Y.D. More Investments Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Y.D. More Investments Ltd reported 487 stock positions worth $1.8 billion. Its top holding was Elbit Systems (ESLT) at 17.2% of the portfolio, followed by Enlight Renewable Energy (ENLT, 9.7%) and Icl (ICL, 6.3%). Compared with Q2 2025, it opened 61 new positions, sold out of 23, added to 128 and reduced 199. The biggest buy was Enlight Renewable Energy (ENLT, shares +51%) and the biggest sale Nayax (NYAX, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0001178913-25-003696 ↗ filed Nov 10, 2025
Holdings Value
Holdings 487 stocks · $1.8B
| ESLT Elbit Systems Ltd. | 17.20% | 600,036 | $304.4M | Reduce -1.8% |
| ENLT Enlight Renewable Energy Ltd. | 9.72% | 5,584,817 | $172.1M | Add +50.5% |
| ICL Icl Group Ltd. | 6.28% | 17,759,618 | $111.2M | Add +0.5% |
| NVMI Nova Ltd. | 5.92% | 329,780 | $104.7M | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.35% | 128,934 | $77.0M | Add +376.6% |
| CAMT Camtek Ltd. | 4.33% | 732,664 | $76.7M | Add +13.7% |
| TSEM Tower Semiconductor Ltd. | 3.88% | 965,445 | $68.8M | Add +7.3% |
| ORA Ormat Technologies Inc. | 3.09% | 568,618 | $54.7M | Reduce -0.5% |
| TATT Tat Technologies Ltd. | 2.23% | 950,765 | $39.4M | Reduce -6.4% |
| NYAX Nayax Ltd. | 2.20% | 813,331 | $38.9M | Reduce -30.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.11% | 133,817 | $37.4M | Add +17.9% |
| TEVA Teva Pharmaceutical-SP ADR | 1.84% | 1,615,900 | $32.6M | Add +73.2% |
| META Meta Platforms Inc. Class A | 1.81% | 43,519 | $32.0M | Add +6.9% |
| ITRN Ituran Location and Control | 1.65% | 818,556 | $29.2M | Add +2.8% |
| MSFT Microsoft Corp. | 1.59% | 54,456 | $28.2M | Add +8.2% |
| AMZN Amazon.com Inc. | 1.46% | 117,947 | $25.9M | Add +16.1% |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27) | 1.36% | 20,150,000 | $24.1M | New |
| VOO Vanguard S&P 500 ETF | 1.32% | 38,170 | $23.4M | Add +15.3% |
| PANW Palo Alto Networks Inc. | 0.95% | 82,679 | $16.8M | Add +32.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 24,455 | $16.3M | Reduce -14.2% |
| NVDA Nvidia Corp. | 0.92% | 87,170 | $16.3M | Add +38.0% |
| GOOG Alphabet Inc. Class C | 0.90% | 65,179 | $15.9M | Add +35.9% |
| CGNT Cognyte Software Ltd. | 0.88% | 1,854,798 | $15.6M | No change |
| WIX Wix.com Ltd. | 0.80% | 79,694 | $14.2M | Reduce -6.7% |
| DRS Leonardo DRS Inc. | 0.76% | 298,000 | $13.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.66% | 17,362 | $11.6M | Add +138.6% |
| SMWB Similarweb Ltd. | 0.64% | 1,182,798 | $11.3M | Reduce -4.2% |
| SPNS Sapiens International Corp. | 0.54% | 221,261 | $9.5M | Add +3.1% |
| KEN Kenon Holdings Ltd. | 0.48% | 190,057 | $8.5M | Reduce -12.7% |
| ODYS Odysight.ai Inc. | 0.45% | 1,755,253 | $7.9M | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.42% | 22,676 | $7.5M | Add +47.9% |
| GOOGL Alphabet Inc. Class A | 0.41% | 29,848 | $7.3M | Add +25.0% |
| VCIT Vanguard Int-Term Corporate | 0.40% | 84,549 | $7.1M | Reduce -20.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.38% | 60,404 | $6.7M | Reduce -21.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 13,064 | $6.6M | Add +5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 12,962 | $6.3M | Reduce -3.4% |
| WMT Walmart Inc. | 0.36% | 61,406 | $6.3M | Add +19.0% |
| ODD Oddity Tech Ltd. Class A | 0.35% | 99,987 | $6.1M | Add +29.2% |
| MA Mastercard Inc. Class A | 0.34% | 10,724 | $6.1M | Add +0.4% |
| NET Cloudflare Inc. Class A | 0.34% | 27,594 | $6.0M | Reduce -6.4% |
| SMH Vaneck Semiconductor ETF | 0.34% | 18,363 | $6.0M | Add +8.0% |
