CIK: 0001376192
Total reported value
$16.6B
Reporting period: 2026-03-31 · Number of holdings: 214
Clal Insurance Enterprises Holdings Ltd disclosed 214 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $16.6B and a quarterly turnover rate of 26.7%.
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Clal Insurance Enterprises Holdings Ltd's disclosed holdings carry a Herfindahl concentration index of 0.046 — mathematically equivalent to about 22 equally-sized positions, well below its 214 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.97), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim QQQM
-46.0% -$345.7M
Add ESLT
+4.5% $458.0M
Add ENLT
+18.2% $325.5M
Trim VOO
+2.0% -$64.6M
Add MAGS
+101.1% $235.0M
Trim SPY
+1.0% -$50.5M
This quarter is a pure momentum sprint. Clal dumped QQQM beta, rotated cash into specific semiconductor and hardware tickers (ESLT, MAGS, NVMI), and initiated SHLD. The mandate is clear: capture the earnings run while trimming trailing basket weights.
The regime bet rests on sustained semi-conductor capex and manufacturing normalization driving sector leadership. The opposing thesis argues mega-cap tech fatigue will force a broad value rotation, but Clal’s 74% sector conviction and 100 momentum score lock into the hard-tech upcycle until volume breaks.
Carrying a 214-position book with extreme sector tilts creates silent drag from index drift and rebalancing friction. The strategy assumes continuous price appreciation; any volatility squeeze will amplify losses across the lower-conviction trailing positions, compressing returns before macro catalysts even materialize.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.26% | -1.37% | +1.96% | |
| 2 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 8.14% | +2.37% | +4.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.85% | -0.89% | +0.96% | |
| 4 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.91% | -0.65% | +2.79% | |
| 5 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 4.66% | +1.77% | +18.18% | |
| 6 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 4.12% | +0.48% | -17.63% | |
| 7 | MAGS | Roundhill Magnificent Seven | ETF-Other | 3.26% | +1.28% | +101.08% | |
| 8 | NVMI | Nova Ltd. | Stock-Other | 3.14% | +0.58% | +0.14% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.15% | -2.38% | -45.95% | |
| 10 | KEN | Kenon Holdings Ltd. | Stock-Other | 1.99% | +0.53% | +17.12% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.92% | — | +3.75% | |
| 12 | CAMT | Camtek Ltd. | Stock-Other | 1.68% | +0.37% | -1.12% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.52% | -0.23% | -10.65% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.43% | — | — | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.32% | +0.68% | +107.27% | |
| 16 | ORA | Ormat Technologies INC | Stock-Utilities | 1.30% | — | -0.61% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | -0.19% | -0.48% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | — | +18.86% | |
| 19 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.08% | — | -0.91% | |
| 20 | WDC | Western Digital CORP | Stock-Tech | 1.06% | +0.69% | +94.23% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.03% | +0.67% | +151.21% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | — | +1.34% | |
| 23 | NTR | Nutrien LTD | Stock-Materials | 0.99% | +0.03% | -8.80% | |
| 24 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.96% | — | +0.16% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | -0.18% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.34% | -0.26% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | — | +0.00% | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 0.80% | — | +0.23% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.77% | +0.59% | +360.75% | |
