Y.D. More Investments Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Y.D. More Investments Ltd reported 457 stock positions worth $1.1 billion. Its top holding was Elbit Systems (ESLT) at 10.6% of the portfolio, followed by Icl (ICL, 7.3%) and Nova (NVMI, 5.3%). Compared with Q3 2024, it opened 35 new positions, sold out of 24, added to 187 and reduced 125. The biggest buy was Elbit Systems (ESLT, shares +10%) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001178913-25-000219 ↗ filed Jan 27, 2025
Holdings Value
Holdings 457 stocks · $1.1B
| ESLT Elbit Systems Ltd. | 10.57% | 449,747 | $117.5M | Add +10.1% |
| ICL Icl Group Ltd. | 7.31% | 16,479,059 | $81.3M | Add +15.1% |
| NVMI Nova Ltd. | 5.25% | 296,307 | $58.4M | Add +29.6% |
| ENLT Enlight Renewable Energy Ltd. | 4.77% | 3,068,179 | $53.0M | Add +18.6% |
| TSEM Tower Semiconductor Ltd. | 4.04% | 866,539 | $44.9M | Add +27.5% |
| CAMT Camtek Ltd. | 3.86% | 525,413 | $42.9M | Add +6.0% |
| ORA Ormat Technologies Inc. | 3.24% | 524,416 | $36.0M | Add +13.2% |
| NYAX Nayax Ltd. | 3.11% | 1,183,988 | $34.6M | Add +42.7% |
| TATT Tat Technologies Ltd. | 2.83% | 1,213,859 | $31.5M | Reduce -9.6% |
| ITRN Ituran Location and Control | 2.60% | 929,183 | $28.9M | Reduce -0.2% |
| ODD Oddity Tech Ltd. Class A | 2.35% | 622,240 | $26.1M | No change |
| VCIT Vanguard Int-Term Corporate | 2.03% | 281,851 | $22.6M | Add +26.6% |
| MSFT Microsoft Corp. | 1.97% | 51,818 | $21.9M | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.87% | 105,533 | $20.8M | Reduce -4.3% |
| SMWB Similarweb Ltd. | 1.85% | 1,449,634 | $20.5M | Add +6.3% |
| META Meta Platforms Inc. Class A | 1.65% | 31,389 | $18.4M | Reduce -3.1% |
| VOO Vanguard S&P 500 ETF | 1.59% | 32,780 | $17.7M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.55% | 78,679 | $17.3M | Add +13.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 28,543 | $16.8M | Add +0.3% |
| CGNT Cognyte Software Ltd. | 1.44% | 1,854,798 | $16.0M | No change |
| USHY iShares Broad Usd High Yield | 1.39% | 420,123 | $15.5M | Add +36.8% |
| WIX Wix.com Ltd. | 1.28% | 66,167 | $14.2M | Add +14.2% |
| IEI iShares 3-7 Year Treasury Bo | 1.22% | 117,270 | $13.6M | Add +16.1% |
| PANW Palo Alto Networks Inc. | 1.13% | 68,898 | $12.5M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 24,350 | $12.4M | Add +23.8% |
| DRS Leonardo DRS Inc. | 0.87% | 298,000 | $9.6M | No change |
| GOOG Alphabet Inc. Class C | 0.83% | 48,583 | $9.3M | Add +27.3% |
| VEEV Veeva Systems Inc. Class A | 0.68% | 36,073 | $7.6M | Reduce -3.9% |
| KEN Kenon Holdings Ltd. | 0.62% | 206,333 | $6.9M | Add +2.8% |
| CLBT Cellebrite Di Ltd. | 0.60% | 301,734 | $6.6M | Reduce -10.9% |
| MA Mastercard Inc. Class A | 0.60% | 12,617 | $6.6M | Add +3.0% |
| NVDA Nvidia Corp. | 0.60% | 49,309 | $6.6M | Reduce -20.0% |
| CRM Salesforce Inc. | 0.57% | 18,983 | $6.3M | Add +4.7% |
| SPNS Sapiens International Corp. | 0.57% | 234,297 | $6.3M | Add +13.9% |
| AAPL Apple Inc. | 0.57% | 25,089 | $6.3M | Reduce -40.0% |
| SPOT Spotify Technology SA | 0.54% | 13,305 | $6.0M | Add +6.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 17,041 | $5.8M | Reduce -18.3% |
| V Visa Inc. Class A | 0.52% | 18,377 | $5.8M | Add +7.5% |
| SHLT SHL Telemedicine Ltd.-ADR | 0.51% | 1,962,525 | $5.6M | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 12,290 | $5.6M | Reduce -6.3% |
