63.0% Reduced
ORCLOracle Corporation0.43%$66.9m456.7K+97074.0% Added
SNOWSnowflake Inc.0.38%$59.8m235.0KNew
NOCNorthrop Grumman0.36%$57.0m112.0K+12.0% Added
CCJCameco Corp0.33%$51.9m509.7K−22.7% Reduced
GLWCorning Inc.0.33%$51.7m202.3K+102.3% Added
TTTrane Technologies0.32%$50.1m102.0K+104.0% Added
ETNEaton Corporation0.30%$47.7m112.0K−45.9% Reduced
CRDOCredo Technology Group Holding Ltd0.27%$41.6m153.0KNew
INTCIntel0.26%$40.2m288.2K−60.0% Reduced
MDBMongodb, Inc.0.26%$40.0m119.0KNew
STXSeagate Technology0.24%$38.2m39.5K−51.2% Reduced
MSMorgan Stanley0.24%$37.9m181.1K−0.1%
COHRCoherent Corp.0.21%$32.2m81.7K+45.9% Added
URGNUrogen Pharma Ltd.0.18%$28.4m770.9K0.0%
BABAAlibaba Group Holding Ltd0.18%$28.4m292.5K+0.6% Added
GLBEGlobal-e Online Ltd.0.16%$24.5m705.0K−21.2% Reduced
ESLTElbit Systems LTD0.16%$24.4m32.1K0.0%
TATTTAT Technologies LTD0.14%$22.7m470.0K0.0%
NTRNutrien Ltd.0.13%$20.8m327.5K−29.2% Reduced
MELIMercadolibre Inc0.13%$20.4m12.0K0.0%
NYAXNayax Ltd.0.13%$19.7m300.0K0.0%
CHKPCheck Point Software Technologies LTD0.12%$18.4m140.0K−30.0% Reduced
PSPershing Square Inc.0.10%$14.8m450.0KNew
GILTGilat Satellite Networks LTD0.09%$14.5m1.09M0.0%
SPCXSpace Exploration Technologies Corp0.08%$12.8m75.0KNew
PERIPerion Network Ltd.0.08%$12.5m1.29M0.0%
GOOGLAlphabet Inc. (Class A)0.04%$6.5m18.4K−0.8% Reduced
CSCOCisco0.03%$4.8m40.6K−1.3% Reduced
FTNTFortinet0.03%$4.1m26.9K−22.8% Reduced
MRVLMarvell Technology0.02%$3.7m12.7K+8.2% Added
CRWDCrowdStrike0.02%$3.2m4.2K−11.5% Reduced
NETCloudflare, Inc.0.02%$2.7m11.1K0.0%
KLACKLA Corporation0.01%$2.4m7.9K+2311.6% Added
FFIVF5, Inc.0.01%$2.2m5.2K−8.8% Reduced
OKTAOkta, Inc.0.01%$2.1m15.6K0.0%
ASMLAsml Holding NV0.01%$1.7m876−14.7% Reduced
LDOSLeidos0.01%$1.7m13.0K+85.7% Added
LLYLilly (Eli)0.01%$1.6m1.3K−98.9% Reduced
TBLATaboola.com Ltd.0.01%$1.6m310.3KNew
CCitigroup0.01%$1.5m10.3K0.0%
PLTRPalantir Technologies Inc.0.01%$1.3m11.5K+425.8% Added
DELLDell Technologies0.01%$1.3m3.2K−26.2% Reduced
QCOMQualcomm0.01%$1.3m7.1K+147.6% Added
CATCaterpillar Inc.0.01%$1.3m1.2K0.0%
RTXRTX Corporation0.01%$1.2m6.4K+32.5% Added
GDGeneral Dynamics0.01%$1.2m3.4K−6.5% Reduced
RBRKRubrik, Inc.0.01%$1.2m18.0K+100.0% Added
NEENextEra Energy0.01%$1.1m12.6K+21.1% Added
SNSharkninja, Inc.0.01%$1.0m7.0K+12.9% Added
GENGen Digital Inc.0.01%$995,60040.0K0.0%
MPWRMonolithic Power Systems, Inc.0.01%$985,549728+911.1% Added
ZSZscaler, Inc.0.01%$982,0307.0K0.0%
PLDPrologis0.01%$930,1376.9K+10.8% Added
GEGE Aerospace0.01%$727,2791.9K0.0%
ONON Semiconductor Corp0.01%$719,7757.9K+867.5% Added
TJXTJX Companies0.01%$710,2324.7K−16.1% Reduced
MCHPMicrochip Technology Inc0.00%$645,7587.5K−98.4% Reduced
COPConocoPhillips0.00%$636,5476.1K−15.9% Reduced
CDNSCadence Design Systems Inc0.00%$626,7841.7K+12.5% Added
QLYSQualys, Inc.0.00%$549,9604.0K−10.9% Reduced
PBRPetrobras - Petroleo Brasileiro SA0.00%$536,93529.0K+100.0% Added
