Generalist · Ramat Gan, L3
Menora Mivtachim Holdings LTD.
- Software
- $2.1B
- Weight of 13F
- 8.0%
- Names
- 13
- Vs prior quarter
- +$627M
Filed 13 August 2026.
175 positions in the whole 13F.
Software held
- MicrosoftMSFT2,102,450 shares · 37.6% of their software$784M−$62.2M
- CloudflareNET983,250 shares · 11.6% of their software$241MNew
- DatadogDDOG629,350 shares · 7.9% of their software$164MNew
- AppLovinAPP302,945 shares · 7.5% of their software$156MNew
- ServiceNowNOW1,553,600 shares · 7.4% of their software$154M+$77.8M
- AkamaiAKAM1,205,437 shares · 6.8% of their software$142MNew
- NICENICE1,443,094 shares · 6.3% of their software$131M−$33.5M
- GitLabGTLB2,975,033 shares · 4.4% of their software$90.8MNew
- Palo Alto NetworksPANW248,100 shares · 4.1% of their software$84.6M+$58.3M
- Global-EGLBE1,725,504 shares · 2.9% of their software$59.9MFlat
- Check PointCHKP380,307 shares · 2.4% of their software$50.0MFlat
- SimilarwebSMWB4,015,494 shares · 1.2% of their software$24.6MFlat