Migdal Insurance & Financial Holdings Ltd.

CIK 0001415912 · Q2 2026

13F Equity AUM

$15.6B

+35.5% QoQ

Positions

355

+11 QoQ

AUM Rank

#394

Top 5%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,964 · Top 48%

vs S&P +0.2%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 31.9%Top 10: 47.8%Top 20: 66.7%

TEVA8.4%

XLK6.9%

XLI5.9%

NVMI5.6%

GOOG5.0%

SMH4.2%

NVDA3.2%

TSEM2.9%

AMZN2.9%

CAMT2.8%

Others (345)52.2%

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

Sector Allocation

Financial Services37.6%

Technology33.1%

Healthcare11.4%

Communication Services6.9%

Consumer Cyclical4.4%

Industrials2.5%

Utilities2.3%

Other1.7%

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

Position Sizing

Positions: 355Median: 0.00%Avg: 0.28%

0–0.5%

306(9.6%)

0.5–1%

23(16.3%)

1–3%

19(34.9%)

3–5%

2(7.4%)

5%+

5(31.9%)

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

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Portfolio Overlap

Shared: 0Unique: 355vs 20 funds

0%Low

355

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

New79Increased106Decreased97Exited78

New Positions

AMD0.9%

+231K

SNOW0.4%

+235K

PERSHING SQUARE USA …0.4%

+1.5M

CRDO0.3%

+153K

MDB0.3%

+119K

PERSHING SQUARE INC0.1%

+450K

SPACE EXPLORATION TE…0.1%

+75K

KBE0.0%

+27K

ITB0.0%

+19K

TBLAW0.0%

+310K

Increased

XLE1.6%

+3.3M(+258%)

XLK6.9%

+1.4M(+31%)

TEVA8.4%

+1.0M(+3%)

XLI5.9%

+944K(+24%)

IGV0.8%

+882K(+199%)

NOW0.6%

+864K(+41310%)

SEDG0.6%

+745K(+79%)

CAMT2.8%

+720K(+37%)

GOOG5.0%

+694K(+45%)

XLC2.3%

+652K(+24%)

Decreased

KWEB0.0%

-2,430,800(-99%)

XLU0.6%

-1,341,535(-39%)

MCHP0.0%

-449,841(-98%)

INTC0.3%

-431,670(-60%)

TSM1.5%

-408,182(-45%)

LRCX1.1%

-389,143(-50%)

EWY1.3%

-374,322(-27%)

TSEM2.9%

-284,783(-14%)

JPM0.8%

-193,237(-34%)

GLBE0.2%

-190,000(-21%)

Exited

-1,900,000

-450,000

-134,000

-730,000

-480,000

-110,322

-159,127

-500,000

-398,000

-4,800

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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