Y.D. More Investments Ltd Top Holdings and 13F Report (2025) About Y.D. More Investments LtdInvestment ActivityY.D. More Investments Ltd has $1.45 billion in total holdings as of June 30, 2025.Y.D. More Investments Ltd owns shares of 453 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Y.D. More Investments Ltd has purchased 468 new stocks and bought additional shares in 165 stocks.Y.D. More Investments Ltd sold shares of 165 stocks and completely divested from 27 stocks this quarter.Largest Holdings Elbit Systems $271,438,002ICL Group $120,964,508Nova $89,780,544Enlight Renewable Energy $84,052,813Nayax $59,025,326 Largest New Holdings this Quarter 13321L108 - Cameco $1,299,025 Holding94106L109 - Waste Management $130,427 Holding30212P303 - Expedia Group $109,642 Holding21873S108 - COREWEAVE INC $81,530 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $75,919 Holding Largest Purchases this Quarter Elbit Systems 158,689 shares (about $70.50M)Teva Pharmaceutical Industries 846,500 shares (about $14.19M)Camtek 118,226 shares (about $10.17M)Nova 20,114 shares (about $5.68M)Sapiens International 139,938 shares (about $4.10M) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 156,312 shares (about $12.96M)iShares iBoxx $ Investment Grade Corporate Bond ETF 116,332 shares (about $12.75M)iShares Broad USD High Yield Corporate Bond ETF 283,354 shares (about $10.63M)Spotify Technology 5,760 shares (about $4.42M)Perion Network 346,149 shares (about $3.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofY.D. More Investments Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESLTElbit Systems$271,438,002$70,500,567 ▲35.1%610,97718.7%AerospaceICLICL Group$120,964,508$238,114 ▼-0.2%17,665,0308.3%Basic MaterialsNVMINova$89,780,544$5,678,136 ▲6.8%318,0356.2%Computer and TechnologyENLTEnlight Renewable Energy$84,052,813$1,998,766 ▲2.4%3,709,7335.8%EnergyNYAXNayax$59,025,326$3,667,309 ▲6.6%1,170,9274.1%Business ServicesCAMTCamtek$55,434,848$10,166,399 ▲22.5%644,6573.8%Computer and TechnologyORAOrmat Technologies$47,092,401$1,738,541 ▲3.8%571,4883.2%EnergyTSEMTower Semiconductor$39,017,214$1,327,072 ▲3.5%899,9052.7%Computer and TechnologyTATTTAT Technologies$31,262,722$1,499,848 ▼-4.6%1,015,5372.2%AerospaceITRNIturan Location and Control$30,831,249$21,302 ▼-0.1%796,0562.1%IndustrialsMETAMeta Platforms$30,038,728$1,880,372 ▲6.7%40,7042.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$25,694,804$3,087,688 ▲13.7%113,4581.8%Computer and TechnologyMSFTMicrosoft$25,016,519$669,673 ▲2.8%50,3191.7%Computer and TechnologyAMZNAmazon.com$22,293,196$733,359 ▲3.4%101,6231.5%Retail/WholesaleORMAT TECHNOLOGIES INC$19,656,3250.0%20,150,0001.4%DEBT 2.500% 7/1VOOVanguard S&P 500 ETF$18,805,202$99,973 ▲0.5%33,1061.3%ETFSPYSPDR S&P 500 ETF Trust$17,601,347$610,476 ▲3.6%28,5151.2%FinanceCGNTCognyte