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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
TTD icon
126
Trade Desk
TTD
$6.14B
$320K 0.06%
4,093
– –
IGV icon
127
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$315K 0.06%
4,615
-45
-1% -$3.16K
OLLI icon
128
Ollie's Bargain Outlet
OLLI
$4.83B
$309K 0.06%
4,000
– –
PG icon
129
Procter & Gamble
PG
$339B
$300K 0.06%
2,061
-112
-5% -$17.1K
ALGN icon
130
Align Technology
ALGN
$12.5B
$285K 0.05%
933
– –
FIS icon
131
Fidelity National Information Services
FIS
$21.9B
$281K 0.05%
4,914
-1,425
-22% -$82K
COF icon
132
Capital One
COF
$134B
$277K 0.05%
2,697
-659
-20% -$70.5K
ENPH icon
133
Enphase Energy
ENPH
$5.48B
$276K 0.05%
2,300
-250
-10% -$35.6K
BXP icon
134
Boston Properties
BXP
$10.8B
$274K 0.05%
4,600
+988
+27% +$63.2K
GPN icon
135
Global Payments
GPN
$22.7B
$268K 0.05%
2,176
-1,277
-37% -$152K
FISV
136
Fiserv Inc
FISV
$27.7B
$262K 0.05%
2,322
-2,877
-55% -$354K
ICLN icon
137
iShares Global Clean Energy ETF
ICLN
$2.08B
$256K 0.05%
17,500
-2,880
-14% -$48.3K
FTXN icon
138
First Trust Nasdaq Oil & Gas ETF
FTXN
$161M
$255K 0.05%
+8,500
New +$246K
XYZ
139
Block Inc
XYZ
$47.4B
$246K 0.05%
4,793
-1,058
-18% -$65.5K
LRCX icon
140
Lam Research
LRCX
$386B
$244K 0.05%
3,900
– –
NFLX icon
141
Netflix
NFLX
$315B
$242K 0.05%
6,400
+700
+12% +$29.7K
DFS
142
DELISTED
Discover Financial Services
DFS
$238K 0.05%
2,687
-775
-22% -$77K
XLY icon
143
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$235K 0.05%
2,922
– –
JNJ icon
144
Johnson & Johnson
JNJ
$627B
$228K 0.04%
1,464
– –
REE
145
DELISTED
REE Automotive
REE
$224K 0.04%
+50,000
New +$381K
INVZ icon
146
Innoviz Technologies
INVZ
$115M
$213K 0.04%
+109,000
New +$293K
CPAY icon
147
Corpay
CPAY
$26B
$211K 0.04%
768
-218
-22% -$57K
RSPT icon
148
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.9B
$211K 0.04%
7,500
– –
LZ icon
149
LegalZoom.com
LZ
$980M
$209K 0.04%
+19,119
New +$234K
CXSE icon
150
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$207K 0.04%
7,000
-500
-7% -$15.6K
4 5
6
7 8

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EWA
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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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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.