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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
HST icon
501
Host Hotels & Resorts
HST
$16.8B
– –
-7,096
Closed -$128K
IAU icon
502
iShares Gold Trust
IAU
$63B
– –
-28,000
Closed -$2.27M
KBE icon
503
State Street SPDR S&P Bank ETF
KBE
$1.64B
– –
-300
Closed -$18.2K
MBLY icon
504
Mobileye
MBLY
$2.03B
– –
-8,350
Closed -$87.2K
MGIC
505
DELISTED
Magic Software Enterprises
MGIC
– –
-264,837
Closed -$6.89M
MQ icon
506
Marqeta
MQ
$1.8B
– –
-114
Closed -$2.17K
NICE icon
507
Nice
NICE
$5.29B
– –
-1,000
Closed -$113K
ORCL icon
508
Oracle
ORCL
$331B
– –
-10,298
Closed -$2.01M
PAGS icon
509
PagSeguro Digital
PAGS
$2.57B
– –
-552
Closed -$5.32K
PAY icon
510
Paymentus
PAY
$3.63B
– –
-226
Closed -$7.14K
PAYO icon
511
Payoneer
PAYO
$2.41B
– –
-378
Closed -$2.12K
PCTY icon
512
Paylocity
PCTY
$6.71B
– –
-2,900
Closed -$442K
RELY icon
513
Remitly
RELY
$4.74B
– –
-377
Closed -$5.2K
SJM icon
514
J.M. Smucker
SJM
$12.6B
– –
-903
Closed -$88.3K
SNY icon
515
Sanofi
SNY
$104B
– –
-6,500
Closed -$315K
STNE icon
516
StoneCo
STNE
$2.62B
– –
-490
Closed -$7.25K
TGT icon
517
Target
TGT
$62.1B
– –
-5,200
Closed -$508K
TYL icon
518
Tyler Technologies
TYL
$12.2B
– –
-4,235
Closed -$1.92M
WEX icon
519
WEX
WEX
$6.11B
– –
-62
Closed -$9.24K
WU icon
520
Western Union
WU
$2.57B
– –
-574
Closed -$5.34K
XOP icon
521
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
– –
-6,000
Closed -$758K
EUAD
522
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.14B
– –
-1,000
Closed -$42K
17 18 19 20
21

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HWA
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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
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OBAM
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KFC
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DCM
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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.