SEC 13F Intelligence

Managers / Q1 2022 · view latest →

MEITAV INVESTMENT HOUSE LTD

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

Reported Value
$6.7B
Q1 2022
Positions
382
Filings on Record
32
2019–present window
Filed
May 9, 2022
original filing

Summary

Meitav Investment House Ltd reported $6.7B in U.S.-listed holdings across 382 positions for Q1 2022.

Its largest position, Spdr S P 500 Etf Tr, represents 5.2% of the portfolio.

Compared with Q4 2021, the fund opened 28 new positions and exited 29.

Portfolio Metrics

Turnover
+17.3%
vs prior filed quarter
Top-10 Concentration
+31.6%
share of reported value
Largest Position
+5.2%
Spdr S P 500 Etf Tr
New / Exited
28 / 29
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
ETP: 50.1%Common Stock: 32.5%Other: 14.9%ADR: 2.2%REIT: 0.3%
  • ETP · 50.1% · $3.4B
  • Common Stock · 32.5% · $2.2B
  • Other · 14.9% · $1.0B
  • ADR · 2.2% · $146M
  • REIT · 0.3% · $23M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD INTL EQUITY INDEX FNEW+478.8K478.8K+$28M$28M
FIDELITY COMWLTH TRNEW+271.1K271.1K+$15M$15M
URIUNITED RENTALS INCNEW+35.0K35.0K+$12M$12M
ROKROCKWELL AUTOMATION INCNEW+29.7K29.7K+$8M$8M
FLEX LTDNEW+205.1K205.1K+$4M$4M
SLBSCHLUMBERGER LTDNEW+88.8K88.8K+$4M$4M
BIIBBIOGEN INCNEW+15.8K15.8K+$3M$3M
TALKTALKSPACE INCNEW+1.80M1.80M+$3M$3M

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

Holdings — Q1 2022

38 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1XLFSELECT SECTOR SPDR TRFINANCIAL · SBI HEALTHCARE · ENERGY · TECHNOLOGY · SBI INT-INDS · SBI MATERIALS13.25%$893M12.97M
2SPDR S&P 500 ETF TRTR UNIT5.21%$351M775.5K
3NDQINVESCO QQQ TRhistory →UNIT SER 14.00%$270M744.6K
4ISHARES TRCORE S&P500 ETF · IBOXX HI YD ETF · U.S. MED DVC ETF · US TRSPRTION3.44%$232M2.03M
5VANGUARD INDEX FDSS&P 500 ETF SHS3.37%$227M548.6K
6MSFTMICROSOFT CORPhistory →COM2.99%$201M654.7K
7ICL GROUP LTDSHS2.88%$194M16.18M
8INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT · DYNMC SEMICNDT2.87%$193M1.30M
9GOOGALPHABET INCCAP STK CL C · CAP STK CL A2.22%$149M53.8K
10FIRST TR NASDAQ 100 TECH INDSHS1.90%$128M843.2K
11NVDANVIDIA CORPORATIONhistory →COM1.88%$127M465.4K
12INMODE LTDSHS1.82%$123M986.7K
13AAPLAPPLE INChistory →COM1.71%$115M663.2K
14KRANESHARES TRBOSERA MSCI CHIN · CSI CHI INTERNET1.53%$103M3.18M
15SPDR SER TRS&P REGL BKG · S&P BK ETF1.46%$98M1.64M
16AMZNAMAZON COM INChistory →COM1.41%$95M29.2K
17PANWPALO ALTO NETWORKS INChistory →COM1.37%$92M149.0K
18METAMETA PLATFORMS INChistory →CL A1.29%$87M391.3K
19SEDGSOLAREDGE TECHNOLOGIES INChistory →COM1.27%$86M267.1K
20VVISA INChistory →COM CL A1.10%$74M335.3K
21NOVA LTDCOM1.10%$74M677.5K
22INVESCO EXCH TRADED FD TR IISOLAR ETF1.01%$68M910.6K
23BACBK OF AMERICA CORPhistory →COM1.01%$68M1.65M
24ISHARES INCMSCI BRAZIL ETF1.00%$67M1.78M
25WISDOMTREE TREM EX ST-OWNED0.98%$66M2.03M
26MAMASTERCARD INCORPORATEDhistory →CL A0.97%$65M183.3K
27TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS0.93%$63M604.2K
28VRNSVARONIS SYS INChistory →COM0.91%$62M1.30M
29KORNIT DIGITAL LTDSHS0.86%$58M704.3K
30AXPAMERICAN EXPRESS COhistory →COM0.85%$57M308.5K
31JPMJPMORGAN CHASE & COhistory →COM0.75%$51M370.7K
32HNMORMAT TECHNOLOGIES INChistory →COM0.75%$50M617.9K
33WIX COM LTDSHS0.74%$50M480.1K
34CYBERARK SOFTWARE LTDSHS0.73%$49M291.8K
35ELBIT SYS LTDORD0.66%$45M203.3K
36TOWER SEMICONDUCTOR LTDSHS NEW0.63%$43M874.7K
37HLTHILTON WORLDWIDE HLDGS INChistory →COM0.60%$41M269.1K
38STRATASYS LTDSHS0.57%$38M1.52M

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 ↗.