MENORA MIVTACHIM HOLDINGS LTD.
•CIK: 1351917•Filing: Q4 2025
MENORA MIVTACHIM HOLDINGS LTD., managed by veteran Israeli investor Idan Ofer, maintains a concentrated portfolio with a focus on technology and healthcare, as evidenced by top holdings in NVDA, GOOGL, and ISRG. Recently, the fund has shifted its strategy by exiting BRK/B, cutting BA by 99%, and significantly increasing positions in KRE and XLV, reflecting a pivot towards financials and healthcare sectors.
Total AUM
$21.3B
QoQ Performance
+8.0%
Positions
101
Top 10 Concentration
46.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
GOOGL
MSFT
AAPL
TEVA
NVDA6.9%
GOOGL6.6%
MSFT6.5%
AAPL6.1%
TEVA5.8%
AMZN3.6%
AVGO3.0%
XLI2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
Technology33.6%
Consumer8.7%
Healthcare4.8%
Financial3.5%
Industrial1.3%
Consumer Staples1.1%
Real Estate0.9%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW18 new positions
↑60 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023