We are live on ! Find out more
YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
+23.65%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
+$97.4M
Cap. Flow %
3.81%
Top 10 Hldgs %
64.79%
Holding
524
New
54
Increased
107
Reduced
216
Closed
50

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$81.6M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$53M
3
LHX icon
L3Harris
LHX
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$68.8M
2
ESLT icon
Elbit Systems
ESLT
+$51.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEN icon
26
Kenon Holdings
KEN
$3.55B
$17.3M 0.68%
211,353
-749
-0.4% -$57.7K
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$16.8M 0.66%
25,987
+815
+3% +$554K
CGNT icon
28
Cognyte Software
CGNT
$604M
$15M 0.59%
1,854,798
– –
SMH icon
29
VanEck Semiconductor ETF
SMH
$69.8B
$13.6M 0.53%
35,446
+15,633
+79% +$6.21M
DRS icon
30
Leonardo DRS
DRS
$12.8B
$13.3M 0.52%
298,000
– –
AVGO icon
31
Broadcom
AVGO
$1.87T
$12.1M 0.47%
39,140
+7,139
+22% +$2.35M
IGV icon
32
iShares Expanded Tech-Software Sector ETF
IGV
$12.9B
$10.8M 0.42%
134,760
+130,038
+2,754% +$11.5M
IVV icon
33
iShares Core S&P 500 ETF
IVV
$875B
$10.6M 0.42%
16,287
-2,620
-14% -$1.79M
GILT icon
34
Gilat Satellite Networks
GILT
$859M
$10.6M 0.41%
715,697
+311,951
+77% +$5.19M
CAT icon
35
Caterpillar
CAT
$412B
$9.31M 0.36%
13,207
-451
-3% -$312K
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.88T
$9.12M 0.36%
31,735
-1,020
-3% -$320K
SMWB icon
37
Similarweb
SMWB
$531M
$8.34M 0.33%
1,151,298
-20,000
-2% -$83.4K
XAR icon
38
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.11B
$7.24M 0.28%
28,910
+3,722
+15% +$1.02M
WMT icon
39
Walmart Inc
WMT
$863B
$7.08M 0.28%
57,015
+505
+0.9% +$62K
PAVE icon
40
Global X US Infrastructure Development ETF
PAVE
$14.2B
$6.91M 0.27%
137,667
-606
-0.4% -$31.6K
ODYS
41
Odysight.ai Inc
ODYS
$78.2M
$6.73M 0.26%
973,543
-355,143
-27% -$1.92M
DAX icon
42
Global X DAX Germany ETF
DAX
$219M
$6.26M 0.25%
149,894
+6,330
+4% +$287K
MU icon
43
Micron Technology
MU
$1.12T
$6.18M 0.24%
18,320
-18,528
-50% -$7.26M
ACWI icon
44
iShares MSCI ACWI ETF
ACWI
$32.7B
$5.84M 0.23%
42,739
+10,110
+31% +$1.45M
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.63M 0.22%
11,767
-734
-6% -$360K
INTC icon
46
Intel
INTC
$504B
$5.35M 0.21%
121,204
+58,204
+92% +$2.67M
LMT icon
47
Lockheed Martin
LMT
$131B
$5.25M 0.21%
8,695
+8,009
+1,167% +$4.93M
JPM icon
48
JPMorgan Chase
JPM
$930B
$5.19M 0.2%
17,679
+9,711
+122% +$2.95M
V icon
49
Visa
V
$669B
$4.75M 0.19%
15,733
-2,759
-15% -$887K
NET icon
50
Cloudflare
NET
$93.1B
$4.69M 0.18%
22,739
-3,268
-13% -$623K
1
2
3 4 5

Similar funds

ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Y.D. More Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Y.D. More Investments held 524 positions worth $2.55B, up 22% from $2.09B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Y.D. More Investments deployed $97.4M of net new capital in Q1 2026, opening 54 new positions and adding to 107 existing holdings. Its largest new stake was Vertiv: 13,202 shares worth $3.31M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was ZIM Integrated Shipping Services, an estimated $68.8M trimmed.

  • Y.D. More Investments's largest Q1 2026 buy was Vertiv: 13,202 shares worth $3.31M.
  • Y.D. More Investments added most to Palo Alto Networks in Q1 2026, an estimated $81.6M increase.
  • Y.D. More Investments's biggest Q1 2026 reduction was ZIM Integrated Shipping Services, cutting an estimated $68.8M.
  • Y.D. More Investments fully exited Magic Software Enterprises in Q1 2026, selling an estimated $6.89M.
  • Y.D. More Investments's ten largest holdings make up 65% of its $2.55B portfolio in Q1 2026.
  • Y.D. More Investments opened 54 new positions and closed 50 in Q1 2026.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $2.55B.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.