Phoenix Financial Ltd.
•CIK: 1679543•Filing: Q4 2025
Phoenix Financial Ltd., managed by the seasoned strategist Alex Mercer, currently oversees $9.2 billion in assets with a focus on high-conviction, concentrated bets, as evidenced by its top holdings in TEVA and XL. Recently, the fund has made notable moves by adding ALB, URA, and BTU, while significantly increasing positions in PRS and WBKCY, reflecting a strategy of capitalizing on undervalued opportunities and market inefficiencies.
Total AUM
$9.2B
+ $144.3K in options
QoQ Performance
+12.2%
Positions
388
+ 4 options
Top 10 Concentration
47.7%
Latest Filing
Q4 2025
Top Holdings Allocation
TEVA
XLI
TEVA13.9%
XLI6.6%
TSEM4.9%
AMZN3.6%
MSFT3.4%
NVDA3.4%
RSP3.4%
GOOG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.2%
Technology16.0%
Consumer4.8%
Financial2.3%
Healthcare1.0%
ETF0.8%
Materials0.2%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+275 more exited positions
Changes from Q3 2025
NEW10 new positions
↑80 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023