| PAVE Global X US Infrastructure | 0.32% | 118,989 | $5.7M | Add +30.6% |
| DAX Global X Dax Germany ETF | 0.32% | 126,534 | $5.7M | Add +27.2% |
| FTNT Fortinet Inc. | 0.32% | 66,610 | $5.6M | Add +14.9% |
| V Visa Inc. Class A | 0.31% | 16,263 | $5.6M | Reduce -1.5% |
| CLBT Cellebrite Di Ltd. | 0.30% | 287,584 | $5.3M | Reduce -34.9% |
| GLBE Global-E Online Ltd. | 0.29% | 144,580 | $5.2M | Reduce -6.5% |
| XAR SS SPDR S&P Aerospace Def | 0.29% | 21,838 | $5.1M | Add +28.5% |
| VEEV Veeva Systems Inc. Class A | 0.28% | 16,838 | $5.0M | Reduce -19.7% |
| FTCS First Trust Capital Strength | 0.28% | 52,509 | $4.9M | Reduce -10.2% |
| ARBE Arbe Robotics Ltd. | 0.27% | 2,844,422 | $4.8M | No change |
| ORCL Oracle Corp. | 0.27% | 16,957 | $4.8M | Add +6.0% |
| MGIC Magic Software Enterprises | 0.27% | 231,768 | $4.7M | Add +22.4% |
| NFLX Netflix Inc. | 0.25% | 3,640 | $4.4M | Add +8.6% |
| DDOG Datadog Inc. Class A | 0.24% | 29,839 | $4.3M | Reduce -5.5% |
| SPOT Spotify Technology SA | 0.24% | 6,105 | $4.3M | Add +1.1% |
| ZS Zscaler Inc. | 0.24% | 14,169 | $4.2M | Reduce -1.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.24% | 51,400 | $4.2M | Reduce -3.8% |
| TSLA Tesla Inc. | 0.23% | 10,145 | $4.1M | Add +3.8% |
| UBER Uber Technologies Inc. | 0.21% | 38,417 | $3.7M | Reduce -0.1% |
| USHY iShares Broad Usd High Yield | 0.21% | 98,094 | $3.7M | Reduce -6.5% |
| CAT Caterpillar Inc. | 0.20% | 7,592 | $3.6M | Add +45.3% |
| AAPL Apple Inc. | 0.20% | 14,060 | $3.6M | Add +12.2% |
| MU Micron Technology Inc. | 0.18% | 19,527 | $3.3M | Add +86.1% |
| CVX Chevron Corp. | 0.18% | 20,684 | $3.2M | Add +5.8% |
| ACWI iShares MSCI Acwi ETF | 0.17% | 22,234 | $3.1M | Add +115.9% |
| CEG Constellation Energy | 0.17% | 9,157 | $3.0M | Add +54.3% |
| CRM Salesforce Inc. | 0.16% | 12,227 | $2.9M | Add +1.1% |
| OKTA Okta Inc. | 0.16% | 30,844 | $2.9M | Reduce -2.4% |
| XLF SS Financial Select Sector | 0.16% | 51,075 | $2.8M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.15% | 17,250 | $2.6M | Add +14.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.15% | 62,550 | $2.6M | Add +20.5% |
| JPM JPMorgan Chase & Co. | 0.15% | 8,316 | $2.6M | Reduce -6.7% |
| INTC Intel Corp. | 0.14% | 76,170 | $2.6M | Add +152.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 2,612 | $2.5M | Reduce -1.7% |
| SONY Sony Group Corp. - SP ADR | 0.14% | 85,565 | $2.5M | Add +9.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.13% | 19,749 | $2.4M | Reduce -48.6% |
| ULTA Ulta Beauty Inc. | 0.13% | 4,218 | $2.3M | Reduce -5.6% |
| VRNS Varonis Systems Inc. | 0.13% | 39,527 | $2.3M | Add +2.6% |
| OPK Opko Health Inc. | 0.13% | 1,499,118 | $2.2M | Reduce -1.9% |
| CYBR Cyberark Software Ltd./Israel | 0.12% | 4,533 | $2.2M | Reduce -41.9% |
| KWEB Kranesh Csi China Internet | 0.12% | 50,000 | $2.1M | Add +25.0% |
| MRVL Marvell Technology Inc. | 0.12% | 24,471 | $2.1M | Add +28.0% |
| IAU iShares Gold Trust | 0.12% | 28,000 | $2.0M | No change |
| DASH DoorDash Inc. Class A | 0.11% | 7,579 | $2.0M | Reduce -21.8% |
| KLAC KLA Corp. | 0.11% | 1,785 | $1.9M | Add +2.0% |
| SUNRUN INC (RUN 4 03/01/30) | 0.11% | 3,000,000 | $1.9M | No change |
| KMDA Kamada Ltd. | 0.11% | 269,665 | $1.9M | Reduce -18.2% |
| SOXX iShares Semiconductor ETF | 0.11% | 6,865 | $1.9M | Reduce -3.6% |
| FSLR First Solar Inc. | 0.10% | 8,316 | $1.8M | Add +2.6% |
| AMD Advanced Micro Devices | 0.10% | 11,117 | $1.8M | Add +29.2% |
| AZO AutoZone Inc. | 0.10% | 405 | $1.7M | Add +3.9% |
