Y.D. More Investments Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Y.D. More Investments Ltd reported 446 stock positions worth $954.6 million. Its top holding was Elbit Systems (ESLT) at 8.5% of the portfolio, followed by Icl (ICL, 6.4%) and Nova (NVMI, 5.0%). Compared with Q2 2024, it opened 18 new positions, sold out of 28, added to 186 and reduced 133. The biggest buy was Tat Technologies (TATT, shares +1429%) and the biggest sale Camtek (CAMT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $954.6M (Q3 2024)
- SEC Filing
- 0001178913-24-003487 ↗ filed Nov 5, 2024
Holdings Value
Holdings 446 stocks · $954.6M
| ESLT Elbit Systems Ltd. | 8.54% | 408,346 | $81.5M | Add +1.1% |
| ICL Icl Group Ltd. | 6.42% | 14,317,344 | $61.3M | Reduce -2.2% |
| NVMI Nova Ltd. | 5.03% | 228,573 | $48.0M | Reduce -20.9% |
| ENLT Enlight Renewable Energy Ltd. | 4.57% | 2,586,050 | $43.6M | Add +32.1% |
| CAMT Camtek Ltd. | 4.19% | 495,833 | $40.0M | Reduce -20.9% |
| ORA Ormat Technologies Inc. | 3.73% | 463,180 | $35.7M | Reduce -6.2% |
| TSEM Tower Semiconductor Ltd. | 3.16% | 679,436 | $30.2M | Reduce -25.5% |
| ODD Oddity Tech Ltd. Class A | 2.63% | 622,240 | $25.1M | Add +4.2% |
| ITRN Ituran Location and Control | 2.59% | 931,183 | $24.7M | Reduce -2.7% |
| TATT Tat Technologies Ltd. | 2.57% | 1,342,017 | $24.5M | Add +1429.3% |
| MSFT Microsoft Corp. | 2.34% | 51,824 | $22.3M | Reduce -9.9% |
| NYAX Nayax Ltd. | 2.23% | 829,638 | $21.2M | Add +21.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.01% | 110,268 | $19.1M | Reduce -26.6% |
| VCIT Vanguard Int-Term Corporate | 1.95% | 222,667 | $18.6M | Add +112.1% |
| META Meta Platforms Inc. Class A | 1.94% | 32,381 | $18.5M | Reduce -13.3% |
| VOO Vanguard S&P 500 ETF | 1.83% | 33,156 | $17.5M | Reduce -17.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 28,473 | $16.3M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.35% | 69,132 | $12.9M | Reduce -6.9% |
| CGNT Cognyte Software Ltd. | 1.32% | 1,854,798 | $12.6M | No change |
| IEI iShares 3-7 Year Treasury Bo | 1.27% | 101,050 | $12.1M | Add +22355.6% |
| SMWB Similarweb Ltd. | 1.26% | 1,363,134 | $12.1M | Add +3.7% |
| PANW Palo Alto Networks Inc. | 1.24% | 34,677 | $11.9M | Reduce -16.3% |
| USHY iShares Broad Usd High Yield | 1.21% | 307,063 | $11.6M | New |
| AAPL Apple Inc. | 1.02% | 41,784 | $9.7M | Reduce -18.1% |
| WIX Wix.com Ltd. | 1.01% | 57,962 | $9.7M | Add +6.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.01% | 19,670 | $9.6M | Reduce -30.4% |
| DRS Leonardo DRS Inc. | 0.88% | 298,000 | $8.4M | No change |
| VEEV Veeva Systems Inc. Class A | 0.83% | 37,543 | $7.9M | Add +15.1% |
| SPNS Sapiens International Corp. | 0.80% | 205,785 | $7.7M | Add +1.5% |
| NVDA Nvidia Corp. | 0.78% | 61,645 | $7.5M | Reduce -35.1% |
| SHLT SHL Telemedicine Ltd.-ADR | 0.72% | 2,111,576 | $6.8M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.67% | 38,168 | $6.4M | Reduce -35.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.66% | 7,600 | $6.3M | Add +19.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 13,123 | $6.1M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.63% | 12,248 | $6.0M | Reduce -14.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 20,868 | $5.9M | Add +19.8% |
| CLBT Cellebrite Di Ltd. | 0.60% | 338,750 | $5.7M | Add +1068.1% |
| KEN Kenon Holdings Ltd. | 0.59% | 200,628 | $5.7M | Add +14.7% |
| ARBE Arbe Robotics Ltd. | 0.57% | 2,844,422 | $5.4M | No change |
