SEC 13F Intelligence

Managers / Q4 2020 · view latest →

MEITAV INVESTMENT HOUSE LTD

CIK 0001398346 · 1 JABOTINSKY ST., BENE-BERAQ, 5112302 · 972-3-7903041

Reported Value
$2.6B
Q4 2020
Positions
413
Filings on Record
32
2019–present window
Filed
Feb 2, 2021
original filing

Summary

Meitav Investment House Ltd reported $2.6B in U.S.-listed holdings across 413 positions for Q4 2020.

Its largest position, MSFT, represents 2.5% of the portfolio.

Compared with Q3 2020, the fund opened 93 new positions and exited 74.

Portfolio Metrics

Turnover
+15.2%
vs prior filed quarter
Top-10 Concentration
+21.5%
share of reported value
Largest Position
+2.5%
Microsoft
New / Exited
93 / 74
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.8BQ2 ’19: $1.5BQ3 ’19: $1.4BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.7BQ3 ’20: $2.0BQ4 ’20: $2.6BQ4 ’20Q1 ’21: $3.6BQ2 ’21: $7.8BQ3 ’21: $6.1BQ4 ’21: $6.1BQ4 ’21Q1 ’22: $6.7BQ2 ’22: $5.9BQ3 ’22: $5.7BQ4 ’22: $5.8BQ4 ’22Q1 ’23: $5.8BQ2 ’23: $12.5BQ3 ’23: $6.2BQ4 ’23: $6.8BQ4 ’23Q1 ’24: $5.1BQ2 ’24: $5.6BQ3 ’24: $6.0BQ4 ’24: $5.9BQ4 ’24Q1 ’25: $5.4BQ2 ’25: $7.4BQ3 ’25: $7.6BQ4 ’25: $8.7BQ4 ’25Q1 ’26: $9.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 49.3%ETP: 27.7%Other: 15.1%ADR: 6.3%REIT: 1.6%
  • Common Stock · 49.3% · $1.3B
  • ETP · 27.7% · $708M
  • Other · 15.1% · $386M
  • ADR · 6.3% · $161M
  • REIT · 1.6% · $41M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLBSELECT SECTOR SPDR TRNEW+531.7K531.7K+$38M$38M
ISHARES TRNEW+294.4K294.4K+$28M$28M
INVESCO EXCHANGE TRADED FD TNEW+167.4K167.4K+$27M$27M
YUMCYUM CHINA HLDGS INCNEW+370.3K370.3K+$21M$21M
ZTSZOETIS INCNEW+124.8K124.8K+$21M$21M
HLTHILTON WORLDWIDE HLDGS INCNEW+178.2K178.2K+$20M$20M
RFREGIONS FINANCIAL CORP NEWNEW+1.11M1.11M+$18M$18M
GLOBAL X FDSNEW+550.0K550.0K+$15M$15M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

41 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1XLFSELECT SECTOR SPDR TRSBI INT-FINL · SBI INT-INDS · SBI MATERIALS · TECHNOLOGY · SBI HEALTHCARE · SBI CONS DISCR9.18%$234M3.64M
2ISHARES TRCORE S&P500 ETF · US BR DEL SE ETF · US AER DEF ETF · US HOME CONS ETF5.60%$143M1.25M
3MSFTMICROSOFT CORPhistory →COM2.54%$65M291.6K
4SEDGSOLAREDGE TECHNOLOGIES INChistory →COM2.51%$64M200.9K
5KRANESHARES TRBOSERA MSCI CH · CSI CHI INTERNET2.32%$59M1.09M
6NDQINVESCO QQQ TRhistory →UNIT SER 12.15%$55M175.1K
7KORNIT DIGITAL LTDSHS2.10%$54M600.8K
8JPMJPMORGAN CHASE & COhistory →COM2.02%$52M405.9K
9AAPLAPPLE INChistory →COM1.80%$46M345.6K
10NOVA MEASURING INSTRUMENTS LCOM1.79%$46M646.7K
11BACBK OF AMERICA CORPhistory →COM1.71%$44M1.44M
12CYBERARK SOFTWARE LTDSHS1.71%$44M270.2K
13BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS1.64%$42M179.8K
14VRNSVARONIS SYS INChistory →COM1.64%$42M255.6K
15FIRST TR NASDAQ 100 TECH INDSHS1.62%$41M299.7K
16PANWPALO ALTO NETWORKS INChistory →COM1.49%$38M107.4K
17METAFACEBOOK INChistory →CL A1.49%$38M139.1K
18AMZNAMAZON COM INChistory →COM1.48%$38M11.6K
19NVDANVIDIA CORPORATIONhistory →COM1.47%$37M71.7K
20PYPLPAYPAL HLDGS INChistory →COM1.42%$36M155.4K
21TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS1.41%$36M329.6K
22NEENEXTERA ENERGY INChistory →COM1.36%$35M449.8K
23ICL GROUP LTDSHS1.34%$34M6.71M
24MAMASTERCARD INCORPORATEDhistory →CL A1.33%$34M94.8K
25TMUST-MOBILE US INChistory →COM1.32%$34M249.9K
26HONGBPHONEYWELL INTL INChistory →COM1.31%$33M156.9K
27GPNGLOBAL PMTS INChistory →COM1.13%$29M133.5K
28ADBEADOBE SYSTEMS INCORPORATEDhistory →COM1.11%$28M56.9K
29WIX COM LTDSHS1.09%$28M111.2K
30GOOGLALPHABET INChistory →CAP STK CL A1.07%$27M15.5K
31INVESCO EXCHANGE TRADED FD TDWA HEALTHCARE1.05%$27M167.4K
32DISDISNEY WALT COhistory →COM1.04%$26M146.0K
33CANADIAN PAC RY LTDCOM1.02%$26M75.1K
34PLDPROLOGIS INC.history →COM1.02%$26M260.9K
35HDHOME DEPOT INChistory →COM0.95%$24M91.0K
36WMTWALMART INChistory →COM0.92%$23M162.5K
37COSTCOSTCO WHSL CORP NEWhistory →COM0.88%$22M59.7K
38NEW ORIENTAL ED & TECHNOLOGYSPON ADR0.88%$22M120.4K
39LINDE PLCSHS0.85%$22M83.3K
40ICEINTERCONTINENTAL EXCHANGE INhistory →COM0.84%$22M186.6K
41YUMCYUM CHINA HLDGS INChistory →COM0.83%$21M370.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.1B232Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.7B241Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.6B248Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.4B217Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.4B223May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.9B224Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.0B236Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.6B221Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$5.1B230May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.8B336Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.2B334Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023REVEALED$12.5B943Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.8B355May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.8B358Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.7B361Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.9B335Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.7B382May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.1B383Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.1B404Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021REVEALED$7.8B823Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.6B379May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.6B413Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B394Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.7B385Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B376May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B422Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.4B441Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B429Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.8B396May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B336Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • MEITAV TACHLIT MUTUAL FUNDS LTD028-18633
  • meitav dash provident & pensions ltd028-18635
  • MEITAV DASH PROTFOLIO MANAGETENT LTD028-18634

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.