Phoenix Financial Ltd. reported 408 positions worth $8.92B for the quarter ended Jun 30, 2026, up 42.7% on the prior quarter. It opened 82 new positions, added to 173, trimmed 118 and exited 53. Its largest holding is Teva Pharmaceutical Industries Ltd at 16.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1.10M +2,028.3% | $527.02M | 6.2% |
| GLBE Global-E Online Ltd. | +5.14M +2,212.8% | $178.50M | 2.09% |
| PANW Palo Alto Networks Inc | +520.0K +225.4% | $177.33M | 2.87% |
| ONTO Onto Innovation Inc. | +401.8K | $152.07M | 1.71% |
| VST Vistra Corp. | +773.9K +7,545.4% | $122.77M | 1.4% |
| NET Cloudflare, Inc. | +485.7K +150.9% | $119.14M | 2.22% |
| ESLT Elbit Systems Ltd | +139.3K +55.5% | $105.78M | 3.33% |
| AVGO Broadcom Inc. | +263.7K +69.0% | $99.57M | 2.74% |
| FPS Forgent Power Solutions, Inc. | +1.66M | $92.85M | 1.04% |
| NVDA Nvidia Corp | +330.9K +16.8% | $66.18M | 5.17% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | -579.2K -28.3% | $138.02M | 3.91% |
| JHX James Hardie Industries plc | -5.45M -100.0% | $103.22M | Exited |
| GOOG Alphabet Inc. | -240.9K -21.8% | $85.13M | 3.42% |
| COF Capital One Financial Corp | -422.0K -97.9% | $84.67M | 0.021% |
| AAPL Apple Inc. | -82.3K -10.6% | $23.82M | 2.26% |
| TT Trane Technologies plc | -48.1K -79.3% | $23.64M | 0.069% |
| AZN Astrazeneca Plc | -120.0K -86.1% | $22.60M | 0.041% |
| GILT Gilat Satellite Networks Ltd | -1.15M -23.1% | $15.28M | 0.569% |
| VRNS Varonis Systems Inc | -557.8K -100.0% | $11.98M | Exited |
| ARKO ARKO Corp. | -1.94M -100.0% | $10.80M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ONTO Onto Innovation Inc. | +401.8K | $152.07M | 1.71% |
| FPS Forgent Power Solutions, Inc. | +1.66M | $92.85M | 1.04% |
| NYAX Nayax Ltd. | +465.3K | $30.48M | 0.342% |
| SIND Sinda Ltd. | +1.55M | $18.60M | 0.209% |
| SSMR Sunshine Silver Mining & Refining Co | +1.23M | $16.26M | 0.182% |
| MRVL Marvell Technology, Inc. | +28.2K | $8.39M | 0.094% |
| INTC Intel Corp | +39.6K | $5.54M | 0.062% |
| ARM Arm Holdings Plc | +10.0K | $4.69M | 0.053% |
| SPCX Space Exploration Technologies Corp | +21.8K | $3.73M | 0.042% |
| HDB Hdfc Bank Ltd | +90.0K | $2.32M | 0.026% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| JHX James Hardie Industries plc | -5.45M | $103.22M | 1.65% |
| VRNS Varonis Systems Inc | -557.8K | $11.98M | 0.192% |
| ARKO ARKO Corp. | -1.94M | $10.80M | 0.173% |
| ODD Oddity Tech Ltd | -607.1K | $8.12M | 0.13% |
| CME Cme Group Inc. | -8,170 | $2.41M | 0.039% |
| PEG Public Service Enterprise Group Inc | -25.0K | $2.02M | 0.032% |
| INTU Intuit Inc. | -4,597 | $1.99M | 0.032% |
| CACC Credit Acceptance Corp | -2,940 | $1.24M | 0.02% |
| BTU Peabody Energy Corp | -30.0K | $988.50K | 0.016% |
| T At&T Inc. | -30.6K | $888.13K | 0.014% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TEVA Teva Pharmaceutical Industries Ltd | Healthcare | 42.93M | $1.45B | 16.31% | +156.0K | +0.4% | Added | 3.68% |
| 2 | TSEM Tower Semiconductor Ltd | Technology | 3.51M | $913.65M | 10.25% | +115.1K | +3.4% | Added | 3.13% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1.16M | $553.00M | 6.2% | +1.10M | +2,028.3% | Added | 0.02% |
| 4 | NVDA Nvidia Corp | Technology | 2.31M | $461.19M | 5.17% | +330.9K | +16.8% | Added | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1.46M | $348.94M | 3.91% | -579.2K | -28.3% | Reduced | 0.01% |
| 6 | NVMI Nova Ltd. | Technology | 617.6K | $335.07M | 3.76% | +40.6K | +7.0% | Added | 2.05% |
| 7 | GOOG Alphabet Inc. | Technology | 861.9K | $304.54M | 3.42% | -240.9K | -21.8% | Reduced | 0.02% |
| 8 | ESLT Elbit Systems Ltd | Industrials | 390.4K | $296.50M | 3.33% | +139.3K | +55.5% | Added | 0.85% |
| 9 | MSFT Microsoft Corp | Technology | 794.6K | $296.29M | 3.32% | +45.2K | +6.0% | Added | 0.01% |
| 10 | PANW Palo Alto Networks Inc | Technology | 750.7K | $256.01M | 2.87% | +520.0K | +225.4% | Added | 0.09% |
| 11 | AVGO Broadcom Inc. | Technology | 646.0K | $243.96M | 2.74% | +263.7K | +69.0% | Added | 0.01% |
| 12 | AAPL Apple Inc. | Technology | 695.0K | $201.14M | 2.26% | -82.3K | -10.6% | Reduced | 0% |
| 13 | NET Cloudflare, Inc. | Technology | 807.6K | $198.07M | 2.22% | +485.7K | +150.9% | Added | 0.25% |
| 14 | EMR Emerson Electric Co | Industrials | 1.37M | $195.82M | 2.2% | +46.4K | +3.5% | Added | 0.24% |
| 15 | GLBE Global-E Online Ltd. | Technology | 5.37M | $186.57M | 2.09% | +5.14M | +2,212.8% | Added | 3.16% |
Tip. Select a row to see that position’s full history at Phoenix Financial.
As of its Q2 2026 13F filing, Phoenix Financial Ltd.’s five largest positions were Teva Pharmaceutical Industries Ltd (TEVA) at 16.3%, Tower Semiconductor Ltd (TSEM) at 10.2%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.2%, Nvidia Corp (NVDA) at 5.2%, Amazon Com Inc (AMZN) at 3.9% of the reported portfolio.
Phoenix Financial Ltd. reported a 13F portfolio worth $8.92B across 408 positions for Q2 2026. That is up 42.7% from the previous quarter.
Its largest purchases by value were Taiwan Semiconductor Manufacturing Co Ltd ($527.02M), Global-E Online Ltd. ($178.50M), Palo Alto Networks Inc ($177.33M). It opened 82 new positions.
Its largest sales by value were Amazon Com Inc ($138.02M), James Hardie Industries plc ($103.22M), Alphabet Inc. ($85.13M). It exited 53 positions entirely.
From the Form 13F-HR reports Phoenix Financial Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.