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Y.D. More Investments Ltd Top Holdings and 13F Report (2024)

About Y.D. More Investments Ltd

Investment Activity

  • Y.D. More Investments Ltd has $954.74 million in total holdings as of September 30, 2024.
  • Y.D. More Investments Ltd owns shares of 448 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 53.92% of the portfolio was purchased this quarter.
  • About 12.36% of the portfolio was sold this quarter.
  • This quarter, Y.D. More Investments Ltd has purchased 333 new stocks and bought additional shares in 100 stocks.
  • Y.D. More Investments Ltd sold shares of 121 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Elbit Systems
$81,537,651
ICL Group
$61,282,863
Nova
$47,976,558
Camtek
$40,012,459

Largest New Holdings this Quarter

TAT Technologies
$24,536,549 Holding
Nayax
$21,240,847 Holding
Sapiens International
$7,665,630 Holding
SHL Telemedicine
$6,831,287 Holding

Largest Purchases this Quarter

Elbit Systems
407,116 shares (about $81.29M)
ICL Group
14,316,844 shares (about $61.28M)
Nova
218,373 shares (about $45.84M)
Enlight Renewable Energy
2,583,990 shares (about $43.56M)
Camtek
419,714 shares (about $33.87M)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing
53,685 shares (about $9.32M)
Alphabet
36,426 shares (about $6.09M)
Meta Platforms
10,138 shares (about $5.80M)
Palo Alto Networks
16,696 shares (about $5.71M)
Microsoft
11,507 shares (about $4.95M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofY.D. More Investments Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$81,537,651$81,292,047 33,098.9%408,3468.5%Aerospace
ICL Group Ltd stock logo
ICL
ICL Group
$61,282,863$61,280,723 2,863,368.8%14,317,3446.4%Basic Materials
Nova Ltd. stock logo
NVMI
Nova
$47,976,558$45,835,619 2,140.9%228,5735.0%Computer and Technology
Enlight Renewable Energy Ltd stock logo
ENLT
Enlight Renewable Energy
$43,593,508$43,558,782 125,436.4%2,586,0504.6%Oils/Energy
Camtek Ltd. stock logo
CAMT
Camtek
$40,012,459$33,869,850 551.4%495,8334.2%Computer and Technology
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$35,655,103$32,236,469 943.0%463,1803.7%Oils/Energy
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$30,161,338$29,744,944 7,143.5%679,4363.2%Computer and Technology
ODDITY TECH LTD
$25,126,048$2,935,222 13.2%622,2402.6%SHS CL A
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$24,713,596$1,043,845 -4.1%931,1832.6%Industrial Products
TAT Technologies Ltd. stock logo
TATT
TAT Technologies
$24,536,549$24,536,549 New Holding1,342,0172.6%Aerospace
Microsoft Co. stock logo
MSFT
Microsoft
$22,293,500$4,950,048 -18.2%51,8242.3%Computer and Technology
Nayax Ltd. stock logo
NYAX
Nayax
$21,240,847$21,240,847 New Holding829,6382.2%Business Services
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$19,148,610$9,322,679 -32.7%110,2682.0%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$18,648,362$10,383,493 125.6%222,6672.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$18,534,809$5,802,968 -23.8%32,3811.9%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$17,495,427$4,135,878 -19.1%33,1561.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,328,672$707,100 4.5%28,4731.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,880,237$2,633,916 -17.0%69,1321.3%Retail/Wholesale
Cognyte Software Ltd. stock logo
CGNT
Cognyte Software
$12,594,0780.0%1,854,7981.3%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$12,086,085$12,032,263 22,355.6%101,0501.3%ETF
Similarweb Ltd. stock logo
SMWB
Similarweb
$12,050,105$432,020 3.7%1,363,1341.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,851,546$5,706,186 -32.5%34,6771.2%Computer and Technology
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$11,560,922$11,560,922 New Holding307,0631.2%ETF
Apple Inc. stock logo
AAPL
Apple
$9,735,545$638,645 7.0%41,7841.0%Computer and Technology
Wix.com Ltd. stock logo
WIX
Wix.com
$9,689,508$5,608,387 137.4%57,9621.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,597,290$4,115,076 -30.0%19,6701.0%Finance
Leonardo DRS, Inc. stock logo
DRS
Leonardo DRS
$8,409,5600.0%298,0000.9%Aerospace
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$7,879,149$3,411,437 76.4%37,5430.8%Computer and Technology
Sapiens International Co. stock logo
SPNS
Sapiens International
$7,665,630$7,665,630 New Holding205,7850.8%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,484,468$6,001,901 404.8%61,6450.8%Computer and Technology
SHL Telemedicine Ltd. stock logo
SHLT
SHL Telemedicine
$6,831,287$6,831,287 New Holding2,111,5760.7%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$6,377,001$6,085,953 -48.8%38,1680.7%Computer and Technology
ASML Holding stock logo
ASML
ASML
$6,332,346$558,246 9.7%7,6000.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,058,483$2,022,572 50.1%13,1230.6%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$6,047,812$679,441 -10.1%12,2480.6%Business Services
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$5,852,848$622,924 11.9%20,8680.6%Computer and Technology
Cellebrite DI Ltd. stock logo
CLBT
Cellebrite DI
$5,704,550$5,704,550 New Holding338,7500.6%Business Services
Kenon Holdings Ltd. stock logo
KEN
Kenon
$5,678,151$5,678,151 New Holding200,6280.6%Utilities
Arbe Robotics Ltd. stock logo
ARBE
Arbe Robotics
$5,432,846$199,912 -3.5%2,844,4220.6%Business Services
Salesforce, Inc. stock logo
CRM
Salesforce
$4,962,999$1,866,085 -27.3%18,1330.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,700,621$399,760 9.3%17,0970.5%Business Services
