Phoenix Financial Ltd. reported 414 positions worth $8.08B for the quarter ended Sep 30, 2026, down 11.3% on the prior quarter. It opened 56 new positions, added to 205, trimmed 110 and exited 53. Its largest holding is Nvidia Corp at 7.4% 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 | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVMI Nova Ltd. | +822.7K | +133.2% | $316.82M | 6.86% |
| CAMT Camtek Ltd | +1.78M | +746.3% | $275.08M | 3.86% |
| YPF Ypf Sociedad Anonima | +2.41M | – | $120.98M | 1.5% |
| CEG Constellation Energy Corp | +449.9K | +7,970.4% | $114.29M | 1.43% |
| ORA Ormat Technologies, Inc. | +1.06M | +191.3% | $97.02M | 1.83% |
| NVDA Nvidia Corp | +388.4K | +16.8% | $86.69M | 7.44% |
| CTVA Corteva, Inc. | +1.11M | +15,365.4% | $86.06M | 1.07% |
| ORCL Oracle Corp | +527.2K | +241.6% | $72.40M | 1.27% |
| MRVL Marvell Technology, Inc. | +236.1K | +837.9% | $58.40M | 0.808% |
| PANW Palo Alto Networks Inc | +129.4K | +17.2% | $51.38M | 4.32% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TEVA Teva Pharmaceutical Industries Ltd | -42.93M | -100.0% | $1.45B | Exited |
| TSEM Tower Semiconductor Ltd | -1.13M | -32.3% | $257.82M | 6.68% |
| EMR Emerson Electric Co | -1.17M | -85.5% | $181.41M | 0.381% |
| NET Cloudflare, Inc. | -516.0K | -63.9% | $179.20M | 1.25% |
| MSFT Microsoft Corp | -138.0K | -17.4% | $69.15M | 4.07% |
| AMZN Amazon Com Inc | -246.9K | -16.9% | $60.97M | 3.72% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -88.4K | -7.6% | $40.09M | 6% |
| WFC Wells Fargo & Company | -431.6K | -32.9% | $34.55M | 0.871% |
| IR Ingersoll Rand Inc. | -368.0K | -98.8% | $27.64M | <0.01% |
| GLBE Global-E Online Ltd. | -574.9K | -10.7% | $22.84M | 2.36% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| YPF Ypf Sociedad Anonima | +2.41M | $120.98M | 1.5% |
| KOS Kosmos Energy Ltd. | +18.62M | $47.29M | 0.585% |
| MKSI Mks Inc | +115.8K | $30.74M | 0.38% |
| RITM Rithm Capital Corp. | +424.0K | $3.79M | 0.047% |
| DECK Deckers Outdoor Corp | +34.8K | $2.73M | 0.034% |
| RDDT Reddit, Inc. | +15.7K | $2.24M | 0.028% |
| SCHW Schwab Charles Corp | +14.9K | $1.46M | 0.018% |
| BE Bloom Energy Corp | +3,976 | $1.10M | 0.014% |
| MDLZ Mondelez International, Inc. | +18.9K | $1.10M | 0.014% |
| ARES Ares Management Corp | +6,507 | $755.92K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TEVA Teva Pharmaceutical Industries Ltd | -42.93M | $1.45B | 15.95% |
| TRV Travelers Companies, Inc. | -7,164 | $2.37M | 0.026% |
| HDB Hdfc Bank Ltd | -90.0K | $2.32M | 0.025% |
| SHEL Shell plc | -24.5K | $1.89M | 0.021% |
| PLD Prologis, Inc. | -12.1K | $1.63M | 0.018% |
| BX Blackstone Inc. | -13.8K | $1.62M | 0.018% |
| PGR Progressive Corp | -6,780 | $1.48M | 0.016% |
| LULU lululemon athletica inc. | -8,788 | $1.00M | 0.011% |
| ALC Alcon Inc | -12.1K | $815.97K | <0.01% |
| VEEV Veeva Systems Inc | -3,831 | $678.84K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2.69M | $601.41M | 7.44% | +388.4K | +16.8% | Added | 0.01% |
| 2 | NVMI Nova Ltd. | Technology | 1.44M | $554.67M | 6.86% | +822.7K | +133.2% | Added | 4.78% |
| 3 | TSEM Tower Semiconductor Ltd | Technology | 2.37M | $539.75M | 6.68% | -1.13M | -32.3% | Reduced | 2.12% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1.07M | $485.04M | 6% | -88.4K | -7.6% | Reduced | 0% |
| 5 | PANW Palo Alto Networks Inc | Technology | 880.1K | $349.55M | 4.32% | +129.4K | +17.2% | Added | 0.11% |
| 6 | MSFT Microsoft Corp | Technology | 656.5K | $328.87M | 4.07% | -138.0K | -17.4% | Reduced | 0.01% |
| 7 | CAMT Camtek Ltd | Technology | 2.01M | $311.94M | 3.86% | +1.78M | +746.3% | Added | 4.4% |
| 8 | GOOG Alphabet Inc. | Technology | 899.2K | $305.23M | 3.78% | +37.3K | +4.3% | Added | 0.01% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 1.22M | $300.68M | 3.72% | -246.9K | -16.9% | Reduced | 0.01% |
| 10 | ESLT Elbit Systems Ltd | Industrials | 390.4K | $264.82M | 3.28% | 0 | 0.0% | Unchanged | 0.85% |
| 11 | AVGO Broadcom Inc. | Technology | 673.9K | $234.78M | 2.9% | +27.9K | +4.3% | Added | 0.01% |
| 12 | AAPL Apple Inc. | Technology | 697.1K | $228.49M | 2.83% | +2,068 | +0.3% | Added | 0% |
| 13 | GLBE Global-E Online Ltd. | Technology | 4.80M | $190.59M | 2.36% | -574.9K | -10.7% | Reduced | 2.82% |
| 14 | EXE EXPAND ENERGY Corp | Energy | 2.07M | $174.46M | 2.16% | -5,650 | -0.3% | Reduced | 0.9% |
| 15 | ORA Ormat Technologies, Inc. | Utilities | 1.61M | $147.73M | 1.83% | +1.06M | +191.3% | Added | 2.63% |
Tip. Select a row to see that position’s full history at Phoenix Financial.
As of its Q3 2026 13F filing, Phoenix Financial Ltd.’s five largest positions were Nvidia Corp (NVDA) at 7.4%, Nova Ltd. (NVMI) at 6.9%, Tower Semiconductor Ltd (TSEM) at 6.7%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.0%, Palo Alto Networks Inc (PANW) at 4.3% of the reported portfolio.
Phoenix Financial Ltd. reported a 13F portfolio worth $8.08B across 414 positions for Q3 2026. That is down 11.3% from the previous quarter.
Its largest purchases by value were Nova Ltd. ($316.82M), Camtek Ltd ($275.08M), Ypf Sociedad Anonima ($120.98M). It opened 56 new positions.
Its largest sales by value were Teva Pharmaceutical Industries Ltd ($1.45B), Tower Semiconductor Ltd ($257.82M), Emerson Electric Co ($181.41M). 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.