Y.D. More Investments
Ramat Gan, L3files as Y.D. More Investments Ltd
$3.2bn in 510 US stocks at the end of 30 June 2026. The top 10 are 63.5% of the money. It changed about 14.5% of the portfolio this quarter.
Value
$3.2bn
Stocks
510
Top 10 share
63.5%
Turnover
14.5%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TREPOL0.2% of the fund
- EatonETN0.1% of the fund
- CorningGLW0.1% of the fund
- SharkNinjaSN0.1% of the fund
- MGM Resorts InternationalMGM0.1% of the fund
- Dell TechnologiesDELL0.1% of the fund
- Johnson Controls InternationalJCI0.1% of the fund
- Custom Truck One SourceCTOS<0.1% of the fund
- Sterling InfrastructureSTRL<0.1% of the fund
- Talen EnergyTLN<0.1% of the fund
- nVent ElectricNVT<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- Global X FDSCOPX<0.1% of the fund
- NavanNAVN<0.1% of the fund
- STMicroelectronicsSTM<0.1% of the fund
- Via TransportationVIA<0.1% of the fund
- SterisSTE<0.1% of the fund
- OracleORCL<0.1% of the fund
- AgcoAGCO<0.1% of the fund
- EQTEQT<0.1% of the fund
- Tetra TechTTEK<0.1% of the fund
- Venture GlobalVG<0.1% of the fund
- AdobeADBE<0.1% of the fund
- MediWoundMDWD<0.1% of the fund
- CoreWeaveCRWV<0.1% of the fund
Added
Bought more of a stock they already held.
- Tower SemiconductorTSEM7.6% of the fund+2%
- NovaNVMI6.7% of the fund+9%
- Palo Alto NetworksPANW6.3% of the fund+5%
- Ishares TRSOXX4.0% of the fund+27%
- Ormat TechnologiesORA3.5% of the fund+16%
- Teva Pharmaceutical IndustriesTEVA2.8% of the fund+62%
- Invesco QQQ TRQQQ2.7% of the fund+75%
- Taiwan Semiconductor ManufacturingTSM2.6% of the fund+8%
- NayaxNYAX1.8% of the fund+5%
- Amazon.comAMZN1.6% of the fund+42%
- AlphabetGOOG1.5% of the fund+42%
- NvidiaNVDA1.2% of the fund+74%
- Meta PlatformsMETA0.9% of the fund+40%
- L3harris TechnologiesLHX0.9% of the fund+16%
- State STR Spdr S&P 500 ETF TSPY0.8% of the fund+38%
- Vaneck ETF TrustSMH0.8% of the fund+5%
- BroadcomAVGO0.6% of the fund+21%
- Ishares TRIGV0.5% of the fund+32%
- AlphabetGOOGL0.4% of the fund+22%
- Spdr Series TrustXAR0.3% of the fund+12%
- Global X FDSPAVE0.3% of the fund+9%
- Ishares TRACWI0.3% of the fund+26%
- WalmartWMT0.2% of the fund+17%
- Lockheed MartinLMT0.2% of the fund+69%
- Global X FDSDAX0.2% of the fund+12%
Cut
Sold some of their stake.
- Enlight Renewable EnergyENLT14.2% of the fund-6%
- Elbit SystemsESLT11.4% of the fund-12%
- KLAKLAC1.1% of the fund-13%
- TAT TechnologiesTATT1.1% of the fund-13%
- Vanguard Index FDSVOO0.7% of the fund-22%
- MicrosoftMSFT0.5% of the fund-17%
- Micron TechnologyMU0.5% of the fund-24%
- CaterpillarCAT0.4% of the fund-4%
- Solaredge TechnologiesSEDG0.3% of the fund-69%
- Gilat Satellite NetworksGILT0.3% of the fund-5%
- CrowdStrike HoldingsCRWD0.2% of the fund-16%
- ASML Holding NVASML0.2% of the fund-2%
- Leonardo DRSDRS0.2% of the fund-50%
- Kenon HoldingsKEN0.2% of the fund-62%
- CloudflareNET0.2% of the fund-5%
- FortinetFTNT0.1% of the fund-12%
- BrainswayBWAY0.1% of the fund-13%
- Vanguard Scottsdale FDSVCIT0.1% of the fund-5%
- DatadogDDOG0.1% of the fund-30%
- Constellation EnergyCEG0.1% of the fund-11%
- Ishares TRLQD0.1% of the fund-7%
- ZIM Integrated Shipping ServicesZIM0.1% of the fund-88%
- Marvell TechnologyMRVL<0.1% of the fund-26%
- Solstice Advanced MaterialsSOLS<0.1% of the fund-29%
- Odysight.aiODYS<0.1% of the fund-33%
Sold out
Sold their entire stake.
