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CIK: 0001324290
Total reported value
$8.0B
$8.0B
314 檔
18.6%
As reported in its official Q2 2025 Form 13F filing, Altshuler Shaham Ltd's tracked investment portfolio stood at $8.0B with 314 total positions.
In Q2 2025, Altshuler Shaham Ltd displayed an active expansion posture, initiating 39 new positions and adding to 65 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 11.49% | -0.01% | -6.80% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 10.74% | -0.33% | +184.06% | |
| 3 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 10.29% | -2.30% | -0.70% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 8.73% | -2.17% | +28.75% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.19% | +0.40% | -62.33% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.19% | +1.17% | -50.63% | |
| 7 | ZM | Zoom Communications Inc | Stock-Tech | 5.05% | -0.39% | -0.77% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.59% | -0.02% | -48.99% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 4.38% | +1.52% | — | |
| 10 | ICE | Intercontinental Exchange In | Stock-Financials | 4.11% | -1.64% | +0.86% | |
| 11 | NTR | Nutrien LTD | Stock-Materials | 3.95% | +0.26% | — | |
| 12 | NVMI | Nova Ltd. | Stock-Other | 3.52% | +0.75% | +22273.07% | |
| 13 | ENTG | Entegris Inc | Stock-Tech | 3.13% | — | — | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.93% | -1.23% | -0.85% | |
| 15 | HLN | Haleon Plc-adr | Stock-Healthcare | 2.61% | -0.02% | — | |
| 16 | LGIH | Lgi Homes Inc | Stock-Other | 1.26% | -0.21% | +26.10% | |
| 17 | UPB | Upstream Bio Inc | Stock-Other | 1.18% | -0.03% | +4.92% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +1.13% | -96.11% | |
| 19 | ETOR | eToro Group Ltd. | Stock-Other | 0.85% | -0.01% | — | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | — | -22.44% | |
| 21 | PFLT | Pennantpark Floating Rate Ca | Stock-Other | 0.57% | -0.05% | +9.98% | |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.46% | -0.94% | +22.98% | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.38% | -0.07% | +32.95% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +2.85% | -5.69% | |
| 25 | ICL | ICL Group Ltd | Stock-Other | 0.31% | -0.56% | -13.10% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -1.39% | -98.54% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.28% | +2.22% | -96.11% | |
| 28 | KEN | Kenon Holdings Ltd. | Stock-Other | 0.27% | -0.04% | +17.36% | |
| 29 | CEG | Constellation Energy | Stock-Utilities | 0.26% | -0.02% | -0.71% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 0.20% | -0.01% | -17.46% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | — | — | |
| 32 | TLN | Talen Energy CORP | Stock-Utilities | 0.18% | — | -49.78% | |
| 33 | VST | Vistra CORP | Stock-Utilities | 0.18% | -0.02% | +147.33% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.02% | +467.21% | |
| 35 | NRG | Nrg Energy Inc | Stock-Utilities | 0.16% | -0.01% | +437.09% | |
| 36 | MSTR 8 PERPBond | Strategy Inc | Bond | 0.16% | — | — | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.15% | — | +44.40% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.14% | +0.08% | -21.25% | |
| 39 | ✓ | Delek Logistics Partners LP | Stock-Other | 0.12% | -0.05% | +48.54% | |
| 40 | LNG | Cheniere Energy Inc | Stock-Energy | 0.11% | -0.01% | — | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.11% | — | EXIT | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.02% | -43.71% | |
| 43 | INMD | InMode Ltd. | Stock-Other | 0.09% | -0.02% | — | |
| 44 | NBIS | Nebius Group N.V. | Stock-Other | 0.09% | +0.05% | — | |
| 45 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.09% | — | — | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.08% | -0.01% | — | |
