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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
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
101
General Motors
GM
$76.8B
$1.08M 0.11%
23,201
+551
+2% +$24.9K
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$1.06M 0.11%
23,324
– –
AVGO icon
103
Broadcom
AVGO
$2.04T
$1.06M 0.11%
6,620
-900
-12% -$126K
TBLA icon
104
Taboola.com
TBLA
$1.11B
$1.03M 0.11%
300,000
– –
DOCU
105
DocuSign
DOCU
$11.5B
$1.02M 0.1%
19,108
-338
-2% -$19.1K
S icon
106
SentinelOne
S
$7.34B
$901K 0.09%
42,780
+9,202
+27% +$189K
SNOW icon
107
Snowflake
SNOW
$115B
$878K 0.09%
6,500
+3,600
+124% +$532K
IHI icon
108
iShares US Medical Devices ETF
IHI
$3.38B
$877K 0.09%
15,651
-886
-5% -$49.6K
VTWO icon
109
Vanguard Russell 2000 ETF
VTWO
$17.9B
$866K 0.09%
10,570
+150
+1% +$12.3K
ADSK icon
110
Autodesk
ADSK
$52.6B
$829K 0.08%
3,349
-360
-10% -$80.9K
VT icon
111
Vanguard Total World Stock ETF
VT
$79.8B
$798K 0.08%
7,085
– –
IAU icon
112
iShares Gold Trust
IAU
$67.5B
$791K 0.08%
+18,000
New +$795K
ZIM icon
113
ZIM Integrated Shipping Services
ZIM
$3.24B
$790K 0.08%
+35,650
New +$577K
COST icon
114
Costco
COST
$420B
$775K 0.08%
1,026
+115
+13% +$89.7K
TJX icon
115
TJX Companies
TJX
$178B
$771K 0.08%
7,000
– –
AZO icon
116
AutoZone
AZO
$51.1B
$771K 0.08%
260
– –
UNH icon
117
UnitedHealth
UNH
$370B
$758K 0.08%
1,488
-764
-34% -$374K
DOX icon
118
Amdocs
DOX
$6.22B
$741K 0.08%
9,389
+139
+2% +$11.4K
MRVL icon
119
Marvell Technology
MRVL
$196B
$709K 0.07%
+10,138
New +$710K
GPN icon
120
Global Payments
GPN
$22.8B
$692K 0.07%
7,151
-65
-0.9% -$7.16K
PG icon
121
Procter & Gamble
PG
$339B
$671K 0.07%
4,072
+1,558
+62% +$255K
MKL icon
122
Markel Group
MKL
$23.2B
$662K 0.07%
+420
New +$652K
XME icon
123
State Street SPDR S&P Metals & Mining ETF
XME
$4.42B
$653K 0.07%
11,000
+2,000
+22% +$122K
GS icon
124
Goldman Sachs
GS
$303B
$645K 0.07%
1,599
+674
+73% +$296K
KWEB icon
125
KraneShares CSI China Internet ETF
KWEB
$5.67B
$643K 0.07%
23,800
-170
-0.7% -$4.87K
3 4
5
6 7

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KIM
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YCM
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SC
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.