Y.D. More Investments Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Y.D. More Investments Ltd reported 456 stock positions worth $980.3 million. Its top holding was Camtek (CAMT) at 8.0% of the portfolio, followed by Elbit Systems (ESLT, 7.3%) and Nova (NVMI, 6.9%). Compared with Q1 2024, it opened 139 new positions, sold out of 15, added to 105 and reduced 101. The biggest buy was Elbit Systems (ESLT, shares +32725%) and the biggest sale Ituran Location and Control (ITRN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $980.3M (Q2 2024)
- SEC Filing
- 0001178913-24-002487 ↗ filed Aug 8, 2024
Holdings Value
Holdings 456 stocks · $980.3M
| CAMT Camtek Ltd. | 8.03% | 626,973 | $78.7M | Add +723.7% |
| ESLT Elbit Systems Ltd. | 7.28% | 403,742 | $71.3M | Add +32724.5% |
| NVMI Nova Ltd. | 6.89% | 288,986 | $67.5M | Add +2733.2% |
| ICL Icl Group Ltd. | 6.40% | 14,636,266 | $62.8M | Add +2927153.2% |
| TSEM Tower Semiconductor Ltd. | 3.67% | 911,926 | $36.0M | Add +9622.0% |
| ORA Ormat Technologies Inc. | 3.56% | 493,619 | $34.9M | Add +1011.5% |
| ENLT Enlight Renewable Energy Ltd. | 3.18% | 1,957,405 | $31.2M | Add +94919.7% |
| PSEC Prospect Capital Corp. | 2.96% | 5,062,879 | $29.1M | Add +303.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.66% | 150,287 | $26.1M | Reduce -8.3% |
| MSFT Microsoft Corp. | 2.62% | 57,542 | $25.7M | Reduce -9.1% |
| ITRN Ituran Location and Control | 2.41% | 957,432 | $23.6M | Reduce -1.4% |
| ODD Oddity Tech Ltd. Class A | 2.39% | 596,940 | $23.4M | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 2.06% | 40,279 | $20.1M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.92% | 37,327 | $18.8M | Reduce -12.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 28,106 | $15.3M | Add +3.2% |
| NYAX Nayax Ltd. | 1.51% | 683,115 | $14.8M | New |
| AMZN Amazon.com Inc. | 1.46% | 74,243 | $14.3M | Reduce -10.8% |
| CGNT Cognyte Software Ltd. | 1.45% | 1,854,798 | $14.2M | No change |
| PANW Palo Alto Networks Inc. | 1.43% | 41,429 | $14.0M | Reduce -19.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.38% | 28,259 | $13.5M | Add +0.6% |
| NVDA Nvidia Corp. | 1.20% | 95,030 | $11.7M | Reduce -22.2% |
| SHLT SHL Telemedicine Ltd.-ADR | 1.16% | 2,219,610 | $11.4M | New |
| GOOG Alphabet Inc. Class C | 1.11% | 59,320 | $10.9M | Reduce -20.5% |
| AAPL Apple Inc. | 1.10% | 50,987 | $10.7M | Add +30.6% |
| SMWB Similarweb Ltd. | 1.04% | 1,314,263 | $10.2M | No change |
| WIX Wix.com Ltd. | 0.88% | 54,333 | $8.6M | Add +122.6% |
| VCIT Vanguard Int-Term Corporate | 0.86% | 104,985 | $8.4M | Add +6.4% |
| DRS Leonardo DRS Inc. | 0.78% | 298,000 | $7.6M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.71% | 90,768 | $7.0M | Add +16.0% |
| SPNS Sapiens International Corp. | 0.71% | 202,751 | $6.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.68% | 17,423 | $6.7M | Reduce -6.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.67% | 6,384 | $6.5M | Reduce -7.9% |
| GOOGL Alphabet Inc. Class A | 0.66% | 35,273 | $6.4M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.64% | 14,299 | $6.3M | Add +5.0% |
| VEEV Veeva Systems Inc. Class A | 0.61% | 32,633 | $6.0M | Add +53.3% |
| SMH Vaneck Semiconductor ETF | 0.61% | 22,812 | $5.9M | Reduce -17.3% |
| ARBE Arbe Robotics Ltd. | 0.55% | 2,844,422 | $5.4M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 13,184 | $5.4M | Add +50.8% |
| CRM Salesforce Inc. | 0.54% | 20,405 | $5.2M | Reduce -18.2% |
| AMD Advanced Micro Devices | 0.51% | 30,694 | $5.0M | Add +3.3% |
| FTNT Fortinet Inc. | 0.46% | 75,276 | $4.5M | Add +3.2% |
| V Visa Inc. Class A | 0.46% | 17,109 | $4.5M | Add +9.4% |
| DDOG Datadog Inc. Class A | 0.45% | 33,974 | $4.4M | Reduce -4.7% |
| KEN Kenon Holdings Ltd. | 0.45% | 174,929 | $4.4M | New |
| ESTC Elastic NV | 0.42% | 36,090 | $4.1M | Reduce -10.1% |
