# Y.D. More Investments Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1870364. Source: https://holderbook.com/funds/1870364-y-d-more-investments-ltd/

- Reported value: $3.2B
- Positions: 510
- Weight of the ten largest: 63.5%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ENLIGHT RENEWABLE ENERGY LTD | [ENLT](https://holderbook.com/stocks/ENLT/) | $457.5M | 5,180,861 | 14.2% | 12 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $367.1M | 483,738 | 11.4% | 12 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $243.8M | 949,549 | 7.6% | 12 |
| NOVA LTD | [NVMI](https://holderbook.com/stocks/NVMI/) | $216.8M | 409,690 | 6.7% | 12 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $202.1M | 592,718 | 6.3% | 15 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $129.5M | 202,142 | 4.0% | 15 |
| CAMTEK LTD | [CAMT](https://holderbook.com/stocks/CAMT/) | $125.9M | 796,737 | 3.9% | 12 |
| ORMAT TECHNOLOGIES INC | [ORA](https://holderbook.com/stocks/ORA/) | $111.8M | 1,024,426 | 3.5% | 15 |
| ICL GROUP LTD | [ICL](https://holderbook.com/stocks/ICL/) | $97.8M | 19,497,433 | 3.0% | 12 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $88.7M | 2,619,250 | 2.8% | 15 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $87.1M | 118,292 | 2.7% | 12 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $82.9M | 173,610 | 2.6% | 15 |
| NAYAX LTD | [NYAX](https://holderbook.com/stocks/NYAX/) | $58.9M | 906,477 | 1.8% | 9 |
| ITURAN LOCATION AND CONTROL | [ITRN](https://holderbook.com/stocks/ITRN/) | $54.4M | 891,274 | 1.7% | 12 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $52.2M | 218,841 | 1.6% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $47.0M | 133,097 | 1.5% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $37.3M | 186,194 | 1.2% | 15 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $35.4M | 117,724 | 1.1% | 15 |
| TAT TECHNOLOGIES LTD | [TATT](https://holderbook.com/stocks/TATT/) | $33.8M | 703,048 | 1.1% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $29.5M | 52,407 | 0.9% | 15 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $28.8M | 98,990 | 0.9% | 15 |
| ORMAT TECHNOLOGIES INC | - | $27.9M | 20,150,000 | 0.9% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $26.8M | 35,982 | 0.8% | 15 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $24.4M | 37,169 | 0.8% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $22.3M | 32,492 | 0.7% | 15 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $17.8M | 47,252 | 0.6% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $17.2M | 46,035 | 0.5% | 15 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $16.8M | 120,218 | 0.5% | 6 |
| COGNYTE SOFTWARE LTD | [CGNT](https://holderbook.com/stocks/CGNT/) | $16.3M | 1,854,798 | 0.5% | 12 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $16.1M | 178,220 | 0.5% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $16.1M | 13,940 | 0.5% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $13.8M | 38,665 | 0.4% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $13.5M | 12,703 | 0.4% | 15 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $12.2M | 16,287 | 0.4% | 15 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $9.2M | 32,470 | 0.3% | 15 |
| SOLAREDGE TECHNOLOGIES INC | [SEDG](https://holderbook.com/stocks/SEDG/) | $9.1M | 155,979 | 0.3% | 15 |
| GILAT SATELLITE NETWORKS LTD | [GILT](https://holderbook.com/stocks/GILT/) | $9.0M | 677,813 | 0.3% | 9 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $8.8M | 149,999 | 0.3% | 15 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $8.4M | 53,768 | 0.3% | 15 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $7.6M | 66,977 | 0.2% | 15 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $7.5M | 14,675 | 0.2% | 7 |
| GLOBAL X FDS | [DAX](https://holderbook.com/stocks/DAX/) | $7.4M | 168,374 | 0.2% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $7.2M | 20,986 | 0.2% | 15 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $7.1M | 9,347 | 0.2% | 15 |
| SIMILARWEB LTD | [SMWB](https://holderbook.com/stocks/SMWB/) | $7.0M | 1,147,035 | 0.2% | 12 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $6.5M | 3,259 | 0.2% | 12 |
| LEONARDO DRS INC | [DRS](https://holderbook.com/stocks/DRS/) | $6.4M | 150,000 | 0.2% | 10 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.3M | 12,510 | 0.2% | 15 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.1M | 11,971 | 0.2% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.1M | 18,561 | 0.2% | 15 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $5.8M | 19,300 | 0.2% | 3 |
