← k velkým investorům
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
správce aktiv · portfolio $2.44 mld. · 73 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 05.08.2026; změna — oproti 31.03.2026 · 81
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Invesco QQQ Trust US:QQQ · ETF | 291 807 | $215 mil. | 8.83% | +16 031 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 277 519 | $208 mil. | 8.53% | +31 537 |
| Vanguard S&P 500 ETF US:VOO · ETF | 244 172 | $168 mil. | 6.90% | nová |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 2 912 281 | $98.7 mil. | 4.05% | nová |
| Financial Select Sector SPDR… US:XLF · ETF | 1 436 292 | $77.0 mil. | 3.16% | — |
| Palo Alto Networks Inc US:PANW | 221 469 | $75.5 mil. | 3.10% | nová |
| Amazon.com, Inc. US:AMZN | 249 984 | $59.6 mil. | 2.45% | −35 720 |
| iShares Expanded Tech-Softwa… US:IGV · ETF | 633 902 | $57.4 mil. | 2.36% | nová |
| VanEck Semiconductor ETF US:SMH · ETF | 84 287 | $55.3 mil. | 2.27% | −29 754 |
| Taiwan Semiconductor Manufac… US:TSM | 111 924 | $53.6 mil. | 2.20% | nová |
| Meta Platforms, Inc. US:META | 93 642 | $52.7 mil. | 2.17% | −4 837 |
| GE Vernova LLC US:GEV | 44 577 | $52.4 mil. | 2.15% | +18 491 |
| Industrial Select Sector SPD… US:XLI · ETF | 263 992 | $48.9 mil. | 2.01% | −98 782 |
| iShares MSCI All Country Asi… US:AAXJ · ETF | 397 864 | $47.5 mil. | 1.95% | nová |
| Microsoft Corporation US:MSFT | 115 748 | $43.2 mil. | 1.77% | nová |
| Health Care Select Sector SP… US:XLV · ETF | 269 341 | $42.7 mil. | 1.75% | — |
| WisdomTree India Earnings Fu… US:EPI · ETF | 987 040 | $42.2 mil. | 1.73% | — |
| NVIDIA Corporation US:NVDA | 195 532 | $39.1 mil. | 1.61% | −47 975 |
| Global X U.S. Infrastructure… US:PAVE · ETF | 647 770 | $38.2 mil. | 1.57% | — |
| Technology Select Sector SPD… US:XLK · ETF | 187 346 | $35.7 mil. | 1.47% | — |
| SolarEdge Technologies Inc US:SEDG | 556 585 | $32.5 mil. | 1.34% | −100 175 |
| Invesco Aerospace & Defense… US:PPA · ETF | 166 184 | $29.4 mil. | 1.21% | — |
| iShares MSCI China ETF US:MCHI · ETF | 560 714 | $28.6 mil. | 1.17% | — |
| Visa Inc. Class A US:V | 81 188 | $27.9 mil. | 1.14% | — |
| ServiceNow Inc US:NOW | 279 362 | $27.7 mil. | 1.14% | +193 540 |
| Invesco S&P 500 Equal Weight… US:RSPN · ETF | 430 937 | $27.6 mil. | 1.13% | — |
| Cloudflare Inc US:NET | 107 866 | $26.5 mil. | 1.09% | nová |
| iShares U.S. Home Constructi… US:ITB · ETF | 243 671 | $25.5 mil. | 1.05% | nová |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 48 431 | $25.4 mil. | 1.04% | — |
| Ondas Inc. US:ONDS | 2 999 540 | $24.7 mil. | 1.01% | +1 159 798 |
| Broadcom Inc. US:AVGO | 64 853 | $24.5 mil. | 1.01% | −11 077 |
| First Trust RBA American Ind… US:AIRR · ETF | 177 688 | $23.7 mil. | 0.97% | — |
| COSTCO WHOLESALE CORP /NEW US:COST | 25 310 | $23.7 mil. | 0.97% | +13 932 |
| iShares U.S. Broker-Dealers… US:IAI · ETF | 130 297 | $22.8 mil. | 0.94% | nová |
| Tesla, Inc. US:TSLA | 53 740 | $22.6 mil. | 0.93% | nová |
| Vertiv Holdings Co US:VRT | 65 897 | $22.1 mil. | 0.91% | +397 |
| BWX Technologies Inc US:BWXT | 113 102 | $22.0 mil. | 0.90% | +39 967 |
| First Trust NASDAQ® Clean Ed… US:GRID · ETF | 111 625 | $21.5 mil. | 0.88% | — |
