Y.D. More Investments Ltd
Net buyer this quarter
$3.21B
404
+$93M
62.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ENLT | $458M | 14.24% | 3.92% | -6.1% | Q3 2023 |
 ESLT | $367M | 11.43% | 1.04% | -12.2% | Q4 2022 |
 TSEM | $244M | 7.59% | 0.84% | +2.0% | Q4 2022 |
 NVMI | $217M | 6.75% | 1.29% | +8.5% | Q4 2022 |
 PANW | $202M | 6.29% | 0.07% | +5.2% | Q4 2022 |
 CAMT | $126M | 3.92% | 1.74% | +1.7% | Q4 2022 |
 ORA | $112M | 3.48% | 1.67% | +16.4% | Q4 2022 |
 ICL | $97.8M | 3.04% | 1.51% | -0.6% | Q4 2022 |
 TEVA | $88.7M | 2.76% | 0.22% | +61.9% | Q4 2022 |
 QQQ | $87.1M | 2.71% | Not reported | +74.8% | Q4 2022 |
 TSM | $82.9M | 2.58% | 0.00% | +7.6% | Q4 2022 |
 NYAX | $58.9M | 1.83% | 2.43% | +4.8% | Q2 2024 |
 ITRN | $54.4M | 1.69% | 4.50% | Not reported | Q4 2022 |
 AMZN | $52.2M | 1.62% | 0.00% | +41.8% | Q4 2022 |
 GOOG | $47M | 1.46% | Not reported | +41.9% | Q4 2022 |
 NVDA | $37.3M | 1.16% | 0.00% | +74.0% | Q4 2022 |
 KLAC | $35.4M | 1.10% | 0.01% | -13.4% | Q4 2022 |
 TATT | $33.8M | 1.05% | 5.42% | -13.2% | Q2 2024 |
 META | $29.5M | 0.92% | Not reported | +40.4% | Q4 2022 |
 LHX | $28.8M | 0.90% | 0.05% | +15.8% | Q4 2022 |
 SPY | $26.8M | 0.84% | Not reported | +38.5% | Q4 2022 |
 SMH | $24.4M | 0.76% | Not reported | +4.9% | Q4 2022 |
 AVGO | $17.8M | 0.56% | 0.00% | +20.7% | Q4 2022 |
 MSFT | $17.2M | 0.53% | 0.00% | -16.9% | Q4 2022 |
 INTC | $16.8M | 0.52% | 0.00% | -0.8% | Q1 2023 |
 CGNT | $16.3M | 0.51% | 2.54% | Not reported | Q3 2023 |
 MU | $16.1M | 0.50% | 0.00% | -23.9% | Q4 2022 |
| GOOGL | $13.8M | 0.43% | 0.00% | +21.8% | Q4 2022 |
 CAT | $13.5M | 0.42% | 0.00% | -3.8% | Q4 2022 |
 SEDG | $9.12M | 0.28% | 0.25% | -69.0% | Q4 2022 |
 GILT | $8.99M | 0.28% | 0.92% | -5.3% | Q2 2024 |
 WMT | $7.59M | 0.24% | 0.00% | +17.5% | Q4 2022 |
 LMT | $7.47M | 0.23% | 0.01% | +68.8% | Q4 2022 |
 V | $7.2M | 0.22% | 0.00% | +33.4% | Q4 2022 |
 CRWD | $7.13M | 0.22% | 0.00% | -15.7% | Q4 2022 |
 SMWB | $7.03M | 0.22% | 1.32% | -0.4% | Q4 2022 |
 ASML | $6.48M | 0.20% | 0.00% | -2.2% | Q4 2022 |
 DRS | $6.4M | 0.20% | 0.06% | -49.7% | Q4 2022 |
 BRK.B | $6.26M | 0.19% | Not reported | +6.3% | Q4 2022 |
 MA | $6.15M | 0.19% | 0.00% | +32.0% | Q4 2022 |
 JPM | $6.07M | 0.19% | 0.00% | +5.0% | Q4 2022 |
 KEN | $5.46M | 0.17% | 0.15% | -61.8% | Q2 2024 |
 NET | $5.32M | 0.17% | Not reported | -4.6% | Q4 2022 |
 VST | $5.01M | 0.16% | 0.01% | +875.3% | Q1 2025 |
 ETN | $4.75M | 0.15% | 0.00% | New | Q2 2026 |
 VRT | $4.69M | 0.15% | 0.00% | +6.0% | Q1 2026 |
 UNP | $4.62M | 0.14% | 0.00% | +6.2% | Q2 2024 |
 PH | $4.5M | 0.14% | 0.00% | +9.6% | Q4 2025 |
 GLW | $4.3M | 0.13% | 0.00% | Not reported | Q2 2024 |
