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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
51
Bank of America
BAC
$442B
$2.05M 0.39%
74,909
+372
+0.5% +$11K
FTNT icon
52
Fortinet
FTNT
$117B
$1.85M 0.36%
30,766
+6,959
+29% +$461K
SLNA
53
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
$1.78M 0.34%
+4,961,679
New +$3.59M
DDOG icon
54
Datadog
DDOG
$84B
$1.76M 0.34%
18,690
+616
+3% +$60.9K
LQD icon
55
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.62M 0.31%
15,853
+846
+6% +$89.2K
ESTC icon
56
Elastic
ESTC
$7.81B
$1.59M 0.31%
+20,136
New +$1.37M
SGEN
57
DELISTED
Seagen Inc. Common Stock
SGEN
$1.59M 0.31%
7,500
– –
ZS icon
58
Zscaler
ZS
$27.3B
$1.58M 0.3%
10,187
-538
-5% -$80.7K
NET icon
59
Cloudflare
NET
$107B
$1.53M 0.29%
24,793
-48
-0.2% -$3.07K
AKAM icon
60
Akamai
AKAM
$15.9B
$1.51M 0.29%
14,338
-1,418
-9% -$141K
SPLK
61
DELISTED
Splunk Inc
SPLK
$1.49M 0.29%
12,473
-1,858
-13% -$210K
DT icon
62
Dynatrace
DT
$14.2B
$1.47M 0.28%
31,348
+2,635
+9% +$129K
BAH icon
63
Booz Allen Hamilton
BAH
$9.15B
$1.46M 0.28%
13,096
-1,730
-12% -$199K
KLAC icon
64
KLA
KLAC
$259B
$1.44M 0.28%
31,500
+8,000
+34% +$384K
XLE icon
65
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.44M 0.28%
31,770
+1,100
+4% +$48.1K
GEN icon
66
Gen Digital
GEN
$17.5B
$1.41M 0.27%
74,052
-7,803
-10% -$152K
EQIX icon
67
Equinix
EQIX
$103B
$1.4M 0.27%
1,929
-138
-7% -$107K
TSLA icon
68
Tesla
TSLA
$1.3T
$1.35M 0.26%
5,405
+50
+0.9% +$12.8K
PERI icon
69
Perion Network
PERI
$386M
$1.35M 0.26%
+43,978
New +$1.48M
SOXX icon
70
iShares Semiconductor ETF
SOXX
$45.9B
$1.31M 0.25%
8,277
-351
-4% -$58.4K
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.28M 0.25%
3,641
+400
+12% +$142K
HYG icon
72
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$1.25M 0.24%
+16,960
New +$1.27M
DOCU
73
DocuSign
DOCU
$11.5B
$1.24M 0.24%
28,342
+2,497
+10% +$122K
MCD icon
74
McDonald's
MCD
$195B
$1.23M 0.24%
4,665
+168
+4% +$47.9K
CYBR
75
DELISTED
CyberArk
CYBR
$1.16M 0.22%
6,854
+5,849
+582% +$939K
1 2
3
4 5

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SYBT
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EWA
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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
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DCM
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Y.D. More Investments's Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.