Long-term investor

Phoenix Financial Ltd. @phoenixfinancialltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001679543).

Record

• Tracked since 2023-06-30 (1161 days), 586 trades recorded
• Returns: week — · month — · 90 days +12.8% · 6 months +20.9% · 1 year +29.6% · all +69.6%
• Max drawdown -8.3% · Sharpe 0.86 · win rate 32% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• TEVA · 9.9% · long · since 2023-06-30
• TSEM · 6.2% · long · since 2023-06-30
• 81369Y704 · 5.4% · long · since 2023-06-30
• 464287291 · 4.0% · long · since 2024-03-31
• TSM · 3.8% · long · since 2023-06-30
• 46137V357 · 3.4% · long · since 2025-03-31
• NVDA · 3.2% · long · since 2023-06-30
• AMZN · 2.4% · long · since 2023-09-30
• NVMI · 2.3% · long · since 2023-06-30
• 92206C714 · 2.2% · long · since 2025-09-30
• 464288760 · 2.1% · long · since 2023-06-30
• 02079K107 · 2.1% · long · since 2023-06-30

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