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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
101
Costco
COST
$420B
$667K 0.12%
911
– –
SBUX icon
102
Starbucks
SBUX
$120B
$664K 0.12%
7,268
+920
+14% +$85.6K
KWEB icon
103
KraneShares CSI China Internet ETF
KWEB
$5.75B
$629K 0.11%
23,970
– –
SONY icon
104
Sony
SONY
$140B
$618K 0.11%
36,065
+6,655
+23% +$122K
LIN icon
105
Linde
LIN
$225B
$604K 0.11%
1,300
-285
-18% -$123K
PWSC
106
DELISTED
PowerSchool Holdings, Inc.
PWSC
$600K 0.11%
103,824
-4,560
-4% -$104K
ABNB icon
107
Airbnb
ABNB
$109B
$594K 0.11%
3,601
– –
NKE icon
108
Nike
NKE
$62.5B
$590K 0.1%
6,280
+4,608
+276% +$469K
PSI icon
109
Invesco Semiconductors ETF
PSI
$2.47B
$557K 0.1%
9,879
– –
TENB icon
110
Tenable Holdings
TENB
$4.29B
$556K 0.1%
11,248
+1,976
+21% +$93.8K
ORCL icon
111
Oracle
ORCL
$432B
$543K 0.1%
4,320
+4,219
+4,177% +$483K
XME icon
112
State Street SPDR S&P Metals & Mining ETF
XME
$4.54B
$543K 0.1%
9,000
+1,500
+20% +$85.7K
TGT icon
113
Target
TGT
$69B
$540K 0.1%
3,050
+1,541
+102% +$234K
XBI icon
114
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$531K 0.09%
5,600
– –
PYPL icon
115
PayPal
PYPL
$50.2B
$524K 0.09%
7,815
+909
+13% +$55.8K
JNJ icon
116
Johnson & Johnson
JNJ
$626B
$491K 0.09%
3,106
+1,757
+130% +$280K
SOFI icon
117
SoFi Technologies
SOFI
$23.6B
$489K 0.09%
67,039
-13,768
-17% -$109K
XLK icon
118
State Street Technology Select Sector SPDR ETF
XLK
$123B
$485K 0.09%
4,664
-180
-4% -$18.2K
MCHI icon
119
iShares MSCI China ETF
MCHI
$6.41B
$477K 0.08%
12,000
– –
SNOW icon
120
Snowflake
SNOW
$116B
$469K 0.08%
2,900
+1,900
+190% +$368K
FTXN icon
121
First Trust Nasdaq Oil & Gas ETF
FTXN
$159M
$452K 0.08%
14,000
– –
TTWO icon
122
Take-Two Interactive
TTWO
$47.4B
$445K 0.08%
3,000
+500
+20% +$77.6K
BKNG icon
123
Booking.com
BKNG
$159B
$443K 0.08%
3,050
– –
FISV
124
Fiserv Inc
FISV
$27.6B
$436K 0.08%
2,726
-17
-0.6% -$2.48K
NEE icon
125
NextEra Energy
NEE
$175B
$432K 0.08%
6,766
-5,278
-44% -$309K
3 4
5
6 7

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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.