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.
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.
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.
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.
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.
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.
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 | |||