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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
+16.92%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
+$141M
Cap. Flow %
6.76%
Top 10 Hldgs %
61.8%
Holding
538
New
48
Increased
78
Reduced
234
Closed
68

Top Buys

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$63.4M
2
SEDG icon
SolarEdge
SEDG
+$12.4M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$16M
2
SPNS
Sapiens International
SPNS
+$9.52M
3
CAMT icon
Camtek
CAMT
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 30.52%
2 Industrials 24.6%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
501
Kimberly-Clark
KMB
$35.9B
– –
-105
Closed -$13.1K
LULU icon
502
lululemon athletica
LULU
$14.5B
– –
-31
Closed -$17
MAC icon
503
Macerich
MAC
$6.9B
– –
-880
Closed -$16K
MAR icon
504
Marriott International
MAR
$90.9B
– –
-73
Closed -$59
MCHP icon
505
Microchip Technology
MCHP
$44.2B
– –
-144
Closed -$28
MDLZ icon
506
Mondelez International
MDLZ
$78.5B
– –
-13,045
Closed -$815K
MNDY icon
507
monday.com
MNDY
$3.75B
– –
-2,835
Closed -$549K
MNST icon
508
Monster Beverage
MNST
$89.6B
– –
-261
Closed -$53
ODFL icon
509
Old Dominion Freight Line
ODFL
$44.1B
– –
-56
Closed -$24
ON icon
510
ON Semiconductor
ON
$31.1B
– –
-109
Closed -$16
ONTO icon
511
Onto Innovation
ONTO
$14.5B
– –
-30
Closed -$3.88K
ORLY icon
512
O'Reilly Automotive
ORLY
$75.3B
– –
-227
Closed -$74
PAYX icon
513
Paychex
PAYX
$43.1B
– –
-96
Closed -$37
PDD icon
514
Pinduoduo
PDD
$132B
– –
-179
Closed -$71
PSFE icon
515
Paysafe
PSFE
$366M
– –
-346
Closed -$14
RDNT icon
516
RadNet
RDNT
$6.08B
– –
-4,600
Closed -$351K
REGN icon
517
Regeneron Pharmaceuticals
REGN
$83.2B
– –
-28
Closed -$47
ROP icon
518
Roper Technologies
ROP
$39.9B
– –
-29
Closed -$44
ROST icon
519
Ross Stores
ROST
$81.7B
– –
-87
Closed -$40
RPAY icon
520
Repay Holdings
RPAY
$317M
– –
-825
Closed -$4.39K
RSKD icon
521
Riskified
RSKD
$712M
– –
-41,791
Closed -$199K
SBUX icon
522
Starbucks
SBUX
$119B
– –
-304
Closed -$26K
SNPS icon
523
Synopsys
SNPS
$78.8B
– –
-49
Closed -$71
SPNS
524
DELISTED
Sapiens International
SPNS
– –
-221,261
Closed -$9.52M
SYTAW
525
DELISTED
Siyata Mobile Warrant
SYTAW
– –
-201,805
Closed -$908
18 19 20
21
22

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KIM
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Y.D. More Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Y.D. More Investments held 538 positions worth $2.09B, up 18% from $1.77B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Y.D. More Investments deployed $141M of net new capital in Q4 2025, opening 48 new positions and adding to 78 existing holdings. Its largest new stake was GE Vernova: 6,609 shares worth $13.5K.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $16M trimmed.

  • Y.D. More Investments's largest Q4 2025 buy was GE Vernova: 6,609 shares worth $13.5K.
  • Y.D. More Investments added most to ZIM Integrated Shipping Services in Q4 2025, an estimated $63.4M increase.
  • Y.D. More Investments's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $16M.
  • Y.D. More Investments fully exited Sapiens International in Q4 2025, selling an estimated $9.52M.
  • Y.D. More Investments's ten largest holdings make up 62% of its $2.09B portfolio in Q4 2025.
  • Y.D. More Investments opened 48 new positions and closed 68 in Q4 2025.
  • Y.D. More Investments's portfolio value rose 18% quarter-over-quarter to $2.09B.

Based on Y.D. More Investments's 13F filing for Q4 2025, filed 21 Jan 2026.