- Lam ResearchLRCX-100%
- Wix.comWIX-100%
- Kraneshares TrustKWEB-100%
- NutrienNTR-100%
- Ollie's Bargain Outlet HoldingsOLLI-100%
- Taseko Mines-100%
- Global-E OnlineGLBE-100%
- ZOOZ StrategyZOOZ-100%
- NikeNKE-100%
- United Parcel ServiceUPS-100%
- Coterra EnergyCTRA-100%
- Invesco Actively Managed EXCGTO-100%
- Honeywell InternationalHON-100%
- First TR Exchng Traded FD VIQMNV-100%
- Amplify ETF TRIPAY-100%
- Invesco Exchange Traded FD TXLG-100%
- Ishares TRXT-100%
- Ishares TRITB-100%
- Alibaba Group HldgBABA-100%
- Abbott LaboratoriesABT-100%
- Omega Healthcare InvestorsOHI-100%
- MedtronicMDT-100%
- Invesco Exch Traded FD TR IISPHD-100%
- Simon Property GroupSPG-100%
- Taboola.com-100%
Holdings
- Ishares TRSOXX
- Share
- 4.0%
- Value
- $130m
- Shares
- 202,142
+27%
- Invesco QQQ TRQQQ
- Share
- 2.7%
- Value
- $87m
- Shares
- 118,292
+75%
- Ormat Technologies
- Share
- 0.9%
- Value
- $28m
- Shares
- 20,150,000
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $27m
- Shares
- 35,982
+38%
- Vaneck ETF TrustSMH
- Share
- 0.8%
- Value
- $24m
- Shares
- 37,169
+5%
- Vanguard Index FDSVOO
- Share
- 0.7%
- Value
- $22m
- Shares
- 32,492
-22%
- Ishares TRIGV
- Share
- 0.5%
- Value
- $16m
- Shares
- 178,220
+32%
- Ishares TRIVV
- Share
- 0.4%
- Value
- $12m
- Shares
- 16,287
Held
- Spdr Series TrustXAR
- Share
- 0.3%
- Value
- $9m
- Shares
- 32,470
+12%
- Global X FDSPAVE
- Share
- 0.3%
- Value
- $9m
- Shares
- 149,999
+9%
- Ishares TRACWI
- Share
- 0.3%
- Value
- $8m
- Shares
- 53,768
+26%
- Global X FDSDAX
- Share
- 0.2%
- Value
- $7m
- Shares
- 168,374
+12%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.2%
- Value
- $6m
- Shares
- 19,300
Held
- Ishares TREPOL
- Share
- 0.2%
- Value
- $5m
- Shares
- 127,400
New
- BrainswayBWAY
- Share
- 0.1%
- Value
- $4m
- Shares
- 237,433
-13%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.1%
- Value
- $4m
- Shares
- 44,414
-5%
- Ishares TRHYG
- Share
- 0.1%
- Value
- $3m
- Shares
- 43,470
Held
- Ishares TRLQD
- Share
- 0.1%
- Value
- $3m
- Shares
- 31,737
-7%
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $3m
- Shares
- 53,015
+6%
- G Willi Food IntlWILCF
- Share
- <0.1%
- Value
- $3m
- Shares
- 82,751
+20%
- Columbia ETF TR I
- Share
- <0.1%
- Value
- $3m
- Shares
- 1,546
+5%
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $2m
- Shares
- 12,442
Held
- Spdr Series TrustXBI
- Share
- <0.1%
- Value
- $2m
- Shares
- 12,500
Held
- IsharesEWJ
- Share
- <0.1%
- Value
- $2m
- Shares
- 19,503
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Enlight Renewable EnergyENLT | 14.2% | $458m | 5,180,861 | -6% |
| Elbit SystemsESLT | 11.4% | $367m | 483,738 | -12% |
| Tower SemiconductorTSEM | 7.6% | $244m | 949,549 | +2% |
