Y.D. More Investments Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Y.D. More Investments Ltd reported 464 stock positions worth $1.1 billion. Its top holding was Elbit Systems (ESLT) at 15.2% of the portfolio, followed by Icl (ICL, 8.7%) and Enlight Renewable Energy (ENLT, 5.1%). Compared with Q4 2024, it opened 37 new positions, sold out of 30, added to 196 and reduced 120. The biggest buy was Elbit Systems (ESLT, shares +1%) and the biggest sale Oddity Tech Class A (ODD, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001178913-25-001682 ↗ filed May 12, 2025
Holdings Value
Holdings 464 stocks · $1.1B
| ESLT Elbit Systems Ltd. | 15.17% | 452,288 | $173.3M | Add +0.6% |
| ICL Icl Group Ltd. | 8.70% | 17,699,803 | $99.5M | Add +7.4% |
| ENLT Enlight Renewable Energy Ltd. | 5.06% | 3,621,516 | $57.9M | Add +18.0% |
| NVMI Nova Ltd. | 4.77% | 297,921 | $54.5M | Add +0.5% |
| ORA Ormat Technologies Inc. | 3.38% | 550,390 | $38.6M | Add +5.0% |
| NYAX Nayax Ltd. | 3.25% | 1,098,176 | $37.1M | Reduce -7.3% |
| TSEM Tower Semiconductor Ltd. | 2.66% | 869,297 | $30.4M | Add +0.3% |
| CAMT Camtek Ltd. | 2.64% | 526,431 | $30.2M | Add +0.2% |
| TATT Tat Technologies Ltd. | 2.53% | 1,064,258 | $28.9M | Reduce -12.3% |
| ITRN Ituran Location and Control | 2.52% | 796,606 | $28.8M | Reduce -14.3% |
| META Meta Platforms Inc. Class A | 1.92% | 38,156 | $22.0M | Add +21.6% |
| VCIT Vanguard Int-Term Corporate | 1.88% | 262,681 | $21.5M | Reduce -6.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.84% | 193,276 | $21.0M | Add +830.1% |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27 SEPT) | 1.72% | 20,150,000 | $19.7M | New |
| AMZN Amazon.com Inc. | 1.64% | 98,280 | $18.7M | Add +24.9% |
| MSFT Microsoft Corp. | 1.61% | 48,972 | $18.4M | Reduce -5.5% |
| VOO Vanguard S&P 500 ETF | 1.48% | 32,930 | $16.9M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.45% | 99,824 | $16.6M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 27,526 | $15.4M | Reduce -3.6% |
| CGNT Cognyte Software Ltd. | 1.27% | 1,854,798 | $14.5M | No change |
| USHY iShares Broad Usd High Yield | 1.25% | 388,257 | $14.3M | Reduce -7.6% |
| WIX Wix.com Ltd. | 1.17% | 81,756 | $13.4M | Add +23.6% |
| ODYS Odysight.ai Inc. | 1.04% | 1,697,823 | $11.9M | New |
| SMWB Similarweb Ltd. | 1.01% | 1,399,863 | $11.6M | Reduce -3.4% |
| PANW Palo Alto Networks Inc. | 0.90% | 59,998 | $10.2M | Reduce -12.9% |
| DRS Leonardo DRS Inc. | 0.86% | 298,000 | $9.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 20,325 | $9.5M | Reduce -16.5% |
| VEEV Veeva Systems Inc. Class A | 0.66% | 32,668 | $7.6M | Reduce -9.4% |
| MA Mastercard Inc. Class A | 0.65% | 13,627 | $7.5M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.61% | 44,486 | $6.9M | Reduce -8.4% |
| V Visa Inc. Class A | 0.60% | 19,650 | $6.9M | Add +6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 12,712 | $6.8M | Add +3.4% |
| SPOT Spotify Technology SA | 0.57% | 11,800 | $6.5M | Reduce -11.3% |
| KEN Kenon Holdings Ltd. | 0.55% | 199,472 | $6.3M | Reduce -3.3% |
| GLBE Global-E Online Ltd. | 0.54% | 171,790 | $6.1M | Add +380.5% |
| FTNT Fortinet Inc. | 0.45% | 48,839 | $5.1M | Reduce -10.3% |
| WMT Walmart Inc. | 0.44% | 56,934 | $5.0M | Add +24.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.43% | 13,257 | $4.9M | Reduce -22.2% |
| CLBT Cellebrite Di Ltd. | 0.43% | 250,559 | $4.9M | Reduce -17.0% |
| FTCS First Trust Capital Strength | 0.43% | 54,309 | $4.9M | Add +1.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.42% | 40,293 | $4.8M | Reduce -65.6% |
