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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOS icon
401
The Mosaic Company
MOS
$7.46B
– –
-100
Closed -$4.34K
MTCH icon
402
Match Group
MTCH
$8.43B
– –
-2,094
Closed -$86K
MXI icon
403
iShares Global Materials ETF
MXI
$363M
– –
-4,000
Closed -$317K
NVMI
404
Nova
NVMI
$12.2B
– –
-385
Closed -$31.5K
NXPI icon
405
NXP Semiconductors
NXPI
$58.9B
– –
-60
Closed -$9.49K
PAR icon
406
PAR Technology
PAR
$753M
– –
-200
Closed -$5.21K
PERI icon
407
Perion Network
PERI
$386M
– –
-97,477
Closed -$2.47M
PINS icon
408
Pinterest
PINS
$13.8B
– –
-2,700
Closed -$64.3K
PLAY icon
409
Dave & Buster's
PLAY
$343M
– –
-950
Closed -$33.3K
PLTR icon
410
Palantir
PLTR
$421B
– –
-2,028
Closed -$12.8K
PSFE icon
411
Paysafe
PSFE
$366M
– –
-1,354
Closed -$5.39K
QUAL icon
412
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
– –
-400
Closed -$45.8K
QYLD icon
413
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
– –
-2,228
Closed -$35.5K
REE
414
DELISTED
REE Automotive
REE
– –
-50,000
Closed -$525K
SE icon
415
Sea Limited
SE
$70.3B
– –
-1,500
Closed -$79.2K
SMWB icon
416
Similarweb
SMWB
$650M
– –
-1,511,866
Closed -$8.32M
SNOW icon
417
Snowflake
SNOW
$116B
– –
-525
Closed -$21.2K
STE icon
418
Steris
STE
$23.3B
– –
-4,476
Closed -$833K
TBLA icon
419
Taboola.com
TBLA
$1.12B
– –
-300,000
Closed -$861K
TEAM icon
420
Atlassian
TEAM
$38.5B
– –
-2,003
Closed -$73.6K
TSEM icon
421
Tower Semiconductor
TSEM
$28.5B
– –
-660
Closed -$28.5K
TSN icon
422
Tyson Foods
TSN
$20.1B
– –
-745
Closed -$46K
UL icon
423
Unilever
UL
$135B
– –
-178
Closed -$10.1K
WILC icon
424
G. Willi-Food International
WILC
$391M
– –
-5,126
Closed -$67.9K
WIX icon
425
WIX.com
WIX
$2.61B
– –
-6,905
Closed -$523K
14 15 16
17
18

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SYBT
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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
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SC
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HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
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DCM
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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.