Mivtachim The Workers Social Insurance Fund Ltd.
Private Equity
Mivtachim The Workers Social Insurance Fund Ltd. is a Private Equity based in Boston, MA led by Edward Joseph Keefe, reporting $1.1B in AUM as of Q3 2025 with 63% ETF concentration and 71% concentrated in top 10 holdings.
CFOEdward Joseph Keefe
- Portfolio Value
- $685.6M
- Positions
- 29
- Top Holding
- SPY at 13.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mivtachim The Workers Social Insurance Fund Ltd.'s portfolio (70.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $89.6M | 13.08% | — | — 134.6K shares | |
ETF ETF | $78.3M | 11.42% | -$22.0M Sold | — 277.8K shares | |
Semiconductors Technology | $59.0M | 8.61% | — | 0.73% 816.3K shares | |
ETF ETF | $57.6M | 8.40% | — | — 94.0K shares | |
Semiconductors Technology | $41.2M | 6.01% | -$4.5M Sold | 0.43% 128.9K shares | |
ETF ETF | $38.5M | 5.62% | — | — 937.0K shares | |
ETF ETF | $36.3M | 5.29% | — | — 673.6K shares | |
Unknown Unknown | $34.7M | 5.06% | +$34.7M New | — 1.7M shares | |
ETF ETF | $26.2M | 3.82% | — | — 221.1K shares | |
ETF ETF | $24.6M | 3.59% | -$5.4M Sold | — 176.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mivtachim The Workers Social Insurance Fund Ltd.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Mivtachim The Workers Social Insurance Fund Ltd.
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