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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
XYZ
76
Block Inc
XYZ
$47.4B
$2M 0.18%
36,215
+13,050
+56% +$974K
XAR icon
77
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.54B
$1.99M 0.17%
12,410
+11,250
+970% +$1.89M
SONY icon
78
Sony
SONY
$140B
$1.98M 0.17%
78,065
+42,000
+116% +$970K
WDAY icon
79
Workday
WDAY
$45.5B
$1.91M 0.17%
8,188
+1,320
+19% +$337K
FROG icon
80
JFrog
FROG
$10.7B
$1.86M 0.16%
58,150
-26,050
-31% -$907K
MCD icon
81
McDonald's
MCD
$194B
$1.84M 0.16%
5,876
-361
-6% -$108K
ASML icon
82
ASML
ASML
$673B
$1.74M 0.15%
2,626
-580
-18% -$422K
CAT icon
83
Caterpillar
CAT
$386B
$1.68M 0.15%
5,088
-312
-6% -$111K
AVGO icon
84
Broadcom
AVGO
$2.02T
$1.65M 0.14%
9,710
-3,354
-26% -$710K
J icon
85
Jacobs Solutions
J
$17.2B
$1.64M 0.14%
13,700
-1,126
-8% -$145K
ULTA icon
86
Ulta Beauty
ULTA
$23.7B
$1.64M 0.14%
4,468
+1,200
+37% +$457K
XOP icon
87
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.61B
$1.58M 0.14%
12,000
– –
CMG icon
88
Chipotle Mexican Grill
CMG
$40.8B
$1.56M 0.14%
31,005
– –
AZO icon
89
AutoZone
AZO
$50.2B
$1.49M 0.13%
390
+50
+15% +$173K
VERX icon
90
Vertex
VERX
$1.98B
$1.44M 0.13%
+41,000
New +$1.87M
DT icon
91
Dynatrace
DT
$14.6B
$1.43M 0.12%
24,924
+301
+1% +$16.5K
GEN icon
92
Gen Digital
GEN
$17.7B
$1.39M 0.12%
52,430
+1,597
+3% +$43.8K
DOCU
93
DocuSign
DOCU
$11.5B
$1.37M 0.12%
16,821
+155
+0.9% +$13.6K
ZOOZ
94
ZOOZ Strategy Ltd
ZOOZ
$44.2M
$1.36M 0.12%
36,100
– –
TEVA icon
95
Teva Pharmaceuticals
TEVA
$41.2B
$1.33M 0.12%
86,250
-12,450
-13% -$222K
XLE icon
96
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$1.32M 0.12%
28,254
– –
IGSB icon
97
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.32M 0.12%
25,130
– –
SOXX icon
98
iShares Semiconductor ETF
SOXX
$45.3B
$1.31M 0.11%
6,973
-180
-3% -$38.4K
OKTA icon
99
Okta
OKTA
$26.5B
$1.29M 0.11%
14,455
+319
+2% +$31.2K
BKNG icon
100
Booking.com
BKNG
$158B
$1.21M 0.11%
6,575
+3,225
+96% +$617K
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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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.