| NICE Nice Ltd. - Spon ADR | 0.40% | 22,934 | $3.9M | Reduce -13.7% |
| FTCS First Trust Capital Strength | 0.40% | 46,199 | $3.9M | Add +5.4% |
| KMDA Kamada Ltd. | 0.37% | 726,161 | $3.6M | Add +1956.0% |
| NOW ServiceNow Inc. | 0.37% | 4,619 | $3.6M | Reduce -4.6% |
| ADBE Adobe Inc. | 0.35% | 6,207 | $3.4M | Reduce -16.9% |
| UBER Uber Technologies Inc. | 0.32% | 43,850 | $3.2M | Reduce -29.8% |
| MNDY Monday.com Ltd. | 0.32% | 13,212 | $3.2M | Reduce -19.8% |
| NET Cloudflare Inc. Class A | 0.30% | 35,227 | $2.9M | Add +6.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 72,234 | $2.9M | Reduce -11.3% |
| ZS Zscaler Inc. | 0.27% | 13,986 | $2.7M | Reduce -8.8% |
| WMT Walmart Inc. | 0.27% | 39,517 | $2.7M | Add +31.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 13,167 | $2.7M | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 39,962 | $2.6M | Reduce -5.5% |
| SPOT Spotify Technology SA | 0.27% | 8,285 | $2.6M | New |
| CAT Caterpillar Inc. | 0.25% | 7,444 | $2.5M | Reduce -8.8% |
| SOXX iShares Semiconductor ETF | 0.25% | 9,923 | $2.4M | Add +15.9% |
| NFLX Netflix Inc. | 0.24% | 3,503 | $2.4M | Add +13.9% |
| ULTA Ulta Beauty Inc. | 0.24% | 6,025 | $2.3M | Reduce -19.6% |
| ORCL Oracle Corp. | 0.23% | 16,104 | $2.3M | Add +272.8% |
| CREATIVE MEDIA & CMNTY TR | 0.23% | 832,115 | $2.2M | No change |
| PERI Perion Network Ltd. | 0.22% | 264,379 | $2.2M | Add +580.4% |
| CVX Chevron Corp. | 0.22% | 13,843 | $2.2M | Add +17.1% |
| J Jacobs Solutions Inc. | 0.22% | 15,360 | $2.1M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 0.21% | 3,700 | $2.0M | Reduce -44.8% |
| MU Micron Technology Inc. | 0.20% | 15,145 | $2.0M | Add +353.4% |
| CMG Chipotle Mexican Grill Inc. | 0.19% | 30,400 | $1.9M | Add +1.7% |
| BAH Booz Allen Hamilton Holdings | 0.19% | 12,069 | $1.9M | Reduce -5.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 17,279 | $1.8M | Add +8.4% |
| OPK Opko Health Inc. | 0.19% | 1,469,143 | $1.8M | New |
| TSLA Tesla Inc. | 0.18% | 9,308 | $1.8M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.18% | 8,769 | $1.7M | Add +105.8% |
| TEVA Teva Pharmaceutical-SP ADR | 0.17% | 105,500 | $1.7M | Add +7.0% |
| ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD | 0.17% | 721,999 | $1.7M | New |
| MCD McDonald's Corp. | 0.17% | 6,480 | $1.7M | Add +7.0% |
| PFE Pfizer Inc. | 0.17% | 58,624 | $1.6M | Add +8.4% |
| CYBR Cyberark Software Ltd./Israel | 0.17% | 5,949 | $1.6M | Add +102.1% |
| WDAY Workday Inc. Class A | 0.16% | 7,078 | $1.6M | No change |
| FROG Jfrog Ltd. | 0.15% | 39,950 | $1.5M | New |
| OKTA Okta Inc. | 0.15% | 15,623 | $1.5M | Add +27.5% |
| GEN Gen Digital Inc. | 0.15% | 58,436 | $1.5M | Reduce -21.2% |
| MGIC Magic Software Enterprises | 0.15% | 148,691 | $1.5M | New |
| PCTY Paylocity Holding Corp. | 0.15% | 10,848 | $1.4M | Add +20.9% |
| KLAC KLA Corp. | 0.14% | 1,685 | $1.4M | Reduce -40.4% |
| ENPH Enphase Energy Inc. | 0.14% | 13,500 | $1.3M | Add +6.8% |
| PAVE Global X US Infrastructure | 0.13% | 35,479 | $1.3M | Add +7.5% |
| TATT Tat Technologies Ltd. | 0.13% | 87,756 | $1.3M | New |
| AKAM Akamai Technologies Inc. | 0.13% | 14,215 | $1.3M | Reduce -19.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 24,785 | $1.3M | No change |
| DT Dynatrace Inc. | 0.13% | 27,750 | $1.2M | Reduce -24.6% |
| DASH DoorDash Inc. Class A | 0.12% | 10,771 | $1.2M | Add +4.4% |
| DRIO Dariohealth Corp. | 0.12% | 980,807 | $1.2M | Reduce -18.4% |
| EQIX Equinix Inc. | 0.12% | 1,506 | $1.1M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.11% | 9,769 | $1.1M | Add +28.5% |
| AUDC Audiocodes Ltd. | 0.11% | 107,681 | $1.1M | New |
| MAC The Macerich Co. | 0.11% | 72,080 | $1.1M | Add +11.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $98K (not counted above)
Total filed on the 13F, all lines: $980.4M.
