Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd 13F annual report
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd is an investment fund managing more than $319 billion ran by Pesach Calic. There are currently 44 companies in Mr. Calic’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Select Sector Spdr Tr, together worth $123 billion.
$319 billion Assets Under Management (AUM)
As of 22nd July 2024, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd’s top holding is 62,558 shares of Spdr S&p 500 Etf Tr currently worth over $34.1 billion and making up 10.7% of the portfolio value.
In addition, the fund holds 1,158,765 shares of Select Sector Spdr Tr worth $89.2 billion.
The third-largest holding is Meta Platforms Inc worth $10.1 billion and the next is Invesco Exchange Traded Fd T worth $16.9 billion, with 277,134 shares owned.
Currently, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd's portfolio is worth at least $319 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd
The Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd office and employees reside in Tel Aviv, Israel. According to the last 13-F report filed with the SEC, Pesach Calic serves as the CEO / CFO at Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd.
Recent trades
In the most recent 13F filing, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd revealed that it had opened a new position in
Nike and bought 31,469 shares worth $2.4 billion.
This means they effectively own approximately 0.1% of the company.
Nike makes up
8.5%
of the fund's Consumer Discretionary sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Spdr S&p 500 Etf Tr by buying
6,289 additional shares.
This makes their stake in Spdr S&p 500 Etf Tr total 62,558 shares worth $34.1 billion.
On the other hand, there are companies that Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd is getting rid of from its portfolio.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd closed its position in Fedex Corp on 29th July 2024.
It sold the previously owned 9,173 shares for $2.67 billion.
Pesach Calic also disclosed a decreased stake in Select Sector Spdr Tr by approximately 0.1%.
This leaves the value of the investment at $89.2 billion and 1,158,765 shares.
One of the smaller hedge funds
The two most similar investment funds to Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd are El Puerto De Liverpool, S.a.b. De C.v and Etf Portfolio Partners. They manage $319 billion and $319 billion respectively.
Pesach Calic investment strategy
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 14.3% of
the total portfolio value.
The fund focuses on investments in the United States as
47.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 2.3% of the portfolio.
The average market cap of the portfolio companies is close to $232 billion.
The complete list of Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd trades based on 13F SEC filings
These positions were updated on July 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Etf Tr |
11.18%
62,558
|
$34,146,272,000 | 10.69% |
| Select Sector Spdr Tr |
7.74%
1,158,765
|
$89,181,877,000 | 27.93% |
| Meta Platforms Inc |
27.26%
19,982
|
$10,072,644,000 | 3.15% |
| Invesco Exchange Traded Fd T |
2.79%
277,134
|
$16,905,054,000 | 5.29% |
| Amazon.com Inc. |
20.08%
48,221
|
$9,316,230,000 | 2.92% |
| Wisdomtree Tr |
No change
331,389
|
$13,598,508,000 | 4.26% |
| Apple Inc |
11.06%
40,686
|
$8,567,006,000 | 2.68% |
| Global X Fds |
18.36%
375,839
|
$11,383,061,000 | 3.56% |
| Adobe Inc |
21.34%
15,067
|
$8,368,095,000 | 2.62% |
| Visa Inc |
No change
31,505
|
$8,266,918,000 | 2.59% |
| Ishares Tr |
35.09%
190,243
|
$8,078,213,000 | 2.53% |
| NVIDIA Corp |
752.93%
56,720
|
$7,005,892,000 | 2.19% |
| Tesla Inc |
No change
31,275
|
$6,187,051,000 | 1.94% |
| NextEra Energy Inc |
No change
74,993
|
$5,308,842,000 | 1.66% |
| Goldman Sachs Group, Inc. |
No change
11,351
|
$5,132,919,000 | 1.61% |
| Mastercard Incorporated |
No change
10,964
|
$4,835,592,000 | 1.51% |
| Cellebrite Di Ltd |
13.45%
404,102
|
$4,827,735,000 | 1.51% |
| Prologis Inc |
106.45%
40,155
|
$4,547,147,000 | 1.42% |
| Alibaba Group Hldg Ltd |
No change
60,352
|
$4,444,346,000 | 1.39% |
| KKR & Co. Inc |
No change
41,863
|
$4,404,490,000 | 1.38% |
| Costco Whsl Corp New |
216.50%
4,488
|
$3,813,741,000 | 1.19% |
| Salesforce Inc |
No change
14,150
|
$3,636,997,000 | 1.14% |
| Spdr Ser Tr |
No change
85,241
|
$8,554,822,000 | 2.68% |
| ICL Group Ltd. |
No change
784,833
|
$3,364,763,000 | 1.05% |
| Alphabet Inc |
No change
18,305
|
$3,333,369,000 | 1.04% |
| Fedex Corp |
Closed
9,173
|
$2,670,068,000 | |
| JPMorgan Chase & Co. |
No change
12,849
|
$2,598,148,000 | 0.81% |
| CyberArk Software Ltd |
No change
9,291
|
$2,539,670,000 | 0.80% |
| Wix.com Ltd |
23.15%
15,645
|
$2,487,988,000 | 0.78% |
| Fortinet Inc |
42.52%
41,074
|
$2,474,872,000 | 0.77% |
| Invesco Exch Traded Fd Tr Ii |
No change
61,369
|
$2,466,991,000 | 0.77% |
| Carrier Global Corporation |
No change
38,099
|
$2,409,883,000 | 0.75% |
| Nike, Inc. |
Opened
31,469
|
$2,395,812,000 | 0.75% |
| Inmode Ltd |
Closed
106,260
|
$2,296,903,000 | |
| JFrog Ltd |
Opened
60,600
|
$2,274,925,000 | 0.71% |
| Moderna Inc |
41.40%
18,863
|
$2,239,386,000 | 0.70% |
| Select Sector Spdr Tr |
Opened
31,804
|
$2,166,548,000 | 0.68% |
| JD.com Inc |
No change
62,652
|
$1,618,497,000 | 0.51% |
| Baidu Inc |
No change
16,520
|
$1,428,270,000 | 0.45% |
| Kornit Digital Ltd |
Closed
75,923
|
$1,376,099,000 | |
| Tower Semiconductor Ltd. |
No change
34,492
|
$1,355,520,000 | 0.42% |
| Solaredge Technologies Inc |
No change
39,368
|
$994,171,000 | 0.31% |
| Enlight Renewable Energy Ltd |
No change
50,630
|
$817,963,000 | 0.26% |
| Perion Network Ltd. |
No change
65,880
|
$549,952,000 | 0.17% |
| Spdr Dow Jones Indl Average |
No change
1,147
|
$449,509,000 | 0.14% |
| Ishares Inc |
96.11%
6,423
|
$438,189,000 | 0.14% |
| UroGen Pharma Ltd |
No change
21,823
|
$366,093,000 | 0.11% |
| No transactions found | |||
| Showing first 500 out of 47 holdings | |||
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