Software$17,138,3340.0%1,854,7981.2%Computer and TechnologyTEVATeva Pharmaceutical Industries$15,632,890$14,187,340 ▲981.4%932,7501.1%MedicalQQQInvesco QQQ$14,914,540$3,708,787 ▲33.1%27,0521.0%FinanceDRSLeonardo DRS$13,851,0400.0%298,0001.0%AerospaceWIXWix.com$13,536,614$581,700 ▲4.5%85,4270.9%Computer and TechnologyPANWPalo Alto Networks$12,804,889$528,908 ▲4.3%62,5830.9%Computer and TechnologyNVDANVIDIA$9,977,769$3,442,239 ▲52.7%63,1640.7%Computer and TechnologySMWBSimilarweb$9,676,896$1,298,030 ▼-11.8%1,234,2980.7%Computer and TechnologyODYSIGHT AI INC$9,284,623$489,678 ▲5.6%1,792,3530.6%COM NEWKENKenon$8,965,435$748,750 ▲9.1%217,6490.6%UtilitiesVCITVanguard Intermediate-Term Corporate Bond ETF$8,820,117$12,961,390 ▼-59.5%106,3690.6%ETFGOOGAlphabet$8,503,115$617,899 ▲7.8%47,9720.6%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$8,433,832$12,751,151 ▼-60.2%76,9440.6%FinanceCLBTCellebrite DI$7,065,264$3,056,320 ▲76.2%441,5790.5%Computer and TechnologyCRWDCrowdStrike$6,732,624$80,783 ▲1.2%13,4180.5%Computer and TechnologySPNSSapiens International$6,292,059$4,101,445 ▲187.2%214,6800.4%Computer and TechnologyVEEVVeeva Systems$6,039,805$3,367,926 ▼-35.8%20,9730.4%MedicalBRK.BBerkshire Hathaway$6,016,614$155,866 ▼-2.5%12,3910.4%FinanceFTNTFortinet$6,009,608$944,579 ▲18.6%57,9470.4%Computer and TechnologyMAMastercard$6,003,996$1,653,136 ▼-21.6%10,6850.4%Business ServicesVVisa$5,860,486$1,113,326 ▼-16.0%16,5130.4%Business ServicesODDITY TECH LTD$5,840,391$1,254,310 ▼-17.7%77,3870.4%SHS CL ANETCloudflare$5,726,084$294,502 ▲5.4%29,4760.4%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$5,307,684$377,214 ▲7.7%58,4640.4%ETFGLBEGlobal-e Online$5,185,955$575,882 ▼-10.0%154,6200.4%Retail/WholesaleARBEArbe Robotics$5,063,0710.0%2,844,4220.3%Business ServicesWMTWalmart$5,044,105$522,606 ▼-9.4%51,5890.3%Retail/WholesaleSMHVanEck Semiconductor ETF$4,741,796$450,670 ▲10.5%17,0030.3%ManufacturingSPOTSpotify Technology$4,634,734$4,419,879 ▼-48.8%6,0400.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$4,575,795$222,698 ▼-4.6%38,4230.3%ETFZSZscaler$4,527,193$459,404 ▲11.3%14,3580.3%Computer and TechnologyIVViShares Core S&P 500 ETF$4,493,137$3,232,317 ▲256.4%7,2770.3%ETFNFLXNetflix$4,487,229$839,097 ▼-15.8%3,3530.3%Consumer DiscretionaryDAXGlobal X DAX Germany ETF$4,462,728$1,252,597 ▲39.0%99,4550.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,306,710$142,267 ▲3.4%53,4000.3%ETFAVGOBroadcom$4,224,477$1,549,048 ▲57.9%15,3320.3%Computer and TechnologyGOOGLAlphabet$4,207,139$26,435 ▼-0.6%23,8730.3%Computer and TechnologyDDOGDatadog$4,169,898$383,957 ▲10.1%31,5710.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$3,967,232$957,792 ▲31.8%91,1460.