Altshuler Shaham LTD
Altshuler Shaham Ltd is headquartered in Tel Aviv, Israel, and is one of the country’s leading investment houses, specializing in asset management, provident and pension fund management, and alternative investments. Founded in 2001, the group includes subsidiaries focused on long-term savings, business credit, and alternative assets, and manages a broad range of investment products and services, serving more than 2.2 million clients. The firm employs 864 people.
Investment Strategy
Altshuler Shaham applies a responsible, calculated, and long-term investment policy, leveraging deep market expertise to identify global trends and attractive opportunities for clients. Its managers focus on future trends with a long-term view, diversify assets worldwide to reduce concentration risk, and favor liquid assets to enable agile allocation shifts. The firm invests across global markets, real estate, private equity, and alternative sectors, providing innovative solutions such as business credit and alternative funds for both institutional and retail clients, aiming for high long-term yields and offering flexibility to adapt to market conditions.
Top Holdings
Equity Positions (295)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAT | CATERPILLAR INC | 11.49% | $362.1M | 932,615 | $329.80 | $388.21 | +$32.0M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10.74% | $338.4M | 1,493,900 | $205.24 | $226.49 | +$251.1M |
E ESLT | ELBIT SYS LTD | 10.29% | $324.1M | 729,598 | $210.88 | $449.50 | +$42.5M |
P PANW | PALO ALTO NETWORKS INC | 8.73% | $275.0M | 1,343,724 | $183.36 | $204.64 | +$96.9M |
A AMZN | AMAZON COM INC | 6.19% | $195.0M | 888,969 | $204.88 | $219.39 | -$253.9M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | New | Put | $248.4K | 4 | $205.17 | $205.17 | +4.14 | +$248.4K |
G GOOGL | ALPHABET INC | New | Call | $15.6K | 0 | $176.23 | $176.20 | +0.3 | +$15.6K |