| FTNT Fortinet Inc. | 0.46% | 54,417 | $5.1M | Reduce -9.3% |
| ARBE Arbe Robotics Ltd. | 0.44% | 2,844,422 | $4.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.43% | 25,148 | $4.8M | Reduce -6.3% |
| FTCS First Trust Capital Strength | 0.42% | 53,679 | $4.7M | Add +8.2% |
| NOW ServiceNow Inc. | 0.41% | 4,274 | $4.5M | Reduce -2.8% |
| WMT Walmart Inc. | 0.37% | 45,661 | $4.1M | Add +11.4% |
| SMH Vaneck Semiconductor ETF | 0.37% | 16,762 | $4.1M | Reduce -3.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.35% | 49,888 | $3.9M | Add +3.1% |
| DDOG Datadog Inc. Class A | 0.33% | 25,856 | $3.7M | Reduce -13.3% |
| NFLX Netflix Inc. | 0.33% | 4,111 | $3.7M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.31% | 9,713 | $3.5M | Add +3.7% |
| NET Cloudflare Inc. Class A | 0.31% | 32,021 | $3.4M | Reduce -1.4% |
| PERI Perion Network Ltd. | 0.30% | 391,332 | $3.3M | Add +10.3% |
| UBER Uber Technologies Inc. | 0.28% | 53,034 | $3.2M | Reduce -4.6% |
| XLF SS Financial Select Sector | 0.28% | 64,247 | $3.1M | Add +324.8% |
| AVGO Broadcom Inc. | 0.27% | 13,064 | $3.0M | Add +68.8% |
| KMDA Kamada Ltd. | 0.27% | 498,922 | $3.0M | Reduce -29.7% |
| ESTC Elastic NV | 0.26% | 29,597 | $2.9M | Add +9.9% |
| CVX Chevron Corp. | 0.26% | 19,818 | $2.9M | Add +3.9% |
| ORCL Oracle Corp. | 0.25% | 16,595 | $2.8M | Reduce -0.3% |
| PCTY Paylocity Holding Corp. | 0.24% | 13,613 | $2.7M | Add +10.1% |
| MNDY Monday.com Ltd. | 0.23% | 10,957 | $2.5M | Reduce -21.9% |
| FROG Jfrog Ltd. | 0.22% | 84,200 | $2.5M | Reduce -10.6% |
| NICE Nice Ltd. - Spon ADR | 0.21% | 13,695 | $2.3M | Reduce -11.9% |
| CYBR Cyberark Software Ltd./Israel | 0.21% | 6,936 | $2.3M | Add +7.6% |
| ZS Zscaler Inc. | 0.21% | 12,782 | $2.3M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.21% | 9,600 | $2.3M | Add +25.1% |
| IVV iShares Core S&P 500 ETF | 0.21% | 3,904 | $2.3M | Reduce -0.7% |
| MRVL Marvell Technology Inc. | 0.21% | 20,743 | $2.3M | Add +66.7% |
| PG The Procter & Gamble Co. | 0.20% | 13,523 | $2.3M | Add +187.1% |
| PAVE Global X US Infrastructure | 0.20% | 55,887 | $2.3M | Add +21.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 3,206 | $2.2M | Reduce -57.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 20,781 | $2.2M | Add +7.0% |
| TEVA Teva Pharmaceutical-SP ADR | 0.20% | 98,700 | $2.2M | Reduce -6.7% |
| ADBE Adobe Inc. | 0.19% | 4,718 | $2.1M | Reduce -13.0% |
| OPK Opko Health Inc. | 0.19% | 1,395,768 | $2.1M | Reduce -18.6% |
| DASH DoorDash Inc. Class A | 0.18% | 12,141 | $2.0M | No change |
| XYZ Block Inc. | 0.18% | 23,165 | $2.0M | Add +13.9% |
| CAT Caterpillar Inc. | 0.18% | 5,400 | $2.0M | Reduce -0.5% |
| GLBE Global-E Online Ltd. | 0.18% | 35,750 | $1.9M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.17% | 31,005 | $1.9M | Reduce -11.4% |
| MCD McDonald's Corp. | 0.16% | 6,237 | $1.8M | Reduce -1.3% |
| WDAY Workday Inc. Class A | 0.16% | 6,868 | $1.8M | Reduce -9.3% |
| AMD Advanced Micro Devices | 0.16% | 15,160 | $1.8M | Reduce -31.9% |
| MGIC Magic Software Enterprises | 0.16% | 142,839 | $1.7M | Reduce -12.6% |
| ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD | 0.15% | 721,999 | $1.7M | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.14% | 12,000 | $1.6M | New |
| KWEB Kranesh Csi China Internet | 0.14% | 54,000 | $1.6M | Add +50.0% |
| J Jacobs Solutions Inc. | 0.14% | 11,684 | $1.6M | Reduce -1.7% |
