Latest MEITAV DASH INVESTMENTS LTD Stock Portfolio
MEITAV DASH INVESTMENTS LTD Performance:
2025 Q3: 2.02%YTD: 16.96%2024: 13.48%
Performance for 2025 Q3 is 2.02%, and YTD is 16.96%, and 2024 is 13.48%.
About MEITAV DASH INVESTMENTS LTD and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MEITAV INVESTMENT HOUSE LTD reported an equity portfolio of $7.6 Billions as of 30 Sep, 2025.
The top stock holdings of MEITAV INVESTMENT HOUSE LTD are SPY, BAB, XLB. The fund has invested 11.6% of it's portfolio in SPDR S&P 500 ETF TR and 6.1% of portfolio in INVESCO EXCH TRADED FD TR II.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (BGLD), GLOBAL X FDS (BITS) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in JFROG LTD (FROG), GILAT SATELLITE NETWORKS LTD and SELECT SECTOR SPDR TR (XLB). MEITAV INVESTMENT HOUSE LTD opened new stock positions in IREN LIMITED, ARISTA NETWORKS INC (ANET) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), INVESCO EXCH TRADED FD TR II (CGW) and SPOTIFY TECHNOLOGY S A.
The top stock holdings of MEITAV INVESTMENT HOUSE LTD are SPY, BAB, XLB. The fund has invested 11.6% of it's portfolio in SPDR S&P 500 ETF TR and 6.1% of portfolio in INVESCO EXCH TRADED FD TR II.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (BGLD), GLOBAL X FDS (BITS) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in JFROG LTD (FROG), GILAT SATELLITE NETWORKS LTD and SELECT SECTOR SPDR TR (XLB). MEITAV INVESTMENT HOUSE LTD opened new stock positions in IREN LIMITED, ARISTA NETWORKS INC (ANET) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), INVESCO EXCH TRADED FD TR II (CGW) and SPOTIFY TECHNOLOGY S A.
MEITAV DASH INVESTMENTS LTD Annual Return Estimates Vs S&P 500
Our best estimate is that MEITAV INVESTMENT HOUSE LTD made a return of 2.02% in the last quarter. In trailing 12 months, it's portfolio return was 18.81%.
New Buys
| Ticker | $ Bought |
|---|---|
| iren limited | 14,976,800 |
| arista networks inc | 14,531,400 |
| solaredge technologies inc | 8,216,380 |
| seagate technology hldngs pl | 2,625,930 |
| merck & co inc | 1,997,030 |
| 21shares ethereum etf | 1,345,700 |
| grayscale ethereum mini tr e | 1,344,070 |
| vaneck ethereum tr | 1,343,990 |
New stocks bought by MEITAV DASH INVESTMENTS LTD
Additions
| Ticker | % Inc. |
|---|---|
| vaneck etf trust | 3,846 |
| invesco exch traded fd tr ii | 1,408 |
| spotify technology s a | 857 |
| mediwound ltd | 825 |
| global e online ltd | 704 |
| check point software tech lt | 586 |
| constellation energy corp | 170 |
| hilton worldwide hldgs inc | 166 |
Additions to existing portfolio by MEITAV DASH INVESTMENTS LTD
Reductions
| Ticker | % Reduced |
|---|---|
| jfrog ltd | -94.41 |
| gilat satellite networks ltd | -93.93 |
| cyberark software ltd | -88.89 |
| select sector spdr tr | -85.68 |
| advanced micro devices inc | -75.71 |
| ishares tr | -67.47 |
| perion network ltd | -61.87 |
| asml holding n v | -55.38 |
MEITAV DASH INVESTMENTS LTD reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| global med reit inc | -122,030 |
| first tr exchange-traded fd | -572,990 |
| verint sys inc | -312,537 |
| stratasys ltd | -131,905 |
| sapiens intl corp n v | -305,195 |
| jd.com inc | -297,546 |
| interactive brokers group in | -265,968 |
| invesco exch traded fd tr ii | -323,210 |
MEITAV DASH INVESTMENTS LTD got rid off the above stocks
Sector Distribution
MEITAV INVESTMENT HOUSE LTD has about 71% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71 |
| Technology | 12 |
| Communication Services | 3.7 |
| Financial Services | 3.6 |
| Consumer Cyclical | 2.9 |
| Industrials | 2.3 |
| Utilities | 1.8 |
| Real Estate | 1.1 |
Market Cap. Distribution
MEITAV INVESTMENT HOUSE LTD has about 27.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71 |
| MEGA-CAP | 18.2 |
| LARGE-CAP | 9.2 |
Stocks belong to which Index?
About 26.5% of the stocks held by MEITAV INVESTMENT HOUSE LTD either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 73.5 |
| S&P 500 | 25 |
| RUSSELL 2000 | 1.5 |
MEITAV DASH INVESTMENTS LTD Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MEITAV DASH INVESTMENTS LTD
MEITAV INVESTMENT HOUSE LTD has 234 stocks in it's portfolio. About 42.2% of the portfolio is in top 10 stocks. NKE proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for MEITAV INVESTMENT HOUSE LTD last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.27 | 81,162 | 20,665,400 | added | 15.68 | ||
| ABNB | airbnb inc | 0.07 | 41,658 | 5,058,110 | reduced | -15.15 | ||
| ABT | abbott labs | 0.00 | 2,500 | 334,850 | unchanged | 0.00 | ||
| ACSI | tidal trust i | 0.22 | 667,000 | 16,668,300 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 5,055 | 255,708 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.55 | 117,152 | 41,296,500 | reduced | -7.92 | ||
| AFK | vaneck etf trust | 2.40 | 556,289 | 181,266,000 | added | 17.03 | ||
| AFK | vaneck etf trust | 0.72 | 718,200 | 54,725,300 | added | 3,846 | ||
| AFK | vaneck etf trust | 0.01 | 8,742 | 857,609 | added | 66.64 | ||
| AGNG | global x fds | 1.15 | 1,220,000 | 87,151,300 | added | 87.69 | ||
| AGNG | global x fds | 0.64 | 1,011,200 | 48,163,600 | reduced | -46.17 | ||
| AGNG | global x fds | 0.01 | 15,258 | 511,448 | unchanged | 0.00 | ||
| AGX | argan inc | 0.01 | 2,000 | 540,100 | new | |||
| AGZD | wisdomtree tr | 1.85 | 3,178,210 | 140,287,000 | reduced | -5.63 | ||
| AGZD | wisdomtree tr | 0.00 | 3,170 | 300,618 | unchanged | 0.00 | ||
| ALLT | allot ltd | 0.00 | 36,780 | 389,132 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.02 | 7,451 | 1,525,540 | added | 6.23 | ||
| AMD | advanced micro devices inc | 3.97 | 16,720 | 300,424,000 | reduced | -75.71 | ||
| AMPS | ishares tr | 0.74 | 846,233 | 55,724,400 | reduced | -67.47 | ||
| AMPS | ishares tr | 0.04 | 120,906 | 2,794,340 | added | 50.92 | ||