Y.D. More Investments Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Y.D. More Investments Ltd reported 471 stock positions worth $2.6 billion. Its top holding was Elbit Systems (ESLT) at 18.0% of the portfolio, followed by Enlight Renewable Energy (ENLT, 14.3%) and Nova (NVMI, 6.3%). Compared with Q4 2025, it opened 54 new positions, sold out of 50, added to 107 and reduced 216. The biggest buy was Palo Alto Networks (PANW, shares +623%) and the biggest sale Zim Integrated Shipping Serv (ZIM, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001870364
- Portfolio Value
- $2.6B (Q1 2026)
- SEC Filing
- 0001178913-26-002349 ↗ filed May 4, 2026
Holdings Value
Holdings 471 stocks · $2.6B
| ESLT Elbit Systems Ltd. | 17.99% | 551,017 | $459.1M | Reduce -10.9% |
| ENLT Enlight Renewable Energy Ltd. | 14.29% | 5,514,993 | $364.8M | Reduce -5.5% |
| NVMI Nova Ltd. | 6.34% | 377,579 | $161.9M | Add +15.3% |
| TSEM Tower Semiconductor Ltd. | 6.21% | 930,690 | $158.5M | Reduce -7.8% |
| CAMT Camtek Ltd. | 4.50% | 783,365 | $114.9M | Add +20.8% |
| ICL Icl Group Ltd. | 3.93% | 19,616,583 | $100.3M | Add +4.7% |
| ORA Ormat Technologies Inc. | 3.83% | 880,430 | $97.7M | Add +36.9% |
| PANW Palo Alto Networks Inc. | 3.54% | 563,353 | $90.3M | Add +623.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.14% | 161,403 | $54.5M | Add +21.8% |
| SOXX iShares Semiconductor ETF | 2.05% | 158,996 | $52.2M | Add +4175.2% |
| TEVA Teva Pharmaceutical-SP ADR | 1.91% | 1,617,800 | $48.7M | Add +0.1% |
| NYAX Nayax Ltd. | 1.90% | 865,171 | $48.4M | Add +3.1% |
| ITRN Ituran Location and Control | 1.71% | 891,274 | $43.7M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 67,694 | $39.0M | Reduce -34.2% |
| AMZN Amazon.com Inc. | 1.26% | 154,308 | $32.1M | Add +16.0% |
| TATT Tat Technologies Ltd. | 1.26% | 810,001 | $32.1M | Reduce -10.0% |
| LHX L3HARRIS Technologies Inc. | 1.16% | 85,451 | $29.5M | Add +8838.4% |
| ZIM Zim Integrated Shipping Serv | 1.05% | 1,019,873 | $26.9M | Reduce -73.0% |
| GOOG Alphabet Inc. Class C | 1.05% | 93,770 | $26.8M | Add +15.1% |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27) | 1.02% | 20,150,000 | $26.1M | No change |
| SEDG Solaredge Technologies Inc. | 1.01% | 503,110 | $25.7M | Add +39.6% |
| VOO Vanguard S&P 500 ETF | 0.97% | 41,592 | $24.8M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.84% | 37,328 | $21.3M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.80% | 55,364 | $20.5M | Reduce -5.5% |
| NVDA Nvidia Corp. | 0.73% | 106,987 | $18.6M | Add +11.5% |
| KLAC KLA Corp. | 0.70% | 13,591 | $17.8M | Add +806.1% |
| KEN Kenon Holdings Ltd. | 0.68% | 211,353 | $17.3M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 25,987 | $16.8M | Add +3.2% |
| CGNT Cognyte Software Ltd. | 0.59% | 1,854,798 | $15.0M | No change |
| SMH Vaneck Semiconductor ETF | 0.53% | 35,446 | $13.6M | Add +78.9% |
| DRS Leonardo DRS Inc. | 0.52% | 298,000 | $13.3M | No change |
| AVGO Broadcom Inc. | 0.47% | 39,140 | $12.1M | Add +22.3% |
| IGV iShares Expanded Tech-Softwa | 0.42% | 134,760 | $10.8M | Add +2753.9% |
| IVV iShares Core S&P 500 ETF | 0.42% | 16,287 | $10.6M | Reduce -13.9% |
| GILT Gilat Satellite Networks Ltd. | 0.41% | 715,697 | $10.6M | Add +77.3% |
| CAT Caterpillar Inc. | 0.36% | 13,207 | $9.3M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.36% | 31,735 | $9.1M | Reduce -3.1% |
| SMWB Similarweb Ltd. | 0.33% | 1,151,298 | $8.3M | Reduce -1.7% |
