13F Insight
DOSSIER · 13F-HR · Q1 2026

Altshuler Shaham Ltd

$5.5B in tracked AUM across 527 positions as of Q1 2026.

AS
CIK 0001324290 · last filed Mar 31, 2026
Total AUM
$5.5B
as of Q1 2026
Holdings
527
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Altshuler Shaham Ltd SEC 13F Filing
Portfolio Overview

As of the report date September 30, 2025, Altshuler Shaham Ltd manages a portfolio valued at approximately $3.52 billion, representing a growth of +11.8% from the previous quarter's $3.15 billion. The portfolio consists of 237 holdings, indicating a moderately diversified strategy. However, the firm employs a high-conviction approach, with the top 10 positions accounting for nearly 64% of the t...

The firm demonstrated significant activity during the quarter, characterized by aggressive portfolio rotation. The filing reveals a "churn" strategy where 21 positions were liquidated (Sold Out) and replaced with 21 new positions, while 17 existing stakes were increased. This suggests a dynamic management style focused on capitalizing on specific valuation opportunities or sector rotations rather than static long-term buy-and-hold investing.

Key Holdings

The portfolio is heavily concentrated in a few mega-cap technology and communication names, alongside a distinct allocation to Israeli equities.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$493M1.4M8.9%02
M3760D101
ELBIT SYS LTD
$380M456K6.9%03
TEVA
TEVA PHARMACEUTICAL INDS LTD
$336M11.5M6.1%04
M4056D110
ENLIGHT RENEWABLE ENERGY LTD
$312M4.7M5.6%05
AMZN
AMAZON COM INC
$245M1.2M4.4%06
GOOGL
ALPHABET INC
$206M718K3.7%07
ORCL
ORACLE CORP
$195M1.3M3.5%08
UBER
UBER TECHNOLOGIES INC
$179M2.5M3.2%09
EXE
EXPAND ENERGY CORPORATION
$162M1.5M2.9%10
ICE
INTERCONTINENTAL EXCHANGE IN
$158M1.0M2.9%

Filing history

2026Q1Mar 31
$5.5B▼ 15.8%
527 positionsView →2025Q4Dec 31
$6.6B▲ 86.8%
488 positionsView →2025Q3Sep 30
$3.5B▲ 11.8%
237 positionsView →2025Q2Jun 30
$3.2B▼ 23.7%
351 positionsLocked2025Q1Mar 31
$4.1B▲ 40.0%
338 positionsLocked2024Q4Dec 31
$2.9B▲ 77.2%
409 positionsLocked2024Q3Sep 30
$1.7B▼ 43.4%
347 positionsLocked2024Q2Jun 30
$2.9B▲ 16.1%
343 positionsLocked2024Q1Mar 31
$2.5B▲ 39.9%
344 positionsLocked2023Q4Dec 31
$1.8B▼ 50.9%
295 positionsLocked2023Q3Sep 30
$3.7B▼ 35.3%
351 positionsLocked2023Q2Jun 30
$5.7B▲ 24.5%
388 positionsLocked
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