KRKroger0.00%$532,0889.6K−14.0% Reduced
HDBHdfc Bank LTD0.00%$515,25719.9K0.0%
AKAMAkamai Technologies0.00%$495,5364.2K+4.8% Added
TMUST-Mobile US0.00%$441,2982.6K−4.9% Reduced
TENBTenable Holdings, Inc.0.00%$422,87525.0K0.0%
VLNValens Semiconductor Ltd.0.00%$405,932179.6K0.0%
JNJJohnson & Johnson0.00%$401,2731.6K+1.7% Added
FCXFreeport-McMoRan0.00%$320,9285.1K+76.9% Added
JDJd.com, Inc.0.00%$320,01912.7K−11.8% Reduced
CMGChipotle Mexican Grill0.00%$298,3799.1K+82.7% Added
KOThe Coca-Cola Company0.00%$294,8483.6K+177.6% Added
GSGoldman Sachs0.00%$292,490317+86.5% Added
UNHUnitedHealth Group0.00%$245,637591−0.2%
PLUGPlug Power Inc0.00%$219,51081.0K0.0%
CVXChevron Corporation0.00%$211,3441.3K+15.0% Added
ILMNIllumina, Inc.0.00%$192,1821.1KNew
NFLXNetflix0.00%$188,1392.6K−28.3% Reduced
JOYYJoyy Inc.0.00%$183,8693.0K+100.0% Added
PYPLPayPal0.00%$182,0254.2K−22.3% Reduced
NTCTNetscout Systems Inc0.00%$174,2004.0K0.0%
LITELumentum0.00%$167,322195−99.0% Reduced
NEMNewmont0.00%$165,5051.8K+19.7% Added
GEVGE Vernova0.00%$146,858125+66.7% Added
COSTCostco0.00%$143,1271530.0%
LOWLowe's0.00%$140,232636New
HTHTH World Group Ltd0.00%$137,1592.9K+100.0% Added
ROSTRoss Stores0.00%$136,650642+95.7% Added
RPDRapid7, Inc.0.00%$136,10020.0K+100.0% Added
DASHDoorDash0.00%$135,260733New
DALDelta Air Lines0.00%$134,5891.4KNew
ADBEAdobe Inc.0.00%$133,468651−2.3% Reduced
NVONovo Nordisk A S0.00%$133,2732.8K0.0%
ORealty Income0.00%$131,4792.1KNew
APPApplovin Corp0.00%$130,868254New
SSentinelone, Inc.0.00%$128,80010.0K0.0%
WMTWalmart0.00%$127,6441.1K−28.4% Reduced
RMBSRambus Inc0.00%$127,298959New
ISRGIntuitive Surgical0.00%$124,275313−28.7% Reduced
PDDPDD Holdings Inc.0.00%$121,5171.6K0.0%
PODDInsulet Corporation0.00%$121,039795New
DOCHealthpeak Properties0.00%$113,0785.3KNew
BKNGBooking Holdings0.00%$111,400625+2400.0% Added
CGNXCognex Corp0.00%$109,1371.5KNew
CIENCiena0.00%$108,904222−99.3% Reduced
CVNACarvana0.00%$108,8001.7KNew
ECHOEchoStar0.00%$102,9211.0KNew
SAPSAP SE0.00%$100,331646−2.4% Reduced
PHParker Hannifin0.00%$95,856980.0%
GWREGuidewire Software, Inc.0.00%$94,995772New
MOMOHello Group Inc.0.00%$94,26116.3K+100.0% Added
INTUIntuit0.00%$92,133353New
TCOMTrip.com Group Ltd0.00%$87,8791.8K0.0%
FLRFluor Corp0.00%$66,3261.3KNew
KEYSKeysight Technologies0.00%$62,663179New
FNDFloor & Decor Holdings, Inc.0.00%$57,995977New
CROXCrocs, Inc.0.00%$55,012456New
CompanyBought (value)Shares
MSFTMicrosoft Corporation$211.2m566.2K
PANWPalo Alto Networks$139.0m407.8K
AMDAdvanced Micro Devices$134.2m231.0K
NVDANVIDIA Corporation$118.4m591.7K
CAMTCamtek LTD$117.4m720.0K
AMZNAmazon$105.5m442.8K
METAMeta Platforms$90.8m161.2K
NOWServiceNow$85.8m863.8K
CEGConstellation Energy$80.7m325.0K
IBMIBM$80.1m285.0K
AZNAstrazeneca PLC$73.6m390.0K
ORCLOracle Corporation$66.9m456.2K
VVisa Inc.$60.2m175.4K
SNOWSnowflake Inc.$59.8m235.0K
MRKMerck & Co.$54.2m420.0K

