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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
LULU icon
151
lululemon athletica
LULU
$14.6B
$386K 0.04%
+1,293
New +$432K
WCN
152
Waste Connections
WCN
$42B
$386K 0.04%
2,200
– –
RSPT icon
153
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$385K 0.04%
10,500
– –
FISV
154
Fiserv Inc
FISV
$27.9B
$384K 0.04%
2,577
-149
-5% -$22.6K
ACWI icon
155
iShares MSCI ACWI ETF
ACWI
$33.4B
$359K 0.04%
3,201
-141
-4% -$15.5K
BXP icon
156
Boston Properties
BXP
$11.1B
$357K 0.04%
5,800
– –
CLBT icon
157
Cellebrite
CLBT
$3.99B
$347K 0.04%
+29,000
New +$324K
SHOP icon
158
Shopify
SHOP
$195B
$346K 0.04%
5,244
-316
-6% -$21K
IGV icon
159
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$346K 0.04%
3,980
-700
-15% -$57.5K
HD icon
160
Home Depot
HD
$355B
$335K 0.03%
975
+149
+18% +$50.8K
HLT icon
161
Hilton Worldwide
HLT
$71.5B
$327K 0.03%
+1,500
New +$308K
SPUS icon
162
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$320K 0.03%
7,900
– –
SNY icon
163
Sanofi
SNY
$104B
$315K 0.03%
6,500
– –
XLY icon
164
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$312K 0.03%
3,422
+700
+26% +$62.2K
CIBR icon
165
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$311K 0.03%
5,524
+640
+13% +$35K
FIS icon
166
Fidelity National Information Services
FIS
$22.1B
$311K 0.03%
4,130
+14
+0.3% +$1.04K
DV icon
167
DoubleVerify
DV
$2.03B
$305K 0.03%
15,676
+4,500
+40% +$109K
INTU icon
168
Intuit
INTU
$89B
$296K 0.03%
450
-1,255
-74% -$778K
AXP icon
169
American Express
AXP
$230B
$281K 0.03%
1,216
+376
+45% +$87.1K
XYZ
170
Block Inc
XYZ
$47.5B
$273K 0.03%
4,233
+59
+1% +$4.13K
RRX icon
171
Regal Rexnord
RRX
$11.9B
$270K 0.03%
2,000
– –
KIM icon
172
Kimco Realty
KIM
$16.4B
$263K 0.03%
13,500
– –
NABL icon
173
N-able
NABL
$940M
$263K 0.03%
17,243
-1,720
-9% -$22.6K
GLBE icon
174
Global E Online
GLBE
$7.11B
$254K 0.03%
+7,000
New +$226K
RPD icon
175
Rapid7
RPD
$773M
$251K 0.03%
5,817
-736
-11% -$30.7K
5 6
7
8 9

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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 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.