Altshuler Shaham Ltd

CIK 0001324290 · Q2 2026

13F Equity AUM

$8.0B

+45.1% QoQ

Positions

486

-379 QoQ

AUM Rank

#1,236

Top 10%

Skill Alpha (FF)

-5.5%/yr^ns

No Clear Edge

Rank #7,532 · Top 92%

vs S&P -2.8%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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