| SHLD Global X Defense Tech ETF | 0.10% | 24,575 | $1.7M | Add +13.9% |
| XYZ Block Inc. | 0.10% | 23,556 | $1.7M | Reduce -2.0% |
| ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD | 0.09% | 721,999 | $1.7M | No change |
| MCHI iShares MSCI China ETF | 0.09% | 25,000 | $1.6M | Add +150.0% |
| J Jacobs Solutions Inc. | 0.09% | 10,824 | $1.6M | Add +1.5% |
| GEN Gen Digital Inc. | 0.09% | 55,386 | $1.6M | Reduce -2.3% |
| DOCU Docusign Inc. | 0.08% | 18,172 | $1.5M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 0.08% | 272 | $1.5M | Add +5.0% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AISPW Airship AI Holdings Inc.-CW28 | *W EXP 12/21/202 | 675,000 | $1.1M | No change |
| FBYDW Falcon's Beyond Global-27 | *W EXP 10/06/202 | 75,000 | $126K | No change |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 80,000 | $7K | No change |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | 201,805 | $908 | No change |
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q2 2025 → Q3 2025
| NYAX Nayax Ltd. | Reduce -30.5% | 2.20% | −1.87 |
| ESLT Elbit Systems Ltd. | Reduce -1.8% | 17.20% | −1.52 |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27 SEPT) | Sold out | 0.00% | −1.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.2% | 0.92% | −0.29 |
| VCIT Vanguard Int-Term Corporate | Reduce -20.5% | 0.40% | −0.21 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -21.5% | 0.38% | −0.20 |
| ODYS Odysight.ai Inc. | Reduce -2.1% | 0.45% | −0.19 |
| CLBT Cellebrite Di Ltd. | Reduce -34.9% | 0.30% | −0.19 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -48.6% | 0.13% | −0.18 |
| MNDY Monday.com Ltd. | Reduce -71.0% | 0.03% | −0.18 |
| ORA Ormat Technologies Inc. | Reduce -0.5% | 3.09% | −0.16 |
| WDAY Workday Inc. Class A | Reduce -99.3% | 0.00% | −0.15 |
| KEN Kenon Holdings Ltd. | Reduce -12.7% | 0.48% | −0.14 |
| WIX Wix.com Ltd. | Reduce -6.7% | 0.80% | −0.13 |
| VEEV Veeva Systems Inc. Class A | Reduce -19.7% | 0.28% | −0.13 |
| FROG Jfrog Ltd. | Reduce -58.7% | 0.07% | −0.13 |
| PCTY Paylocity Holding Corp. | Reduce -74.9% | 0.03% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.4% | 0.36% | −0.11 |
| ESTC Elastic NV | Reduce -63.1% | 0.05% | −0.10 |
| CYBR Cyberark Software Ltd./Israel | Reduce -41.9% | 0.12% | −0.09 |
| V Visa Inc. Class A | Reduce -1.5% | 0.31% | −0.09 |
| FTCS First Trust Capital Strength | Reduce -10.2% | 0.28% | −0.09 |
| ZS Zscaler Inc. | Reduce -1.3% | 0.24% | −0.07 |
| KMDA Kamada Ltd. | Reduce -18.2% | 0.11% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -27.1% | 0.05% | −0.07 |
| GLBE Global-E Online Ltd. | Reduce -6.5% | 0.29% | −0.07 |
| USHY iShares Broad Usd High Yield | Reduce -6.5% | 0.21% | −0.06 |
| MCD McDonald's Corp. | Reduce -44.8% | 0.05% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.8% | 0.24% | −0.06 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -50.0% | 0.04% | −0.06 |
| NET Cloudflare Inc. Class A | Reduce -6.4% | 0.34% | −0.06 |
| OKTA Okta Inc. | Reduce -2.4% | 0.16% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -21.8% | 0.11% | −0.05 |
| DDOG Datadog Inc. Class A | Reduce -5.5% | 0.24% | −0.04 |
| FISV Fiserv Inc. | Reduce -2.1% | 0.06% | −0.04 |
| XLF SS Financial Select Sector | Reduce -3.8% | 0.16% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.21% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.15% | −0.03 |
| DT Dynatrace Inc. | Reduce -1.0% | 0.08% | −0.03 |
| NOW ServiceNow Inc. | Reduce -15.7% | 0.04% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.03 |
| SMWB Similarweb Ltd. | Reduce -4.2% | 0.64% | −0.03 |
