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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
PSI icon
126
Invesco Semiconductors ETF
PSI
$2.53B
$621K 0.06%
9,879
– –
SONY icon
127
Sony
SONY
$138B
$613K 0.06%
36,065
– –
LIN icon
128
Linde
LIN
$226B
$571K 0.06%
1,302
+2
+0.2% +$880
JNJ icon
129
Johnson & Johnson
JNJ
$625B
$547K 0.06%
3,744
+638
+21% +$94.9K
ABNB icon
130
Airbnb
ABNB
$107B
$546K 0.06%
3,601
– –
XLK icon
131
State Street Technology Select Sector SPDR ETF
XLK
$123B
$539K 0.06%
4,768
+104
+2% +$10.9K
ONON icon
132
On Holding
ONON
$12.5B
$522K 0.05%
+13,455
New +$492K
XBI icon
133
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$519K 0.05%
5,600
– –
MCHI icon
134
iShares MSCI China ETF
MCHI
$6.38B
$506K 0.05%
12,000
– –
VRNS icon
135
Varonis Systems
VRNS
$5B
$499K 0.05%
10,406
+2,513
+32% +$111K
QLYS icon
136
Qualys
QLYS
$6.35B
$492K 0.05%
3,447
-1,123
-25% -$171K
TENB icon
137
Tenable Holdings
TENB
$4.01B
$483K 0.05%
11,094
-154
-1% -$6.79K
BKNG icon
138
Booking.com
BKNG
$161B
$483K 0.05%
3,050
– –
TTWO icon
139
Take-Two Interactive
TTWO
$46.1B
$466K 0.05%
3,000
– –
XLF icon
140
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$454K 0.05%
11,070
+5,900
+114% +$243K
NEE icon
141
NextEra Energy
NEE
$177B
$453K 0.05%
6,400
-366
-5% -$26K
SOFI icon
142
SoFi Technologies
SOFI
$23.7B
$443K 0.05%
67,039
– –
XLV icon
143
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$433K 0.04%
2,970
+1,330
+81% +$191K
FTXN icon
144
First Trust Nasdaq Oil & Gas ETF
FTXN
$154M
$432K 0.04%
14,000
– –
LRCX icon
145
Lam Research
LRCX
$390B
$415K 0.04%
3,900
– –
TAK icon
146
Takeda Pharmaceutical
TAK
$55.7B
$401K 0.04%
31,000
– –
TGT icon
147
Target
TGT
$68B
$400K 0.04%
2,700
-350
-11% -$55.1K
FICO icon
148
Fair Isaac
FICO
$22.5B
$394K 0.04%
265
– –
OLLI icon
149
Ollie's Bargain Outlet
OLLI
$4.94B
$393K 0.04%
4,000
– –
PYPL icon
150
PayPal
PYPL
$50.5B
$390K 0.04%
6,723
-1,092
-14% -$69.5K
4 5
6
7 8

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KIM
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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.