| CRM Salesforce Inc. | 0.52% | 18,133 | $5.0M | Reduce -11.1% |
| V Visa Inc. Class A | 0.49% | 17,097 | $4.7M | Reduce -0.1% |
| SPOT Spotify Technology SA | 0.48% | 12,470 | $4.6M | Add +50.5% |
| FTCS First Trust Capital Strength | 0.47% | 49,595 | $4.5M | Add +7.3% |
| GOOGL Alphabet Inc. Class A | 0.47% | 26,838 | $4.5M | Reduce -23.9% |
| SMH Vaneck Semiconductor ETF | 0.45% | 17,441 | $4.3M | Reduce -23.5% |
| UBER Uber Technologies Inc. | 0.44% | 55,578 | $4.2M | Add +26.8% |
| NOW ServiceNow Inc. | 0.41% | 4,399 | $3.9M | Reduce -4.8% |
| DDOG Datadog Inc. Class A | 0.41% | 29,820 | $3.9M | Reduce -12.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.41% | 48,400 | $3.9M | Reduce -46.7% |
| FTNT Fortinet Inc. | 0.41% | 59,993 | $3.9M | Reduce -20.3% |
| MNDY Monday.com Ltd. | 0.40% | 14,032 | $3.9M | Add +6.2% |
| KMDA Kamada Ltd. | 0.40% | 709,551 | $3.8M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.38% | 22,264 | $3.7M | Reduce -27.5% |
| VTWO Vanguard Russell 2000 ETF | 0.35% | 37,570 | $3.4M | Add +255.4% |
| WMT Walmart Inc. | 0.35% | 40,983 | $3.3M | Add +3.7% |
| NFLX Netflix Inc. | 0.31% | 4,179 | $3.0M | Add +19.3% |
| ORCL Oracle Corp. | 0.30% | 16,640 | $2.8M | Add +3.3% |
| PERI Perion Network Ltd. | 0.30% | 354,708 | $2.8M | Add +34.2% |
| CVX Chevron Corp. | 0.29% | 19,071 | $2.8M | Add +37.8% |
| ADBE Adobe Inc. | 0.29% | 5,422 | $2.8M | Reduce -12.7% |
| NET Cloudflare Inc. Class A | 0.29% | 32,458 | $2.7M | Reduce -7.9% |
| FROG Jfrog Ltd. | 0.29% | 94,200 | $2.7M | Add +135.8% |
| NICE Nice Ltd. - Spon ADR | 0.28% | 15,550 | $2.7M | Reduce -32.2% |
| OPK Opko Health Inc. | 0.27% | 1,713,845 | $2.6M | Add +16.7% |
| ZS Zscaler Inc. | 0.26% | 12,783 | $2.5M | Reduce -8.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 60,553 | $2.4M | Reduce -16.2% |
| ESTC Elastic NV | 0.25% | 26,937 | $2.4M | Reduce -25.4% |
| TSLA Tesla Inc. | 0.24% | 9,368 | $2.3M | Add +0.6% |
| AVGO Broadcom Inc. | 0.24% | 7,739 | $2.3M | Add +16.9% |
| IVV iShares Core S&P 500 ETF | 0.24% | 3,930 | $2.3M | Add +6.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 19,414 | $2.2M | Add +12.4% |
| CAT Caterpillar Inc. | 0.22% | 5,429 | $2.1M | Reduce -27.1% |
| PCTY Paylocity Holding Corp. | 0.21% | 12,363 | $2.0M | Add +14.0% |
| CMG Chipotle Mexican Grill Inc. | 0.21% | 35,005 | $2.0M | Add +15.2% |
| MGIC Magic Software Enterprises | 0.20% | 163,384 | $2.0M | Add +9.9% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 26,442 | $1.9M | Reduce -33.8% |
| MCD McDonald's Corp. | 0.20% | 6,317 | $1.9M | Reduce -2.5% |
| TEVA Teva Pharmaceutical-SP ADR | 0.20% | 105,800 | $1.9M | Add +0.3% |
| PAVE Global X US Infrastructure | 0.20% | 46,168 | $1.9M | Add +30.1% |
| QCOM Qualcomm Inc. | 0.20% | 11,110 | $1.9M | Add +26.7% |
| ULTA Ulta Beauty Inc. | 0.20% | 4,828 | $1.9M | Reduce -19.9% |
| WDAY Workday Inc. Class A | 0.19% | 7,568 | $1.8M | Add +6.9% |
| UNH Unitedhealth Group Inc. | 0.19% | 3,108 | $1.8M | Add +108.9% |
| CYBR Cyberark Software Ltd./Israel | 0.19% | 6,448 | $1.8M | Add +8.4% |
| SOXX iShares Semiconductor ETF | 0.19% | 7,688 | $1.8M | Reduce -22.5% |
| DASH DoorDash Inc. Class A | 0.18% | 12,141 | $1.7M | Add +12.7% |
| BAH Booz Allen Hamilton Holdings | 0.17% | 10,926 | $1.7M | Reduce -9.5% |
| JPM JPMorgan Chase & Co. | 0.17% | 7,674 | $1.6M | Reduce -41.7% |
| J Jacobs Solutions Inc. | 0.16% | 11,888 | $1.6M | Reduce -22.6% |
