Y.D. More Investments Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.55B
Q ending 2026-03-31
Prior quarter
$2.09B
Q ending 2025-12-31
Change
+22.3% QoQ · +123.2% YoY
Positions
474
reported holdings
Largest positions
Top 100 of 474 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Elbit Sys Ltd | Shares | $459.1M | 551K | |
| Enlight Renewable Energy Ltd | Shares | $364.8M | 5.5M | |
| Nova Ltd | Shares | $161.9M | 378K | |
| Tower Semiconductor Ltd | Shares | $158.5M | 931K | |
| Camtek Ltd | Shares | $114.9M | 783K | |
| Icl Group Ltd | Shares | $100.3M | 19.6M | |
| Ormat Technologies Inc | ORA | Shares | $97.7M | 880K |
| Palo Alto Networks Inc | PANW | Shares | $90.3M | 563K |
| Taiwan Semiconductor Manufac | TSM | Shares | $54.5M | 161K |
| Ishares Tr | SOXX | Shares | $52.2M | 159K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $48.7M | 1.6M |
| Nayax Ltd | Shares | $48.4M | 865K | |
| Ituran Location And Control | Shares | $43.7M | 891K | |
| Invesco Qqq Tr | QQQ | Shares | $39.0M | 68K |
| Amazon Com Inc | AMZN | Shares | $32.1M | 154K |
| Tat Technologies Ltd | Shares | $32.1M | 810K | |
| L3Harris Technologies Inc | LHX | Shares | $29.5M | 85K |
| Zim Integrated Shipping Serv | Shares | $26.9M | 1.0M | |
| Alphabet Inc | GOOG | Shares | $26.8M | 94K |
| Ormat Technologies Inc | ORA 2.5 07/15/27 | Shares | $26.1M | 20.1M |
| Solaredge Technologies Inc | SEDG | Shares | $25.7M | 503K |
| Vanguard Index Fds | VOO | Shares | $24.8M | 42K |
| Meta Platforms Inc | META | Shares | $21.3M | 37K |
| Microsoft Corp | MSFT | Shares | $20.5M | 55K |
| Nvidia Corporation | NVDA | Shares | $18.6M | 107K |
| Kla Corp | KLAC | Shares | $17.8M | 14K |
| Kenon Hldgs Ltd | Shares | $17.3M | 211K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $16.8M | 26K |
| Cognyte Software Ltd | Shares | $15.0M | 1.9M | |
| Vaneck Etf Trust | SMH | Shares | $13.6M | 35K |
| Leonardo Drs Inc | DRS | Shares | $13.3M | 298K |
| Broadcom Inc | AVGO | Shares | $12.1M | 39K |
| Ishares Tr | IGV | Shares | $10.8M | 135K |
| Ishares Tr | IVV | Shares | $10.6M | 16K |
| Gilat Satellite Networks Ltd | Shares | $10.6M | 716K | |
| Caterpillar Inc | CAT | Shares | $9.3M | 13K |
| Alphabet Inc | GOOGL | Shares | $9.1M | 32K |
| Similarweb Ltd | Shares | $8.3M | 1.2M | |
| Spdr Series Trust | XAR | Shares | $7.2M | 29K |
| Walmart Inc | WMT | Shares | $7.1M | 57K |
| Global X Fds | PAVE | Shares | $6.9M | 138K |
| Odysight Ai Inc | ODYS | Shares | $6.7M | 974K |
| Global X Fds | DAX | Shares | $6.3M | 150K |
| Micron Technology Inc | MU | Shares | $6.2M | 18K |
| Ishares Tr | ACWI | Shares | $5.8M | 43K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.6M | 12K |
| Intel Corp | INTC | Shares | $5.4M | 121K |
| Lockheed Martin Corp | LMT | Shares | $5.2M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $5.2M | 18K |
| Visa Inc | V | Shares | $4.8M | 16K |
| Cloudflare Inc | NET | Shares | $4.7M | 23K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $4.6M | 19K |
| Mastercard Incorporated | MA | Shares | $4.5M | 9K |
| Constellation Energy Corp | CEG | Shares | $4.4M | 16K |
| Asml Hldg Nv | Shares | $4.4M | 3K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $4.3M | 11K |
| Jacobs Solutions Inc | J | Shares | $3.9M | 31K |
| Union Pac Corp | UNP | Shares | $3.9M | 16K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.9M | 47K |
| Parker-Hannifin Corp | PH | Shares | $3.8M | 4K |
| Ishares Tr | LQD | Shares | $3.7M | 34K |
| Solstice Advanced Matls Inc | SOLS | Shares | $3.6M | 48K |
| Brainsway Ltd | BWAY | Shares | $3.6M | 272K |
| Apple Inc | AAPL | Shares | $3.5M | 14K |
| Ishares Tr | HYG | Shares | $3.4M | 43K |
| Vertiv Holdings Co | VRT | Shares | $3.3M | 13K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $3.1M | 33K |
| Lam Research Corp | LRCX | Shares | $3.0M | 14K |
| Arbe Robotics Ltd | Shares | $3.0M | 2.8M | |
| Netflix Inc. | NFLX | Shares | $2.8M | 29K |
| Select Sector Spdr Tr | XLF | Shares | $2.5M | 50K |
| Fortinet Inc | FTNT | Shares | $2.4M | 29K |
| Tesla Inc | TSLA | Shares | $2.3M | 6K |
| Datadog Inc | DDOG | Shares | $2.3M | 19K |
| Chevron Corporation | CVX | Shares | $2.3M | 11K |
| On Hldg Ag | Shares | $2.3M | 67K | |
| Spotify Technology S A | Shares | $1.9M | 4K | |
| Zscaler Inc | ZS | Shares | $1.9M | 13K |
| Tjx Cos Inc New | TJX | Shares | $1.8M | 11K |
| Veeva Sys Inc | VEEV | Shares | $1.8M | 10K |
| G Willi Food Intl Ltd | Shares | $1.8M | 69K | |
| Ulta Beauty Inc | ULTA | Shares | $1.7M | 3K |
| Columbia Etf Tr I | CRED | Shares | $1.7M | 1K |
| Servicenow Inc | NOW | Shares | $1.7M | 16K |
| Ishares Tr | USHY | Shares | $1.7M | 45K |
| Ishares Inc | EWJ | Shares | $1.6M | 20K |
| Spdr Series Trust | XBI | Shares | $1.6M | 13K |
| United Rentals Inc | URI | Shares | $1.6M | 2K |
| Select Sector Spdr Tr | XLK | Shares | $1.6M | 12K |
| Cheniere Energy Inc | LNG | Shares | $1.5M | 5K |
| Cellebrite Di Ltd | Shares | $1.5M | 110K | |
| Wix Com Ltd | Shares | $1.5M | 17K | |
| Opko Health Inc | OPK | Shares | $1.5M | 1.3M |
| Wabtec | WAB | Shares | $1.5M | 6K |
| Kraneshares Trust | KWEB | Shares | $1.4M | 50K |
| Ishares Tr | MCHI | Shares | $1.4M | 25K |
| Rockwell Automation Inc | ROK | Shares | $1.4M | 4K |
| Marvell Technology Inc | MRVL | Shares | $1.4M | 14K |
| Akamai Technologies Inc | AKAM | Shares | $1.4M | 12K |
| Ishares Tr | IGSB | Shares | $1.3M | 26K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.