| NovaNVMI | 6.7% | $217m | 409,690 | +9% |
| Palo Alto NetworksPANW | 6.3% | $202m | 592,718 | +5% |
| Ishares TRSOXX | 4.0% | $130m | 202,142 | +27% |
| CamtekCAMT | 3.9% | $126m | 796,737 | Held |
| Ormat TechnologiesORA | 3.5% | $112m | 1,024,426 | +16% |
| ICL GroupICL | 3.0% | $98m | 19,497,433 | Held |
| Teva Pharmaceutical IndustriesTEVA | 2.8% | $89m | 2,619,250 | +62% |
| Invesco QQQ TRQQQ | 2.7% | $87m | 118,292 | +75% |
| Taiwan Semiconductor ManufacturingTSM | 2.6% | $83m | 173,610 | +8% |
| NayaxNYAX | 1.8% | $59m | 906,477 | +5% |
| Ituran Location & ControlITRN | 1.7% | $54m | 891,274 | Held |
| Amazon.comAMZN | 1.6% | $52m | 218,841 | +42% |
| AlphabetGOOG | 1.5% | $47m | 133,097 | +42% |
| NvidiaNVDA | 1.2% | $37m | 186,194 | +74% |
| KLAKLAC | 1.1% | $35m | 117,724 | -13% |
| TAT TechnologiesTATT | 1.1% | $34m | 703,048 | -13% |
| Meta PlatformsMETA | 0.9% | $30m | 52,407 | +40% |
| L3harris TechnologiesLHX | 0.9% | $29m | 98,990 | +16% |
| Ormat Technologies | 0.9% | $28m | 20,150,000 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $27m | 35,982 | +38% |
| Vaneck ETF TrustSMH | 0.8% | $24m | 37,169 | +5% |
| Vanguard Index FDSVOO | 0.7% | $22m | 32,492 | -22% |
| BroadcomAVGO | 0.6% | $18m | 47,252 | +21% |
| MicrosoftMSFT | 0.5% | $17m | 46,035 | -17% |
| IntelINTC | 0.5% | $17m | 120,218 | Held |
| Cognyte SoftwareCGNT | 0.5% | $16m | 1,854,798 | Held |
| Ishares TRIGV | 0.5% | $16m | 178,220 | +32% |
| Micron TechnologyMU | 0.5% | $16m | 13,940 | -24% |
| AlphabetGOOGL | 0.4% | $14m | 38,665 | +22% |
| CaterpillarCAT | 0.4% | $14m | 12,703 | -4% |
| Ishares TRIVV | 0.4% | $12m | 16,287 | Held |
| Spdr Series TrustXAR | 0.3% | $9m | 32,470 | +12% |
| Solaredge TechnologiesSEDG | 0.3% | $9m | 155,979 | -69% |
| Gilat Satellite NetworksGILT | 0.3% | $9m | 677,813 | -5% |
| Global X FDSPAVE | 0.3% | $9m | 149,999 | +9% |
| Ishares TRACWI | 0.3% | $8m | 53,768 | +26% |
| WalmartWMT | 0.2% | $8m | 66,977 | +17% |
| Lockheed MartinLMT | 0.2% | $7m | 14,675 | +69% |
| Global X FDSDAX | 0.2% | $7m | 168,374 | +12% |
| VisaV | 0.2% | $7m | 20,986 | +33% |
| CrowdStrike HoldingsCRWD | 0.2% | $7m | 9,347 | -16% |
| SimilarwebSMWB | 0.2% | $7m | 1,147,035 | Held |
| ASML Holding NVASML | 0.2% | $6m | 3,259 | -2% |
| Leonardo DRSDRS | 0.2% | $6m | 150,000 | -50% |
| Berkshire HathawayBRK-B | 0.2% | $6m | 12,510 | +6% |
| MastercardMA | 0.2% | $6m | 11,971 | +32% |
| JPMorgan ChaseJPM | 0.2% | $6m | 18,561 | +5% |
| Invesco Exch Traded FD TR IIQQQM | 0.2% | $6m | 19,300 | Held |
| Kenon HoldingsKEN | 0.2% | $5m | 80,706 | -62% |
| CloudflareNET | 0.2% | $5m | 21,697 | -5% |
| VistraVST | 0.2% | $5m | 31,600 | +875% |
| Ishares TREPOL | 0.2% | $5m | 127,400 | New |