| SOXX iShares Semiconductor ETF | 0.14% | 7,153 | $1.5M | Reduce -7.0% |
| MBLY Mobileye Global Inc. Class A | 0.14% | 77,150 | $1.5M | Add +117.3% |
| DOCU Docusign Inc. | 0.13% | 16,666 | $1.5M | Reduce -2.9% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 24,763 | $1.5M | Reduce -6.3% |
| ULTA Ulta Beauty Inc. | 0.13% | 3,268 | $1.4M | Reduce -32.3% |
| GEN Gen Digital Inc. | 0.13% | 50,833 | $1.4M | Reduce -2.4% |
| BAH Booz Allen Hamilton Holdings | 0.12% | 10,540 | $1.4M | Reduce -3.5% |
| DT Dynatrace Inc. | 0.12% | 24,623 | $1.3M | Reduce -2.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.12% | 25,130 | $1.3M | Add +1.4% |
| EQIX Equinix Inc. | 0.11% | 1,333 | $1.3M | Reduce -17.5% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.11% | 22,660 | $1.2M | Add +67.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $77K (not counted above)
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q3 2024 → Q4 2024
| ASML ASML Holding NV-NY Reg SHS | Reduce -57.8% | 0.20% | −0.46 |
| AAPL Apple Inc. | Reduce -40.0% | 0.57% | −0.45 |
| MSFT Microsoft Corp. | Reduce -0.0% | 1.97% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -3.1% | 1.65% | −0.29 |
| VTWO Vanguard Russell 2000 ETF | Reduce -66.1% | 0.10% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 1.59% | −0.24 |
| AMD Advanced Micro Devices | Reduce -31.9% | 0.16% | −0.22 |
| SHLT SHL Telemedicine Ltd.-ADR | Reduce -7.1% | 0.51% | −0.21 |
| NVDA Nvidia Corp. | Reduce -20.0% | 0.60% | −0.19 |
| MNDY Monday.com Ltd. | Reduce -21.9% | 0.23% | −0.18 |
| UBER Uber Technologies Inc. | Reduce -4.6% | 0.28% | −0.15 |
| VEEV Veeva Systems Inc. Class A | Reduce -3.9% | 0.68% | −0.14 |
| BAC Bank of America Corp. | Reduce -54.5% | 0.11% | −0.14 |
| AUDC Audiocodes Ltd. | Reduce -85.5% | 0.02% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.3% | 0.50% | −0.13 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.3% | 1.87% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -57.8% | 0.06% | −0.13 |
| KMDA Kamada Ltd. | Reduce -29.7% | 0.27% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -0.7% | 1.13% | −0.11 |
| ADBE Adobe Inc. | Reduce -13.0% | 0.19% | −0.11 |
| ENPH Enphase Energy Inc. | Reduce -32.9% | 0.06% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -36.0% | 0.10% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -18.3% | 0.52% | −0.09 |
| OPK Opko Health Inc. | Reduce -18.6% | 0.19% | −0.08 |
| SMH Vaneck Semiconductor ETF | Reduce -3.9% | 0.37% | −0.08 |
| DDOG Datadog Inc. Class A | Reduce -13.3% | 0.33% | −0.08 |
| NICE Nice Ltd. - Spon ADR | Reduce -11.9% | 0.21% | −0.07 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.3% | 0.13% | −0.07 |
| ULTA Ulta Beauty Inc. | Reduce -32.3% | 0.13% | −0.07 |
| FROG Jfrog Ltd. | Reduce -10.6% | 0.22% | −0.06 |
| MAC The Macerich Co. | Reduce -40.5% | 0.08% | −0.06 |
| ZS Zscaler Inc. | Reduce -0.0% | 0.21% | −0.06 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.5% | 0.12% | −0.05 |
| MU Micron Technology Inc. | Reduce -33.6% | 0.05% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.25% | −0.05 |
| MGIC Magic Software Enterprises | Reduce -12.6% | 0.16% | −0.05 |
| KLAC KLA Corp. | Reduce -3.3% | 0.10% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -7.0% | 0.14% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.18% | −0.05 |