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,934,913$10,628,613 ▼-73.0%104,9030.3%ETFMGICMagic Software Enterprises$3,615,854$285,732 ▲8.6%189,3270.2%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$3,581,258$966,940 ▲37.0%17,0000.2%ETFUBERUber Technologies$3,576,039$1,359,494 ▼-27.5%38,4620.2%Computer and TechnologyORCLOracle$3,494,786$387,873 ▼-10.0%15,9930.2%Computer and TechnologyCRMSalesforce$3,297,580$705,923 ▼-17.6%12,0940.2%Computer and TechnologyCYBRCyberArk Software$3,135,583$334,923 ▲12.0%7,8080.2%Computer and TechnologyOKTAOkta$3,133,904$1,700,114 ▲118.6%31,5950.2%Computer and TechnologyMNDYmonday.com$3,078,759$22,014 ▼-0.7%9,7900.2%Computer and TechnologyTSLATesla$2,958,799$38,457 ▼-1.3%9,7710.2%Auto/Tires/TrucksFROGJFrog$2,867,558$315,936 ▲12.4%65,3500.2%Computer and TechnologyCVXChevron$2,798,812$31,496 ▼-1.1%19,5500.2%EnergyXLFFinancial Select Sector SPDR Fund$2,778,160$645,940 ▼-18.9%53,0910.2%ETFONONON$2,701,395$62,460 ▲2.4%51,9000.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,580,997$376,492 ▼-12.7%8,9120.2%FinanceAAPLApple$2,567,318$397,967 ▼-13.4%12,5280.2%Computer and TechnologyKMDAKamada$2,565,668$5,058 ▼-0.2%329,7040.2%MedicalPGProcter & Gamble$2,395,409$100,658 ▲4.4%15,0400.2%Consumer StaplesDOORDASH INC$2,390,161$602,717 ▼-20.1%9,6960.2%CL AESTCElastic$2,165,879$324,074 ▼-13.0%25,8710.1%Computer and TechnologyWDAYWorkday$2,148,720$183,600 ▲9.3%8,9530.1%Computer and TechnologyASMLASML$2,129,614$25,639 ▲1.2%2,6580.1%Computer and TechnologyPCTYPaylocity$2,090,570$375,969 ▼-15.2%11,5380.1%Computer and TechnologyULTAUlta Beauty$2,090,2200.0%4,4680.1%Retail/WholesaleSONYSony$2,032,0320.0%78,0650.1%Consumer DiscretionaryCATCaterpillar$2,027,168$53,530 ▲2.7%5,2260.1%IndustrialsOPKOPKO Health$2,012,688$321,272 ▼-13.8%1,528,8990.1%MedicalVRNSVaronis Systems$1,950,485$1,476,126 ▲311.2%38,5320.1%Computer and TechnologyCEGConstellation Energy$1,902,708$1,737,283 ▲1,050.2%5,9350.1%EnergySUNRUN INC$1,895,1000.0%3,000,0000.1%NOTE 4.000% 3/0IAUiShares Gold Trust$1,746,080$623,600 ▲55.6%28,0000.1%FinanceSOXXiShares Semiconductor ETF$1,699,573$36,258 ▲2.2%7,1250.1%ETFMCDMcDonald's$1,678,526$37,677 ▼-2.2%5,7470.1%Retail/WholesaleGENGenesis Healthcare$1,660,176$125,026 ▲8.1%56,7000.1%Business ServicesCMGChipotle Mexican Grill$1,656,706$84,225 ▼-4.8%29,5050.1%Retail/WholesaleBLOCK INC$1,628,484$825,763 ▼-33.6%24,0300.1%CL AKLACKLA$1,567,5450.0%1,7500.1%Computer and TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,509,6000.0%12,0000.1%ETFDTDynatrace$1,503,712$135,633 ▲9.9%27,3950.1%Computer and TechnologyBKNGBooking$1,499,221$23,154 ▼-1.5%2590.1%Retail/WholesaleMRVLMarvell Technology$1,479,346$33,669 ▼-2.2%19,1130.1%Computer and TechnologyVERXVertex$1,448,7350.0%41,0000.1%Computer and TechnologyAZOAutoZone$1,447,7700.0%3900.1%Retail/WholesaleDOCUDocusign$1,415,613$129,311 ▲10.1%18,5120.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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