 AAPL | $4.09M | 0.13% | 0.00% | +2.6% | Q4 2022 |
| Q1 2026 | |||||
| ESLT | $459M | 17.98% | 1.19% | -10.9% | Q4 2022 |
| ENLT | $365M | 14.29% | 4.17% | -5.5% | Q3 2023 |
| NVMI | $162M | 6.34% | 1.19% | +15.3% | Q4 2022 |
| TSEM | $158M | 6.21% | 0.83% | -7.8% | Q4 2022 |
| CAMT | $115M | 4.50% | 1.71% | +20.8% | Q4 2022 |
| ICL | $100M | 3.93% | 1.52% | +4.7% | Q4 2022 |
| ORA | $97.7M | 3.83% | 1.43% | +36.9% | Q4 2022 |
| PANW | $90.3M | 3.54% | 0.07% | +623.3% | Q4 2022 |
| TSM | $54.5M | 2.14% | 0.00% | +21.8% | Q4 2022 |
| TEVA | $48.7M | 1.91% | 0.14% | +0.1% | Q4 2022 |
| NYAX | $48.4M | 1.90% | 2.32% | +3.1% | Q2 2024 |
| ITRN | $43.7M | 1.71% | 4.50% | +3.8% | Q4 2022 |
| QQQ | $39M | 1.53% | Not reported | -34.2% | Q4 2022 |
| AMZN | $32.1M | 1.26% | 0.00% | +16.0% | Q4 2022 |
| TATT | $32.1M | 1.26% | 6.24% | -10.0% | Q2 2024 |
| LHX | $29.5M | 1.16% | 0.05% | +8838.4% | Q4 2022 |
 ZIM | $26.9M | 1.05% | 0.85% | -73.0% | Q4 2022 |
| GOOG | $26.8M | 1.05% | Not reported | +15.1% | Q4 2022 |
| SEDG | $25.7M | 1.01% | 0.83% | +39.6% | Q4 2022 |
| META | $21.3M | 0.84% | Not reported | -5.4% | Q4 2022 |
| MSFT | $20.5M | 0.80% | 0.00% | -5.5% | Q4 2022 |
| NVDA | $18.6M | 0.73% | 0.00% | +11.5% | Q4 2022 |
| KLAC | $17.8M | 0.70% | 0.01% | +806.1% | Q4 2022 |
| KEN | $17.3M | 0.68% | 0.41% | -0.4% | Q2 2024 |
| SPY | $16.8M | 0.66% | Not reported | +3.2% | Q4 2022 |
| CGNT | $15M | 0.59% | 2.54% | Not reported | Q3 2023 |
| SMH | $13.6M | 0.53% | Not reported | +78.9% | Q4 2022 |
| DRS | $13.3M | 0.52% | 0.11% | Not reported | Q4 2022 |
| AVGO | $12.1M | 0.47% | 0.00% | +22.3% | Q4 2022 |
| GILT | $10.6M | 0.41% | 0.97% | +77.3% | Q2 2024 |
| CAT | $9.31M | 0.36% | 0.00% | -3.3% | Q4 2022 |
| GOOGL | $9.12M | 0.36% | 0.00% | -3.1% | Q4 2022 |
| SMWB | $8.34M | 0.33% | 1.32% | -1.7% | Q4 2022 |
| WMT | $7.08M | 0.28% | 0.00% | +0.9% | Q4 2022 |
 ODYS | $6.73M | 0.26% | 5.80% | -26.7% | Q1 2025 |
| MU | $6.18M | 0.24% | 0.00% | -50.3% | Q4 2022 |
| BRK.B | $5.63M | 0.22% | Not reported | -5.9% | Q4 2022 |
| INTC | $5.35M | 0.21% | 0.00% | +92.4% | Q1 2023 |
| LMT | $5.25M | 0.21% | 0.00% | +1167.5% | Q4 2022 |
| JPM | $5.19M | 0.20% | 0.00% | +121.9% | Q4 2022 |
| V | $4.75M | 0.19% | 0.00% | -14.9% | Q4 2022 |
| NET | $4.69M | 0.18% | Not reported | -12.6% | Q4 2022 |
| MA | $4.53M | 0.18% | 0.00% | -17.8% | Q4 2022 |
 CEG | $4.42M | 0.17% | 0.00% | -6.6% | Q2 2024 |
| ASML | $4.4M | 0.17% | 0.00% | +50.8% | Q4 2022 |
| CRWD | $4.33M | 0.17% | 0.00% | -14.4% | Q4 2022 |
 J | $3.89M | 0.15% | 0.03% | +196.5% | Q4 2022 |
| UNP | $3.88M | 0.15% | 0.00% | -0.5% | Q2 2024 |
| PH | $3.76M | 0.15% | 0.00% | -2.9% | Q4 2025 |
 SOLS | $3.62M | 0.14% | 0.03% | +43550.5% | Q4 2025 |
