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Holders — by stockHoldings — by fund

Altshuler Shaham Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1324290

$8.04B

disclosed book value

486

positions

8.6%

largest position share

Positions, as of 2026-06-30

top 100 of 486 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TSMTAIWAN SEMICONDUCTOR MANUFAC1.4M$690.8M8.6%
2TEVATEVA PHARMACEUTICAL INDS LTD12.5M$411.8M5.1%
3AAPLAPPLE INC1.4M$397.2M4.9%
4GOOGLALPHABET INC1.1M$393.6M4.9%
5NVDANVIDIA CORPORATION2.0M$391.0M4.9%
6AMZNAMAZON COM INC1.6M$388.9M4.8%
7ELBIT SYS LTD483,693$367.1M4.6%
8ENLIGHT RENEWABLE ENERGY LTD3.9M$345.3M4.3%
9CSCOCISCO SYS INC1.9M$228.0M2.8%
10ARMARM HOLDINGS PLC590,484$209.4M2.6%
11ORCLORACLE CORP1.2M$171.1M2.1%
12EXEEXPAND ENERGY CORPORATION1.8M$164.5M2%
13UBERUBER TECHNOLOGIES INC2.2M$161.4M2%
14ADIANALOG DEVICES INC390,458$155.1M1.9%
15BACBANK OF AMER CORP2.7M$151.3M1.9%
16IBMINTERNATIONAL BUSINESS MACHS519,343$146.0M1.8%
17QCOMQUALCOMM INC756,753$139.8M1.7%
18WFCWELLS FARGO & CO1.6M$134.7M1.7%
19RIORIO TINTO PLC1.3M$127.6M1.6%
20NEENEXTERA ENERGY INC1.4M$123.5M1.5%
21CRH PLC1.1M$121.4M1.5%
22ICL GROUP LTD24.0M$120.3M1.5%
23JPMJPMORGAN CHASE & CO360,000$117.8M1.5%
24ANETARISTA NETWORKS INC667,041$113.3M1.4%
25AMTAMERICAN TOWER CORP610,000$99.8M1.2%
26ICEINTERCONTINENTAL EXCHANGE IN805,000$99.1M1.2%
27MSFTMICROSOFT CORP258,503$96.4M1.2%
28LYFTLYFT INC6.4M$93.3M1.2%
29BABAALIBABA GROUP HLDG LTD939,250$90.1M1.1%
30NFLXNETFLIX INC.1.2M$85.2M1.1%
31GOOGALPHABET INC230,278$81.3M1%
32APPAPPLOVIN CORP155,561$80.1M1%
33HOODROBINHOOD MKTS INC770,433$77.3M1%
34ZMZOOM COMMUNICATIONS INC861,615$74.4M0.9%
35NOVA LTD139,615$73.8M0.9%
36ALBALBEMARLE CORP528,846$71.4M0.9%
37DELEK LOGISTICS PARTNERS LP257,002$65.6M0.8%
38INTCINTEL CORP438,487$61.2M0.8%
39HONEYWELL INTL INC273,000$61.1M0.8%
40HONEYWELL AEROSPACE INC273,000$60.4M0.8%
41MSIMOTOROLA SOLUTIONS INC145,037$60.2M0.7%
42CIENCIENA CORP368,342$58.3M0.7%
43TRMBTRIMBLE INC1.0M$51.4M0.6%
44SHOPSHOPIFY INC442,232$50.5M0.6%
45ADMARCHER DANIELS MIDLAND CO640,000$48.9M0.6%
46CHECK POINT SOFTWARE TECH LT358,549$47.1M0.6%
47SQMSOCIEDAD QUIMICA Y MINERA DE620,000$45.9M0.6%
48ORAORMAT TECHNOLOGIES INC420,221$45.9M0.6%
49LGIHLGI HOMES INC714,265$45.5M0.6%
50DEODIAGEO PLC500,000$40.2M0.5%
51TOWER SEMICONDUCTOR LTD142,910$36.7M0.5%
52ARCCARES CAPITAL CORP1.6M$30.6M0.4%
53MELIMERCADOLIBRE INC17,546$29.8M0.4%
54FSLRFIRST SOLAR INC124,897$29.5M0.4%
55NTRNUTRIEN LTD377,505$23.8M0.3%
56TWTRADEWEB MKTS INC205,000$20.4M0.3%
57KENON HLDGS LTD289,964$19.6M0.2%
58NEBIUS GROUP N.V.3.7M$17.9M0.2%
59BXSLBLACKSTONE SECD LENDING FD750,000$17.8M0.2%
60ETORO GROUP LTD366,975$14.5M0.2%
61GEVGE VERNOVA INC11,025$13.0M0.2%
62MSDLMORGAN STANLEY DIRECT LENDIN650,437$9.8M0.1%
63PENNANTPARK FLOATING RATE CA1.0M$7.7M0.1%
64ODDITY TECH LTD492,243$7.4M0.1%
65PWRQUANTA SVCS INC7,720$5.6M0.1%
66EATON CORP PLC12,742$5.4M0.1%
67TSLXSIXTH STREET SPECIALTY LENDI301,460$5.2M0.1%
68FCXFREEPORT MCMORAN INC79,895$5.0M0.1%
69FIXCOMFORT SYS USA INC2,461$4.9M0.1%
70TLNTALEN ENERGY CORP11,851$4.6M0.1%
71CATCATERPILLAR INC4,187$4.5M0.1%
72NXTNEXTPOWER INC34,738$4.1M0.1%
73MTZMASTEC INC9,893$4.1M0.1%
74NRGNRG ENERGY INC28,149$4.1M0.1%
75AEPAMERICAN ELEC PWR CO INC28,792$3.9M0%
76IREN LIMITED1.1M$3.8M0%
77AVGOBROADCOM INC9,657$3.6M0%
78VSTVISTRA CORP22,598$3.6M0%
79ABNBAIRBNB INC25,004$3.6M0%
80NICENICE LTD39,787$3.6M0%
81NEBIUS GROUP N.V.CALL150$3.5M0%
82DDOMINION ENERGY INC50,022$3.4M0%
83WMTWALMART INC29,354$3.3M0%
84IREN LIMITED3.0M$3.3M0%
85CEGCONSTELLATION ENERGY CORP12,979$3.2M0%
86GLWCORNING INC12,249$3.1M0%
87COSTCOSTCO WHOLESALE CORPORATION3,337$3.1M0%
88QQNITY ELECTRONICS INC18,916$3.1M0%
89SPDR GOLD TR32,503$3.1M0%
90SHARKNINJA INC19,367$2.9M0%
91PANWPALO ALTO NETWORKS INC8,090$2.8M0%
92ALABASTERA LABS INC32,524$2.7M0%
93UPBUPSTREAM BIO INC380,061$2.6M0%
94BEBLOOM ENERGY CORP8,475$2.6M0%
95CAMTEK LTD16,215$2.6M0%
96IBKRINTERACTIVE BROKERS GROUP IN29,318$2.6M0%
97NAYAX LTD35,820$2.3M0%
98KMIKINDER MORGAN INC DEL69,447$2.2M0%
99SOSOUTHERN CO21,918$2.1M0%
100CCJCAMECO CORP20,582$2.1M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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