| ZIM Zim Integrated Shipping Serv | Sold out | 0.00% | −0.05 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -11.4% | 0.17% | −0.04 |
| OKTA Okta Inc. | Reduce -1.6% | 0.10% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.16% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -6.3% | 0.43% | −0.04 |
| EQIX Equinix Inc. | Reduce -17.5% | 0.11% | −0.04 |
| SPHD Invesco S&P 500 High Dividen | Reduce -93.7% | 0.00% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -9.3% | 0.16% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.21% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| ESLT Elbit Systems Ltd. | Add +10.1% | 10.57% | +2.03 |
| ICL Icl Group Ltd. | Add +15.1% | 7.31% | +0.90 |
| NYAX Nayax Ltd. | Add +42.7% | 3.11% | +0.89 |
| TSEM Tower Semiconductor Ltd. | Add +27.5% | 4.04% | +0.88 |
| SMWB Similarweb Ltd. | Add +6.3% | 1.85% | +0.59 |
| WIX Wix.com Ltd. | Add +14.2% | 1.28% | +0.26 |
| NVMI Nova Ltd. | Add +29.6% | 5.25% | +0.23 |
| XLF SS Financial Select Sector | Add +324.8% | 0.28% | +0.21 |
| AMZN Amazon.com Inc. | Add +13.8% | 1.55% | +0.20 |
| ENLT Enlight Renewable Energy Ltd. | Add +18.6% | 4.77% | +0.20 |
| USHY iShares Broad Usd High Yield | Add +36.8% | 1.39% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +27.3% | 0.83% | +0.16 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.14% | +0.14 |
| PG The Procter & Gamble Co. | Add +187.1% | 0.20% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.8% | 1.12% | +0.11 |
| MRVL Marvell Technology Inc. | Add +66.7% | 0.21% | +0.11 |
| MBLY Mobileye Global Inc. Class A | Add +117.3% | 0.14% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +26.6% | 2.03% | +0.08 |
| TSLA Tesla Inc. | Add +3.7% | 0.31% | +0.07 |
| SPOT Spotify Technology SA | Add +6.7% | 0.54% | +0.05 |
| CRM Salesforce Inc. | Add +4.7% | 0.57% | +0.05 |
| LRCX Lam Research Corp. | Add +203.8% | 0.08% | +0.04 |
| ONON On Holding AG Class A | Add +67.5% | 0.11% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +25.1% | 0.21% | +0.04 |
| XYZ Block Inc. | Add +13.9% | 0.18% | +0.03 |
| POOL Pool Corp. | Add +720.0% | 0.04% | +0.03 |
| PCTY Paylocity Holding Corp. | Add +10.1% | 0.24% | +0.03 |
| V Visa Inc. Class A | Add +7.5% | 0.52% | +0.03 |
| AVGO Broadcom Inc. | Add +68.8% | 0.27% | +0.03 |
| WMT Walmart Inc. | Add +11.4% | 0.37% | +0.02 |
| KEN Kenon Holdings Ltd. | Add +2.8% | 0.62% | +0.02 |
| CYBR Cyberark Software Ltd./Israel | Add +7.6% | 0.21% | +0.02 |
| SPGI S&P Global Inc. | Add +91.2% | 0.02% | +0.02 |
| TASEKO MINES LTD | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +95.2% | 0.03% | +0.01 |
| KWEB Kranesh Csi China Internet | Add +50.0% | 0.14% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| AMTM Amentum Holdings Inc. | New | 0.01% | +0.01 |
| ESTC Elastic NV | Add +9.9% | 0.26% | +0.01 |
| CHRD Chord Energy Corp. | New | 0.01% | +0.01 |
| MS Morgan Stanley | Add +76.0% | 0.02% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +135.3% | 0.01% | +0.01 |
| CME Cme Group Inc. | Add +129.5% | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +2428.6% | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| C Citigroup Inc. | Add +57.2% | 0.02% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +31.3% | 0.04% | +0.01 |
| WCLD Wisdomtree Cloud Computing | Add +170.9% | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | Add +9.8% | 0.06% | +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 |