| Q4 2025 | |||||
| ESLT | $356M | 17.07% | 1.33% | +3.1% | Q4 2022 |
| ENLT | $265M | 12.69% | 4.42% | +4.5% | Q3 2023 |
| TSEM | $118M | 5.66% | 0.90% | +4.6% | Q4 2022 |
| NVMI | $109M | 5.24% | 1.03% | -0.7% | Q4 2022 |
| ICL | $107M | 5.15% | 1.45% | +5.5% | Q4 2022 |
| ZIM | $80.3M | 3.85% | 3.14% | +378174.5% | Q4 2022 |
| ORA | $70.7M | 3.39% | 1.06% | +13.1% | Q4 2022 |
| CAMT | $69.6M | 3.33% | 1.42% | -11.5% | Q4 2022 |
| QQQ | $63.2M | 3.03% | Not reported | -20.2% | Q4 2022 |
| TEVA | $50.4M | 2.42% | 0.14% | Not reported | Q4 2022 |
| NYAX | $42.4M | 2.03% | 2.25% | +3.2% | Q2 2024 |
| TATT | $40.4M | 1.93% | 6.93% | -5.3% | Q2 2024 |
| TSM | $40.3M | 1.93% | 0.00% | -1.0% | Q4 2022 |
| ITRN | $37.2M | 1.78% | 4.33% | +4.9% | Q4 2022 |
| AMZN | $30.7M | 1.47% | 0.00% | +12.8% | Q4 2022 |
| MSFT | $28.3M | 1.36% | 0.00% | +7.6% | Q4 2022 |
| META | $26M | 1.25% | Not reported | -9.4% | Q4 2022 |
| GOOG | $25.6M | 1.22% | Not reported | +25.0% | Q4 2022 |
| NVDA | $17.9M | 0.86% | 0.00% | +10.1% | Q4 2022 |
| CGNT | $17.4M | 0.83% | 2.57% | Not reported | Q3 2023 |
| SPY | $17.2M | 0.82% | Not reported | +2.9% | Q4 2022 |
| PANW | $14.3M | 0.69% | 0.01% | -5.8% | Q4 2022 |
| KEN | $14M | 0.67% | 0.41% | +11.6% | Q2 2024 |
| AVGO | $11.1M | 0.53% | 0.00% | +41.1% | Q4 2022 |
| MU | $10.5M | 0.50% | 0.00% | +88.7% | Q4 2022 |
| SEDG | $10.4M | 0.50% | 0.60% | +7643.5% | Q4 2022 |
| GOOGL | $10.3M | 0.49% | 0.00% | +9.7% | Q4 2022 |
| DRS | $10.2M | 0.49% | 0.11% | Not reported | Q4 2022 |
| SMWB | $8.37M | 0.40% | 1.35% | -1.0% | Q4 2022 |
| CAT | $7.83M | 0.37% | 0.00% | +79.9% | Q4 2022 |
| SMH | $7.14M | 0.34% | Not reported | +7.9% | Q4 2022 |
| MGIC | $6.89M | 0.33% | Not reported | +14.3% | Q2 2024 |
| AAPL | $6.5M | 0.31% | 0.00% | +70.1% | Q4 2022 |
| V | $6.49M | 0.31% | 0.00% | +13.7% | Q4 2022 |
| WMT | $6.31M | 0.30% | 0.00% | -8.0% | Q4 2022 |
| MA | $6.3M | 0.30% | 0.00% | +2.8% | Q4 2022 |
| BRK.B | $6.28M | 0.30% | Not reported | -4.3% | Q4 2022 |
| CRWD | $6.08M | 0.29% | 0.01% | 0.0% | Q4 2022 |
| CEG | $5.98M | 0.29% | 0.01% | +84.8% | Q2 2024 |
| GILT | $5.23M | 0.25% | 0.55% | +913.0% | Q2 2024 |
| NET | $5.13M | 0.25% | Not reported | -5.8% | Q4 2022 |
 CLBT | $5.08M | 0.24% | 0.11% | -2.0% | Q2 2024 |
 FTNT | $4.66M | 0.22% | 0.01% | -12.0% | Q4 2022 |
| ODYS | $4.38M | 0.21% | 8.12% | -24.3% | Q1 2025 |
 TSLA | $4.3M | 0.21% | 0.00% | -4.3% | Q4 2022 |
 ODD | $3.86M | 0.18% | Not reported | -7.0% | Q3 2023 |
| PH | $3.8M | 0.18% | 0.00% | New | Q4 2025 |
| UNP | $3.72M | 0.18% | 0.00% | Not reported | Q2 2024 |
 SPOT | $3.34M | 0.16% | 0.00% | -5.7% | Q2 2024 |
 NFLX | $3.29M | 0.16% | 0.00% | -3.7% | Q4 2022 |