| KENON HLDGS LTD | [KEN](https://holderbook.com/stocks/KEN/) | $5.5M | 80,706 | 0.2% | 9 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $5.3M | 21,697 | 0.2% | 15 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $5.0M | 31,600 | 0.2% | 6 |
| ISHARES TR | [EPOL](https://holderbook.com/stocks/EPOL/) | $4.9M | 127,400 | 0.2% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.7M | 11,137 | 0.1% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.7M | 13,997 | 0.1% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.6M | 16,987 | 0.1% | 3 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $4.5M | 4,601 | 0.1% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $4.3M | 16,842 | 0.1% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.1M | 14,131 | 0.1% | 15 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $4.0M | 25,757 | 0.1% | 15 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $3.9M | 8,504 | 0.1% | 3 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $3.9M | 30,929 | 0.1% | 15 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $3.8M | 25,190 | 0.1% | 1 |
| MGM RESORTS INTERNATIONAL | [MGM](https://holderbook.com/stocks/MGM/) | $3.7M | 77,800 | 0.1% | 1 |
| BRAINSWAY LTD | [BWAY](https://holderbook.com/stocks/BWAY/) | $3.7M | 237,433 | 0.1% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $3.7M | 44,414 | 0.1% | 15 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $3.5M | 13,545 | 0.1% | 15 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $3.5M | 14,022 | 0.1% | 9 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $3.5M | 43,470 | 0.1% | 12 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $3.5M | 31,737 | 0.1% | 15 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $3.4M | 7,920 | 0.1% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $3.3M | 33,348 | 0.1% | 15 |
| ZIM INTEGRATED SHIPPING SERV | [ZIM](https://holderbook.com/stocks/ZIM/) | $3.3M | 127,030 | 0.1% | 4 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $3.3M | 21,039 | 0.1% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.3M | 11,657 | 0.1% | 15 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $3.2M | 22,232 | 0.1% | 1 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $3.1M | 10,550 | 0.1% | 9 |
| CUSTOM TRUCK ONE SOURCE INC | [CTOS](https://holderbook.com/stocks/CTOS/) | $3.0M | 254,500 | 0.1% | 1 |
| SOLSTICE ADVANCED MATLS INC | [SOLS](https://holderbook.com/stocks/SOLS/) | $3.0M | 33,910 | 0.1% | 3 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $2.8M | 53,015 | 0.1% | 15 |
| G WILLI FOOD INTL LTD | [WILC](https://holderbook.com/stocks/WILC/) | $2.8M | 82,751 | 0.1% | 9 |
| ODYSIGHT AI INC | [ODYS](https://holderbook.com/stocks/ODYS/) | $2.7M | 648,776 | 0.1% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.7M | 6,458 | 0.1% | 15 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $2.6M | 2,283 | 0.1% | 3 |
| COLUMBIA ETF TR I | [CRED](https://holderbook.com/stocks/CRED/) | $2.6M | 1,546 | 0.1% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.4M | 14,483 | 0.1% | 15 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.4M | 12,442 | 0.1% | 15 |
| TABOOLA.COM LTD | [TBLA](https://holderbook.com/stocks/TBLA/) | $2.4M | 472,918 | 0.1% | 12 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $2.2M | 15,915 | 0.1% | 15 |
| ARBE ROBOTICS LTD | [ARBE](https://holderbook.com/stocks/ARBE/) | $2.1M | 2,844,422 | 0.1% | 12 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $2.1M | 14,930 | 0.1% | 15 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $2.1M | 8,120 | 0.1% | 11 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $2.0M | 4,055 | 0.1% | 3 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $2.0M | 12,500 | 0.1% | 3 |
| OPKO HEALTH INC | [OPK](https://holderbook.com/stocks/OPK/) | $1.9M | 1,257,568 | 0.1% | 9 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.9M | 2,560 | 0.1% | 15 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $1.8M | 19,503 | 0.1% | 10 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $1.8M | 2,155 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.6% | +14.8% | +5.8% | 100% |
| Q1 2026 | +20.1% | -4.6% | +24.8% | 98% |
| Q4 2025 | +10.7% | +2.4% | +8.3% | 99% |
| Q3 2025 | +12.0% | +7.8% | +4.2% | 99% |
| Q2 2025 | +20.2% | +10.5% | +9.7% | 98% |
| Q1 2025 | +0.9% | -4.6% | +5.5% | 100% |
| Q4 2024 | +9.0% | +2.1% | +6.8% | 99% |
| Q3 2024 | -0.1% | +5.4% | -5.5% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.2B | 510 |
| Q1 2026 | $2.6B | 474 |
| Q4 2025 | $2.1B | 470 |
| Q3 2025 | $1.8B | 491 |
| Q2 2025 | $1.5B | 453 |
| Q1 2025 | $1.1B | 468 |
| Q4 2024 | $1.1B | 459 |
| Q3 2024 | $954.7M | 447 |
| Q2 2024 | $980.4M | 458 |
| Q1 2024 | $564.2M | 333 |
| Q4 2023 | $520.5M | 349 |
| Q3 2023 | $520.4M | 339 |