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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
TBLA icon
76
Taboola.com
TBLA
$1.08B
$1.14M 0.22%
+300,000
New +$1.06M
WDAY icon
77
Workday
WDAY
$44.8B
$1.11M 0.21%
5,158
-830
-14% -$192K
PAVE icon
78
Global X US Infrastructure Development ETF
PAVE
$14.4B
$1.07M 0.21%
35,244
-300
-0.8% -$9.47K
KWEB icon
79
KraneShares CSI China Internet ETF
KWEB
$5.73B
$980K 0.19%
35,804
-1,500
-4% -$42.7K
NOW icon
80
ServiceNow
NOW
$130B
$977K 0.19%
8,740
-125
-1% -$14.3K
NEE icon
81
NextEra Energy
NEE
$176B
$969K 0.19%
16,910
-4,230
-20% -$293K
LNG icon
82
Cheniere Energy
LNG
$54.3B
$924K 0.18%
5,570
– –
POOL icon
83
Pool Corp
POOL
$7.29B
$920K 0.18%
2,584
-2,161
-46% -$786K
UNH icon
84
UnitedHealth
UNH
$372B
$913K 0.18%
1,812
-9
-0.5% -$4.43K
MAC icon
85
Macerich
MAC
$6.85B
$879K 0.17%
80,585
-27,760
-26% -$331K
INTU icon
86
Intuit
INTU
$90.7B
$861K 0.17%
1,685
-300
-15% -$152K
GM icon
87
General Motors
GM
$77.2B
$813K 0.16%
24,650
+2,530
+11% +$89.9K
CAT icon
88
Caterpillar
CAT
$386B
$785K 0.15%
2,878
-166
-5% -$45K
QLYS icon
89
Qualys
QLYS
$6.5B
$778K 0.15%
5,142
+429
+9% +$61.7K
TEVA icon
90
Teva Pharmaceuticals
TEVA
$41.3B
$774K 0.15%
75,920
+500
+0.7% +$4.66K
TENB icon
91
Tenable Holdings
TENB
$4.23B
$758K 0.15%
16,195
+1,526
+10% +$68.6K
PYPL icon
92
PayPal
PYPL
$50.2B
$743K 0.14%
12,377
-4,713
-28% -$307K
PAYC icon
93
Paycom
PAYC
$9.49B
$713K 0.14%
+2,750
New +$838K
S icon
94
SentinelOne
S
$7.52B
$686K 0.13%
41,409
+4,205
+11% +$66.4K
DOX icon
95
Amdocs
DOX
$6.16B
$678K 0.13%
8,025
-2,632
-25% -$238K
DIS icon
96
Walt Disney
DIS
$178B
$678K 0.13%
8,366
-980
-10% -$83.7K
LIN icon
97
Linde
LIN
$226B
$674K 0.13%
+1,810
New +$689K
ADSK icon
98
Autodesk
ADSK
$53.6B
$614K 0.12%
2,966
-364
-11% -$76.5K
PWSC
99
DELISTED
PowerSchool Holdings, Inc.
PWSC
$612K 0.12%
103,221
+54,580
+112% +$1.2M
WMT icon
100
Walmart Inc
WMT
$888B
$597K 0.11%
11,190
+2,100
+23% +$112K
2 3
4
5 6

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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 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.