| ENPH Enphase Energy Inc. | 0.16% | 13,540 | $1.5M | Add +0.3% |
| ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD | 0.16% | 721,999 | $1.5M | No change |
| AUDC Audiocodes Ltd. | 0.15% | 149,114 | $1.5M | Add +38.5% |
| EQIX Equinix Inc. | 0.15% | 1,615 | $1.4M | Add +7.2% |
| KLAC KLA Corp. | 0.15% | 1,810 | $1.4M | Add +7.4% |
| GLBE Global-E Online Ltd. | 0.14% | 35,750 | $1.4M | Add +410.7% |
| XYZ Block Inc. | 0.14% | 20,341 | $1.4M | Add +380.5% |
| OKTA Okta Inc. | 0.14% | 14,366 | $1.3M | Reduce -8.1% |
| MAC The Macerich Co. | 0.14% | 72,080 | $1.3M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.14% | 24,785 | $1.3M | No change |
| GEN Gen Digital Inc. | 0.14% | 52,056 | $1.3M | Reduce -10.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $88K (not counted above)
Total filed on the 13F, all lines: $954.7M.
Portfolio Sells Q2 2024 → Q3 2024
| CAMT Camtek Ltd. | Reduce -20.9% | 4.19% | −3.84 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −2.96 |
| NVMI Nova Ltd. | Reduce -20.9% | 5.03% | −1.86 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.6% | 2.01% | −0.66 |
| TSEM Tower Semiconductor Ltd. | Reduce -25.5% | 3.16% | −0.51 |
| SHLT SHL Telemedicine Ltd.-ADR | Reduce -4.9% | 0.72% | −0.44 |
| GOOG Alphabet Inc. Class C | Reduce -35.7% | 0.67% | −0.44 |
| NVDA Nvidia Corp. | Reduce -35.1% | 0.78% | −0.41 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -30.4% | 1.01% | −0.38 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -46.7% | 0.41% | −0.31 |
| MSFT Microsoft Corp. | Reduce -9.9% | 2.34% | −0.29 |
| VOO Vanguard S&P 500 ETF | Reduce -17.7% | 1.83% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -16.3% | 1.24% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -23.9% | 0.47% | −0.19 |
| ESTC Elastic NV | Reduce -25.4% | 0.25% | −0.17 |
| SMH Vaneck Semiconductor ETF | Reduce -23.5% | 0.45% | −0.16 |
| AMD Advanced Micro Devices | Reduce -27.5% | 0.38% | −0.13 |
| NICE Nice Ltd. - Spon ADR | Reduce -32.2% | 0.28% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -6.9% | 1.35% | −0.11 |
| MU Micron Technology Inc. | Reduce -40.5% | 0.10% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -41.7% | 0.17% | −0.10 |
| PFE Pfizer Inc. | Reduce -56.1% | 0.08% | −0.09 |
| AAPL Apple Inc. | Reduce -18.1% | 1.02% | −0.08 |
| SOXX iShares Semiconductor ETF | Reduce -22.5% | 0.19% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -33.8% | 0.20% | −0.06 |
| ADBE Adobe Inc. | Reduce -12.7% | 0.29% | −0.06 |
| FTNT Fortinet Inc. | Reduce -20.3% | 0.41% | −0.06 |
| J Jacobs Solutions Inc. | Reduce -22.6% | 0.16% | −0.06 |
| SNOW Snowflake Inc. | Reduce -46.1% | 0.04% | −0.05 |
| J Jacobs Engineering Group Inc. | Reduce -48.2% | 0.04% | −0.04 |
| BAC Bank of America Corp. | Reduce -16.2% | 0.25% | −0.04 |
| ULTA Ulta Beauty Inc. | Reduce -19.9% | 0.20% | −0.04 |
| DDOG Datadog Inc. Class A | Reduce -12.2% | 0.41% | −0.04 |
| ZIM Zim Integrated Shipping Serv | Reduce -52.3% | 0.05% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -81.6% | 0.01% | −0.03 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -27.1% | 0.22% | −0.03 |
| DRIO Dariohealth Corp. | Reduce -23.1% | 0.09% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -97.0% | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -52.6% | 0.02% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -22.9% | 0.06% | −0.02 |
