Altshuler Shaham Ltd Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$3.2B

Holdings

314

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (314 positions)

StockValue
CATCATERPILLAR INC
$362.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$338.4M
ESLTELBIT SYS LTD
$324.1M
PANWPALO ALTO NETWORKS INC
$275.0M
AMZNAMAZON COM INC
$195.0M
GOOGLALPHABET INC
$163.6M
ZMZOOM COMMUNICATIONS INC
$159.0M
METAMETA PLATFORMS INC
$144.6M
WFCWELLS FARGO CO NEW
$138.0M
ICEINTERCONTINENTAL EXCHANGE IN
$129.4M
NTRNUTRIEN LTD
$124.4M
NVMINOVA LTD
$110.8M
ENQENTEGRIS INC
$98.7M
UBERUBER TECHNOLOGIES INC
$92.3M
HLNHALEON PLC
$82.3M
LGIHLGI HOMES INC
$39.8M
UPBUPSTREAM BIO INC
$37.3M
MSFTMICROSOFT CORP
$30.4M
ETORETORO GROUP LTD
$26.6M
GEVGE VERNOVA INC
$18.3M
PFLTPENNANTPARK FLOATING RATE CA
$17.9M
TEVATEVA PHARMACEUTICAL INDS LTD
$14.3M
FCXFREEPORT-MCMORAN INC
$11.9M
NVDANVIDIA CORPORATION
$10.5M
ICLICL GROUP LTD
$9.6M
ORCLORACLE CORP
$9.5M
AAPLAPPLE INC
$8.7M
KENKENON HLDGS LTD
$8.5M
CEGCONSTELLATION ENERGY CORP
$8.2M
SNOWSNOWFLAKE INC
$6.2M
UNHUNITEDHEALTH GROUP INC
$6.0M
TLNTALEN ENERGY CORP
$5.6M
VSTVISTRA CORP
$5.6M
WMTWALMART INC
$5.2M
NRANRG ENERGY INC
$5.1M
MSTR 8 PERPMICROSTRATEGY INC
$4.9M
GSGOLDMAN SACHS GROUP INC
$4.9M
APPAPPLOVIN CORP
$4.5M
DKLDELEK LOGISTICS PARTNERS LP
$3.8M
LNGCHENIERE ENERGY INC
$3.5M
NKENIKE INC
$3.4M
TSLATESLA INC
$3.1M
INMDINMODE LTD
$3.0M
NBISNEBIUS GROUP N.V.
$2.8M
SKAASKECHERS U S A INC
$2.8M
SHELSHELL PLC
$2.6M
CROXCROCS INC
$2.6M
NUENUCOR CORP
$2.1M
ABNBAIRBNB INC
$2.1M
PWRQUANTA SVCS INC
$2.1M
IRENIREN LIMITED
$2.1M
ETNEATON CORP PLC
$1.9M
MDBMONGODB INC
$1.9M
UPSTUPSTART HLDGS INC
$1.8M
NFLXNETFLIX INC
$1.8M
GSKGSK PLC
$1.8M
BACBANK AMERICA CORP
$1.8M
CPCANADIAN PACIFIC KANSAS CITY
$1.7M
ADBEADOBE INC
$1.6M
AVBAVALONBAY CMNTYS INC
$1.6M
ODDODDITY TECH LTD
$1.5M
BKNGBOOKING HOLDINGS INC
$1.5M
MLB1MERCADOLIBRE INC
$1.4M
KMIKINDER MORGAN INC DEL
$1.4M
VRTXVERTEX PHARMACEUTICALS INC
$1.3M
CHKPCHECK POINT SOFTWARE TECH LT
$1.3M
AMTAMERICAN TOWER CORP NEW
$1.3M
AISPWAIRSHIP AI HLDGS INC
$1.3M
SSENTINELONE INC
$1.3M
NYAXNAYAX LTD
$1.3M
FSLRFIRST SOLAR INC
$1.3M
BDCBELDEN INC
$1.3M
CHWYCHEWY INC
$1.2M
IBKRINTERACTIVE BROKERS GROUP IN
$1.1M
PERIPERION NETWORK LTD
$1.0M
SOSOUTHERN CO
$1.0M
VNTVONTIER CORPORATION
$959K
SMRNUSCALE PWR CORP
$954K
IPINTERNATIONAL PAPER CO
$925K
AEPAMERICAN ELEC PWR CO INC
$905K
HIPOHIPPO HLDGS INC
$883K
JPMJPMORGAN CHASE & CO.
$870K
CCOCAMECO CORP
$866K
MSTRMICROSTRATEGY INC
$837K
GTLBGITLAB INC
$767K
SPOTSPOTIFY TECHNOLOGY S A
$748K
HLTHILTON WORLDWIDE HLDGS INC
$741K
MRNAMODERNA INC
$739K
WMBWILLIAMS COS INC
$730K
PTONPELOTON INTERACTIVE INC
$694K
MSTRMICROSTRATEGY INC
$669K
EMEEMCOR GROUP INC
$669K
GTLSCHART INDS INC
$659K
TSEMTOWER SEMICONDUCTOR LTD
$656K
MARMARRIOTT INTL INC NEW
$645K
AFRMAFFIRM HLDGS INC
$629K
HUBBHUBBELL INC
$625K
DDOMINION ENERGY INC
$599K
ZSZSCALER INC
$596K
NEENEXTERA ENERGY INC
$592K
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