| 47 | CROX | Crocs Inc | Stock-Consumer Disc | 0.08% | — | -94.26% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.07% | — | -34.96% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.07% | — | — | |
| 50 | PWR | Quanta Services Inc | Stock-Industrials | 0.07% | -0.02% | +77.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +8.6% | +184.06% | Add |
| 2 | PANW | Palo Alto Networks Inc | +4.4% | +28.75% | Add |
| 3 | WFC | Wells Fargo & Co | +4.4% | NEW | New buy |
| 4 | NVMI | Nova Ltd. | +3.5% | +22273.07% | Add |
| 5 | CAT | Caterpillar Inc | +3.5% | -6.80% | Trim |
| 6 | ESLT | Elbit Systems Ltd. | +3.5% | -0.70% | Trim |
| 7 | ENTG | Entegris Inc | +3.1% | NEW | New buy |
| 8 | NTR | Nutrien LTD | +1.4% | — | Unchanged |
| 9 | ZM | Zoom Communications Inc | +1.4% | -0.77% | Trim |
| 10 | ICE | Intercontinental Exchange In | +1.2% | +0.86% | Add |
| 11 | UBER | Uber Technologies Inc | +1.2% | -0.85% | Trim |
| 12 | UPB | Upstream Bio Inc | +1.1% | +4.92% | Add |
| 13 | ETOR | eToro Group Ltd. | +0.9% | NEW | New buy |
| 14 | HLN | Haleon Plc-adr | +0.6% | — | Unchanged |
| 15 | LGIH | Lgi Homes Inc | +0.3% | +26.10% | Add |
| 16 | GEV | GE Vernova Inc | +0.3% | -22.44% | Trim |
| 17 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | +22.98% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 19 | FCX | Freeport-mcmoran Inc | +0.2% | +32.95% | Add |
| 20 | MSTR 8 PERPBond | Strategy Inc | +0.2% | NEW | New buy |
| 21 | NRG | Nrg Energy Inc | +0.2% | +437.09% | Add |
| 22 | VST | Vistra CORP | +0.2% | +147.33% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +467.21% | Add |
| 24 | KEN | Kenon Holdings Ltd. | +0.1% | +17.36% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | -5.69% | Trim |
| 26 | PFLT | Pennantpark Floating Rate Ca | +0.1% | +9.98% | Add |
| 27 | CEG | Constellation Energy | +0.1% | -0.71% | Trim |
| 28 | LNG | Cheniere Energy Inc | +0.1% | NEW | New buy |
| 29 | INMD | InMode Ltd. | +0.1% | NEW | New buy |
| 30 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 31 | SKAA | Skechers USA Inc-cl A | +0.1% | NEW | New buy |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +44.40% | Add |
| 33 | SNOW | Snowflake Inc | +0.1% | -17.46% | Trim |
| 34 | ICL | ICL Group Ltd | +0.1% | -13.10% | Trim |
| 35 | IREN | IREN Limited | +0.1% | NEW | New buy |
| 36 | ✓ | Delek Logistics Partners LP | +0.1% | +48.54% | Add |
| 37 | ADBE | Adobe Inc | +0.1% | +23183.33% | Add |
| 38 | UPST | Upstart Holdings Inc | +0.1% | +9309.52% | Add |
| 39 | PWR | Quanta Services Inc | +0.1% | +77.75% | Add |
| 40 | ETN | Eaton Corporation plc | 0% | +46.94% | Add |
| 41 | APP | Applovin Corp-class A | 0% | -21.25% | Trim |
| 42 | BDC | Belden Inc | 0% | +398.88% | Add |
| 43 | HIPO | Hippo Holdings Inc | 0% | NEW | New buy |
| 44 | NYAX | Nayax Ltd. | 0% | +85.84% | Add |
| 45 | PTON | Peloton Interactive Inc-a | 0% | NEW | New buy |
| 46 | PERI | Perion Network Ltd. | 0% | +127.62% | Add |
| 47 | SO | Southern Co/the | 0% | +178.82% | Add |
| 48 | SMR | Nuscale Power CORP | 0% | +5.54% | Add |
| 49 | MSTR | Strategy Inc | 0% | +133.33% | Add |
| 50 | MSTR | Strategy Inc | 0% | +132.00% | Add |
According to official SEC Form 13F filings, Altshuler Shaham Ltd reported a total U.S. public equity portfolio value of $8.0B across 314 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAT, TSM, ESLT) accounted for 18.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
WFC
市值: $138.0M
Top Position Liquidated / Trimmed
HPQ
前期市值: $6.9M
During Q2 2025, Altshuler Shaham Ltd's top holdings by market value included CAT (11.5%)、TSM (10.7%)、ESLT (10.3%). The largest single position, CAT, represented 11.5% of total portfolio value.
In Q2 2025, Altshuler Shaham Ltd made 170 total portfolio adjustments, initiating 39 new buys, adding to 65 positions, trimming 39 holdings, and fully liquidating 27 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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