Y.D. More Investments Ltd 13F holdings
Y.D. More Investments Ltd reported 421 positions with a total reported value of $3.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: ENLT ENLIGHT RENEWABLE ENERGY LTD (14.2%), ESLT ELBIT SYS LTD (11.4%), TSEM TOWER SEMICONDUCTOR LTD (7.6%), NVMI NOVA LTD (6.7%), PANW PALO ALTO NETWORKS INC (6.3%). Against 2026-03-31 it opened 57 new positions and exited 18. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 421 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ENLT ENLIGHT RENEWABLE ENERGY LTD | 5,180,861 | $457.5M | 14.2% |
| ESLT ELBIT SYS LTD | 483,738 | $367.1M | 11.4% |
| TSEM TOWER SEMICONDUCTOR LTD | 949,549 | $243.8M | 7.6% |
| NVMI NOVA LTD | 409,690 | $216.8M | 6.7% |
| PANW PALO ALTO NETWORKS INC | 592,718 | $202.1M | 6.3% |
| ISHARES TR | 838,820 | $187.4M | 5.8% |
| ORA ORMAT TECHNOLOGIES INC | 21,174,426 | $139.7M | 4.3% |
| CAMT CAMTEK LTD | 796,737 | $125.9M | 3.9% |
| ICL ICL GROUP LTD | 19,497,433 | $97.8M | 3.0% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 2,619,250 | $88.7M | 2.8% |
| QQQ INVESCO QQQ TR | 118,292 | $87.1M | 2.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 173,610 | $82.9M | 2.6% |
| GOOGL ALPHABET INC | 171,762 | $60.8M | 1.9% |
| NYAX NAYAX LTD | 906,477 | $58.9M | 1.8% |
| ITRN ITURAN LOCATION AND CONTROL | 891,274 | $54.4M | 1.7% |
| AMZN AMAZON COM INC | 218,841 | $52.2M | 1.6% |
| NVDA NVIDIA CORPORATION | 186,194 | $37.3M | 1.2% |
| KLAC KLA CORP | 117,724 | $35.4M | 1.1% |
| TATT TAT TECHNOLOGIES LTD | 703,048 | $33.8M | 1.1% |
| META META PLATFORMS INC | 52,407 | $29.5M | 0.9% |
| LHX L3HARRIS TECHNOLOGIES INC | 98,990 | $28.8M | 0.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 35,982 | $26.8M | 0.8% |
| VANECK ETF TRUST | 38,097 | $24.5M | 0.8% |
| VANGUARD INDEX FDS | 32,754 | $22.4M | 0.7% |
| GLOBAL X FDS | 353,677 | $18.6M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 57 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ETN EATON CORP PLC | 11,137 | $4.7M | 0.1% |
| GLW CORNING INC | 16,842 | $4.3M | 0.1% |
| SN SHARKNINJA INC | 25,190 | $3.8M | 0.1% |
| MGM MGM RESORTS INTERNATIONAL | 77,800 | $3.7M | 0.1% |
| DELL DELL TECHNOLOGIES INC | 7,920 | $3.4M | 0.1% |
| JCI JOHNSON CONTROLS INTERNATION | 22,232 | $3.2M | 0.1% |
| CTOS CUSTOM TRUCK ONE SOURCE INC | 254,500 | $3.0M | <0.1% |
| STRL STERLING INFRASTRUCTURE INC | 2,155 | $1.8M | <0.1% |
| TLN TALEN ENERGY CORP | 3,625 | $1.4M | <0.1% |
| NVT NVENT ELEC PLC | 7,393 | $1.3M | <0.1% |
| HPE HEWLETT PACKARD ENTERPRISE C | 23,000 | $1.0M | <0.1% |
| NAVN NAVAN INC | 41,022 | $938.2K | <0.1% |
| STM STMICROELECTRONICS N V | 9,000 | $674.0K | <0.1% |
| VIA TRANSN INC | 36,819 | $667.9K | <0.1% |
| STE STERIS PLC | 2,100 | $442.2K | <0.1% |
| ORCL ORACLE CORP | 2,951 | $432.5K | <0.1% |
| AGCO AGCO CORP | 2,639 | $315.9K | <0.1% |
| EQT EQT CORP | 5,200 | $276.5K | <0.1% |
| TTEK TETRA TECH INC NEW | 9,457 | $273.2K | <0.1% |
| VG VENTURE GLOBAL INC | 20,800 | $231.5K | <0.1% |
