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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLF icon
51
State Street Financial Select Sector SPDR ETF
XLF
$59B
$3.26M 0.28%
65,435
+1,188
+2% +$59.6K
SMH icon
52
VanEck Semiconductor ETF
SMH
$71.3B
$3.25M 0.28%
15,387
-1,375
-8% -$330K
DDOG icon
53
Datadog
DDOG
$89.5B
$3.25M 0.28%
28,664
+2,808
+11% +$354K
AAPL icon
54
Apple
AAPL
$4.48T
$3.23M 0.28%
14,470
-10,619
-42% -$2.46M
PERI icon
55
Perion Network
PERI
$352M
$3M 0.26%
368,714
-22,618
-6% -$197K
OPK icon
56
Opko Health
OPK
$1.03B
$2.97M 0.26%
1,772,947
+377,179
+27% +$621K
ARBE icon
57
Arbe Robotics
ARBE
$91.9M
$2.93M 0.26%
2,844,422
– –
DAX icon
58
Global X DAX Germany ETF
DAX
$236M
$2.8M 0.24%
+71,540
New +$2.69M
ESTC icon
59
Elastic
ESTC
$7.86B
$2.76M 0.24%
29,742
+145
+0.5% +$15K
PAVE icon
60
Global X US Infrastructure Development ETF
PAVE
$14.4B
$2.61M 0.23%
69,141
+13,254
+24% +$537K
PCTY icon
61
Paylocity
PCTY
$7.84B
$2.55M 0.22%
13,613
– –
JPM icon
62
JPMorgan Chase
JPM
$952B
$2.5M 0.22%
10,212
+612
+6% +$156K
ORCL icon
63
Oracle
ORCL
$431B
$2.48M 0.22%
17,768
+1,173
+7% +$191K
ZS icon
64
Zscaler
ZS
$28.3B
$2.48M 0.22%
12,901
+119
+0.9% +$23.7K
PG icon
65
Procter & Gamble
PG
$337B
$2.45M 0.21%
14,408
+885
+7% +$148K
CYBR
66
DELISTED
CyberArk
CYBR
$2.41M 0.21%
6,974
+38
+0.5% +$13.7K
MNDY icon
67
monday.com
MNDY
$3.63B
$2.4M 0.21%
9,860
-1,097
-10% -$290K
KWEB icon
68
KraneShares CSI China Internet ETF
KWEB
$5.7B
$2.37M 0.21%
68,000
+14,000
+26% +$464K
TSLA icon
69
Tesla
TSLA
$1.31T
$2.36M 0.21%
9,898
+185
+2% +$61.7K
MGIC
70
DELISTED
Magic Software Enterprises
MGIC
$2.24M 0.2%
174,366
+31,527
+22% +$403K
ONON icon
71
On Holding
ONON
$12.7B
$2.23M 0.19%
50,700
+28,040
+124% +$1.47M
DASH icon
72
DoorDash
DASH
$92.3B
$2.22M 0.19%
12,141
– –
KMDA icon
73
Kamada
KMDA
$415M
$2.18M 0.19%
330,354
-168,568
-34% -$1.2M
NKE icon
74
Nike
NKE
$61.5B
$2.06M 0.18%
32,375
+25,075
+343% +$1.85M
SPNS
75
DELISTED
Sapiens International
SPNS
$2.03M 0.18%
74,742
-159,555
-68% -$4.3M
1 2
3
4 5

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KIM
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YCM
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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.