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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARBE icon
26
Arbe Robotics
ARBE
$94.2M
$6.16M 1.09%
2,949,088
+1,087,764
+58% +$2.09M
HYG icon
27
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$6.08M 1.08%
78,263
+6,905
+10% +$534K
CRWD icon
28
CrowdStrike
CRWD
$218B
$5.98M 1.06%
74,588
+4,288
+6% +$328K
AMD icon
29
Advanced Micro Devices
AMD
$789B
$5.37M 0.95%
29,729
-2,660
-8% -$465K
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.33T
$5.19M 0.92%
34,378
-3,872
-10% -$554K
FTNT icon
31
Fortinet
FTNT
$117B
$4.98M 0.88%
72,969
+11,005
+18% +$733K
VEEV icon
32
Veeva Systems
VEEV
$37.4B
$4.93M 0.87%
21,288
+7,499
+54% +$1.62M
UBER icon
33
Uber
UBER
$153B
$4.81M 0.85%
62,456
+94
+0.2% +$6.75K
DDOG icon
34
Datadog
DDOG
$84B
$4.41M 0.78%
35,665
+8,130
+30% +$1.02M
V icon
35
Visa
V
$677B
$4.37M 0.77%
15,643
+2,668
+21% +$737K
ESTC icon
36
Elastic
ESTC
$7.81B
$4.02M 0.71%
40,143
+26,584
+196% +$3.06M
ULTA icon
37
Ulta Beauty
ULTA
$24.3B
$3.92M 0.69%
7,495
-190
-2% -$98.1K
ADBE icon
38
Adobe
ADBE
$105B
$3.77M 0.67%
7,465
+2,026
+37% +$1.16M
FTCS icon
39
First Trust Capital Strength ETF
FTCS
$7.95B
$3.75M 0.66%
43,816
+8,119
+23% +$670K
MNDY icon
40
monday.com
MNDY
$3.94B
$3.72M 0.66%
16,466
+12,258
+291% +$2.6M
NOW icon
41
ServiceNow
NOW
$129B
$3.69M 0.65%
24,210
+15,070
+165% +$2.28M
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.13T
$3.69M 0.65%
8,742
+3,782
+76% +$1.49M
J icon
43
Jacobs Solutions
J
$17B
$3.63M 0.64%
28,563
+412
+1% +$48.3K
CMCT
44
Creative Media & Community Trust
CMCT
$13M
$3.54M 0.63%
34
– –
IVV icon
45
iShares Core S&P 500 ETF
IVV
$904B
$3.52M 0.62%
6,700
-2,600
-28% -$1.3M
WIX icon
46
WIX.com
WIX
$2.52B
$3.36M 0.59%
24,413
+20,249
+486% +$2.66M
NET icon
47
Cloudflare
NET
$107B
$3.21M 0.57%
33,174
+4,193
+14% +$380K
BAC icon
48
Bank of America
BAC
$442B
$3.09M 0.55%
81,402
-5,826
-7% -$200K
CAT icon
49
Caterpillar
CAT
$387B
$2.99M 0.53%
8,164
+5,075
+164% +$1.62M
MDLZ icon
50
Mondelez International
MDLZ
$79.9B
$2.96M 0.52%
42,282
+3,763
+10% +$275K
1
2
3 4 5

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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.