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YDMI

Y.D. More Investments Portfolio holdings

AUM $3.21B
1-Year Est. Return 117.29%
This Fund
S&P 500
This Quarter Est. Return
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
K
251
DELISTED
Kellanova
K
$103K 0.01%
+1,780
New +$105K
MS icon
252
Morgan Stanley
MS
$340B
$101K 0.01%
1,045
+665
+175% +$63.3K
ITA icon
253
iShares US Aerospace & Defense ETF
ITA
$15B
$101K 0.01%
762
-100
-12% -$13.3K
SPSB icon
254
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$100K 0.01%
3,380
– –
SLNA
255
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
$97.1K 0.01%
1,350,001
+1
+0% –
BLK icon
256
Blackrock
BLK
$176B
$96.7K 0.01%
123
+58
+89% +$45.3K
WMS icon
257
Advanced Drainage Systems
WMS
$10.9B
$96.2K 0.01%
600
– –
FRT icon
258
Federal Realty Investment Trust
FRT
$10.3B
$95.9K 0.01%
+950
New +$95.9K
CSCO icon
259
Cisco
CSCO
$479B
$93.1K 0.01%
1,962
– –
EXC icon
260
Exelon
EXC
$47B
$93K 0.01%
+2,686
New +$99.1K
MDT icon
261
Medtronic
MDT
$112B
$92.8K 0.01%
1,179
+1,104
+1,472% +$90.5K
VTRS icon
262
Viatris
VTRS
$18.9B
$91.9K 0.01%
+8,648
New +$95.6K
FBYDW icon
263
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$90.8K 0.01%
75,000
– –
LNG icon
264
Cheniere Energy
LNG
$52.9B
$87.4K 0.01%
500
– –
ICLN icon
265
iShares Global Clean Energy ETF
ICLN
$2.1B
$86.6K 0.01%
6,500
-500
-7% -$7K
KHC icon
266
Kraft Heinz
KHC
$30B
$86.5K 0.01%
+2,685
New +$95.7K
AMT icon
267
American Tower
AMT
$80.4B
$86.4K 0.01%
445
+61
+16% +$11.4K
BMY icon
268
Bristol-Myers Squibb
BMY
$132B
$84.2K 0.01%
+2,027
New +$90.7K
IBB icon
269
iShares Biotechnology ETF
IBB
$9.71B
$82.6K 0.01%
602
-100
-14% -$13.3K
FND icon
270
Floor & Decor
FND
$6.68B
$79.5K 0.01%
800
– –
GIS icon
271
General Mills
GIS
$19.7B
$79K 0.01%
+1,249
New +$85.8K
HRL icon
272
Hormel Foods
HRL
$13.8B
$78.8K 0.01%
+2,583
New +$86.9K
CHKP icon
273
Check Point Software Technologies
CHKP
$13.1B
$78.7K 0.01%
477
+42
+10% +$6.55K
IHF icon
274
iShares US Healthcare Providers ETF
IHF
$1.27B
$78.1K 0.01%
1,490
– –
AGG icon
275
iShares Core US Aggregate Bond ETF
AGG
$138B
$77.7K 0.01%
800
– –
9 10
11
12 13

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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.