We are live on ! Find out more
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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPK icon
76
Opko Health
OPK
$1.03B
$2.06M 0.19%
1,395,768
-318,077
-19% -$486K
DASH icon
77
DoorDash
DASH
$90.6B
$2.04M 0.18%
12,141
– –
XYZ
78
Block Inc
XYZ
$47.4B
$1.97M 0.18%
23,165
+2,824
+14% +$232K
J icon
79
Jacobs Solutions
J
$17.2B
$1.96M 0.18%
14,826
-357
-2% -$49.1K
CAT icon
80
Caterpillar
CAT
$386B
$1.96M 0.18%
5,400
-29
-0.5% -$11.2K
GLBE icon
81
Global E Online
GLBE
$6.95B
$1.95M 0.18%
35,750
– –
CMG icon
82
Chipotle Mexican Grill
CMG
$40.8B
$1.87M 0.17%
31,005
-4,000
-11% -$241K
MCD icon
83
McDonald's
MCD
$194B
$1.81M 0.16%
6,237
-80
-1% -$23.9K
WDAY icon
84
Workday
WDAY
$45.5B
$1.77M 0.16%
6,868
-700
-9% -$179K
AMD icon
85
Advanced Micro Devices
AMD
$776B
$1.76M 0.16%
15,160
-7,104
-32% -$1.02M
MGIC
86
DELISTED
Magic Software Enterprises
MGIC
$1.74M 0.16%
142,839
-20,545
-13% -$237K
ZOOZ
87
ZOOZ Strategy Ltd
ZOOZ
$44.2M
$1.66M 0.15%
36,100
– –
XOP icon
88
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.61B
$1.59M 0.14%
+12,000
New +$1.64M
KWEB icon
89
KraneShares CSI China Internet ETF
KWEB
$5.75B
$1.58M 0.14%
54,000
+18,000
+50% +$578K
SOXX icon
90
iShares Semiconductor ETF
SOXX
$45.3B
$1.54M 0.14%
7,153
-535
-7% -$119K
MBLY icon
91
Mobileye
MBLY
$2.25B
$1.54M 0.14%
77,150
+41,650
+117% +$656K
DOCU
92
DocuSign
DOCU
$11.5B
$1.5M 0.13%
16,666
-500
-3% -$39.9K
MDLZ icon
93
Mondelez International
MDLZ
$78.4B
$1.48M 0.13%
24,763
-1,679
-6% -$111K
ULTA icon
94
Ulta Beauty
ULTA
$23.7B
$1.42M 0.13%
3,268
-1,560
-32% -$604K
GEN icon
95
Gen Digital
GEN
$17.7B
$1.39M 0.13%
50,833
-1,223
-2% -$35.2K
BAH icon
96
Booz Allen Hamilton
BAH
$9.29B
$1.36M 0.12%
10,540
-386
-4% -$60K
DT icon
97
Dynatrace
DT
$14.6B
$1.34M 0.12%
24,623
-571
-2% -$31.1K
IGSB icon
98
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.3M 0.12%
25,130
+345
+1% +$17.9K
EQIX icon
99
Equinix
EQIX
$103B
$1.26M 0.11%
1,333
-282
-17% -$259K
ONON icon
100
On Holding
ONON
$12.8B
$1.24M 0.11%
22,660
+9,130
+67% +$484K
2 3
4
5 6

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.