| EatonETN | 0.1% | $5m | 11,137 | New |
| Vertiv HoldingsVRT | 0.1% | $5m | 13,997 | +6% |
| Union PacificUNP | 0.1% | $5m | 16,987 | +6% |
| Parker-HannifinPH | 0.1% | $5m | 4,601 | +10% |
| CorningGLW | 0.1% | $4m | 16,842 | New |
| AppleAAPL | 0.1% | $4m | 14,131 | +3% |
| FortinetFTNT | 0.1% | $4m | 25,757 | -12% |
| GE VernovaGEV | 0.1% | $4m | 8,504 | +59% |
| Jacobs SolutionsJ | 0.1% | $4m | 30,929 | Held |
| SharkNinjaSN | 0.1% | $4m | 25,190 | New |
| MGM Resorts InternationalMGM | 0.1% | $4m | 77,800 | New |
| BrainswayBWAY | 0.1% | $4m | 237,433 | -13% |
| Vanguard Scottsdale FDSVCIT | 0.1% | $4m | 44,414 | -5% |
| DatadogDDOG | 0.1% | $4m | 13,545 | -30% |
| Constellation EnergyCEG | 0.1% | $3m | 14,022 | -11% |
| Ishares TRHYG | 0.1% | $3m | 43,470 | Held |
| Ishares TRLQD | 0.1% | $3m | 31,737 | -7% |
| Dell TechnologiesDELL | 0.1% | $3m | 7,920 | New |
| ServiceNowNOW | 0.1% | $3m | 33,348 | +108% |
| ZIM Integrated Shipping ServicesZIM | 0.1% | $3m | 127,030 | -88% |
| SalesforceCRM | 0.1% | $3m | 21,039 | +386% |
| International Business MachinesIBM | 0.1% | $3m | 11,657 | +2231% |
| Johnson Controls InternationalJCI | 0.1% | $3m | 22,232 | New |
| Marvell TechnologyMRVL | <0.1% | $3m | 10,550 | -26% |
| Custom Truck One SourceCTOS | <0.1% | $3m | 254,500 | New |
| Solstice Advanced MaterialsSOLS | <0.1% | $3m | 33,910 | -29% |
| Select Sector Spdr TRXLF | <0.1% | $3m | 53,015 | +6% |
| G Willi Food IntlWILCF | <0.1% | $3m | 82,751 | +20% |
| Odysight.aiODYS | <0.1% | $3m | 648,776 | -33% |
| TeslaTSLA | <0.1% | $3m | 6,458 | Held |
| United RentalsURI | <0.1% | $3m | 2,283 | +5% |
| Columbia ETF TR I | <0.1% | $3m | 1,546 | +5% |
| ChevronCVX | <0.1% | $2m | 14,483 | +32% |
| Select Sector Spdr TRXLK | <0.1% | $2m | 12,442 | Held |
| Taboola.comTBLA | <0.1% | $2m | 472,918 | +58% |
| OktaOKTA | <0.1% | $2m | 15,915 | +10% |
| Arbe RoboticsARBE | <0.1% | $2m | 2,844,422 | Held |
| ZscalerZS | <0.1% | $2m | 14,930 | +12% |
| SnowflakeSNOW | <0.1% | $2m | 8,120 | +103% |
| Rockwell AutomationROK | <0.1% | $2m | 4,055 | +5% |
| Spdr Series TrustXBI | <0.1% | $2m | 12,500 | Held |
| Opko HealthOPK | <0.1% | $2m | 1,257,568 | -3% |
| Applied MaterialsAMAT | <0.1% | $2m | 2,560 | Held |
| IsharesEWJ | <0.1% | $2m | 19,503 | Held |
| Sterling InfrastructureSTRL | <0.1% | $2m | 2,155 | New |
Showing the largest 100 of 510.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 121.3% since 30 June 2025.
Where the money is
Industrials28.6%
Technology26.6%
Utilities18.3%
Materials3.2%
Health care2.9%
Media & telecom2.9%
Retail & consumer2.1%
Financial services0.9%
Everyday goods0.3%
Energy0.2%
Real estate0.1%
Other13.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.