| NVDA Nvidia Corp. | 0.39% | 41,373 | $4.5M | Reduce -16.1% |
| SHLT SHL Telemedicine Ltd.-ADR | 0.39% | 1,962,525 | $4.5M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 51,636 | $4.1M | Add +3.5% |
| ODD Oddity Tech Ltd. Class A | 0.36% | 94,007 | $4.1M | Reduce -84.9% |
| CRM Salesforce Inc. | 0.34% | 14,683 | $3.9M | Reduce -22.6% |
| NET Cloudflare Inc. Class A | 0.34% | 27,960 | $3.9M | Reduce -12.7% |
| UBER Uber Technologies Inc. | 0.33% | 53,084 | $3.8M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.33% | 24,023 | $3.7M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.32% | 3,980 | $3.7M | Reduce -3.2% |
| CVX Chevron Corp. | 0.29% | 19,770 | $3.3M | Reduce -0.2% |
| XLF SS Financial Select Sector | 0.29% | 65,435 | $3.3M | Add +1.9% |
| SMH Vaneck Semiconductor ETF | 0.28% | 15,387 | $3.3M | Reduce -8.2% |
| DDOG Datadog Inc. Class A | 0.28% | 28,664 | $3.3M | Add +10.9% |
| AAPL Apple Inc. | 0.28% | 14,470 | $3.2M | Reduce -42.3% |
| PERI Perion Network Ltd. | 0.26% | 368,714 | $3.0M | Reduce -5.8% |
| OPK Opko Health Inc. | 0.26% | 1,772,947 | $3.0M | Add +27.0% |
| ARBE Arbe Robotics Ltd. | 0.26% | 2,844,422 | $2.9M | No change |
| DAX Global X Dax Germany ETF | 0.24% | 71,540 | $2.8M | New |
| ESTC Elastic NV | 0.24% | 29,742 | $2.8M | Add +0.5% |
| PAVE Global X US Infrastructure | 0.23% | 69,141 | $2.6M | Add +23.7% |
| PCTY Paylocity Holding Corp. | 0.22% | 13,613 | $2.6M | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 10,212 | $2.5M | Add +6.4% |
| ORCL Oracle Corp. | 0.22% | 17,768 | $2.5M | Add +7.1% |
| ZS Zscaler Inc. | 0.22% | 12,901 | $2.5M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.21% | 14,408 | $2.5M | Add +6.5% |
| CYBR Cyberark Software Ltd./Israel | 0.21% | 6,974 | $2.4M | Add +0.6% |
| MNDY Monday.com Ltd. | 0.21% | 9,860 | $2.4M | Reduce -10.0% |
| KWEB Kranesh Csi China Internet | 0.21% | 68,000 | $2.4M | Add +25.9% |
| TSLA Tesla Inc. | 0.21% | 9,898 | $2.4M | Add +1.9% |
| MGIC Magic Software Enterprises | 0.20% | 174,366 | $2.2M | Add +22.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.19% | 50,700 | $2.2M | Add +123.7% |
| DASH DoorDash Inc. Class A | 0.19% | 12,141 | $2.2M | No change |
| KMDA Kamada Ltd. | 0.19% | 330,354 | $2.2M | Reduce -33.8% |
| NKE Nike Inc. Class B | 0.18% | 32,375 | $2.1M | Add +343.5% |
| SPNS Sapiens International Corp. | 0.18% | 74,742 | $2.0M | Reduce -68.1% |
| XYZ Block Inc. | 0.18% | 36,215 | $2.0M | Add +56.3% |
| XAR SS SPDR S&P Aerospace Def | 0.17% | 12,410 | $2.0M | Add +969.8% |
| SONY Sony Group Corp. - SP ADR | 0.17% | 78,065 | $2.0M | Add +116.5% |
| WDAY Workday Inc. Class A | 0.17% | 8,188 | $1.9M | Add +19.2% |
| SUNRUN INC (RUN 4 03/01/30) | 0.17% | 3,000,000 | $1.9M | New |
| FROG Jfrog Ltd. | 0.16% | 58,150 | $1.9M | Reduce -30.9% |
| MCD McDonald's Corp. | 0.16% | 5,876 | $1.8M | Reduce -5.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 2,626 | $1.7M | Reduce -18.1% |
| CAT Caterpillar Inc. | 0.15% | 5,088 | $1.7M | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.14% | 9,710 | $1.7M | Reduce -25.7% |
| ULTA Ulta Beauty Inc. | 0.14% | 4,468 | $1.6M | Add +36.7% |
| XOP SS SPDR S&P Og Exp & Prod | 0.14% | 12,000 | $1.6M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 31,005 | $1.6M | No change |
| AZO AutoZone Inc. | 0.13% | 390 | $1.5M | Add +14.7% |
| VERX Vertex Inc. Class A | 0.13% | 41,000 | $1.4M | New |
| DT Dynatrace Inc. | 0.13% | 24,924 | $1.4M | Add +1.2% |
| GEN Gen Digital Inc. | 0.12% | 52,430 | $1.4M | Add +3.1% |
| DOCU Docusign Inc. | 0.12% | 16,821 | $1.4M | Add +0.9% |
| ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD | 0.12% | 721,999 | $1.4M | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.12% | 86,250 | $1.3M | Reduce -12.6% |
| XLE SS Energy Select Sector | 0.12% | 14,127 | $1.3M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.12% | 25,130 | $1.3M | No change |
| SOXX iShares Semiconductor ETF | 0.11% | 6,973 | $1.3M | Reduce -2.5% |
| J Jacobs Solutions Inc. | 0.11% | 10,778 | $1.3M | Reduce -7.8% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $854K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AISPW Airship AI Holdings Inc.-CW28 | *W EXP 12/21/202 | 675,000 | $756K | New |
| FBYDW Falcon's Beyond Global-27 | *W EXP 10/06/202 | 75,000 | $75K | No change |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 80,000 | $13K | New |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | 201,805 | $10K | No change |
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q4 2024 → Q1 2025
| ODD Oddity Tech Ltd. Class A | Reduce -84.9% | 0.36% | −2.00 |
| SMWB Similarweb Ltd. | Reduce -3.4% | 1.01% | −0.83 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -65.6% | 0.42% | −0.80 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.4% | 1.45% | −0.42 |
| SPNS Sapiens International Corp. | Reduce -68.1% | 0.18% | −0.39 |
| MSFT Microsoft Corp. | Reduce -5.5% | 1.61% | −0.36 |
| NOW ServiceNow Inc. | Reduce -75.7% | 0.07% | −0.34 |
| TATT Tat Technologies Ltd. | Reduce -12.3% | 2.53% | −0.30 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.5% | 0.83% | −0.29 |
| AAPL Apple Inc. | Reduce -42.3% | 0.28% | −0.28 |
| PANW Palo Alto Networks Inc. | Reduce -12.9% | 0.90% | −0.23 |
| CRM Salesforce Inc. | Reduce -22.6% | 0.34% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -8.4% | 0.61% | −0.22 |
| NVDA Nvidia Corp. | Reduce -16.1% | 0.39% | −0.20 |
| CLBT Cellebrite Di Ltd. | Reduce -17.0% | 0.43% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 1.35% | −0.17 |
| NICE Nice Ltd. - Spon ADR | Reduce -72.3% | 0.05% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.8% | 1.88% | −0.16 |
| USHY iShares Broad Usd High Yield | Reduce -7.6% | 1.25% | −0.14 |
| AVGO Broadcom Inc. | Reduce -25.7% | 0.14% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -47.7% | 0.10% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.33% | −0.10 |
| GM General Motors Co. | Reduce -99.6% | 0.00% | −0.10 |
| MRVL Marvell Technology Inc. | Reduce -5.8% | 0.11% | −0.10 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -22.2% | 0.43% | −0.09 |
| ADBE Adobe Inc. | Reduce -33.8% | 0.10% | −0.08 |
| ITRN Ituran Location and Control | Reduce -14.3% | 2.52% | −0.08 |
| KMDA Kamada Ltd. | Reduce -33.8% | 0.19% | −0.08 |
| SMH Vaneck Semiconductor ETF | Reduce -8.2% | 0.28% | −0.08 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -12.6% | 0.12% | −0.08 |
| KEN Kenon Holdings Ltd. | Reduce -3.3% | 0.55% | −0.07 |
| AMD Advanced Micro Devices | Reduce -33.3% | 0.09% | −0.07 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.06 |
| FROG Jfrog Ltd. | Reduce -30.9% | 0.16% | −0.06 |
| GPN Global Payments Inc. | Reduce -75.3% | 0.01% | −0.06 |
| VTWO Vanguard Russell 2000 ETF | Reduce -44.8% | 0.05% | −0.05 |
| PSI Invesco Semiconductors ETF | Sold out | 0.00% | −0.05 |
| MBLY Mobileye Global Inc. Class A | Reduce -8.3% | 0.09% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -18.1% | 0.15% | −0.05 |
| MAC The Macerich Co. | Reduce -51.3% | 0.03% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -39.9% | 0.09% | −0.04 |
| PERI Perion Network Ltd. | Reduce -5.8% | 0.26% | −0.04 |
