Union Investments & Development 13F annual report
Union Investments & Development is an investment fund managing more than $15.3 billion ran by Eyal Golan. There are currently 23 companies in Mr. Golan’s portfolio. The largest investments include Global E Online Ltd and Taboola.com Ltd, together worth $10.9 billion.
$15.3 billion Assets Under Management (AUM)
As of 1st August 2024, Union Investments & Development’s top holding is 266,118 shares of Global E Online Ltd currently worth over $9.65 billion and making up 63.1% of the portfolio value.
In addition, the fund holds 360,994 shares of Taboola.com Ltd worth $1.24 billion.
The third-largest holding is Ishares Tr worth $830 million and the next is Alphabet Inc worth $367 million, with 2,000 shares owned.
Currently, Union Investments & Development's portfolio is worth at least $15.3 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Union Investments & Development
The Union Investments & Development office and employees reside in Tel Aviv, Israel. According to the last 13-F report filed with the SEC, Eyal Golan serves as the Chief Executive Officer at Union Investments & Development.
Recent trades
In the most recent 13F filing, Union Investments & Development revealed that it had increased its stake in
Taboola.com Ltd and bought 60,994 additional shares worth around .
On the other hand, there are companies that Union Investments & Development is getting rid of from its portfolio.
Union Investments & Development closed its position in Monday Com Ltd on 8th August 2024.
It sold the previously owned 12,924 shares for $2.92 billion.
Eyal Golan also disclosed a decreased stake in Alphabet Inc by 0.3%.
This leaves the value of the investment at $367 million and 2,000 shares.
One of the smallest hedge funds
The two most similar investment funds to Union Investments & Development are Vintage Ventures Advisors and Atairos Partners Gp. They manage $15.2 billion and $15.4 billion respectively.
Eyal Golan investment strategy
Union Investments & Development’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Technology — making up 8.8% of
the total portfolio value.
The fund focuses on investments in the United States as
47.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
52% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $320 billion.
The complete list of Union Investments & Development trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Global E Online Ltd |
No change
266,118
|
$9,652,100,000 | 63.14% |
| Monday Com Ltd |
Closed
12,924
|
$2,919,144,000 | |
| Taboola.com Ltd |
20.33%
360,994
|
$1,241,819,000 | 8.12% |
| Ishares Tr |
No change
770
|
$829,960,000 | 5.43% |
| Aerospace Def |
Closed
3,215
|
$451,740,000 | |
| Alphabet Inc |
33.33%
2,000
|
$366,840,000 | 2.40% |
| Microsoft Corporation |
27.78%
650
|
$290,518,000 | 1.90% |
| Amazon.com Inc. |
No change
1,300
|
$251,225,000 | 1.64% |
| Ormat Technologies Inc |
No change
2,900
|
$207,930,000 | 1.36% |
| Targa Res Corp |
48.39%
1,600
|
$206,048,000 | 1.35% |
| Vaneck Oil Services Etf |
No change
650
|
$205,517,000 | 1.34% |
| Meta Platforms Inc |
55.56%
400
|
$201,688,000 | 1.32% |
| Exxon Mobil Corp. |
50.00%
1,700
|
$195,704,000 | 1.28% |
| Mckesson Corporation |
48.39%
320
|
$186,893,000 | 1.22% |
| Wix.com Ltd |
No change
1,136
|
$180,704,000 | 1.18% |
| Riskified Ltd. |
Closed
33,000
|
$178,530,000 | |
| Visa Inc |
Closed
625
|
$174,425,000 | |
| Bhp Group Ltd |
No change
3,000
|
$171,270,000 | 1.12% |
| PulteGroup Inc |
50.00%
1,500
|
$165,150,000 | 1.08% |
| Check Point Software Technolog |
No change
1,000
|
$165,000,000 | 1.08% |
| Snowflake Inc. |
No change
1,150
|
$155,354,000 | 1.02% |
| Leidos Holdings Inc |
33.33%
1,000
|
$145,880,000 | 0.95% |
| ABB Ltd. |
50.00%
2,500
|
$139,275,000 | 0.91% |
| Bath & Body Works Inc |
Closed
2,400
|
$120,048,000 | |
| Us Bancorp |
Closed
2,500
|
$111,750,000 | |
| BP plc |
50.00%
3,000
|
$108,300,000 | 0.71% |
| Devon Energy Corp. |
No change
2,000
|
$94,800,000 | 0.62% |
| Salesforce.com Inc |
50.00%
350
|
$89,985,000 | 0.59% |
| Vodafone Group plc |
Closed
8,000
|
$71,200,000 | |
| Fifth Third Bancorp |
Closed
1,600
|
$59,536,000 | |
| Mosaic Co New |
No change
1,200
|
$34,680,000 | 0.23% |
| Zim Integrated Shipping Serv |
Closed
2,500
|
$25,300,000 | |
| Victoria's Secret & Co. |
Closed
799
|
$15,485,000 | |
| No transactions found | |||
| Showing first 500 out of 33 holdings | |||
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