| 30 | EPI | Wisdomtree India Earnings | ETF-Other | 0.74% | -0.16% | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.73% | — | — | |
| 32 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.72% | +0.72% | NEW | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.40% | +112.62% | |
| 34 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.70% | — | -0.00% | |
| 35 | ICL | ICL Group Ltd | Stock-Other | 0.68% | — | +12.81% | |
| 36 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.68% | -0.55% | -37.18% | |
| 37 | MRVL | Marvell Technology INC | Stock-Tech | 0.66% | — | -15.78% | |
| 38 | AAPL | Apple INC | Stock-Tech | 0.62% | — | -0.50% | |
| 39 | TAN | Invesco Solar ETF | ETF-Other | 0.60% | +0.60% | NEW | |
| 40 | FORTY | Formula Systems 1985-sp Adr | Stock-Other | 0.59% | -0.31% | — | |
| 41 | PAVE | Global X US Infrastructure | ETF-Other | 0.57% | — | — | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.55% | — | — | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.52% | +0.12% | -11.11% | |
| 44 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.50% | +0.50% | NEW | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.19% | -10.19% | |
| 46 | AMAT | Applied Materials INC | Stock-Tech | 0.47% | — | -13.90% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.45% | -0.73% | -46.42% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | -0.16% | -36.97% | |
| 49 | SNDK | Sandisk CORP | Stock-Tech | 0.44% | — | -65.78% | |
| 50 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.40% | — | — |
Performance for Q3 2026
-0.6%
Performance Last 4 Quarters
+34.2%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 214 | $16.6B | 27 | |
| 2025-12-31 | 215 | $15.5B | 39 | |
| 2025-09-30 | 215 | $13.1B | 51 | |
| 2025-06-30 | 205 | $10.2B | 0 | |
| 2025-03-31 | 202 | $9.7B | 100 | |
| 2024-12-31 | 191 | $11.1B | 0 | |
| 2024-09-30 | 124 | $11.3B | 0 | |
| 2024-06-30 | 126 | $9.6B | 0 | |
| 2024-03-31 | 137 | $8.9B | 0 | |
| 2023-12-31 | 125 | $7.6B | 0 | |
| 2023-09-30 | 131 | $7.2B | 0 | |
| 2023-06-30 | 149 | $8.4B | 0 | |
| 2023-03-31 | 145 | $6.7B | 0 | |
| 2022-12-31 | 160 | $6.7B | 0 | |
| 2022-09-30 | 168 | $7.3B | 0 | |
| 2022-06-30 | 172 | $7.5B | 0 | |
| 2022-03-31 | 189 | $9.5B | 0 | |
| 2021-12-31 | 217 | $9.2B | 0 | |
| 2021-09-30 | 220 | $8.8B | 0 | |
| 2021-06-30 | 222 | $8.7B | 100 | |
| 2021-03-31 | 224 | $8.6B | 56 | |
| 2020-12-31 | 137 | $7.4B | 46 | |
| 2020-09-30 | 140 | $5.9B | 41 | |
| 2020-06-30 | 138 | $5.0B | 55 | |
| 2020-03-31 | 125 | $4.0B | 100 | |
| 2019-12-31 | 115 | $93.2M | 100 | |
| 2019-09-30 | 119 | $4.1B | 42 | |
| 2019-06-30 | 112 | $4.3B | 38 | |
| 2019-03-31 | 106 | $4.1B | 54 | |
| 2018-12-31 | 100 | $3.8B | 41 | |
| 2018-09-30 | 93 | $3.8B | 22 | |
| 2018-06-30 | 82 | $3.9B | 28 | |
| 2018-03-31 | 73 | $3.8B | 26 | |
| 2017-12-31 | 65 | $3.8B | 34 | |
| 2017-09-30 | 65 | $4.1B | 38 | |
| 2017-06-30 | 70 | $5.0B | 22 | |
| 2017-03-31 | 69 | $4.9B | 47 | |
| 2016-12-31 | 71 | $5.3B | 51 | |
| 2016-09-30 | 89 | $4.4B | 100 | |
| 2016-06-30 | 107 | $3.9B | 35 | |
| 2016-03-31 | 98 | $3.4B | 26 | |
| 2015-12-31 | 89 | $3.7B | 38 | |
| 2015-09-30 | 91 | $3.9B | 22 | |
| 2015-06-30 | 106 | $4.3B | 25 | |
| 2015-03-31 | 120 | $4.3B | 47 | |
| 2014-12-31 | 132 | $4.2B | — |
Clal Insurance Enterprises Holdings Ltd's most significant position changes for 2026-03-31: New buy: Global X Defense Tech ETF (SHLD); New buy: Invesco Solar ETF (TAN); Sold out: Magic Software Enterprises (MGIC); New buy: Ss Spdr S&p Regional Bank (KRE); New buy: Coherent CORP (COHR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESLT | Elbit Systems Ltd. | +2.4% | +4.46% | Add |
