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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DRS icon
26
Leonardo DRS
DRS
$12B
$9.63M 0.87%
298,000
– –
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.32T
$9.25M 0.83%
48,583
+10,415
+27% +$1.84M
VEEV icon
28
Veeva Systems
VEEV
$37.4B
$7.58M 0.68%
36,073
-1,470
-4% -$323K
KEN icon
29
Kenon Holdings
KEN
$3.45B
$6.89M 0.62%
206,333
+5,705
+3% +$165K
CLBT icon
30
Cellebrite
CLBT
$3.99B
$6.65M 0.6%
301,734
-37,016
-11% -$712K
MA icon
31
Mastercard
MA
$493B
$6.64M 0.6%
12,617
+369
+3% +$191K
NVDA icon
32
NVIDIA
NVDA
$5.42T
$6.62M 0.6%
49,309
-12,336
-20% -$1.7M
CRM icon
33
Salesforce
CRM
$158B
$6.35M 0.57%
18,983
+850
+5% +$271K
SPNS
34
DELISTED
Sapiens International
SPNS
$6.34M 0.57%
234,297
+28,512
+14% +$911K
AAPL icon
35
Apple
AAPL
$4.57T
$6.28M 0.57%
25,089
-16,695
-40% -$3.93M
SPOT icon
36
Spotify
SPOT
$100B
$5.95M 0.54%
13,305
+835
+7% +$358K
CRWD icon
37
CrowdStrike
CRWD
$218B
$5.83M 0.52%
68,164
-15,308
-18% -$1.27M
V icon
38
Visa
V
$677B
$5.81M 0.52%
18,377
+1,280
+7% +$385K
SHLT
39
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
$5.64M 0.51%
1,962,525
-149,051
-7% -$431K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.58M 0.5%
12,290
-833
-6% -$385K
FTNT icon
41
Fortinet
FTNT
$117B
$5.14M 0.46%
54,417
-5,576
-9% -$496K
ARBE icon
42
Arbe Robotics
ARBE
$94.2M
$4.88M 0.44%
2,844,422
– –
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.33T
$4.76M 0.43%
25,148
-1,690
-6% -$296K
FTCS icon
44
First Trust Capital Strength ETF
FTCS
$7.95B
$4.71M 0.42%
53,679
+4,084
+8% +$372K
NOW icon
45
ServiceNow
NOW
$129B
$4.53M 0.41%
21,370
-625
-3% -$127K
WMT icon
46
Walmart Inc
WMT
$890B
$4.13M 0.37%
45,661
+4,678
+11% +$406K
SMH icon
47
VanEck Semiconductor ETF
SMH
$71.8B
$4.06M 0.37%
16,762
-679
-4% -$168K
HYG icon
48
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.92M 0.35%
49,888
+1,488
+3% +$118K
DDOG icon
49
Datadog
DDOG
$84B
$3.69M 0.33%
25,856
-3,964
-13% -$544K
NFLX icon
50
Netflix
NFLX
$309B
$3.66M 0.33%
41,110
-680
-2% -$56K
1
2
3 4 5

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EWA
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KIM
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YCM
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SC
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.