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

CompanySold (value)Shares
TSMTaiwan Semiconductor Manufacturing Co LTD−$195.3m−408.2K
LRCXLam Research−$168.8m−389.1K
LLYLilly (Eli)−$147.5m−122.9K
SNDKSandisk−$116.0m−51.0K
MUMicron Technology−$98.3m−85.2K
TSEMTower Semiconductor LTD−$74.2m−284.8K
JPMJPMorgan Chase−$63.3m−193.2K
INTCIntel−$60.3m−431.7K
ETNEaton Corporation−$40.5m−95.0K
STXSeagate Technology−$40.1m−41.5K
MCHPMicrochip Technology Inc−$38.9m−449.8K
AMATApplied Materials−$38.8m−53.7K
WDCWestern Digital−$36.2m−134.0K
BACBank of America−$35.6m−730.0K
UBERUber−$34.5m−480.0K

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

CompanyValue last quarterShares
WDCWestern Digital$36.2m134.0K
BACBank of America$35.6m730.0K
UBERUber$34.5m480.0K
TERTeradyne$32.7m110.3K
BSXBoston Scientific$31.4m500.0K
TXNTexas Instruments$30.9m159.1K
JEFJefferies Financial Group Inc.$16.4m398.0K
INVZInnoviz Technologies Ltd.$880,9081.39M
WFCWells Fargo$662,5798.5K
VRNSVaronis Systems Inc$579,69027.0K
CRMSalesforce$171,736920
SNPSSynopsys Inc$162,160409
PGProcter & Gamble$104,141721
XPOXPO, Inc.$98,831508
MTZMastec Inc$95,235296
CRSCarpenter Technology Corp$94,596240
TWLOTwilio Inc$91,849730
NXTNextpower Inc.$86,434717
TKOTKO Group Holdings$84,693420
ONTOOnto Innovation Inc.$84,079410
MTSIMacom Technology Solutions Holdings, Inc.$83,276375
MSIMotorola Solutions$74,209171
VRTXVertex Pharmaceuticals$64,748145
CSXCSX Corporation$63,2171.5K
FISVFiserv$62,4961.1K
ZTSZoetis$61,587521
EWEdwards Lifesciences$60,941761
RMDResMed|$60,610270
RRXRegal Rexnord Corp$60,110321
WSMWilliams-Sonoma, Inc.$59,987329
  • Technology57.8%
  • Health Care19.5%
  • Consumer Discretionary7.0%
  • Industrials4.7%
  • Utilities3.9%
  • Communication Services3.3%
  • Financials3.0%
  • Energy0.6%
  • Materials0.2%
  • Consumer Staples0.0%
  • Real Estate0.0%

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

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 19, 2016 to November 2, 2026+14.6%+15.5%0.630.80−37.8%1.16
2018 onwardsJanuary 5, 2018 to November 2, 2026+15.1%+13.9%0.610.66−37.8%1.16
Last three yearsNovember 3, 2023 to November 2, 2026+29.1%+21.8%1.071.16−27.7%1.36
Last yearNovember 7, 2025 to November 2, 2026+16.7%+14.2%0.660.84−10.3%1.42

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.