Filed: 5/1/2024ACC: 0001178913-24-001511
📋 What this filing means
MEITAV INVESTMENT HOUSE LTD filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $5.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$5.10B
Total AUM (reported)
84.51M
Total Shares
Allocation by class
COM$1.20B23.5%
SHS$357.12M7.0%
TR UNIT$347.66M6.8%
FINANCIAL$296.13M5.8%
UNIT SER 1$287.88M5.6%
S&P500 EQL WGT$246.70M4.8%
CL A$235.42M4.6%
Portfolio Concentration
Top 3$931.67M18.3%
4–10$1.16B22.7%
11–25$1.21B23.8%
Rest$1.80B35.2%
Top 3 weight
18.3%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 5.10B
Sole
Full voting authority
5.10B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other230
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings230
Rows:
SPDR S&P 500 ETF TR
DFNDShares664.65K
TypeSH
Market value$347.66M
6.81%
Sole
347.66M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares7.03M
TypeSH
Market value$296.13M
5.80%
Sole
296.13M
Shared
0.00
None
0.00
INVESCO QQQ TR
DFNDShares648.37K
TypeSH
Market value$287.88M
5.64%
Sole
287.88M
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
DFNDShares1.46M
TypeSH
Market value$246.70M
4.83%
Sole
246.70M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
DFNDShares1.26M
TypeSH
Market value$231.04M
4.53%
Sole
231.04M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares1.25M
TypeSH
Market value$185.10M
3.63%
Sole
185.10M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares733.30K
TypeSH
Market value$132.29M
2.59%
Sole
132.29M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares1.61M
TypeSH
Market value$131.62M
2.58%
Sole
131.62M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares246.37K
TypeSH
Market value$119.65M
2.34%
Sole
119.65M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares126.13K
TypeSH
Market value$113.98M
2.23%
Sole
113.98M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares896.24K
TypeSH
Market value$112.89M
2.21%
Sole
112.89M
Shared
0.00
None
0.00
WISDOMTREE TR
DFNDShares2.58M
TypeSH
Market value$112.29M
2.20%
Sole
112.29M
Shared
0.00
None
0.00
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares6.07M
TypeSH
Market value$103.48M
2.03%
Sole
103.48M
Shared
0.00
None
0.00
GLOBAL X FDS
DFNDShares2.45M
TypeSH
Market value$97.72M
1.91%
Sole
97.72M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares189.68K
TypeSH
Market value$91.36M
1.79%
Sole
91.36M
Shared
0.00
None
0.00
ICL GROUP LTD
DFNDShares16.75M
TypeSH
Market value$88.81M
1.74%
Sole
88.81M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares417.98K
TypeSH
Market value$87.05M
1.71%
Sole
87.05M
Shared
0.00
None
0.00
NOVA LTD
DFNDShares434.62K
TypeSH
Market value$76.59M
1.50%
Sole
76.59M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares373.59K
TypeSH
Market value$74.84M
1.47%
Sole
74.84M
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
DFNDShares173.28K
TypeSH
Market value$72.39M
1.42%
Sole
72.39M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
DFNDShares1.94M
TypeSH
Market value$64.77M
1.27%
Sole
64.77M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.59M
TypeSH
Market value$63.05M
1.24%
Sole
63.05M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares381.83K
TypeSH
Market value$58.14M
1.14%
Sole
58.14M
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares185.98K
TypeSH
Market value$56.05M
1.10%
Sole
56.05M
Shared
0.00
None
0.00
VISA INC
DFNDShares197.74K
TypeSH
Market value$55.18M
1.08%
Sole
55.18M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRDFND | TR UNIT | 664.65K | SH | $347.66M 6.81% | 347.66M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | FINANCIAL | 7.03M | SH | $296.13M 5.80% | 296.13M | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 648.37K | SH | $287.88M 5.64% | 287.88M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 1.46M | SH | $246.70M 4.83% | 246.70M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IIDFND | NASDAQ 100 ETF | 1.26M | SH | $231.04M 4.53% | 231.04M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | SBI HEALTHCARE | 1.25M | SH | $185.10M 3.63% | 185.10M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 733.30K | SH | $132.29M 2.59% | 132.29M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | COMMUNICATION | 1.61M | SH | $131.62M 2.58% | 131.62M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 246.37K | SH | $119.65M 2.34% | 119.65M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 126.13K | SH | $113.98M 2.23% | 113.98M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | INDL | 896.24K | SH | $112.89M 2.21% | 112.89M | 0.00 | 0.00 |
WISDOMTREE TRDFND | INDIA ERNGS FD | 2.58M | SH | $112.29M 2.20% | 112.29M | 0.00 | 0.00 |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 6.07M | SH | $103.48M 2.03% | 103.48M | 0.00 | 0.00 |
GLOBAL X FDSDFND | US INFR DEV ETF | 2.45M | SH | $97.72M 1.91% | 97.72M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 189.68K | SH | $91.36M 1.79% | 91.36M | 0.00 | 0.00 |
ICL GROUP LTDDFND | SHS | 16.75M | SH | $88.81M 1.74% | 88.81M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | TECHNOLOGY | 417.98K | SH | $87.05M 1.71% | 87.05M | 0.00 | 0.00 |
NOVA LTDDFND | COM | 434.62K | SH | $76.59M 1.50% | 76.59M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 373.59K | SH | $74.84M 1.47% | 74.84M | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCDFND | COM | 173.28K | SH | $72.39M 1.42% | 72.39M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 1.94M | SH | $64.77M 1.27% | 64.77M | 0.00 | 0.00 |
ISHARES TRDFND | MSCI CHINA ETF | 1.59M | SH | $63.05M 1.24% | 63.05M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 381.83K | SH | $58.14M 1.14% | 58.14M | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 185.98K | SH | $56.05M 1.10% | 56.05M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 197.74K | SH | $55.18M 1.08% | 55.18M | 0.00 | 0.00 |
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