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MENORA MIVTACHIM HOLDINGS LTD.

13F filer · CIK 1351917 · Ramat Gan

Summary
MENORA MIVTACHIM HOLDINGS LTD. reported $25.63B across 175 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are NVDA (6.7%), AAPL (6.6%), GOOGL (5.3%). Versus 2026 Q1, leaving options aside, it opened 28 new positions, added to 41, trimmed 30 and sold out of 10.
Reported value$25.63B
Positions175incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions28
Added41
Trimmed30
Sold out10

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 6.7%Value $1.70BPrice $228.86Shares 8.52M -4.25%Since Jun 30 +14.38%
Weight 6.6%Value $1.70BPrice $338.40Shares 5.86M +0.03%Since Jun 30 +16.95%
Weight 5.3%Value $1.36BPrice $342.75Shares 3.81M +9.42%Since Jun 30 -4.09%
Weight 5.3%Value $1.35BPrice $38.88Shares 39.85M +0.58%Since Jun 30 +14.76%
Weight 3.2%Value $825.57MPrice $246.15Shares 3.46M +23.35%Since Jun 30 +3.28%
Weight 3.1%Value $784.26MPrice $509.22Shares 2.10M -8.06%Since Jun 30 +36.51%
Weight 3.1%Value $781.99MPrice $349.57Shares 2.07M +0.07%Since Jun 30 -7.46%
Weight 2.9%Value $737.19MPrice $1054Shares 639KSince Jun 30 -8.69%
Weight 2.6%Value $665.41MPrice $168.78Shares 3.59M -16.99%Since Jun 30 -8.88%
Weight 2.6%Value $654.75MPrice $370.42Shares 1.21M +3.48%Since Jun 30 -31.78%
Weight 2.5%Value $631.94MPrice $486.76Shares 874K -24.41%Since Jun 30 -32.67%
Weight 2.0%Value $511.07MPrice $600.01Shares 779K -34.87%Since Jun 30 -8.52%
Weight 1.7%Value $426.11MPrice $568.26Shares 830K +19.80%Since Jun 30 +10.64%
Weight 1.4%Value $370.64MPrice $33.78Shares 10.42M +54.26%Since Jun 30 -5.03%
Weight 1.4%Value $365.99MPrice $62.10Shares 6.89M -20.55%Since Jun 30 +16.93%
Weight 1.4%Value $359.10MPrice $452.88Shares 752K +0.13%Since Jun 30 -5.17%
Weight 1.4%Value $352.87MPrice $1185Shares 294K +0.14%Since Jun 30 -1.22%
Weight 1.3%Value $343.64MPrice $357.45Shares 817KSince Jun 30 -15.01%
Weight 1.3%Value $342.42MPrice $142.61Shares 2.10M +1.25%Since Jun 30 -12.57%
Weight 1.1%Value $286.66MPrice $266.28Shares 1.14MSince Jun 30 +5.82%
Weight 1.1%Value $282.27MPrice $209.47Shares 1.29MSince Jun 30 -4.11%
Weight 1.0%Value $264.90MPrice $171.26Shares 1.67M -3.73%Since Jun 30 +7.94%
Weight 1.0%Value $263.77MPrice $715.62Shares 468K -46.06%Since Jun 30 +27.04%
Weight 1.0%Value $253.79MPrice $87.18Shares 3.12MSince Jun 30 +7.27%
Weight 1.0%Value $252.95MPrice $336.59Shares 773K +0.19%Since Jun 30 +2.83%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

NETNETCLOUDFLARE INC≈ $241.17MNew
VANECK ETF TRUSTNo ticker match≈ $184.08MNew
DDOGDDOGDATADOG INC≈ $163.86MNew
OIHOIHVANECK ETF TRUST≈ $159.33MAdd

Largest sells in 2026 Q2

IYTIYTISHARES TR≈ $237.52MTrim
METAMETAMETA PLATFORMS INC≈ $228.79MTrim
XLPXLPSELECT SECTOR SPDR TR≈ $182.59MTrim
SMHSMHVANECK ETF TRUST≈ $159.94MTrim
XLIXLISELECT SECTOR SPDR TR≈ $118.92MTrim

Options

Notional value, listed apart from stocks

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR