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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABNB icon
101
Airbnb
ABNB
$107B
$574K 0.11%
4,183
+208
+5% +$28.7K
NVMI
102
Nova
NVMI
$12.5B
$551K 0.11%
+4,900
New +$576K
IHI icon
103
iShares US Medical Devices ETF
IHI
$3.37B
$546K 0.1%
11,262
-480
-4% -$25.5K
MNDY icon
104
monday.com
MNDY
$3.94B
$526K 0.1%
+3,306
New +$555K
MCHI icon
105
iShares MSCI China ETF
MCHI
$6.38B
$519K 0.1%
12,000
+1,800
+18% +$81.5K
COST icon
106
Costco
COST
$420B
$508K 0.1%
900
– –
XOM icon
107
ExxonMobil
XOM
$634B
$506K 0.1%
+4,300
New +$472K
SOFI icon
108
SoFi Technologies
SOFI
$23.7B
$497K 0.1%
62,207
– –
SONY icon
109
Sony
SONY
$138B
$485K 0.09%
29,410
+14,150
+93% +$247K
VRNS icon
110
Varonis Systems
VRNS
$5B
$485K 0.09%
15,356
+1,341
+10% +$39.6K
FSLR icon
111
First Solar
FSLR
$26.9B
$452K 0.09%
2,800
-250
-8% -$46.6K
WIX icon
112
WIX.com
WIX
$2.52B
$428K 0.08%
4,664
+4,090
+713% +$365K
PSI icon
113
Invesco Semiconductors ETF
PSI
$2.53B
$423K 0.08%
9,879
– –
RRX icon
114
Regal Rexnord
RRX
$11.9B
$421K 0.08%
2,950
– –
ESRT icon
115
Empire State Realty Trust
ESRT
$836M
$402K 0.08%
50,000
-10,100
-17% -$84.3K
RPD icon
116
Rapid7
RPD
$773M
$400K 0.08%
8,538
+828
+11% +$38.2K
XME icon
117
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$394K 0.08%
7,500
– –
SBUX icon
118
Starbucks
SBUX
$120B
$386K 0.07%
4,230
+265
+7% +$26K
CMG icon
119
Chipotle Mexican Grill
CMG
$41.5B
$385K 0.07%
10,500
– –
AXP icon
120
American Express
AXP
$230B
$380K 0.07%
2,425
-698
-22% -$114K
BKNG icon
121
Booking.com
BKNG
$161B
$376K 0.07%
3,050
-75
-2% -$9.08K
ACWI icon
122
iShares MSCI ACWI ETF
ACWI
$33.4B
$375K 0.07%
4,067
-244
-6% -$23.4K
WCN
123
Waste Connections
WCN
$42B
$345K 0.07%
2,570
-700
-21% -$97.9K
NABL icon
124
N-able
NABL
$940M
$345K 0.07%
25,562
+2,308
+10% +$31.5K
XLK icon
125
State Street Technology Select Sector SPDR ETF
XLK
$123B
$336K 0.06%
4,100
-7,778
-65% -$667K
3 4
5
6 7

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SYBT
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EWA
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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 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.