| XAR SS SPDR S&P Aerospace Def | 0.28% | 28,910 | $7.2M | Add +14.8% |
| WMT Walmart Inc. | 0.28% | 57,015 | $7.1M | Add +0.9% |
| PAVE Global X US Infrastructure | 0.27% | 137,667 | $6.9M | Reduce -0.4% |
| ODYS Odysight.ai Inc. | 0.26% | 973,543 | $6.7M | Reduce -26.7% |
| DAX Global X Dax Germany ETF | 0.25% | 149,894 | $6.3M | Add +4.4% |
| MU Micron Technology Inc. | 0.24% | 18,320 | $6.2M | Reduce -50.3% |
| ACWI iShares MSCI Acwi ETF | 0.23% | 42,739 | $5.8M | Add +31.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 11,767 | $5.6M | Reduce -5.9% |
| INTC Intel Corp. | 0.21% | 121,204 | $5.4M | Add +92.4% |
| LMT Lockheed Martin Corp. | 0.21% | 8,695 | $5.2M | Add +1167.5% |
| JPM JPMorgan Chase & Co. | 0.20% | 17,679 | $5.2M | Add +121.9% |
| V Visa Inc. Class A | 0.19% | 15,733 | $4.8M | Reduce -14.9% |
| NET Cloudflare Inc. Class A | 0.18% | 22,739 | $4.7M | Reduce -12.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 19,300 | $4.6M | Add +221.7% |
| MA Mastercard Inc. Class A | 0.18% | 9,066 | $4.5M | Reduce -17.8% |
| CEG Constellation Energy | 0.17% | 15,807 | $4.4M | Reduce -6.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.17% | 3,332 | $4.4M | Add +50.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 11,093 | $4.3M | Reduce -14.4% |
| J Jacobs Solutions Inc. | 0.15% | 30,535 | $3.9M | Add +196.5% |
| UNP Union Pacific Corp. | 0.15% | 15,996 | $3.9M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.15% | 46,894 | $3.9M | Reduce -22.9% |
| PH Parker Hannifin Corp. | 0.15% | 4,200 | $3.8M | Reduce -2.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 34,250 | $3.7M | Reduce -20.1% |
| SOLS Solstice Adv Materials Inc. | 0.14% | 47,579 | $3.6M | Add +43550.5% |
| BWAY Brainsway Ltd.-ADR | 0.14% | 272,004 | $3.6M | Add +18.3% |
| AAPL Apple Inc. | 0.14% | 13,770 | $3.5M | Reduce -42.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 42,870 | $3.4M | Add +1.1% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 13,202 | $3.3M | New |
| FTCS First Trust Capital Strength | 0.12% | 33,044 | $3.1M | Reduce -30.2% |
| LRCX Lam Research Corp. | 0.12% | 14,023 | $3.0M | No change |
| ARBE Arbe Robotics Ltd. | 0.12% | 2,844,422 | $3.0M | No change |
| NFLX Netflix Inc. | 0.11% | 29,205 | $2.8M | Reduce -16.6% |
| XLF SS Financial Select Sector | 0.10% | 50,160 | $2.5M | Add +0.6% |
| FTNT Fortinet Inc. | 0.09% | 29,203 | $2.4M | Reduce -50.2% |
| TSLA Tesla Inc. | 0.09% | 6,417 | $2.3M | Reduce -33.9% |
| DDOG Datadog Inc. Class A | 0.09% | 19,468 | $2.3M | Reduce -13.9% |
| CVX Chevron Corp. | 0.09% | 11,007 | $2.3M | Reduce -1.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.09% | 67,050 | $2.3M | No change |
| SPOT Spotify Technology SA | 0.08% | 4,000 | $1.9M | Reduce -30.5% |
| ZS Zscaler Inc. | 0.07% | 13,279 | $1.9M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 11,275 | $1.8M | Add +8.7% |
| VEEV Veeva Systems Inc. Class A | 0.07% | 10,111 | $1.8M | Reduce -29.9% |
| WILCF G. Willi-Food International | 0.07% | 68,750 | $1.8M | Add +3072.6% |
| ULTA Ulta Beauty Inc. | 0.07% | 3,300 | $1.7M | Reduce -22.7% |
| CRED Columbia Resear Enh RL Est | 0.07% | 1,477 | $1.7M | New |
| NOW ServiceNow Inc. | 0.07% | 16,000 | $1.7M | Reduce -9.9% |
| USHY iShares Broad Usd High Yield | 0.06% | 44,927 | $1.7M | Reduce -22.7% |
| EWJ iShares MSCI Japan ETF | 0.06% | 19,503 | $1.6M | No change |
| XBI SS SPDR S&P Biotech ETF | 0.06% | 12,500 | $1.6M | No change |