| KraneShares CSI China Intern… US:KWEB · ETF | 873 364 | $21.4 mil. | 0.88% | nová |
| Consumer Discretionary Selec… US:XLY · ETF | 180 728 | $21.2 mil. | 0.87% | — |
| International Business Machi… US:IBM | 74 625 | $21.0 mil. | 0.86% | nová |
| Apollo Global Management LLC… US:APO | 174 471 | $20.6 mil. | 0.85% | — |
| iShares MSCI Brazil ETF US:EWZ · ETF | 592 275 | $20.4 mil. | 0.84% | nová |
| SPDR® S&P Capital Markets ET… US:KCE · ETF | 138 163 | $20.3 mil. | 0.84% | — |
| KKR & Co. Inc. US:KKR | 221 259 | $20.3 mil. | 0.83% | — |
| NICE Ltd US:NICE | 219 562 | $19.9 mil. | 0.82% | nová |
| Mastercard Inc US:MA | 38 695 | $19.9 mil. | 0.82% | — |
| Nextera Energy Inc US:NEE | 219 559 | $19.3 mil. | 0.79% | +117 440 |
| Fundstrat Granny Shots US La… US:GRNY · ETF | 678 413 | $18.8 mil. | 0.77% | — |
| Communication Services Selec… US:XLC · ETF | 175 090 | $18.8 mil. | 0.77% | −283 837 |
| SPDR® S&P Homebuilders ETF US:XHB · ETF | 157 385 | $18.2 mil. | 0.75% | +53 989 |
| Eli Lilly and Company US:LLY | 14 386 | $17.3 mil. | 0.71% | nová |
| Uber Technologies Inc US:UBER | 234 453 | $16.9 mil. | 0.69% | — |
| Cerebras Systems Inc. US:CBRS | 75 500 | $16.7 mil. | 0.69% | nová |
| Utilities Select Sector SPDR… US:XLU · ETF | 354 912 | $16.1 mil. | 0.66% | — |
| Palantir Technologies Inc. US:PLTR | 126 960 | $14.8 mil. | 0.61% | nová |
| Global X Defense Tech ETF US:SHLD · ETF | 245 627 | $14.7 mil. | 0.60% | nová |
| Walmart Inc. US:WMT | 128 052 | $14.5 mil. | 0.60% | nová |
| Tema ETF Trust US:NASA · ETF | 473 480 | $14.4 mil. | 0.59% | nová |
| The Real Estate Select Secto… US:XLRE · ETF | 303 152 | $13.3 mil. | 0.55% | — |
| Netflix Inc US:NFLX | 181 004 | $12.9 mil. | 0.53% | — |
| Modine Manufacturing Company US:MOD | 42 179 | $11.3 mil. | 0.46% | nová |
| Okta, Inc. US:OKTA | 74 851 | $10.2 mil. | 0.42% | nová |
| D-Wave Quantum Inc. US:QBTS | 382 528 | $9.18 mil. | 0.38% | −398 667 |
| Alphabet Inc. US:GOOGL | 21 447 | $7.66 mil. | 0.31% | — |
| WisdomTree Emerging Markets… US:XSOE · ETF | 104 763 | $5.15 mil. | 0.21% | −158 490 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 14 466 | $3.08 mil. | 0.13% | — |
| Odysight.ai Inc. US:ODYS | 624 737 | $2.62 mil. | 0.11% | — |
| iShares MSCI Japan ETF US:EWJ · ETF | 23 945 | $2.23 mil. | 0.09% | — |
| iShares MSCI India ETF US:INDA · ETF | 35 117 | $1.73 mil. | 0.07% | — |
| Vanguard S&P Mid-Cap 400 Ind… US:IVOO · ETF | 6 090 | $794 tis. | 0.03% | nová |
| iShares U.S. Medical Devices… US:IHI · ETF | 5 405 | $267 tis. | 0.01% | nová |
| SentinelOne Inc US:S | 12 925 | $219 tis. | 0.01% | nová |
| Apple Inc. US:AAPL | 0 (bylo 42 990) | — | — | prodána |
| Blackstone Inc. US:BX | 0 (bylo 87 585) | — | — | prodána |
| ATON CORP PLC CUSIP G29183103 | 0 (bylo 33 833) | — | — | prodána |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 0 (bylo 37 350) | — | — | prodána |
| CELLEBRITE DI LTD CUSIP M2197Q107 | 0 (bylo 1 454 908) | — | — | prodána |
| CHECK POINT SOFTWARE TECH LT CUSIP M22465104 | 0 (bylo 86 599) | — | — | prodána |
| ICL GROUP LTD CUSIP M53213100 | 0 (bylo 6 535 590) | — | — | prodána |
| NOVA LTD CUSIP M7516K103 | 0 (bylo 39 558) | — | — | prodána |
reklama