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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEI icon
76
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$2.36M 0.13%
19,749
-18,674
-49% -$2.22M
ULTA icon
77
Ulta Beauty
ULTA
$23.9B
$2.31M 0.13%
4,218
-250
-6% -$128K
VRNS icon
78
Varonis Systems
VRNS
$5.03B
$2.29M 0.13%
39,527
+995
+3% +$55.2K
OPK icon
79
Opko Health
OPK
$1.04B
$2.24M 0.13%
1,499,118
-29,781
-2% -$40.9K
CYBR
80
DELISTED
CyberArk
CYBR
$2.19M 0.12%
4,533
-3,275
-42% -$1.41M
KWEB icon
81
KraneShares CSI China Internet ETF
KWEB
$5.73B
$2.1M 0.12%
50,000
+10,000
+25% +$375K
MRVL icon
82
Marvell Technology
MRVL
$192B
$2.06M 0.12%
24,471
+5,358
+28% +$394K
IAU icon
83
iShares Gold Trust
IAU
$64.5B
$2.04M 0.12%
28,000
– –
DASH icon
84
DoorDash
DASH
$91.6B
$2.03M 0.11%
7,579
-2,117
-22% -$531K
J icon
85
Jacobs Solutions
J
$17.2B
$1.97M 0.11%
13,164
-803
-6% -$115K
KLAC icon
86
KLA
KLAC
$254B
$1.92M 0.11%
17,850
+350
+2% +$32.7K
KMDA icon
87
Kamada
KMDA
$412M
$1.88M 0.11%
269,665
-60,039
-18% -$437K
SOXX icon
88
iShares Semiconductor ETF
SOXX
$45.2B
$1.86M 0.11%
6,865
-260
-4% -$64.8K
FSLR icon
89
First Solar
FSLR
$25.4B
$1.83M 0.1%
8,316
+208
+3% +$39.9K
AMD icon
90
Advanced Micro Devices
AMD
$776B
$1.8M 0.1%
11,117
+2,514
+29% +$406K
AZO icon
91
AutoZone
AZO
$50.4B
$1.74M 0.1%
405
+15
+4% +$60.2K
SHLD icon
92
Global X Defense Tech ETF
SHLD
$7.76B
$1.73M 0.1%
24,575
+3,000
+14% +$188K
XYZ
93
Block Inc
XYZ
$47.7B
$1.7M 0.1%
23,556
-474
-2% -$35.5K
ZOOZ
94
ZOOZ Strategy Ltd
ZOOZ
$44.2M
$1.65M 0.09%
36,100
– –
MCHI icon
95
iShares MSCI China ETF
MCHI
$6.41B
$1.65M 0.09%
25,000
+15,000
+150% +$899K
GEN icon
96
Gen Digital
GEN
$17.6B
$1.59M 0.09%
55,386
-1,314
-2% -$39.3K
DOCU
97
DocuSign
DOCU
$11.5B
$1.49M 0.08%
18,172
-340
-2% -$26.2K
BKNG icon
98
Booking.com
BKNG
$158B
$1.47M 0.08%
6,800
+325
+5% +$72.6K
CCJ icon
99
Cameco
CCJ
$42.6B
$1.47M 0.08%
17,500
– –
COST icon
100
Costco
COST
$419B
$1.45M 0.08%
1,724
+353
+26% +$338K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.