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YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
-4.78%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
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
PSEC icon
1
Prospect Capital
PSEC
$1.09B
$31.8M 6.12%
1,273,209
– –
ITRN icon
2
Ituran Location and Control
ITRN
$1.09B
$29.3M 5.62%
+978,673
New +$27.4M
PFE icon
3
Pfizer
PFE
$143B
$28.6M 5.5%
863,143
-43,379
-5% -$1.53M
TSEM icon
4
Tower Semiconductor
TSEM
$21.8B
$23.1M 4.43%
+938,766
New +$30.1M
TSM icon
5
TSMC
TSM
$1.97T
$22.8M 4.39%
262,789
-2,101
-0.8% -$199K
TAK icon
6
Takeda Pharmaceutical
TAK
$56.7B
$21.4M 4.11%
1,381,550
-62,460
-4% -$967K
MSFT icon
7
Microsoft
MSFT
$2.94T
$20.3M 3.9%
64,209
-3,856
-6% -$1.27M
SNY icon
8
Sanofi
SNY
$108B
$14.6M 2.8%
271,340
-33,535
-11% -$1.79M
VOO icon
9
Vanguard S&P 500 ETF
VOO
$961B
$13.8M 2.66%
35,239
-20,197
-36% -$8.26M
SEDG icon
10
SolarEdge
SEDG
$2.43B
$13.4M 2.58%
103,611
+95,408
+1,163% +$18.3M
AMGN icon
11
Amgen
AMGN
$209B
$12.7M 2.44%
47,230
-522
-1% -$130K
META icon
12
Meta Platforms (Facebook)
META
$1.49T
$11.9M 2.29%
39,662
-1,926
-5% -$580K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.11T
$10.8M 2.07%
81,863
-4,210
-5% -$547K
ODD icon
14
ODDITY Tech
ODD
$700M
$10.2M 1.96%
+360,550
New +$15.3M
AMZN icon
15
Amazon
AMZN
$2.46T
$9.9M 1.9%
77,843
-6,083
-7% -$815K
SMWB icon
16
Similarweb
SMWB
$630M
$8.96M 1.72%
+1,511,263
New +$9.89M
CGNT icon
17
Cognyte Software
CGNT
$660M
$8.92M 1.71%
+1,854,798
New +$9.41M
INMD icon
18
InMode
INMD
$870M
$8.78M 1.69%
288,364
-173,435
-38% -$6.81M
AAPL icon
19
Apple
AAPL
$5.01T
$8.55M 1.64%
49,933
-10,901
-18% -$2M
PANW icon
20
Palo Alto Networks
PANW
$257B
$8.19M 1.57%
69,896
-19,060
-21% -$2.26M
VCIT icon
21
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$7.01M 1.35%
92,265
+91,238
+8,884% +$7.1M
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$776B
$6.65M 1.28%
15,574
+189
+1% +$84.1K
QQQ icon
23
Invesco QQQ Trust
QQQ
$440B
$6.26M 1.2%
+17,481
New +$6.48M
ASML icon
24
ASML
ASML
$608B
$5.59M 1.07%
+9,503
New +$6.31M
CRM icon
25
Salesforce
CRM
$155B
$5.52M 1.06%
27,215
+7,370
+37% +$1.59M
1
2 3 4 5

Similar funds

ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

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.