Y.D. More Investments Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Y.D. More Investments Ltd reported 508 stock positions worth $3.2 billion. Its top holding was Enlight Renewable Energy (ENLT) at 14.2% of the portfolio, followed by Elbit Systems (ESLT, 11.4%) and Tower Semiconductor (TSEM, 7.6%). Compared with Q1 2026, it opened 62 new positions, sold out of 25, added to 236 and reduced 109. The biggest buy was Palo Alto Networks (PANW, shares +5%) and the biggest sale Elbit Systems (ESLT, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $3.2B (Q2 2026)
- SEC Filing
- 0001178913-26-003819 ↗ filed Aug 5, 2026
Holdings Value
Holdings 508 stocks · $3.2B
| ENLT Enlight Renewable Energy Ltd. | 14.25% | 5,180,861 | $457.5M | Reduce -6.1% |
| ESLT Elbit Systems Ltd. | 11.43% | 483,738 | $367.1M | Reduce -12.2% |
| TSEM Tower Semiconductor Ltd. | 7.59% | 949,549 | $243.8M | Add +2.0% |
| NVMI Nova Ltd. | 6.75% | 409,690 | $216.8M | Add +8.5% |
| PANW Palo Alto Networks Inc. | 6.29% | 592,718 | $202.1M | Add +5.2% |
| SOXX iShares Semiconductor ETF | 4.03% | 202,142 | $129.5M | Add +27.1% |
| CAMT Camtek Ltd. | 3.92% | 796,737 | $125.9M | Add +1.7% |
| ORA Ormat Technologies Inc. | 3.48% | 1,024,426 | $111.8M | Add +16.4% |
| ICL Icl Group Ltd. | 3.05% | 19,497,433 | $97.8M | Reduce -0.6% |
| TEVA Teva Pharmaceutical-SP ADR | 2.76% | 2,619,250 | $88.7M | Add +61.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.71% | 118,292 | $87.1M | Add +74.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.58% | 173,610 | $82.9M | Add +7.6% |
| NYAX Nayax Ltd. | 1.84% | 906,477 | $58.9M | Add +4.8% |
| ITRN Ituran Location and Control | 1.69% | 891,274 | $54.4M | No change |
| AMZN Amazon.com Inc. | 1.62% | 218,841 | $52.2M | Add +41.8% |
| GOOG Alphabet Inc. Class C | 1.46% | 133,097 | $47.0M | Add +41.9% |
| NVDA Nvidia Corp. | 1.16% | 186,194 | $37.3M | Add +74.0% |
| KLAC KLA Corp. | 1.10% | 117,724 | $35.4M | Reduce -13.4% |
| TATT Tat Technologies Ltd. | 1.05% | 703,048 | $33.8M | Reduce -13.2% |
| META Meta Platforms Inc. Class A | 0.92% | 52,407 | $29.5M | Add +40.4% |
| LHX L3HARRIS Technologies Inc. | 0.90% | 98,990 | $28.8M | Add +15.8% |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27) | 0.87% | 20,150,000 | $27.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 35,982 | $26.8M | Add +38.5% |
| SMH Vaneck Semiconductor ETF | 0.76% | 37,169 | $24.4M | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 0.69% | 32,492 | $22.3M | Reduce -21.9% |
| AVGO Broadcom Inc. | 0.56% | 47,252 | $17.8M | Add +20.7% |
| MSFT Microsoft Corp. | 0.53% | 46,035 | $17.2M | Reduce -16.9% |
| INTC Intel Corp. | 0.52% | 120,218 | $16.8M | Reduce -0.8% |
| CGNT Cognyte Software Ltd. | 0.51% | 1,854,798 | $16.3M | No change |
| IGV iShares Expanded Tech-Softwa | 0.50% | 178,220 | $16.1M | Add +32.3% |
| MU Micron Technology Inc. | 0.50% | 13,940 | $16.1M | Reduce -23.9% |
| GOOGL Alphabet Inc. Class A | 0.43% | 38,665 | $13.8M | Add +21.8% |
| CAT Caterpillar Inc. | 0.42% | 12,703 | $13.5M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 0.38% | 16,287 | $12.2M | No change |
| XAR SS SPDR S&P Aerospace Def | 0.29% | 32,470 | $9.2M | Add +12.3% |
| SEDG Solaredge Technologies Inc. | 0.28% | 155,979 | $9.1M | Reduce -69.0% |
| GILT Gilat Satellite Networks Ltd. | 0.28% | 677,813 | $9.0M | Reduce -5.3% |
| PAVE Global X US Infrastructure | 0.27% | 149,999 | $8.8M | Add +9.0% |
| ACWI iShares MSCI Acwi ETF | 0.26% | 53,768 | $8.4M | Add +25.8% |
| WMT Walmart Inc. | 0.24% | 66,977 | $7.6M | Add +17.5% |