Portfolio Sells Q1 2024 → Q2 2024
| ITRN Ituran Location and Control | Reduce -1.4% | 2.41% | −2.40 |
| SEDG Solaredge Technologies Inc. | Reduce -98.8% | 0.01% | −2.21 |
| MSFT Microsoft Corp. | Reduce -9.1% | 2.62% | −2.10 |
| META Meta Platforms Inc. Class A | Reduce -12.2% | 1.92% | −1.74 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 2.06% | −1.44 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.3% | 2.66% | −1.29 |
| AMZN Amazon.com Inc. | Reduce -10.8% | 1.46% | −1.20 |
| PANW Palo Alto Networks Inc. | Reduce -19.4% | 1.43% | −1.15 |
| GOOG Alphabet Inc. Class C | Reduce -20.5% | 1.11% | −0.90 |
| NICE Nice Ltd. - Spon ADR | Reduce -13.7% | 0.40% | −0.82 |
| CRM Salesforce Inc. | Reduce -18.2% | 0.54% | −0.80 |
| NVDA Nvidia Corp. | Reduce -22.2% | 1.20% | −0.76 |
| ARBE Arbe Robotics Ltd. | Reduce -3.5% | 0.55% | −0.54 |
| UBER Uber Technologies Inc. | Reduce -29.8% | 0.32% | −0.53 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.9% | 0.67% | −0.53 |
| SMH Vaneck Semiconductor ETF | Reduce -17.3% | 0.61% | −0.49 |
| ULTA Ulta Beauty Inc. | Reduce -19.6% | 0.24% | −0.46 |
| IVV iShares Core S&P 500 ETF | Reduce -44.8% | 0.21% | −0.42 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.6% | 0.68% | −0.38 |
| MNDY Monday.com Ltd. | Reduce -19.8% | 0.32% | −0.34 |
| DDOG Datadog Inc. Class A | Reduce -4.7% | 0.45% | −0.33 |
| ADBE Adobe Inc. | Reduce -16.9% | 0.35% | −0.32 |
| ESTC Elastic NV | Reduce -10.1% | 0.42% | −0.29 |
| NOW ServiceNow Inc. | Reduce -4.6% | 0.37% | −0.28 |
| CAT Caterpillar Inc. | Reduce -8.8% | 0.25% | −0.28 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.5% | 0.27% | −0.26 |
| BAC Bank of America Corp. | Reduce -11.3% | 0.29% | −0.25 |
| ZS Zscaler Inc. | Reduce -8.8% | 0.27% | −0.25 |
| AKAM Akamai Technologies Inc. | Reduce -19.4% | 0.13% | −0.21 |
| KLAC KLA Corp. | Reduce -40.4% | 0.14% | −0.21 |
| DRIO Dariohealth Corp. | Reduce -18.4% | 0.12% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 0.27% | −0.20 |
| DT Dynatrace Inc. | Reduce -24.6% | 0.13% | −0.18 |
| INTU Intuit Inc. | Reduce -73.6% | 0.03% | −0.17 |
| J Jacobs Engineering Group Inc. | Reduce -31.2% | 0.09% | −0.15 |
| BAH Booz Allen Hamilton Holdings | Reduce -5.9% | 0.19% | −0.15 |
| GEN Gen Digital Inc. | Reduce -21.2% | 0.15% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -33.9% | 0.08% | −0.12 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.18% | −0.11 |
| SBUX Starbucks Corp. | Reduce -90.4% | 0.01% | −0.11 |
| EQIX Equinix Inc. | Reduce -1.1% | 0.12% | −0.11 |
| NKE Nike Inc. Class B | Reduce -94.0% | 0.00% | −0.10 |
| DOCU Docusign Inc. | Reduce -1.7% | 0.10% | −0.10 |
| GPN Global Payments Inc. | Reduce -0.9% | 0.07% | −0.10 |
| PWSC Powerschool Holdings Inc. Class A | Reduce -80.8% | 0.01% | −0.09 |
| ADSK Autodesk Inc. | Reduce -9.7% | 0.08% | −0.09 |
| QLYS Qualys Inc. | Reduce -24.6% | 0.05% | −0.09 |