| ADSK Autodesk Inc. | Reduce -21.6% | 0.05% | −0.03 |
| GEN Gen Digital Inc. | Reduce -2.3% | 0.09% | −0.02 |
| S Sentinelone Inc. Class A | Reduce -32.0% | 0.03% | −0.02 |
| DOX Amdocs Ltd. | Reduce -83.8% | 0.00% | −0.02 |
| MAC The Macerich Co. | Reduce -95.8% | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.4% | 0.05% | −0.02 |
| KIM Kimco Realty Corp. | Reduce -65.7% | 0.01% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Reduce -2.4% | 0.06% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| ENLT Enlight Renewable Energy Ltd. | Add +50.5% | 9.72% | +3.93 |
| QQQ Invesco QQQ Trust Series 1 | Add +376.6% | 4.35% | +3.32 |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27) | New | 1.36% | +1.36 |
| TSEM Tower Semiconductor Ltd. | Add +7.3% | 3.88% | +1.19 |
| TEVA Teva Pharmaceutical-SP ADR | Add +73.2% | 1.84% | +0.77 |
| CAMT Camtek Ltd. | Add +13.7% | 4.33% | +0.51 |
| IVV iShares Core S&P 500 ETF | Add +138.6% | 0.66% | +0.35 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.9% | 2.11% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +35.9% | 0.90% | +0.31 |
| NVDA Nvidia Corp. | Add +38.0% | 0.92% | +0.23 |
| AVGO Broadcom Inc. | Add +47.9% | 0.42% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +25.0% | 0.41% | +0.12 |
| SPNS Sapiens International Corp. | Add +3.1% | 0.54% | +0.10 |
| INTC Intel Corp. | Add +152.7% | 0.14% | +0.10 |
| MU Micron Technology Inc. | Add +86.1% | 0.18% | +0.10 |
| ACWI iShares MSCI Acwi ETF | Add +115.9% | 0.17% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +32.1% | 0.95% | +0.07 |
| CAT Caterpillar Inc. | Add +45.3% | 0.20% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +964.4% | 0.07% | +0.06 |
| SKYY First Trust Cloud Computing | Add +3079.2% | 0.06% | +0.06 |
| MCHI iShares MSCI China ETF | Add +150.0% | 0.09% | +0.06 |
| PAVE Global X US Infrastructure | Add +30.6% | 0.32% | +0.05 |
| XAR SS SPDR S&P Aerospace Def | Add +28.5% | 0.29% | +0.04 |
| EA Electronic Arts Inc. | New | 0.04% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +139.1% | 0.08% | +0.04 |
| CEG Constellation Energy | Add +54.3% | 0.17% | +0.04 |
| XLK SS Technology Select Sector | Add +95.6% | 0.07% | +0.03 |
| ORCL Oracle Corp. | Add +6.0% | 0.27% | +0.03 |
| TSLA Tesla Inc. | Add +3.8% | 0.23% | +0.03 |
| AAPL Apple Inc. | Add +12.2% | 0.20% | +0.03 |
| CRWV Coreweave Inc. Class A | Add +680.0% | 0.03% | +0.02 |
| KWEB Kranesh Csi China Internet | Add +25.0% | 0.12% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +15.3% | 1.32% | +0.02 |
| KO The Coca-Cola Co. | Add +242.5% | 0.04% | +0.02 |
| RDNT Radnet Inc. | New | 0.02% | +0.02 |
| TER Teradyne Inc. | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +85.9% | 0.04% | +0.02 |
| AMD Advanced Micro Devices | Add +29.2% | 0.10% | +0.02 |
| MGIC Magic Software Enterprises | Add +22.4% | 0.27% | +0.02 |
| NKE Nike Inc. Class B | Add +61.5% | 0.07% | +0.02 |
| BWAY Brainsway Ltd.-ADR | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +28.0% | 0.12% | +0.01 |
| LRCX Lam Research Corp. | Add +11.2% | 0.08% | +0.01 |
| GILT Gilat Satellite Networks Ltd. | Add +34.5% | 0.03% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +950.0% | 0.01% | +0.01 |
| DAX Global X Dax Germany ETF | Add +27.2% | 0.32% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +8.0% | 0.34% | +0.01 |
| FSLR First Solar Inc. | Add +2.6% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +19.0% | 0.36% | +0.01 |
| FRT Federal Realty Invs Trust | 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 |