| LMT Lockheed Martin Corp. | 0.23% | 14,675 | $7.5M | Add +68.8% |
| DAX Global X Dax Germany ETF | 0.23% | 168,374 | $7.4M | Add +12.3% |
| V Visa Inc. Class A | 0.22% | 20,986 | $7.2M | Add +33.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 9,347 | $7.1M | Reduce -15.7% |
| SMWB Similarweb Ltd. | 0.22% | 1,147,035 | $7.0M | Reduce -0.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.20% | 3,259 | $6.5M | Reduce -2.2% |
| DRS Leonardo DRS Inc. | 0.20% | 150,000 | $6.4M | Reduce -49.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 12,510 | $6.3M | Add +6.3% |
| MA Mastercard Inc. Class A | 0.19% | 11,971 | $6.1M | Add +32.0% |
| JPM JPMorgan Chase & Co. | 0.19% | 18,561 | $6.1M | Add +5.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 19,300 | $5.8M | No change |
| KEN Kenon Holdings Ltd. | 0.17% | 80,706 | $5.5M | Reduce -61.8% |
| NET Cloudflare Inc. Class A | 0.17% | 21,697 | $5.3M | Reduce -4.6% |
| VST Vistra Corp. | 0.16% | 31,600 | $5.0M | Add +875.3% |
| EPOL iShares MSCI Poland ETF | 0.15% | 127,400 | $4.9M | New |
| ETN Eaton Corp. PLC | 0.15% | 11,137 | $4.7M | New |
| VRT Vertiv Holdings Co. Class A | 0.15% | 13,997 | $4.7M | Add +6.0% |
| UNP Union Pacific Corp. | 0.14% | 16,987 | $4.6M | Add +6.2% |
| PH Parker Hannifin Corp. | 0.14% | 4,601 | $4.5M | Add +9.6% |
| GLW Corning Inc. | 0.13% | 16,842 | $4.3M | New |
| AAPL Apple Inc. | 0.13% | 14,131 | $4.1M | Add +2.6% |
| FTNT Fortinet Inc. | 0.12% | 25,757 | $4.0M | Reduce -11.8% |
| GEV GE Vernova Inc. | 0.12% | 8,504 | $3.9M | Add +59.3% |
| J Jacobs Solutions Inc. | 0.12% | 30,929 | $3.9M | Add +1.3% |
| SN Sharkninja Inc. | 0.12% | 25,190 | $3.8M | New |
| MGM MGM Resorts International | 0.12% | 77,800 | $3.7M | New |
| BWAY Brainsway Ltd.-ADR | 0.11% | 237,433 | $3.7M | Reduce -12.7% |
| VCIT Vanguard Int-Term Corporate | 0.11% | 44,414 | $3.7M | Reduce -5.3% |
| DDOG Datadog Inc. Class A | 0.11% | 13,545 | $3.5M | Reduce -30.4% |
| CEG Constellation Energy | 0.11% | 14,022 | $3.5M | Reduce -11.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 43,470 | $3.5M | Add +1.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 31,737 | $3.5M | Reduce -7.3% |
| DELL Dell Technologies -C | 0.11% | 7,920 | $3.4M | New |
| NOW ServiceNow Inc. | 0.10% | 33,348 | $3.3M | Add +108.4% |
| ZIM Zim Integrated Shipping Serv | 0.10% | 127,030 | $3.3M | Reduce -87.5% |
| CRM Salesforce Inc. | 0.10% | 21,039 | $3.3M | Add +385.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 11,657 | $3.3M | Add +2231.4% |
| JCI Johnson Controls Internation | 0.10% | 22,232 | $3.2M | New |
| MRVL Marvell Technology Inc. | 0.10% | 10,550 | $3.1M | Reduce -26.4% |
| CTOS Custom Truck One Source Inc. | 0.09% | 254,500 | $3.0M | New |
| SOLS Solstice Adv Materials Inc. | 0.09% | 33,910 | $3.0M | Reduce -28.7% |
| XLF SS Financial Select Sector | 0.09% | 53,015 | $2.8M | Add +5.7% |
| WILCF G. Willi-Food International | 0.09% | 82,751 | $2.8M | Add +20.4% |
| ODYS Odysight.ai Inc. | 0.08% | 648,776 | $2.7M | Reduce -33.4% |
| TSLA Tesla Inc. | 0.08% | 6,458 | $2.7M | Add +0.6% |
| URI United Rentals Inc. | 0.08% | 2,283 | $2.6M | Add +5.0% |
| CRED Columbia Resear Enh RL Est | 0.08% | 1,546 | $2.6M | Add +4.7% |
| CVX Chevron Corp. | 0.07% | 14,483 | $2.4M | Add +31.6% |
| XLK SS Technology Select Sector | 0.07% | 12,442 | $2.4M | Add +1.8% |
| TBLA Taboola.com Ltd. | 0.07% | 472,918 | $2.4M | Add +57.6% |
| OKTA Okta Inc. | 0.07% | 15,915 | $2.2M | Add +10.0% |
| ARBE Arbe Robotics Ltd. | 0.07% | 2,844,422 | $2.1M | No change |
