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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
+11.73%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSEC icon
1
Prospect Capital
PSEC
$1.08B
$31.4M 5.56%
1,254,319
-18,890
-1% -$109K
ITRN icon
2
Ituran Location and Control
ITRN
$1.08B
$27.1M 4.81%
970,514
-7,684
-0.8% -$203K
MSFT icon
3
Microsoft
MSFT
$2.9T
$26.6M 4.72%
63,331
+2,812
+5% +$1.14M
ODD icon
4
ODDITY Tech
ODD
$690M
$23.9M 4.23%
549,550
+150,000
+38% +$6.47M
TSM icon
5
TSMC
TSM
$1.94T
$22.3M 3.95%
163,953
-93,617
-36% -$11.6M
META icon
6
Meta Platforms (Facebook)
META
$1.49T
$20.6M 3.66%
42,519
+5,132
+14% +$2.29M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$956B
$19.7M 3.49%
40,994
+887
+2% +$406K
CGNT icon
8
Cognyte Software
CGNT
$655M
$15.3M 2.72%
1,854,798
– –
AMZN icon
9
Amazon
AMZN
$2.44T
$15M 2.66%
83,269
+1,279
+2% +$213K
PANW icon
10
Palo Alto Networks
PANW
$256B
$14.6M 2.59%
102,746
+26,122
+34% +$4.12M
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$14.2M 2.52%
27,240
+1,895
+7% +$943K
SEDG icon
12
SolarEdge
SEDG
$2.37B
$12.5M 2.22%
176,181
+73,668
+72% +$5.32M
QQQ icon
13
Invesco QQQ Trust
QQQ
$436B
$12.5M 2.21%
28,104
+3,588
+15% +$1.54M
SMWB icon
14
Similarweb
SMWB
$627M
$11.8M 2.1%
1,314,263
-197,000
-13% -$1.46M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.11T
$11.4M 2.01%
74,594
-4,321
-5% -$624K
NVDA icon
16
NVIDIA
NVDA
$4.6T
$11M 1.96%
122,110
-1,810
-1% -$131K
VCIT icon
17
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$7.95M 1.41%
98,685
-270
-0.3% -$21.7K
CRM icon
18
Salesforce
CRM
$154B
$7.51M 1.33%
24,951
-1,238
-5% -$357K
NICE icon
19
Nice
NICE
$6.15B
$6.92M 1.23%
26,559
+1,803
+7% +$409K
ASML icon
20
ASML
ASML
$596B
$6.72M 1.19%
6,930
-1,532
-18% -$1.36M
AAPL icon
21
Apple
AAPL
$4.97T
$6.7M 1.19%
39,043
-11,490
-23% -$2.09M
DRS icon
22
Leonardo DRS
DRS
$12.4B
$6.58M 1.17%
+298,000
New +$6.19M
MA icon
23
Mastercard
MA
$498B
$6.56M 1.16%
13,624
+214
+2% +$97.8K
CAMT icon
24
Camtek
CAMT
$5.92B
$6.38M 1.13%
76,119
-173
-0.2% -$13.6K
SMH icon
25
VanEck Semiconductor ETF
SMH
$60.8B
$6.2M 1.1%
27,572
-3,133
-10% -$630K
1
2 3 4 5

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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 Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.