13F filer · graded

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

#4 of 134

rank in today's book

98th

percentile

70.9%

niche skew

6

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

APH2026-08-06— at buyFading now
•••2026-08-06Consensus at buyEarly Conviction now
PANW2026-05-13Consensus at buyConsensus now+74.9%
AVGO2026-05-13Consensus at buyFading now−16.8%
MU2026-01-29— at buyConsensus now
ORCL2026-01-29Fading at buyFading now−16.4%

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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