| ADBE ADOBE INC | 842 | $172.6K | <0.1% |
| MDWD MEDIWOUND LTD | 10,400 | $152.9K | <0.1% |
| CRWV COREWEAVE INC | 1,136 | $113.1K | <0.1% |
| ELLOMAY CAPITAL LIMITED | 3,651 | $69.2K | <0.1% |
| WDC WESTERN DIGITAL CORP | 100 | $63.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 18 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 14,023 | $3.0M | 0.1% |
| WIX WIX COM LTD | 16,500 | $1.5M | <0.1% |
| KRANESHARES TRUST | 50,000 | $1.4M | <0.1% |
| NTR NUTRIEN LTD | 17,500 | $1.3M | <0.1% |
| OLLI OLLIES BARGAIN OUTLET HLDGS | 5,500 | $506.2K | <0.1% |
| TASEKO MINES LTD | 75,000 | $484.7K | <0.1% |
| GLBE GLOBAL E ONLINE LTD | 8,500 | $262.2K | <0.1% |
| ZOOZ ZOOZ STRATEGY LTD | 721,999 | $228.6K | <0.1% |
| NKE NIKE INC | 3,850 | $198.1K | <0.1% |
| UPS UNITED PARCEL SVCS INC | 1,700 | $161.4K | <0.1% |
| COTERRA ENERGY INC | 2,724 | $95.7K | <0.1% |
| FIRST TR EXCHNG TRADED FD VI | 1,504 | $33.6K | <0.1% |
| BABA ALIBABA GROUP HLDG LTD | 90 | $11.0K | <0.1% |
| ABT ABBOTT LABORATORIES | 80 | $8.2K | <0.1% |
| OHI OMEGA HEALTHCARE INVS INC | 170 | $7.4K | <0.1% |
| MDT MEDTRONIC PLC | 75 | $6.5K | <0.1% |
| SIMON PPTY GROUP INC NEW | 10 | $1.9K | <0.1% |
| CPB THE CAMPBELLS COMPANY | 4,656 | $328 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 626,093 | 838,820 | +34.0% | $187.4M |
| QQQ INVESCO QQQ TR | 67,694 | 118,292 | +74.7% | $87.1M |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 1,617,800 | 2,619,250 | +61.9% | $88.7M |
| KLAC KLA CORP | 13,591 | 117,724 | +766.2% | $35.4M |
| NVMI NOVA LTD | 377,579 | 409,690 | +8.5% | $216.8M |
| GOOGL ALPHABET INC | 125,505 | 171,762 | +36.9% | $60.8M |
| NVDA NVIDIA CORPORATION | 106,987 | 186,194 | +74.0% | $37.3M |
| AMZN AMAZON COM INC | 154,308 | 218,841 | +41.8% | $52.2M |
| PANW PALO ALTO NETWORKS INC | 563,353 | 592,718 | +5.2% | $202.1M |
| META META PLATFORMS INC | 37,328 | 52,407 | +40.4% | $29.5M |
| SPY STATE STR SPDR S&P 500 ETF T | 25,987 | 35,982 | +38.5% | $26.8M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 161,403 | 173,610 | +7.6% | $82.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ESLT ELBIT SYS LTD | 551,017 | 483,738 | -12.2% | $367.1M |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | 5,514,993 | 5,180,861 | -6.1% | $457.5M |
| ZIM ZIM INTEGRATED SHIPPING SERV | 1,019,873 | 127,030 | -87.5% | $3.3M |
| SEDG SOLAREDGE TECHNOLOGIES INC | 503,110 | 155,979 | -69.0% | $9.1M |
| KMDA KAMADA LTD | 136,438 | 142 | -99.9% | $18.1K |
| KEN KENON HLDGS LTD | 211,353 | 80,706 | -61.8% | $5.5M |
| DRS LEONARDO DRS INC | 298,000 | 150,000 | -49.7% | $6.4M |
| VANGUARD INDEX FDS | 41,758 | 32,754 | -21.6% | $22.4M |
| TATT TAT TECHNOLOGIES LTD | 810,001 | 703,048 | -13.2% | $33.8M |
| MU MICRON TECHNOLOGY INC | 18,320 | 13,940 | -23.9% | $16.1M |
| MSFT MICROSOFT CORP | 55,364 | 46,035 | -16.9% | $17.2M |
| FIRST TR EXCHANGE-TRADED FD | 45,860 | 22,723 | -50.5% | $2.2M |
CIK 1870364 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