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$4,595,569$4,595,569 New Holding12,4700.5%Business Services
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$4,500,895$524,462 13.2%49,5950.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,451,083$1,250,509 -21.9%26,8380.5%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$4,280,893$2,486,654 -36.7%17,4410.4%Manufacturing
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,154,752$514,167 -11.0%55,5780.4%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,934,422$396,215 -9.1%4,3990.4%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$3,906,988$765,806 -16.4%29,8200.4%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$3,886,520$2,397,999 -38.2%48,4000.4%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$3,874,928$838,116 -17.8%59,9930.4%Computer and Technology
monday.com Ltd. stock logo
MNDY
monday.com
$3,863,041$670,086 -14.8%14,0320.4%Computer and Technology
Kamada Ltd. stock logo
KMDA
Kamada
$3,822,525$3,632,253 1,909.0%709,5510.4%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,652,346$1,224,612 -25.1%22,2640.4%Computer and Technology
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$3,357,255$2,426,124 260.6%37,5700.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$3,309,260$873,119 35.8%40,9830.3%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$2,959,829$781,922 35.9%4,1790.3%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$2,834,431$2,098,569 285.2%16,6400.3%Computer and Technology
Perion Network Ltd. stock logo
PERI
Perion Network
$2,828,103$2,518,278 812.8%354,7080.3%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$2,807,847$1,066,690 61.3%19,0710.3%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$2,807,285$1,057,780 -27.4%5,4220.3%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$2,745,743$60,569 -2.2%32,4580.3%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$2,735,568$2,735,568 New Holding94,2000.3%Computer and Technology
NICE Ltd. stock logo
NICE
NICE
$2,700,568$1,911,933 -41.5%15,5500.3%Computer and Technology
OPKO Health, Inc. stock logo
OPK
OPKO Health
$2,566,610$2,566,610 New Holding1,713,8450.3%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$2,513,905$501,286 -16.6%12,7830.3%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$2,402,537$827,217 -25.6%60,5530.3%Finance
Elastic stock logo
ESTC
Elastic
$2,397,084$1,175,183 -32.9%26,9370.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,332,192$1,245 -0.1%9,3680.2%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$2,321,004$2,095,472 929.1%7,7390.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,266,903$1,597,792 -41.3%3,9300.2%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,191,754$392,425 21.8%19,4140.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,122,380$1,069,204 -33.5%5,4290.2%Industrial Products
Paylocity Holding Co. stock logo
PCTY
Paylocity
$2,039,524$558,753 37.7%12,3630.2%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,016,988$1,982,531 5,753.7%35,0050.2%Retail/Wholesale
Magic Software Enterprises Ltd. stock logo
MGIC
Magic Software Enterprises
$1,951,800$1,951,800 New Holding163,3840.2%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,947,321$1,166,537 -37.5%26,4420.2%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$1,923,079$79,760 4.3%6,3170.2%Retail/Wholesale
Teva Pharmaceutical Industries Limited stock logo
TEVA
Teva Pharmaceutical Industries
$1,906,516$129,744 7.3%105,8000.2%Medical
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,898,600$540,941 39.8%46,1680.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,889,256$1,164,843 160.8%11,1100.2%Computer and Technology
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,878,671$1,037,783 -35.6%4,8280.2%Retail/Wholesale
Workday, Inc. stock logo
WDAY
Workday
$1,849,695$119,761 6.9%7,5680.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,816,931$500,416 38.0%3,1080.2%Medical
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$1,805,306$981,327 119.1%6,4480.2%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,772,202$201,470 -10.2%7,6880.2%ETF
DOORDASH INC
$1,732,885$259,769 17.6%12,1410.2%CL A
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$1,669,274$289,365 -14.8%10,9260.2%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,617,154$1,210,231 -42.8%7,6740.2%Finance
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$1,556,139$381,050 -19.7%11,8880.2%Business Services
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,530,291$101,718 7.1%13,5400.2%Oils/Energy
ZOOZ PWR LTD
$1,495,959$1,495,959 New Holding721,9990.2%SHARE
AudioCodes Ltd. stock logo
AUDC
AudioCodes
$1,460,996$1,460,996 New Holding149,1140.2%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$1,432,685$82,501 6.1%1,6150.2%Finance
KLA Co. stock logo
KLAC
KLA
$1,401,201$785,756 -35.9%1,8100.1%Computer and Technology
Global-E Online Ltd. stock logo
GLBE
Global-E Online
$1,374,230$1,374,230 New Holding35,7500.1%Retail/Wholesale
Block, Inc. stock logo
SQ
Block
$1,356,717$1,078,317 387.3%20,3410.1%Business Services
Okta, Inc. stock logo
OKTA
Okta
$1,344,801$197,704 17.2%14,3660.1%Computer and Technology
The Macerich Company stock logo
MAC
Macerich
$1,314,739$136,800 11.6%72,0800.1%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,305,1780.0%24,7850.1%Manufacturing
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$1,299,318$551,092 -29.8%52,0560.1%Business Services

Showing largest 100 holdings. View all holdings.
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