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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
CHAI
451
Core AI Holdings Inc
CHAI
$7.32M
– –
0
– –
APD icon
452
Air Products & Chemicals
APD
$67.5B
$20 ﹤0.01%
+29
New +$7.36K
AIZ icon
453
Assurant
AIZ
$14.2B
$16 ﹤0.01%
+36
New +$6.25K
MKTX icon
454
MarketAxess Holdings
MKTX
$5.72B
$12 ﹤0.01%
+23
New +$4.74K
GL icon
455
Globe Life
GL
$14.6B
$10 ﹤0.01%
+46
New +$3.81K
LILA icon
456
Liberty Latin America Class A
LILA
$1.63B
$10 ﹤0.01%
1
– –
BEN icon
457
Franklin Resources
BEN
$17.1B
$9 ﹤0.01%
+159
New +$3.83K
BUG icon
458
Global X Cybersecurity ETF
BUG
$1.48B
– –
-900
Closed -$26.5K
ESRT icon
459
Empire State Realty Trust
ESRT
$824M
– –
-35,700
Closed -$362K
GXC icon
460
State Street SPDR S&P China ETF
GXC
$482M
– –
-1,000
Closed -$65.8K
IWM icon
461
iShares Russell 2000 ETF
IWM
$81.7B
– –
-255
Closed -$53.6K
PEJ icon
462
Invesco Leisure and Entertainment ETF
PEJ
$306M
– –
-437
Closed -$20K
PLUR icon
463
Pluri
PLUR
$19.6M
– –
-1,275
Closed -$8.22K
REE
464
DELISTED
REE Automotive
REE
– –
-49,997
Closed -$292K
SCHG icon
465
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
– –
-652
Closed -$15K
TEAM icon
466
Atlassian
TEAM
$37.8B
– –
-1,345
Closed -$262K
TTD icon
467
Trade Desk
TTD
$6.2B
– –
-2,000
Closed -$175K
UPWK icon
468
Upwork
UPWK
$1.19B
– –
-29,340
Closed -$360K
BSJO
469
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
– –
-1,408
Closed -$31.7K
AZRE
470
DELISTED
Azure Power Global Limited
AZRE
– –
-9,000
Closed -$11.7K
15 16 17 18
19

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KIM
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YCM
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SC
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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.