Altshuler Shaham Ltd

CIK 0001324290 · Q2 2026

13F Equity AUM

$8.0B

+45.1% QoQ

Positions

425

+46 QoQ

AUM Rank

#608

Top 7%

Skill Alpha (FF)

-5.5%/yr

Underperformer

Rank #7,709 · Top 93%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 28.4%Top 10: 47.5%Top 20: 65.9%

TSM8.6%

TEVA5.1%

AAPL4.9%

GOOGL4.9%

NVDA4.9%

AMZN4.8%

ESLT4.6%

ENLT4.3%

CSCO2.8%

ARM2.6%

Others (415)52.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology45.5%

Financial Services8.8%

Communication Services7.2%

Utilities7.2%

Consumer Cyclical7.1%

Basic Materials6.5%

Healthcare5.2%

Industrials5.0%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 425Median: 0.00%Avg: 0.24%

0–0.5%

376(6.8%)

0.5–1%

18(13.4%)

1–3%

23(37.7%)

3–5%

6(28.4%)

5%+

2(13.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 425vs 20 funds

0%Low

425

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New127Increased188Decreased103Exited69

New Positions

JPM1.5%

+360K

AMT1.2%

+610K

GOOG1.0%

+230K

HONEYWELL INTL INC0.8%

+273K

HONEYWELL AEROSPACE …0.8%

+273K

CIEN0.7%

+368K

ADM0.6%

+640K

IREN 3.25 06/15/300.0%

+3.0M

Q0.0%

+19K

QBTS0.0%

+63K

Increased

BAC1.9%

+2.6M(+12365%)

ICL1.5%

+1.7M(+8%)

WFC1.7%

+1.6M(+12064%)

NVDA4.9%

+1.3M(+207%)

TEVA5.1%

+998K(+9%)

CSCO2.8%

+789K(+69%)

AAPL4.9%

+781K(+132%)

ANET1.4%

+667K(+724945%)

CGEN0.0%

+518K(+12941%)

AMZN4.8%

+453K(+38%)

Decreased

CRWV0.0%

-1,995,801(-100%)

YNDX0.2%

-1,500,683(-29%)

LYFT1.2%

-1,276,445(-17%)

IREN LIMITED0.0%

-999,725(-100%)

ENLT4.3%

-802,457(-17%)

PANW0.0%

-750,691(-99%)

AVGO0.1%

-424,878(-98%)

GILT0.0%

-423,968(-94%)

LGIH0.6%

-372,998(-34%)

ALAB0.0%

-333,726(-91%)

Exited

-9,500

-3,600

-20,825

-11,622

-7,079

-666,000

-32,581

-8,414

-889

-78,533

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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