| 2 | ENLT | Enlight Renewable Energy Ltd | +1.8% | +18.18% | Add |
| 3 | MAGS | Roundhill Magnificent Seven | +1.3% | +101.08% | Add |
| 4 | WDC | Western Digital CORP | +0.7% | +94.23% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.7% | +107.27% | Add |
| 6 | KLAC | Kla CORP | +0.7% | +151.21% | Add |
| 7 | ACWI | Ishares Msci Acwi ETF | +0.6% | +360.75% | Add |
| 8 | NVMI | Nova Ltd. | +0.6% | +0.14% | Add |
| 9 | KEN | Kenon Holdings Ltd. | +0.5% | +17.12% | Add |
| 10 | TSEM | Tower Semiconductor Ltd. | +0.5% | -17.63% | Trim |
| 11 | ETN | Eaton Corporation plc | +0.4% | +112.62% | Add |
| 12 | CAMT | Camtek Ltd. | +0.4% | -1.12% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.2% | +94326.42% | Add |
| 14 | PANW | Palo Alto Networks INC | +0.2% | +564.28% | Add |
| 15 | TSLA | Tesla INC | +0.2% | +159169.39% | Add |
| 16 | SEDG | Solaredge Technologies INC | +0.2% | +35.72% | Add |
| 17 | SOXX | Ishares Semiconductor ETF | +0.2% | +1111.63% | Add |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | -11.11% | Trim |
| 19 | MA | Mastercard INC - A | +0.1% | +62.33% | Add |
| 20 | NTR | Nutrien LTD | 0% | -8.80% | Trim |
| 21 | VRNS | Varonis Systems INC | -0.1% | — | Unchanged |
| 22 | ODD | Oddity Tech Ltd. | -0.1% | -62.68% | Trim |
| 23 | CLBT | Cellebrite DI Ltd. | -0.1% | -8.64% | Trim |
| 24 | LRCX | Lam Research CORP | -0.2% | -36.97% | Trim |
| 25 | EPI | Wisdomtree India Earnings | -0.2% | — | Unchanged |
| 26 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -29.88% | Trim |
| 27 | XLF | Ss Financial Select Sector | -0.2% | — | Unchanged |
| 28 | LLY | Eli Lilly & Co | -0.2% | -10.19% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.48% | Trim |
| 30 | BUG | Global X Cybersecurity ETF | -0.2% | -32.00% | Trim |
| 31 | EEM | Ishares Msci Emerging Market | -0.2% | -10.65% | Trim |
| 32 | MU | Micron Technology INC | -0.3% | -97.99% | Trim |
| 33 | FORTY | Formula Systems 1985-sp Adr | -0.3% | — | Unchanged |
| 34 | MSFT | Microsoft CORP | -0.3% | -0.26% | Trim |
| 35 | GLD | Spdr Gold Shares | -0.4% | -67.20% | Trim |
| 36 | ZIM | ZIM Integrated Shipping Services Ltd. | -0.5% | -83.70% | Trim |
| 37 | KBWB | Invesco Kbw Bank ETF | -0.6% | -37.18% | Trim |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | -0.7% | +2.79% | Add |
| 39 | IGV | Ishares Expanded Tech-softwa | -0.7% | -46.42% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | +0.96% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | -1.4% | +1.96% | Add |
| 42 | QQQM | Invesco Nasdaq 100 ETF | -2.4% | -45.95% | Trim |
| 43 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 44 | TAN | Invesco Solar ETF | — | NEW | New buy |
| 45 | MGIC | Magic Software Enterprises | — | EXIT | Sold out |
| 46 | KRE | Ss Spdr S&p Regional Bank | — | NEW | New buy |
| 47 | COHR | Coherent CORP | — | NEW | New buy |
| 48 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
| 49 | PPH | Vaneck Pharmaceutical ETF | — | EXIT | Sold out |
| 50 | PINS | Pinterest Inc- Class A | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-06 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-12 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-08-14 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-08-14 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-01 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-05 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-04 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-05 | 13F-HR | View on EDGAR |
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