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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
51
Zscaler
ZS
$27.3B
$2.95M 0.52%
15,332
+3,516
+30% +$787K
ORA icon
52
Ormat Technologies
ORA
$6.65B
$2.94M 0.52%
44,410
-7,189
-14% -$480K
JPM icon
53
JPMorgan Chase
JPM
$950B
$2.69M 0.48%
13,417
-864
-6% -$156K
KLAC icon
54
KLA
KLAC
$259B
$1.97M 0.35%
28,250
+750
+3% +$48.2K
SOXX icon
55
iShares Semiconductor ETF
SOXX
$45.9B
$1.93M 0.34%
8,562
+156
+2% +$32.4K
WDAY icon
56
Workday
WDAY
$44.4B
$1.93M 0.34%
7,078
+2,750
+64% +$783K
AKAM icon
57
Akamai
AKAM
$15.9B
$1.92M 0.34%
17,628
+5,543
+46% +$639K
BAH icon
58
Booz Allen Hamilton
BAH
$9.15B
$1.9M 0.34%
12,820
+2,141
+20% +$301K
NFLX icon
59
Netflix
NFLX
$309B
$1.87M 0.33%
30,750
+14,370
+88% +$810K
CVX icon
60
Chevron
CVX
$366B
$1.86M 0.33%
11,826
+1,631
+16% +$246K
DRIO icon
61
DarioHealth
DRIO
$71.2M
$1.84M 0.33%
60,137
-4,289
-7% -$163K
WMT icon
62
Walmart Inc
WMT
$890B
$1.82M 0.32%
30,170
+16,850
+127% +$964K
NVMI
63
Nova
NVMI
$12.5B
$1.81M 0.32%
10,200
-100
-1% -$15.8K
CMG icon
64
Chipotle Mexican Grill
CMG
$41.5B
$1.74M 0.31%
29,900
+19,400
+185% +$992K
LQD icon
65
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.74M 0.31%
15,938
+9
+0.1% +$978
DT icon
66
Dynatrace
DT
$14.2B
$1.71M 0.3%
36,802
+13,155
+56% +$685K
MCD icon
67
McDonald's
MCD
$195B
$1.71M 0.3%
6,055
+1,219
+25% +$355K
GEN icon
68
Gen Digital
GEN
$17.5B
$1.66M 0.29%
74,135
+22,395
+43% +$497K
TSLA icon
69
Tesla
TSLA
$1.3T
$1.65M 0.29%
9,373
+4,017
+75% +$785K
PCTY icon
70
Paylocity
PCTY
$7.98B
$1.54M 0.27%
8,976
+4,146
+86% +$685K
ENPH icon
71
Enphase Energy
ENPH
$5.53B
$1.53M 0.27%
12,640
-1,620
-11% -$189K
PFE icon
72
Pfizer
PFE
$153B
$1.5M 0.27%
54,080
-792,535
-94% -$22M
DASH icon
73
DoorDash
DASH
$93.7B
$1.42M 0.25%
+10,321
New +$1.22M
TEVA icon
74
Teva Pharmaceuticals
TEVA
$41.2B
$1.39M 0.25%
98,600
+23,180
+31% +$292K
TBLA icon
75
Taboola.com
TBLA
$1.11B
$1.33M 0.24%
300,000
– –
1 2
3
4 5

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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.