We are live on ! Find out more
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
WIX icon
26
WIX.com
WIX
$2.52B
$8.64M 0.88%
54,333
+29,920
+123% +$4.3M
VCIT icon
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$8.39M 0.86%
104,985
+6,300
+6% +$500K
DRS icon
28
Leonardo DRS
DRS
$12B
$7.6M 0.78%
298,000
– –
HYG icon
29
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$7M 0.71%
90,768
+12,505
+16% +$961K
SPNS
30
DELISTED
Sapiens International
SPNS
$6.91M 0.71%
+202,751
New +$6.61M
CRWD icon
31
CrowdStrike
CRWD
$218B
$6.68M 0.68%
69,692
-4,896
-7% -$407K
ASML icon
32
ASML
ASML
$669B
$6.53M 0.67%
6,384
-546
-8% -$525K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.33T
$6.42M 0.66%
35,273
+895
+3% +$151K
MA icon
34
Mastercard
MA
$493B
$6.31M 0.64%
14,299
+675
+5% +$307K
VEEV icon
35
Veeva Systems
VEEV
$37.4B
$5.97M 0.61%
32,633
+11,345
+53% +$2.25M
SMH icon
36
VanEck Semiconductor ETF
SMH
$73.2B
$5.95M 0.61%
22,812
-4,760
-17% -$1.12M
ARBE icon
37
Arbe Robotics
ARBE
$94.2M
$5.43M 0.55%
2,844,422
-104,666
-4% -$193K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.35M 0.55%
13,184
+4,442
+51% +$1.82M
CRM icon
39
Salesforce
CRM
$158B
$5.25M 0.54%
20,405
-4,546
-18% -$1.22M
AMD icon
40
Advanced Micro Devices
AMD
$789B
$4.98M 0.51%
30,694
+965
+3% +$155K
FTNT icon
41
Fortinet
FTNT
$117B
$4.54M 0.46%
75,276
+2,307
+3% +$143K
V icon
42
Visa
V
$677B
$4.49M 0.46%
17,109
+1,466
+9% +$402K
DDOG icon
43
Datadog
DDOG
$84B
$4.41M 0.45%
33,974
-1,691
-5% -$205K
KEN icon
44
Kenon Holdings
KEN
$3.45B
$4.37M 0.45%
+174,929
New +$4.14M
ESTC icon
45
Elastic
ESTC
$7.81B
$4.11M 0.42%
36,090
-4,053
-10% -$426K
NICE icon
46
Nice
NICE
$5.97B
$3.94M 0.4%
22,934
-3,625
-14% -$746K
FTCS icon
47
First Trust Capital Strength ETF
FTCS
$7.95B
$3.88M 0.4%
46,199
+2,383
+5% +$199K
KMDA icon
48
Kamada
KMDA
$419M
$3.64M 0.37%
726,161
+690,842
+1,956% +$3.64M
NOW icon
49
ServiceNow
NOW
$129B
$3.63M 0.37%
23,095
-1,115
-5% -$164K
ADBE icon
50
Adobe
ADBE
$105B
$3.45M 0.35%
6,207
-1,258
-17% -$609K
1
2
3 4 5

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.