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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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
451
Roper Technologies
ROP
$39.9B
$44 ﹤0.01%
+29
New +$15.5K
ABNB icon
452
Airbnb
ABNB
$111B
$43 ﹤0.01%
+115
New +$14.9K
WDAY icon
453
Workday
WDAY
$45.5B
$43 ﹤0.01%
58
-8,895
-99% -$2.06M
L icon
454
Loews
L
$23.3B
$42 ﹤0.01%
138
-28
-17% -$2.65K
PCAR icon
455
PACCAR
PCAR
$69.1B
$42 ﹤0.01%
+140
New +$13.8K
BKR icon
456
Baker Hughes
BKR
$63.6B
$40 ﹤0.01%
+264
New +$11.6K
IDXX icon
457
Idexx Laboratories
IDXX
$46.9B
$40 ﹤0.01%
+21
New +$12.7K
ROST icon
458
Ross Stores
ROST
$81.7B
$40 ﹤0.01%
+87
New +$12.4K
TTWO icon
459
Take-Two Interactive
TTWO
$47.4B
$39 ﹤0.01%
+49
New +$11.6K
WBD icon
460
Warner Bros
WBD
$67.4B
$38 ﹤0.01%
+662
New +$9.02K
XEL icon
461
Xcel Energy
XEL
$48B
$38 ﹤0.01%
+158
New +$11.4K
PAYX icon
462
Paychex
PAYX
$43.1B
$37 ﹤0.01%
+96
New +$13.3K
EG icon
463
Everest Group
EG
$14.2B
$36 ﹤0.01%
34
-7
-17% -$2.36K
AZN icon
464
AstraZeneca
AZN
$251B
$35 ﹤0.01%
+79
New +$12K
CPRT icon
465
Copart
CPRT
$27.4B
$35 ﹤0.01%
+259
New +$12.2K
CSGP icon
466
CoStar Group
CSGP
$12.8B
$29 ﹤0.01%
+113
New +$9.99K
PLD icon
467
Prologis
PLD
$132B
$29 ﹤0.01%
84
+25
+42% +$2.75K
GL icon
468
Globe Life
GL
$14.2B
$28 ﹤0.01%
65
-10
-13% -$1.35K
KDP icon
469
Keurig Dr Pepper
KDP
$39.9B
$28 ﹤0.01%
+363
New +$11.4K
MCHP icon
470
Microchip Technology
MCHP
$44.2B
$28 ﹤0.01%
+144
New +$9.76K
VRSK icon
471
Verisk Analytics
VRSK
$23.6B
$28 ﹤0.01%
+37
New +$10.2K
GEHC icon
472
GE HealthCare
GEHC
$32.9B
$27 ﹤0.01%
+122
New +$9.1K
AIZ icon
473
Assurant
AIZ
$14.2B
$26 ﹤0.01%
39
-8
-17% -$1.62K
FDS icon
474
Factset
FDS
$10.1B
$26 ﹤0.01%
30
-5
-14% -$1.91K
LILAK icon
475
Liberty Latin America Class C
LILAK
$1.65B
$25 ﹤0.01%
3
-4
-57% -$27
17 18
19
20 21

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EWA
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.