MEITAV INVESTMENT HOUSE LTD

MEITAV INVESTMENT HOUSE LTD declares $3.1B in 52 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 20.9% of its $14.9B 13F portfolio. Largest positions: TSMC (0.02% of the company) and Amazon (0.01% of the company). Over time: $3.1B in 52 of these companies for Q2 2026, against $207.5M in 62 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $1.6B and sold $763.2M of these stocks, at the quarter's prices: a net purchase of $809.7M; 26 new positions and 10 sold out.

Performance of its AI picks

The AI-stock portfolio MEITAV INVESTMENT HOUSE LTD declared for Q2 2026 (Form 13F), held unchanged, returned +6.6% in Q3 2026 (SMH -7.1%), ranked 360 of 1,783 active managers. Over the last 12 months, quarter after quarter: +45.4% (SMH +87.2%), ranked 210 of 1,359 active managers. Over three years, quarter after quarter: +226.2% (SMH +325.8%), ranked 68 of 783 active managers. Over five years, quarter after quarter: +254.9% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. TSMC (TSM) — $401.9M: 841,661 shares, 0.02% of the company, 2.7% of its portfolio (new position this quarter)
2. Amazon (AMZN) — $315.0M: 1.3M shares, 0.01% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
3. NVIDIA (NVDA) — $287.3M: 1.4M shares, 0.01% of the company, 1.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
4. Alphabet (GOOGL) — $280.4M: 789,259 shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Meta Platforms (META) — $274.1M: 486,597 shares, 0.02% of the company, 1.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. Microsoft (MSFT) — $266.4M: 714,255 shares, 0.01% of the company, 1.8% of its portfolio (new position this quarter)
7. Palo Alto Networks (PANW) — $245.6M: 720,511 shares, 0.09% of the company, 1.7% of its portfolio (new position this quarter)
8. Broadcom (AVGO) — $160.7M: 425,578 shares, 0.01% of the company, 1.1% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. GE Vernova (GEV) — $108.8M: 92,625 shares, 0.03% of the company, 0.73% of its portfolio (added this quarter); held since Q2 2025
10. AMD (AMD) — $98.2M: 169,047 shares, 0.01% of the company, 0.66% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. Vistra (VST) — $80.7M: 508,800 shares, 0.15% of the company, 0.54% of its portfolio (added this quarter); held since Q3 2025
12. NextEra Energy (NEE) — $77.1M: 878,550 shares, 0.04% of the company, 0.52% of its portfolio (added this quarter); held since Q1 2024
13. Analog Devices (ADI) — $71.8M: 180,700 shares, 0.04% of the company, 0.48% of its portfolio (added this quarter); held since Q1 2026
14. Oracle (ORCL) — $71.3M: 486,268 shares, 0.02% of the company, 0.48% of its portfolio (added this quarter); held since Q4 2024
15. Texas Instruments (TXN) — $60.1M: 201,500 shares, 0.02% of the company, 0.40% of its portfolio (new position this quarter)

By sector

• Cloud & AI giants — $1.2B, 37% of its AI holdings, 5 companies
• Chips & compute — $1.1B, 36% of its AI holdings, 11 companies
• AI software — $381.2M, 12% of its AI holdings, 9 companies
• Power, electrical & cooling — $284.4M, 9% of its AI holdings, 8 companies
• Memory & storage — $48.4M, 2% of its AI holdings, 3 companies
• Interconnect — $47.8M, 2% of its AI holdings, 3 companies
• Servers & systems — $34.9M, 1% of its AI holdings, 3 companies
• Equipment & test — $12.8M, 0% of its AI holdings, 4 companies
• Optics — $10.9M, 0% of its AI holdings, 5 companies
• Neoclouds & data centers — $292,966.00, 0% of its AI holdings, 1 company

Biggest changes this quarter

• opened a position in TSMC (TSM): +$401.9M at the quarter's price
• sold out of Tower Semiconductor (TSEM): -$307.9M at the quarter's price
• opened a position in Microsoft (MSFT): +$266.4M at the quarter's price
• sold out of Nova (NVMI): -$247.3M at the quarter's price
• opened a position in Palo Alto Networks (PANW): +$245.6M at the quarter's price
• added to Alphabet (GOOGL): +$120.5M at the quarter's price
• added to GE Vernova (GEV): +$106.5M at the quarter's price
• added to AMD (AMD): +$92.8M at the quarter's price
• opened a position in Texas Instruments (TXN): +$60.1M at the quarter's price
• sold out of Eaton (ETN): -$57.1M at the quarter's price

Other holders of this size

• D.A. DAVIDSON & CO. — $3.1B in 125 of these companies
• Trivest Advisors Ltd — $3.1B in 12 of these companies
• CAPITAL FUND MANAGEMENT S.A. — $3.1B in 101 of these companies
• Boston Trust Walden Corp — $3.1B in 56 of these companies
• MILFORD FUNDS LTD — $3.1B in 29 of these companies
• Private Advisor Group, LLC — $3.2B in 158 of these companies
• UNITED CAPITAL FINANCIAL ADVISORS, LLC — $3.2B in 135 of these companies
• VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. — $3.2B in 35 of these companies

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