| URI United Rentals Inc. | 0.06% | 2,174 | $1.6M | Reduce -3.4% |
| XLK SS Technology Select Sector | 0.06% | 12,222 | $1.6M | No change |
| LNG Cheniere Energy Inc. | 0.06% | 5,400 | $1.5M | Add +980.0% |
| CLBT Cellebrite Di Ltd. | 0.06% | 110,151 | $1.5M | Reduce -60.9% |
| WIX Wix.com Ltd. | 0.06% | 16,500 | $1.5M | Reduce -1.2% |
| OPK Opko Health Inc. | 0.06% | 1,299,473 | $1.5M | Reduce -0.5% |
| WAB Wabtec Corp. | 0.06% | 5,884 | $1.5M | Reduce -1.6% |
| KWEB Kranesh Csi China Internet | 0.06% | 50,000 | $1.4M | No change |
| MCHI iShares MSCI China ETF | 0.06% | 25,000 | $1.4M | No change |
| ROK Rockwell Automation Inc. | 0.05% | 3,877 | $1.4M | Reduce -1.3% |
| MRVL Marvell Technology Inc. | 0.05% | 14,342 | $1.4M | Reduce -37.5% |
| AKAM Akamai Technologies Inc. | 0.05% | 11,853 | $1.4M | Reduce -8.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 25,661 | $1.3M | Add +2.1% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $621K (not counted above)
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q4 2025 → Q1 2026
| ZIM Zim Integrated Shipping Serv | Reduce -73.0% | 1.05% | −2.79 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -34.2% | 1.53% | −1.50 |
| TATT Tat Technologies Ltd. | Reduce -10.0% | 1.26% | −0.68 |
| MSFT Microsoft Corp. | Reduce -5.5% | 0.80% | −0.56 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.84% | −0.41 |
| MGIC Magic Software Enterprises | Sold out | 0.00% | −0.33 |
| MU Micron Technology Inc. | Reduce -50.3% | 0.24% | −0.26 |
| IVV iShares Core S&P 500 ETF | Reduce -13.9% | 0.42% | −0.20 |
| CLBT Cellebrite Di Ltd. | Reduce -60.9% | 0.06% | −0.18 |
| AAPL Apple Inc. | Reduce -42.4% | 0.14% | −0.17 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.15 |
| ODD Oddity Tech Ltd. Class A | Reduce -22.6% | 0.03% | −0.15 |
| GLBE Global-E Online Ltd. | Reduce -89.7% | 0.01% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -3.1% | 0.36% | −0.13 |
| FTNT Fortinet Inc. | Reduce -50.2% | 0.09% | −0.13 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.13 |
| UBER Uber Technologies Inc. | Reduce -77.9% | 0.02% | −0.12 |
| V Visa Inc. Class A | Reduce -14.9% | 0.19% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -17.8% | 0.18% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -14.4% | 0.17% | −0.12 |
| TSLA Tesla Inc. | Reduce -33.9% | 0.09% | −0.11 |
| CEG Constellation Energy | Reduce -6.6% | 0.17% | −0.11 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.11 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| SUNRUN INC (RUN 4 03/01/30) | Sold out | 0.00% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Reduce -22.9% | 0.15% | −0.09 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.09 |
| FTCS First Trust Capital Strength | Reduce -30.2% | 0.12% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Reduce -29.9% | 0.07% | −0.08 |
| SPOT Spotify Technology SA | Reduce -30.5% | 0.08% | −0.08 |
| CRM Salesforce Inc. | Reduce -51.1% | 0.03% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.9% | 0.22% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -20.1% | 0.15% | −0.08 |
| SMWB Similarweb Ltd. | Reduce -1.7% | 0.33% | −0.07 |
| ZS Zscaler Inc. | Reduce -2.8% | 0.07% | −0.07 |
| SONY Sony Group Corp. - SP ADR | Reduce -64.6% | 0.02% | −0.07 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.07 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.07 |
| NOW ServiceNow Inc. | Reduce -9.9% | 0.07% | −0.06 |
