MENORA MIVTACHIM HOLDINGS LTD.
SEC Form 13F institutional filer · CIK 0001351917
13F-HR · 82 reported holdings · 2026-03-31
Menora Mivtachim Holdings Ltd. is an insurer.
Reported long-US-equity value
$16.95B
Top-10 concentration
48.6%
MENORA MIVTACHIM HOLDINGS LTD. — $16.9B AUM allocation strategy
MENORA MIVTACHIM HOLDINGS LTD. files SEC Form 13F and reports $16.9B of long US equity value across 82 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 29.0%, followed by Communication Services 8.9% and Financials 5.6%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MENORA MIVTACHIM HOLDINGS LTD. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$16.9B
total across 82 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLB +1.87M sh · +$109M+$SPGI +1.3M sh · +$120M+$AAPL +1.08M sh · +$188M
Biggest trims (shares)
−$BEN −5.04M sh · −$231M−$IVZ −3.52M sh · −$296M−$IYY −2.4M sh · −$148M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.9%—
- Interactive Media & Services8.9%—
- Technology Hardware, Storage & Peripherals8.8%—
- Systems Software5.0%—
- Broadline Retail3.5%—
- Semiconductor Materials & Equipment2.4%—
- Transaction & Payment Processing Services2.0%—
- Financial Exchanges & Data2.0%—
- Other holdings54.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 8.9M | $1.55B | +1M | 9.2% |
| $AAPL | Apple Inc | 5.86M | $1.49B | +1.08M | 8.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 3.48M | $1B | -1.02M | 5.9% |
| $MSFT | Microsoft Corporation | 2.29M | $846M | -571K | 5.0% |
| $AVGO | Broadcom Inc | 2.07M | $640M | +242K | 3.8% |
| $AMZN | Amazon.com Inc | 2.81M | $585M | -529K | 3.5% |
| $META | Meta Platforms Inc | 868K | $497M | +0 | 2.9% |
| $AMAT | Applied Materials Inc | 1.16M | $395M | -671K | 2.3% |
…and 74 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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