| ZS Zscaler Inc. | 0.07% | 14,930 | $2.1M | Add +12.4% |
| SNOW Snowflake Inc. | 0.06% | 8,120 | $2.1M | Add +103.0% |
| ROK Rockwell Automation Inc. | 0.06% | 4,055 | $2.0M | Add +4.6% |
| XBI SS SPDR S&P Biotech ETF | 0.06% | 12,500 | $2.0M | No change |
| OPK Opko Health Inc. | 0.06% | 1,257,568 | $1.9M | Reduce -3.2% |
| AMAT Applied Materials Inc. | 0.06% | 2,560 | $1.9M | No change |
| EWJ iShares MSCI Japan ETF | 0.06% | 19,503 | $1.8M | No change |
| STRL Sterling Infrastructure Inc. | 0.06% | 2,155 | $1.8M | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $709K (not counted above)
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q1 2026 → Q2 2026
| ESLT Elbit Systems Ltd. | Reduce -12.2% | 11.43% | −6.56 |
| ZIM Zim Integrated Shipping Serv | Reduce -87.5% | 0.10% | −0.95 |
| ICL Icl Group Ltd. | Reduce -0.6% | 3.05% | −0.89 |
| SEDG Solaredge Technologies Inc. | Reduce -69.0% | 0.28% | −0.72 |
| KEN Kenon Holdings Ltd. | Reduce -61.8% | 0.17% | −0.51 |
| DRS Leonardo DRS Inc. | Reduce -49.7% | 0.20% | −0.32 |
| VOO Vanguard S&P 500 ETF | Reduce -21.9% | 0.69% | −0.28 |
| MSFT Microsoft Corp. | Reduce -16.9% | 0.53% | −0.27 |
| TATT Tat Technologies Ltd. | Reduce -13.2% | 1.05% | −0.20 |
| ODYS Odysight.ai Inc. | Reduce -33.4% | 0.08% | −0.18 |
| GILT Gilat Satellite Networks Ltd. | Reduce -5.3% | 0.28% | −0.13 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.12 |
| SMWB Similarweb Ltd. | Reduce -0.4% | 0.22% | −0.11 |
| FTCS First Trust Capital Strength | Reduce -68.0% | 0.03% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Reduce -99.4% | 0.00% | −0.07 |
| SPOT Spotify Technology SA | Reduce -85.0% | 0.01% | −0.07 |
| CEG Constellation Energy | Reduce -11.3% | 0.11% | −0.06 |
| NFLX Netflix Inc. | Reduce -29.2% | 0.05% | −0.06 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.06 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.06 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.05 |
| ONON On Holding AG Class A | Reduce -46.5% | 0.04% | −0.05 |
| SOLS Solstice Adv Materials Inc. | Reduce -28.7% | 0.09% | −0.05 |
| ENLT Enlight Renewable Energy Ltd. | Reduce -6.1% | 14.25% | −0.04 |
| KMDA Kamada Ltd. | Reduce -99.9% | 0.00% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -7.3% | 0.11% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.3% | 0.11% | −0.04 |
| BWAY Brainsway Ltd.-ADR | Reduce -12.7% | 0.11% | −0.03 |
| MCD McDonald's Corp. | Reduce -62.2% | 0.01% | −0.03 |
| ROKU Roku Inc. | Reduce -90.6% | 0.00% | −0.03 |
| USHY iShares Broad Usd High Yield | Reduce -22.6% | 0.04% | −0.02 |
| OLLI Ollie's Bargain Outlet Holdi | Sold out | 0.00% | −0.02 |
| TASEKO MINES LTD | Sold out | 0.00% | −0.02 |
| SHLD Global X Defense Tech ETF | Reduce -6.1% | 0.03% | −0.02 |
| NET Cloudflare Inc. Class A | Reduce -4.6% | 0.17% | −0.02 |
| TJX TJX Companies Inc. | Reduce -0.7% | 0.05% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -44.6% | 0.01% | −0.01 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.01 |
| ZZPWF Zooz Power Ltd. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -9.4% | 0.02% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -18.6% | 0.02% | −0.01 |
| AXP American Express Co. | Reduce -31.0% | 0.01% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| IHI iShares U.S. Medical Devices | Reduce -11.5% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -87.5% | 0.00% | −0.01 |
| CME Cme Group Inc. | Reduce -57.6% | 0.00% | −0.00 |
| EQIX Equinix Inc. | Reduce -3.0% | 0.02% | −0.00 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -64.8% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +5.2% | 6.29% | +2.76 |
