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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
ADSK icon
476
Autodesk
ADSK
$44.3B
– –
-2,569
Closed -$760K
AFRM icon
477
Affirm
AFRM
$23.5B
– –
-596
Closed -$44.4K
AIRR icon
478
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
– –
-2,625
Closed -$258K
AMCR icon
479
Amcor
AMCR
$20.6B
– –
-2,557
Closed -$107K
AMGN icon
480
Amgen
AMGN
$203B
– –
-243
Closed -$249
AUDC icon
481
AudioCodes
AUDC
$244M
– –
-27,552
Closed -$239K
AZO icon
482
AutoZone
AZO
$48.3B
– –
-440
Closed -$1.49M
BBEU icon
483
JPMorgan BetaBuilders Europe ETF
BBEU
$9.13B
– –
-1,000
Closed -$73.5K
BKNG icon
484
Booking.com
BKNG
$138B
– –
-6,425
Closed -$1.38M
BSCT icon
485
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
– –
-2,100
Closed -$39.6K
CHKP icon
486
Check Point Software Technologies
CHKP
$13.3B
– –
-16,988
Closed -$3.15M
CMG icon
487
Chipotle Mexican Grill
CMG
$40.8B
– –
-8,571
Closed -$317K
CXSE icon
488
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$483M
– –
-7,000
Closed -$281K
CYBR
489
DELISTED
CyberArk
CYBR
– –
-4,526
Closed -$2.02M
DASH icon
490
DoorDash
DASH
$75.3B
– –
-11,599
Closed -$2.63M
DIA icon
491
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
– –
-9
Closed -$4.33K
DLO icon
492
dLocal
DLO
$4.26B
– –
-532
Closed -$7.52K
DOX icon
493
Amdocs
DOX
$5.53B
– –
-550
Closed -$44.3K
EEFT icon
494
Euronet Worldwide
EEFT
$3.02B
– –
-76
Closed -$5.78K
EVTC icon
495
Evertec
EVTC
$1.83B
– –
-76
Closed -$2.21K
FLYW icon
496
Flywire
FLYW
$1.96B
– –
-156
Closed -$2.21K
FOUR icon
497
Shift4
FOUR
$3.84B
– –
-160
Closed -$10.1K
FROG icon
498
JFrog
FROG
$9.71B
– –
-14,400
Closed -$899K
FRT icon
499
Federal Realty Investment Trust
FRT
$10.9B
– –
-1,082
Closed -$109K
FXO icon
500
First Trust Financials AlphaDEX Fund
FXO
$1.12B
– –
-2,316
Closed -$140K
17 18 19
20
21

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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.