| Q3 2025 | |||||
| ESLT | $304M | 17.18% | 1.35% | -1.8% | Q4 2022 |
| ENLT | $172M | 9.72% | 4.71% | +50.5% | Q3 2023 |
| ICL | $111M | 6.28% | 1.38% | +0.5% | Q4 2022 |
| NVMI | $105M | 5.91% | 1.11% | +3.7% | Q4 2022 |
| QQQ | $77M | 4.35% | Not reported | +376.6% | Q4 2022 |
| CAMT | $76.7M | 4.33% | 1.60% | +13.7% | Q4 2022 |
| TSEM | $68.8M | 3.88% | 0.87% | +7.3% | Q4 2022 |
| ORA | $54.7M | 3.09% | 0.94% | -0.5% | Q4 2022 |
| TATT | $39.4M | 2.23% | 7.34% | -6.4% | Q2 2024 |
| NYAX | $38.9M | 2.20% | 2.22% | -30.5% | Q2 2024 |
| TSM | $37.4M | 2.11% | 0.00% | +17.9% | Q4 2022 |
| TEVA | $32.6M | 1.84% | 0.14% | +73.2% | Q4 2022 |
| META | $32M | 1.80% | Not reported | +6.9% | Q4 2022 |
| ITRN | $29.2M | 1.65% | 3.49% | +2.8% | Q4 2022 |
| MSFT | $28.2M | 1.59% | 0.00% | +8.2% | Q4 2022 |
| AMZN | $25.9M | 1.46% | 0.00% | +16.1% | Q4 2022 |
| PANW | $16.8M | 0.95% | 0.01% | +32.1% | Q4 2022 |
| SPY | $16.3M | 0.92% | Not reported | -14.2% | Q4 2022 |
| NVDA | $16.3M | 0.92% | 0.00% | +38.0% | Q4 2022 |
| GOOG | $15.9M | 0.90% | Not reported | +35.9% | Q4 2022 |
| CGNT | $15.6M | 0.88% | 2.57% | Not reported | Q3 2023 |
 WIX | $14.2M | 0.80% | 0.14% | -6.7% | Q4 2022 |
| DRS | $13.5M | 0.76% | 0.11% | Not reported | Q4 2022 |
| SMWB | $11.3M | 0.64% | 1.43% | -4.2% | Q4 2022 |
| KEN | $8.53M | 0.48% | 0.36% | -12.7% | Q2 2024 |
| ODYS | $7.88M | 0.45% | 10.75% | -2.1% | Q1 2025 |
| AVGO | $7.48M | 0.42% | 0.00% | +47.9% | Q4 2022 |
| GOOGL | $7.26M | 0.41% | 0.00% | +25.0% | Q4 2022 |
| BRK.B | $6.57M | 0.37% | Not reported | +5.4% | Q4 2022 |
| CRWD | $6.34M | 0.36% | 0.01% | -3.4% | Q4 2022 |
| WMT | $6.33M | 0.36% | 0.00% | +19.0% | Q4 2022 |
| ODD | $6.14M | 0.35% | Not reported | +29.2% | Q3 2023 |
| MA | $6.1M | 0.34% | 0.00% | +0.4% | Q4 2022 |
| NET | $6.01M | 0.34% | Not reported | -6.4% | Q4 2022 |
| SMH | $5.99M | 0.34% | Not reported | +8.0% | Q4 2022 |
| FTNT | $5.63M | 0.32% | 0.01% | +15.0% | Q4 2022 |
| V | $5.55M | 0.31% | 0.00% | -1.5% | Q4 2022 |
| CLBT | $5.33M | 0.30% | 0.12% | -34.9% | Q2 2024 |
 GLBE | $5.17M | 0.29% | 0.09% | -6.5% | Q2 2024 |
 VEEV | $5.02M | 0.28% | 0.01% | -19.7% | Q4 2023 |
 ARBE | $4.78M | 0.27% | 2.70% | Not reported | Q4 2022 |
 ORCL | $4.77M | 0.27% | 0.00% | +6.0% | Q4 2022 |
| MGIC | $4.72M | 0.27% | Not reported | +22.4% | Q2 2024 |
| NFLX | $4.36M | 0.25% | 0.00% | +8.6% | Q4 2022 |
 DDOG | $4.33M | 0.24% | 0.04% | -5.5% | Q4 2022 |
| SPOT | $4.26M | 0.24% | 0.00% | +1.1% | Q2 2024 |
 ZS | $4.21M | 0.24% | 0.01% | -1.3% | Q4 2022 |
| TSLA | $4.08M | 0.23% | 0.00% | +3.8% | Q4 2022 |
 UBER | $3.75M | 0.21% | 0.00% | -0.1% | Q1 2023 |
| CAT | $3.62M | 0.20% | 0.00% | +45.3% | Q4 2022 |