| MCHI iShares MSCI China ETF | Reduce -50.0% | 0.05% | −0.04 |
| PFE Pfizer Inc. | Reduce -38.8% | 0.05% | −0.03 |
| EQIX Equinix Inc. | Reduce -15.1% | 0.08% | −0.03 |
| CAT Caterpillar Inc. | Reduce -5.8% | 0.15% | −0.03 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -43.5% | 0.03% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -7.8% | 0.11% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| ESLT Elbit Systems Ltd. | Add +0.6% | 15.17% | +4.60 |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27 SEPT) | New | 1.72% | +1.72 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +830.1% | 1.84% | +1.64 |
| ICL Icl Group Ltd. | Add +7.4% | 8.70% | +1.39 |
| ODYS Odysight.ai Inc. | New | 1.04% | +1.04 |
| GLBE Global-E Online Ltd. | Add +380.5% | 0.54% | +0.36 |
| ENLT Enlight Renewable Energy Ltd. | Add +18.0% | 5.06% | +0.29 |
| META Meta Platforms Inc. Class A | Add +21.6% | 1.92% | +0.27 |
| DAX Global X Dax Germany ETF | New | 0.24% | +0.24 |
| SUNRUN INC (RUN 4 03/01/30) | New | 0.17% | +0.17 |
| XAR SS SPDR S&P Aerospace Def | Add +969.8% | 0.17% | +0.16 |
| ORA Ormat Technologies Inc. | Add +5.0% | 3.38% | +0.14 |
| NKE Nike Inc. Class B | Add +343.5% | 0.18% | +0.13 |
| VERX Vertex Inc. Class A | New | 0.13% | +0.13 |
| SONY Sony Group Corp. - SP ADR | Add +116.5% | 0.17% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.4% | 0.59% | +0.09 |
| ONON On Holding AG Class A | Add +123.7% | 0.19% | +0.08 |
| AMZN Amazon.com Inc. | Add +24.9% | 1.64% | +0.08 |
| V Visa Inc. Class A | Add +6.9% | 0.60% | +0.08 |
| OPK Opko Health Inc. | Add +27.0% | 0.26% | +0.07 |
| ITB iShares U.S. Home Constructi | Add +607.1% | 0.08% | +0.07 |
| WMT Walmart Inc. | Add +24.7% | 0.44% | +0.07 |
| KWEB Kranesh Csi China Internet | Add +25.9% | 0.21% | +0.07 |
| FSLR First Solar Inc. | Add +383.6% | 0.09% | +0.06 |
| MA Mastercard Inc. Class A | Add +8.0% | 0.65% | +0.06 |
| LLY Eli Lilly & Co. | Add +454.4% | 0.06% | +0.06 |
| UBER Uber Technologies Inc. | Add +0.1% | 0.33% | +0.05 |
| BKNG Booking Holdings Inc. | Add +96.3% | 0.11% | +0.05 |
| MGIC Magic Software Enterprises | Add +22.1% | 0.20% | +0.04 |
| MU Micron Technology Inc. | Add +85.2% | 0.08% | +0.04 |
| SPSK SP Funds Dow Jones Global Su | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| AZO AutoZone Inc. | Add +14.7% | 0.13% | +0.03 |
| WCN Waste Connections Inc. | Add +54.5% | 0.07% | +0.03 |
| PAVE Global X US Infrastructure | Add +23.7% | 0.23% | +0.03 |
| PGR Progressive Corp. | Add +41.1% | 0.03% | +0.03 |
| DFND Siren Divcon Dividend Defend | New | 0.02% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +47.1% | 0.06% | +0.02 |
| SPHD Invesco S&P 500 High Dividen | Add +904.4% | 0.02% | +0.02 |
| INDA iShares MSCI India ETF | New | 0.02% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +142.3% | 0.03% | +0.02 |
| TJX TJX Companies Inc. | Add +27.0% | 0.09% | +0.02 |
| ULTA Ulta Beauty Inc. | Add +36.7% | 0.14% | +0.02 |
| XLV SS Health Care Select Sector | Add +36.3% | 0.05% | +0.01 |
| DOC Healthpeak Properties Inc. | New | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +111.8% | 0.02% | +0.01 |
| OKTA Okta Inc. | Add +2.3% | 0.11% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +6.4% | 0.22% | +0.01 |
| AEP American Electric Power | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +6.5% | 0.21% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| AISPW Airship AI Holdings Inc.-CW28 | *W EXP 12/21/202 | New | 675,000 | $756K |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | New | 80,000 | $13K |
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 |