Phoenix Financial Ltd.

New 13F: Q3 2026

Phoenix Financial Ltd. filed its 13F for the quarter ended Sep 30, 2026 on Nov 9, 2026: $5.5B in AI and semiconductor stocks; $1.1B bought and $614.6M sold against its previous quarter, at the quarter's prices.

Phoenix Financial Ltd. declares $5.1B in 107 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 34.9% of its $14.6B 13F portfolio. Largest positions: Tower Semiconductor (3.1% of the company) and TSMC (0.02% of the company). Over time: $5.1B in 107 of these companies for Q2 2026, against $271.1M in 14 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $1.4B and sold $269.1M of these stocks, at the quarter's prices: a net purchase of $1.2B; 18 new positions and 6 sold out.

Performance of its AI picks

The AI-stock portfolio Phoenix Financial Ltd. declared for Q2 2026 (Form 13F), held unchanged, returned -1.1% in Q3 2026 (SMH -7.1%), ranked 1380 of 1,785 active managers. Over the last 12 months, quarter after quarter: +46.3% (SMH +87.2%), ranked 200 of 1,360 active managers. Over three years, quarter after quarter: +275.7% (SMH +325.8%), ranked 40 of 784 active managers. Over five years, quarter after quarter: +330.7% (SMH +389.8%), ranked 20 of 535 active managers. 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. Tower Semiconductor (TSEM): $913.7M, 3.5M shares, 3.1% of the company, 6.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
  2. TSMC (TSM): $553.0M, 1.2M shares, 0.02% of the company, 3.8% of its portfolio (added this quarter); held since Q1 2020
  3. NVIDIA (NVDA): $461.2M, 2.3M shares, 0.01% of the company, 3.2% of its portfolio (added this quarter); held since Q3 2021
  4. Alphabet (GOOGL): $414.1M, 1.2M shares, 0.01% of the company, 2.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Amazon (AMZN): $348.9M, 1.5M shares, 0.01% of the company, 2.4% of its portfolio (trimmed this quarter); held since Q3 2023
  6. Nova (NVMI): $335.1M, 617,631 shares, 2.1% of the company, 2.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Microsoft (MSFT): $296.3M, 794,580 shares, 0.01% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
  8. Palo Alto Networks (PANW): $256.0M, 750,730 shares, 0.09% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2020
  9. Broadcom (AVGO): $244.0M, 646,023 shares, 0.01% of the company, 1.7% of its portfolio (added this quarter); held since Q2 2023
  10. Apple (AAPL): $201.1M, 695,043 shares, 0.00% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q3 2023
  11. Cloudflare (NET): $198.1M, 807,564 shares, 0.23% of the company, 1.4% of its portfolio (added this quarter); held since Q1 2026
  12. Onto Innovation (ONTO): $152.1M, 401,813 shares, 0.82% of the company, 1.0% of its portfolio (new position this quarter)
  13. Vistra (VST): $124.4M, 784,188 shares, 0.23% of the company, 0.85% of its portfolio (added this quarter); held since Q1 2024
  14. Applied Materials (AMAT): $123.8M, 171,592 shares, 0.02% of the company, 0.85% of its portfolio (trimmed this quarter); held since Q3 2023
  15. GlobalFoundries (GFS): $108.4M, 1.3M shares, 0.24% of the company, 0.74% of its portfolio (added this quarter); held since Q1 2026

By sector

Biggest changes this quarter

Schedule 13D/G declarations

  • Nova (NVMI): 13G filed Sep 16, 2026: 2.7M shares as of Sep 7, 2026, 8.6% as declared
  • Camtek (CAMT): 13G filed Aug 11, 2026: 2.4M shares as of Aug 6, 2026, 5.1% as declared
  • Tower Semiconductor (TSEM): 13G filed Jun 9, 2026: 5.7M shares as of Jun 5, 2026, 5.0% as declared

Other holders of this size

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