| NET Cloudflare Inc. Class A | Reduce -12.6% | 0.18% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -13.9% | 0.09% | −0.06 |
| ULTA Ulta Beauty Inc. | Reduce -22.7% | 0.07% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -85.2% | 0.01% | −0.05 |
| KMDA Kamada Ltd. | Reduce -52.9% | 0.04% | −0.05 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -52.7% | 0.03% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -89.8% | 0.00% | −0.05 |
| NFLX Netflix Inc. | Reduce -16.6% | 0.11% | −0.05 |
| PAVE Global X US Infrastructure | Reduce -0.4% | 0.27% | −0.05 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| PANW Palo Alto Networks Inc. | Add +623.3% | 3.54% | +2.85 |
| SOXX iShares Semiconductor ETF | Add +4175.2% | 2.05% | +1.99 |
| CAMT Camtek Ltd. | Add +20.8% | 4.50% | +1.17 |
| LHX L3HARRIS Technologies Inc. | Add +8838.4% | 1.16% | +1.14 |
| NVMI Nova Ltd. | Add +15.3% | 6.34% | +1.10 |
| KLAC KLA Corp. | Add +806.1% | 0.70% | +0.61 |
| SEDG Solaredge Technologies Inc. | Add +39.6% | 1.01% | +0.51 |
| ORA Ormat Technologies Inc. | Add +36.9% | 3.83% | +0.44 |
| IGV iShares Expanded Tech-Softwa | Add +2753.9% | 0.42% | +0.40 |
| TSM Taiwan Semiconductor-SP ADR | Add +21.8% | 2.14% | +0.20 |
| SMH Vaneck Semiconductor ETF | Add +78.9% | 0.53% | +0.19 |
| LMT Lockheed Martin Corp. | Add +1167.5% | 0.21% | +0.19 |
| GILT Gilat Satellite Networks Ltd. | Add +77.3% | 0.41% | +0.16 |
| SOLS Solstice Adv Materials Inc. | Add +43550.5% | 0.14% | +0.14 |
| VRT Vertiv Holdings Co. Class A | New | 0.13% | +0.13 |
| QQQM Invesco Nasdaq 100 ETF | Add +221.7% | 0.18% | +0.11 |
| INTC Intel Corp. | Add +92.4% | 0.21% | +0.10 |
| J Jacobs Solutions Inc. | Add +196.5% | 0.15% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +121.9% | 0.20% | +0.08 |
| CRED Columbia Resear Enh RL Est | New | 0.07% | +0.07 |
| WILCF G. Willi-Food International | Add +3072.6% | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +50.8% | 0.17% | +0.06 |
| LNG Cheniere Energy Inc. | Add +980.0% | 0.06% | +0.06 |
| NTR Nutrien Ltd. | New | 0.05% | +0.05 |
| KXI iShares Global Consumer Stap | New | 0.05% | +0.05 |
| EME Emcor Group Inc. | New | 0.04% | +0.04 |
| BWAY Brainsway Ltd.-ADR | Add +18.3% | 0.14% | +0.04 |
| AMAT Applied Materials Inc. | Add +4166.7% | 0.03% | +0.03 |
| ROKU Roku Inc. | New | 0.03% | +0.03 |
| ATI Ati Inc. | New | 0.03% | +0.03 |
| CRS Carpenter Technology | New | 0.03% | +0.03 |
| RKLB Rocket Lab Corp. | New | 0.03% | +0.03 |
| ALSN Allison Transmission Holding | New | 0.02% | +0.02 |
| APG Api Group Corp. | New | 0.02% | +0.02 |
| CLH Clean Harbors Inc. | New | 0.02% | +0.02 |
| WPM Wheaton Precious Metals Corp. | New | 0.02% | +0.02 |
| GGG Graco Inc. | New | 0.02% | +0.02 |
| LECO Lincoln Electric Holdings | New | 0.02% | +0.02 |
| CSL Carlisle Cos Inc. | New | 0.02% | +0.02 |
| AEIS Advanced Energy Industries | New | 0.02% | +0.02 |
| MOD Modine Manufacturing Co. | New | 0.02% | +0.02 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.01% | +0.01 |
| AIT Applied Industrial Tech Inc. | New | 0.01% | +0.01 |
| CR Crane Co. | New | 0.01% | +0.01 |
| CNM Core & Main Inc. Class A | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +21.1% | 0.05% | +0.01 |
| MAR Marriott International Class A | New | 0.01% | +0.01 |
| FLS Flowserve Corp. | New | 0.01% | +0.01 |
| OSK Oshkosh Corp. | New | 0.01% | +0.01 |
| NTSK Netskope Inc. Class A | 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 |