Generalist · Ramat Gan, Israel
Menora Mivtachim Holdings
Q4 2022 · compared with Q3 2022
Filed as Menora Mivtachim Holdings LTD.
- Software
- $881M
- Weight of 13F
- 14.8%
- Names
- 6
- Net bought
- +$41.8M
Filed 14 February 2023 · SEC filing.
60 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202614 names$2.2B+$468M
- Q1 202613 names$1.5B−$44.1M
- Q4 20259 names$2.0B+$180M
- Q3 20258 names$2.0B+$45.9M
- Q2 20258 names$2.0B−$11.3M
- Q1 20258 names$1.6B−$87.8M
- Q4 20247 names$1.9B−$26.8M
- Q3 20247 names$2.0B+$101M
- Q2 20248 names$1.9B+$355M
- Q1 20246 names$1.5B+$81.8M
- Q4 20234 names$1.4B−$45.6M
- Q3 20234 names$1.2B+$23.9M
- Q2 20234 names$1.3B−$6.5M
- Q1 20234 names$1.1B+$3.4M
- Q4 20226 names$881M+$41.8M
- Q3 20226 names$796M+$32.5M
- Q2 20226 names$854M+$108M
- Q1 20225 names$921M+$113M
- Q4 20214 names$894M+$132M
- Q3 20214 names$634M+$33.3M
- Q2 20214 names$586M−$67.0M
- Q1 20216 names$584M+$10.5M
- Q4 20205 names$583M+$128M
- Q3 20204 names$376M−$124M
- Q2 20206 names$486M−$45.6M
- Q1 20206 names$374M+$144M
- Q4 20195 names$294M+$118M
- Q3 20193 names$177M−$12.1M
- Q2 20193 names$188M−$50.7M
- Q1 20193 names$211M+$12.0M
- Q4 20183 names$154M−$58.2M
- Q3 20184 names$250M−$62.2M
- Q2 20185 names$276M−$7.9M
- Q1 20185 names$245M+$6.7M
- Q4 20175 names$194M−$94.7M
- Q3 20175 names$309M+$98.9M
- Q2 20175 names$202M+$83.9M
- Q1 20173 names$102M+$39.4M
- Q4 20165 names$47.8M+$17.7M
- Q3 20164 names$33.6M−$9.6M
- Q2 20162 names$40.7M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,558,615 shares · 69.6% of their software · price +$17.7M$614M+$9.3M
- AdobeADBE426,772 shares · 16.3% of their software · price +$26.2M$144M+$27.3M
- Amdocs LimitedDOX598,048 shares · 6.2% of their software · price +$6.8M$54.4M+$5.2M
- Palo Alto NetworksPANW320,634 shares · 5.1% of their software · price −$7.8M$44.7MFlat
- WixWIX175,522 shares · 1.5% of their software$13.5MFlat
- NICENICE58,500 shares · 1.3% of their software$11.2MFlat