| EVBG Everbridge Inc. | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Reduce -11.1% | 0.52% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Reduce -9.5% | 0.17% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -58.8% | 0.01% | −0.01 |
| MMM 3M Co. | Reduce -95.9% | 0.00% | −0.01 |
| IP International Paper Co. | Sold out | 0.00% | −0.01 |
| GEN Gen Digital Inc. | Reduce -10.9% | 0.14% | −0.01 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.01 |
| PWSC Powerschool Holdings Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| TATT Tat Technologies Ltd. | Add +1429.3% | 2.57% | +2.44 |
| ENLT Enlight Renewable Energy Ltd. | Add +32.1% | 4.57% | +1.39 |
| ESLT Elbit Systems Ltd. | Add +1.1% | 8.54% | +1.26 |
| IEI iShares 3-7 Year Treasury Bo | Add +22355.6% | 1.27% | +1.26 |
| USHY iShares Broad Usd High Yield | New | 1.21% | +1.21 |
| VCIT Vanguard Int-Term Corporate | Add +112.1% | 1.95% | +1.10 |
| NYAX Nayax Ltd. | Add +21.4% | 2.23% | +0.72 |
| CLBT Cellebrite Di Ltd. | Add +1068.1% | 0.60% | +0.56 |
| VTWO Vanguard Russell 2000 ETF | Add +255.4% | 0.35% | +0.26 |
| ODD Oddity Tech Ltd. Class A | Add +4.2% | 2.63% | +0.24 |
| SMWB Similarweb Ltd. | Add +3.7% | 1.26% | +0.22 |
| SPOT Spotify Technology SA | Add +50.5% | 0.48% | +0.22 |
| VEEV Veeva Systems Inc. Class A | Add +15.1% | 0.83% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 1.71% | +0.15 |
| KEN Kenon Holdings Ltd. | Add +14.7% | 0.59% | +0.15 |
| AVGO Broadcom Inc. | Add +16.9% | 0.24% | +0.13 |
| FROG Jfrog Ltd. | Add +135.8% | 0.29% | +0.13 |
| WIX Wix.com Ltd. | Add +6.7% | 1.01% | +0.13 |
| GLBE Global-E Online Ltd. | Add +410.7% | 0.14% | +0.12 |
| XYZ Block Inc. | Add +380.5% | 0.14% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +108.9% | 0.19% | +0.11 |
| UBER Uber Technologies Inc. | Add +26.8% | 0.44% | +0.11 |
| SPNS Sapiens International Corp. | Add +1.5% | 0.80% | +0.10 |
| MNDY Monday.com Ltd. | Add +6.2% | 0.40% | +0.08 |
| OPK Opko Health Inc. | Add +16.7% | 0.27% | +0.08 |
| FTCS First Trust Capital Strength | Add +7.3% | 0.47% | +0.08 |
| WMT Walmart Inc. | Add +3.7% | 0.35% | +0.07 |
| CVX Chevron Corp. | Add +37.8% | 0.29% | +0.07 |
| PERI Perion Network Ltd. | Add +34.2% | 0.30% | +0.07 |
| NFLX Netflix Inc. | Add +19.3% | 0.31% | +0.07 |
| PCTY Paylocity Holding Corp. | Add +14.0% | 0.21% | +0.07 |
| PAVE Global X US Infrastructure | Add +30.1% | 0.20% | +0.07 |
| ORCL Oracle Corp. | Add +3.3% | 0.30% | +0.07 |
| TSLA Tesla Inc. | Add +0.6% | 0.24% | +0.06 |
| KWEB Kranesh Csi China Internet | Add +51.3% | 0.13% | +0.06 |
| DASH DoorDash Inc. Class A | Add +12.7% | 0.18% | +0.06 |
| NKE Nike Inc. Class B | Add +1761.7% | 0.06% | +0.06 |
| MGIC Magic Software Enterprises | Add +9.9% | 0.20% | +0.06 |
| MCHI iShares MSCI China ETF | Add +66.7% | 0.11% | +0.06 |
| MBLY Mobileye Global Inc. Class A | New | 0.05% | +0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +12.4% | 0.23% | +0.04 |
| AUDC Audiocodes Ltd. | Add +38.5% | 0.15% | +0.04 |
| SPHD Invesco S&P 500 High Dividen | Add +5833.3% | 0.04% | +0.04 |
| EQIX Equinix Inc. | Add +7.2% | 0.15% | +0.03 |
| AZO AutoZone Inc. | Add +30.8% | 0.11% | +0.03 |
| WDAY Workday Inc. Class A | Add +6.9% | 0.19% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 0.24% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | Add +35.7% | 0.08% | +0.03 |
| XLF SS Financial Select Sector | Add +36.6% | 0.07% | +0.03 |
| TEVA Teva Pharmaceutical-SP ADR | Add +0.3% | 0.20% | +0.02 |
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 |