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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
QCOM icon
76
Qualcomm
QCOM
$176B
$1.75M 0.18%
8,769
+4,509
+106% +$852K
TEVA icon
77
Teva Pharmaceuticals
TEVA
$41.2B
$1.71M 0.17%
105,500
+6,900
+7% +$106K
ZOOZ
78
ZOOZ Strategy Ltd
ZOOZ
$44.6M
$1.67M 0.17%
+36,100
New +$1.91M
MCD icon
79
McDonald's
MCD
$195B
$1.65M 0.17%
6,480
+425
+7% +$113K
PFE icon
80
Pfizer
PFE
$153B
$1.64M 0.17%
58,624
+4,544
+8% +$125K
CYBR
81
DELISTED
CyberArk
CYBR
$1.63M 0.17%
5,949
+3,006
+102% +$738K
WDAY icon
82
Workday
WDAY
$44.4B
$1.58M 0.16%
7,078
– –
FROG icon
83
JFrog
FROG
$10.8B
$1.5M 0.15%
+39,950
New +$1.46M
OKTA icon
84
Okta
OKTA
$25.8B
$1.46M 0.15%
15,623
+3,369
+27% +$319K
GEN icon
85
Gen Digital
GEN
$17.5B
$1.46M 0.15%
58,436
-15,699
-21% -$359K
MGIC
86
DELISTED
Magic Software Enterprises
MGIC
$1.45M 0.15%
+148,691
New +$1.67M
PCTY icon
87
Paylocity
PCTY
$7.98B
$1.43M 0.15%
10,848
+1,872
+21% +$290K
KLAC icon
88
KLA
KLAC
$259B
$1.39M 0.14%
16,850
-11,400
-40% -$842K
ENPH icon
89
Enphase Energy
ENPH
$5.53B
$1.35M 0.14%
13,500
+860
+7% +$100K
PAVE icon
90
Global X US Infrastructure Development ETF
PAVE
$14.4B
$1.31M 0.13%
35,479
+2,465
+7% +$94.3K
TATT icon
91
TAT Technologies
TATT
$515M
$1.31M 0.13%
+87,756
New +$1.15M
AKAM icon
92
Akamai
AKAM
$15.9B
$1.28M 0.13%
14,215
-3,413
-19% -$330K
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.27M 0.13%
24,785
– –
DT icon
94
Dynatrace
DT
$14.2B
$1.24M 0.13%
27,750
-9,052
-25% -$417K
DASH icon
95
DoorDash
DASH
$93.7B
$1.17M 0.12%
10,771
+450
+4% +$54.2K
DRIO icon
96
DarioHealth
DRIO
$71.2M
$1.17M 0.12%
49,040
-11,097
-18% -$314K
EQIX icon
97
Equinix
EQIX
$103B
$1.14M 0.12%
1,506
-16
-1% -$12.1K
XOM icon
98
ExxonMobil
XOM
$634B
$1.12M 0.11%
9,769
+2,169
+29% +$253K
AUDC icon
99
AudioCodes
AUDC
$253M
$1.12M 0.11%
+107,681
New +$1.14M
MAC icon
100
Macerich
MAC
$6.92B
$1.11M 0.11%
72,080
+7,500
+12% +$115K
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 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.