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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
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
51
Uber
UBER
$153B
$3.17M 0.32%
43,850
-18,606
-30% -$1.29M
MNDY icon
52
monday.com
MNDY
$3.94B
$3.16M 0.32%
13,212
-3,254
-20% -$686K
J icon
53
Jacobs Solutions
J
$17B
$2.99M 0.31%
25,908
-2,655
-9% -$311K
NET icon
54
Cloudflare
NET
$107B
$2.92M 0.3%
35,227
+2,053
+6% +$166K
BAC icon
55
Bank of America
BAC
$442B
$2.87M 0.29%
72,234
-9,168
-11% -$351K
ZS icon
56
Zscaler
ZS
$27.3B
$2.69M 0.27%
13,986
-1,346
-9% -$240K
WMT icon
57
Walmart Inc
WMT
$890B
$2.68M 0.27%
39,517
+9,347
+31% +$589K
JPM icon
58
JPMorgan Chase
JPM
$950B
$2.66M 0.27%
13,167
-250
-2% -$48.9K
MDLZ icon
59
Mondelez International
MDLZ
$79.9B
$2.61M 0.27%
39,962
-2,320
-5% -$159K
SPOT icon
60
Spotify
SPOT
$100B
$2.6M 0.27%
+8,285
New +$2.49M
CAT icon
61
Caterpillar
CAT
$387B
$2.48M 0.25%
7,444
-720
-9% -$250K
SOXX icon
62
iShares Semiconductor ETF
SOXX
$45.9B
$2.45M 0.25%
9,923
+1,361
+16% +$311K
NFLX icon
63
Netflix
NFLX
$309B
$2.36M 0.24%
35,030
+4,280
+14% +$267K
ULTA icon
64
Ulta Beauty
ULTA
$24.3B
$2.32M 0.24%
6,025
-1,470
-20% -$598K
ORCL icon
65
Oracle
ORCL
$423B
$2.27M 0.23%
16,104
+11,784
+273% +$1.46M
CMCT
66
Creative Media & Community Trust
CMCT
$13M
$2.24M 0.23%
34
– –
PERI icon
67
Perion Network
PERI
$386M
$2.19M 0.22%
264,379
+225,520
+580% +$2.74M
CVX icon
68
Chevron
CVX
$366B
$2.16M 0.22%
13,843
+2,017
+17% +$322K
IVV icon
69
iShares Core S&P 500 ETF
IVV
$904B
$2.02M 0.21%
3,700
-3,000
-45% -$1.58M
MU icon
70
Micron Technology
MU
$991B
$1.99M 0.2%
15,145
+11,805
+353% +$1.49M
CMG icon
71
Chipotle Mexican Grill
CMG
$41.5B
$1.9M 0.19%
30,400
+500
+2% +$31.1K
BAH icon
72
Booz Allen Hamilton
BAH
$9.15B
$1.86M 0.19%
12,069
-751
-6% -$113K
LQD icon
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.85M 0.19%
17,279
+1,341
+8% +$143K
OPK icon
74
Opko Health
OPK
$1.02B
$1.84M 0.19%
+1,469,143
New +$1.9M
TSLA icon
75
Tesla
TSLA
$1.3T
$1.76M 0.18%
9,308
-65
-0.7% -$11.4K
1 2
3
4 5

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EWA
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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.