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YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
+23.65%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
+$97.4M
Cap. Flow %
3.81%
Top 10 Hldgs %
64.79%
Holding
524
New
54
Increased
107
Reduced
216
Closed
50

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$81.6M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$53M
3
LHX icon
L3Harris
LHX
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$68.8M
2
ESLT icon
Elbit Systems
ESLT
+$51.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTR icon
101
Nutrien
NTR
$32.9B
$1.32M 0.05%
+17,500
New +$1.25M
SHLD icon
102
Global X Defense Tech ETF
SHLD
$7.05B
$1.27M 0.05%
17,896
+709
+4% +$52.8K
COST icon
103
Costco
COST
$411B
$1.23M 0.05%
1,260
-328
-21% -$320K
XME icon
104
State Street SPDR S&P Metals & Mining ETF
XME
$4.11B
$1.19M 0.05%
11,000
– –
KXI icon
105
iShares Global Consumer Staples ETF
KXI
$1.02B
$1.17M 0.05%
+17,500
New +$1.2M
XOM icon
106
ExxonMobil
XOM
$650B
$1.17M 0.05%
6,873
+1,198
+21% +$175K
OKTA icon
107
Okta
OKTA
$23.7B
$1.14M 0.04%
14,471
-1,419
-9% -$118K
EME icon
108
Emcor
EME
$34.2B
$1.13M 0.04%
+1,537
New +$1.12M
KMDA icon
109
Kamada
KMDA
$402M
$1.12M 0.04%
136,438
-152,944
-53% -$1.29M
BAC icon
110
Bank of America
BAC
$430B
$1.08M 0.04%
22,192
-750
-3% -$38.7K
VT icon
111
Vanguard Total World Stock ETF
VT
$76.3B
$980K 0.04%
7,085
– –
GEN icon
112
Gen Digital
GEN
$15.1B
$933K 0.04%
49,549
-5,745
-10% -$133K
MCD icon
113
McDonald's
MCD
$187B
$923K 0.04%
2,970
+9
+0.3% +$2.87K
PFE icon
114
Pfizer
PFE
$143B
$919K 0.04%
32,715
-17,444
-35% -$464K
WMS icon
115
Advanced Drainage Systems
WMS
$10.8B
$917K 0.04%
6,688
+2,688
+67% +$416K
DT icon
116
Dynatrace
DT
$11.8B
$902K 0.04%
24,400
-2,631
-10% -$101K
AMAT icon
117
Applied Materials
AMAT
$447B
$874K 0.03%
2,560
+2,500
+4,167% +$841K
ODD icon
118
ODDITY Tech
ODD
$716M
$872K 0.03%
72,007
-20,980
-23% -$526K
CRM icon
119
Salesforce
CRM
$129B
$809K 0.03%
4,333
-4,522
-51% -$937K
LLY icon
120
Eli Lilly
LLY
$1.06T
$797K 0.03%
900
+80
+10% +$81.1K
TER icon
121
Teradyne
TER
$58.5B
$771K 0.03%
2,600
– –
BAH icon
122
Booz Allen Hamilton
BAH
$7.9B
$770K 0.03%
9,866
-1,010
-9% -$85.1K
JNJ icon
123
Johnson & Johnson
JNJ
$624B
$752K 0.03%
3,076
-491
-14% -$114K
AMD icon
124
Advanced Micro Devices
AMD
$880B
$747K 0.03%
3,740
-2,265
-38% -$484K
ROKU icon
125
Roku
ROKU
$21B
$728K 0.03%
+8,009
New +$780K
3 4
5
6 7

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HWA
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LC
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PCM
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GWP
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OBAM
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KFC
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DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Y.D. More Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Y.D. More Investments held 524 positions worth $2.55B, up 22% from $2.09B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Y.D. More Investments deployed $97.4M of net new capital in Q1 2026, opening 54 new positions and adding to 107 existing holdings. Its largest new stake was Vertiv: 13,202 shares worth $3.31M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was ZIM Integrated Shipping Services, an estimated $68.8M trimmed.

  • Y.D. More Investments's largest Q1 2026 buy was Vertiv: 13,202 shares worth $3.31M.
  • Y.D. More Investments added most to Palo Alto Networks in Q1 2026, an estimated $81.6M increase.
  • Y.D. More Investments's biggest Q1 2026 reduction was ZIM Integrated Shipping Services, cutting an estimated $68.8M.
  • Y.D. More Investments fully exited Magic Software Enterprises in Q1 2026, selling an estimated $6.89M.
  • Y.D. More Investments's ten largest holdings make up 65% of its $2.55B portfolio in Q1 2026.
  • Y.D. More Investments opened 54 new positions and closed 50 in Q1 2026.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $2.55B.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.