Generalist · Petach Tikva, L3
Migdal Insurance & Financial Holdings LTD.
- Software
- $985M
- Weight of 13F
- 6.0%
- Names
- 29
- Vs prior quarter
- +$621M
Filed 10 August 2026.
364 positions in the whole 13F.
Software held
- MicrosoftMSFT945,938 shares · 35.8% of their software$353M+$212M
- Palo Alto NetworksPANW731,523 shares · 25.3% of their software$249M+$198M
- ServiceNowNOW865,892 shares · 8.7% of their software$86.0M+$85.7M
- NICENICE756,270 shares · 7.0% of their software$68.7M−$32.9M
- OracleORCL456,718 shares · 6.8% of their software$66.9M+$66.9M
- SnowflakeSNOW235,000 shares · 6.1% of their software$59.8MNew
- MongoDBMDB119,000 shares · 4.1% of their software$40.0MNew
- Global-EGLBE705,000 shares · 2.5% of their software$24.5M−$3.1M
- Check PointCHKP140,000 shares · 1.9% of their software$18.4M−$10.2M
- FortinetFTNT26,940 shares · 0.4% of their software$4.1M+$1.3M
- CrowdStrikeCRWD4,229 shares · 0.3% of their software$3.2M+$1.4M
- CloudflareNET11,100 shares · 0.3% of their software$2.7MFlat