| IHI iShares U.S. Medical Devices | Reduce -5.4% | 0.09% | −0.08 |
| AVGO Broadcom Inc. | Reduce -12.0% | 0.11% | −0.07 |
| ESRT Empire State Realty Trust-A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| ESLT Elbit Systems Ltd. | Add +32724.5% | 7.28% | +7.23 |
| CAMT Camtek Ltd. | Add +723.7% | 8.03% | +6.90 |
| NVMI Nova Ltd. | Add +2733.2% | 6.89% | +6.57 |
| ICL Icl Group Ltd. | Add +2927153.2% | 6.40% | +6.40 |
| TSEM Tower Semiconductor Ltd. | Add +9622.0% | 3.67% | +3.61 |
| ENLT Enlight Renewable Energy Ltd. | Add +94919.7% | 3.18% | +3.17 |
| ORA Ormat Technologies Inc. | Add +1011.5% | 3.56% | +3.04 |
| NYAX Nayax Ltd. | New | 1.51% | +1.51 |
| SHLT SHL Telemedicine Ltd.-ADR | New | 1.16% | +1.16 |
| SPNS Sapiens International Corp. | New | 0.71% | +0.71 |
| KEN Kenon Holdings Ltd. | New | 0.45% | +0.45 |
| KMDA Kamada Ltd. | Add +1956.0% | 0.37% | +0.34 |
| WIX Wix.com Ltd. | Add +122.6% | 0.88% | +0.29 |
| SPOT Spotify Technology SA | New | 0.27% | +0.27 |
| OPK Opko Health Inc. | New | 0.19% | +0.19 |
| ZZPWF Zooz Power Ltd. | New | 0.17% | +0.17 |
| FROG Jfrog Ltd. | New | 0.15% | +0.15 |
| MGIC Magic Software Enterprises | New | 0.15% | +0.15 |
| ORCL Oracle Corp. | Add +272.8% | 0.23% | +0.14 |
| TATT Tat Technologies Ltd. | New | 0.13% | +0.13 |
| MU Micron Technology Inc. | Add +353.4% | 0.20% | +0.13 |
| AUDC Audiocodes Ltd. | New | 0.11% | +0.11 |
| IAU iShares Gold Trust | New | 0.08% | +0.08 |
| ZIM Zim Integrated Shipping Serv | New | 0.08% | +0.08 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| PERI Perion Network Ltd. | Add +580.4% | 0.22% | +0.07 |
| MKL Markel Group Inc. | New | 0.07% | +0.07 |
| ONON On Holding AG Class A | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | Add +105.8% | 0.18% | +0.05 |
| LULU Lululemon Athletica Inc. | New | 0.04% | +0.04 |
| CLBT Cellebrite Di Ltd. | New | 0.04% | +0.04 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| CYBR Cyberark Software Ltd./Israel | Add +102.1% | 0.17% | +0.03 |
| GLBE Global-E Online Ltd. | New | 0.03% | +0.03 |
| GILT Gilat Satellite Networks Ltd. | New | 0.02% | +0.02 |
| NXPI NXP Semiconductors NV | New | 0.02% | +0.02 |
| ELLO Ellomay Capital Ltd. | Add +1688.1% | 0.02% | +0.02 |
| MO Altria Group Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| KMI Kinder Morgan Inc. | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | New | 0.02% | +0.02 |
| OKE Oneok Inc. | New | 0.01% | +0.01 |
| PRU Prudential Financial Inc. | New | 0.01% | +0.01 |
| WMB Williams Cos Inc. | New | 0.01% | +0.01 |
| D Dominion Energy Inc. | New | 0.01% | +0.01 |
| CPAY Corpay Inc. | New | 0.01% | +0.01 |
| IP International Paper Co. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| MMM 3M Co. | Add +2140.0% | 0.02% | +0.01 |
| SPG Simon Property Group Inc. | New | 0.01% | +0.01 |
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 |