| SOXX iShares Semiconductor ETF | Add +27.1% | 4.03% | +1.99 |
| TSEM Tower Semiconductor Ltd. | Add +2.0% | 7.59% | +1.38 |
| QQQ Invesco QQQ Trust Series 1 | Add +74.8% | 2.71% | +1.18 |
| TEVA Teva Pharmaceutical-SP ADR | Add +61.9% | 2.76% | +0.85 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.6% | 2.58% | +0.45 |
| NVDA Nvidia Corp. | Add +74.0% | 1.16% | +0.43 |
| GOOG Alphabet Inc. Class C | Add +41.9% | 1.46% | +0.41 |
| NVMI Nova Ltd. | Add +8.5% | 6.75% | +0.41 |
| AMZN Amazon.com Inc. | Add +41.8% | 1.62% | +0.37 |
| SMH Vaneck Semiconductor ETF | Add +4.9% | 0.76% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +38.5% | 0.84% | +0.18 |
| EPOL iShares MSCI Poland ETF | New | 0.15% | +0.15 |
| ETN Eaton Corp. PLC | New | 0.15% | +0.15 |
| VST Vistra Corp. | Add +875.3% | 0.16% | +0.14 |
| GLW Corning Inc. | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | Add +59.3% | 0.12% | +0.12 |
| SN Sharkninja Inc. | New | 0.12% | +0.12 |
| MGM MGM Resorts International | New | 0.12% | +0.12 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| JCI Johnson Controls Internation | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | Add +2231.4% | 0.10% | +0.10 |
| CTOS Custom Truck One Source Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +40.4% | 0.92% | +0.08 |
| AVGO Broadcom Inc. | Add +20.7% | 0.56% | +0.08 |
| IGV iShares Expanded Tech-Softwa | Add +32.3% | 0.50% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +21.8% | 0.43% | +0.07 |
| CRM Salesforce Inc. | Add +385.6% | 0.10% | +0.07 |
| STRL Sterling Infrastructure Inc. | New | 0.06% | +0.06 |
| TLN Talen Energy Corp. | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | Add +103.0% | 0.06% | +0.04 |
| NVT Nvent Electric PLC | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +33.4% | 0.22% | +0.04 |
| NOW ServiceNow Inc. | Add +108.4% | 0.10% | +0.04 |
| ACWI iShares MSCI Acwi ETF | Add +25.8% | 0.26% | +0.03 |
| HPE Hewlett Packard Enterprise | New | 0.03% | +0.03 |
| COPX Global X Copper Miners ETF | New | 0.03% | +0.03 |
| RKLB Rocket Lab Corp. | Add +73.0% | 0.05% | +0.03 |
| NAVN Navan Inc. Class A | New | 0.03% | +0.03 |
| LMT Lockheed Martin Corp. | Add +68.8% | 0.23% | +0.03 |
| OKTA Okta Inc. | Add +10.0% | 0.07% | +0.02 |
| STM Stmicroelectronics NV-NY SHS | New | 0.02% | +0.02 |
| TBLA Taboola.com Ltd. | Add +57.6% | 0.07% | +0.02 |
| VIA Via Transportation Inc. Class A | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +37.2% | 0.02% | +0.02 |
| URI United Rentals Inc. | Add +5.0% | 0.08% | +0.02 |
| WILCF G. Willi-Food International | Add +20.4% | 0.09% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +6.0% | 0.15% | +0.02 |
| BB Blackberry Ltd. | Add +8.0% | 0.02% | +0.01 |
| MA Mastercard Inc. Class A | Add +32.0% | 0.19% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | Sold out | 80,000 | $800before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 508 | $3.2B | ENLT, ESLT, TSEM, NVMI, PANW |
| Q1 2026 | 471 | $2.6B | ESLT, ENLT, NVMI, TSEM, CAMT |
| Q4 2025 | 467 | $2.1B | ESLT, ENLT, TSEM, NVMI, ICL |
| Q3 2025 | 487 | $1.8B | ESLT, ENLT, ICL, NVMI, QQQ |
| Q2 2025 | 449 | $1.5B | ESLT, ICL, NVMI, ENLT, NYAX |
| Q1 2025 | 464 | $1.1B | ESLT, ICL, ENLT, NVMI, ORA |
| Q4 2024 | 457 | $1.1B | ESLT, ICL, NVMI, ENLT, TSEM |
| Q3 2024 | 446 | $954.6M | ESLT, ICL, NVMI, ENLT, CAMT |
| Q2 2024 | 456 | $980.3M | CAMT, ESLT, NVMI, ICL, TSEM |
| Q1 2024 | 331 | $564.1M | PSEC, ITRN, MSFT, ODD, TSM |