EdgeMarket › What Y.D. More Investments Ltd reported owning
What Y.D. More Investments Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
474Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ESLT ELBIT SYSTEMS LTD | 459.1M | 18.0% | 551.0K | 741.33 | +62.2% |
| ENLT Enlight Renewable Energy Ltd. | 364.8M | 14.3% | 5.5M | 79.92 | +199.8% |
| NVMI NOVA LTD. | 161.9M | 6.3% | 377.6K | 376.99 | +53.0% |
| TSEM TOWER SEMICONDUCTOR LTD | 158.5M | 6.2% | 930.7K | 222.59 | +344.7% |
| CAMT CAMTEK LTD | 114.9M | 4.5% | 783.4K | 146.81 | +78.1% |
| ICL ICL Group Ltd. | 100.3M | 3.9% | 19.6M | 5.80 | -6.6% |
| ORA ORMAT TECHNOLOGIES, INC. | 97.7M | 3.8% | 880.4K | 108.38 | +17.4% |
| PANW Palo Alto Networks Inc | 90.3M | 3.5% | 563.4K | 357.87 | +94.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 54.5M | 2.1% | 161.4K | 418.95 | +83.3% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 52.2M | 2.0% | 159.0K | 520.05 | +113.4% |
| TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | 48.7M | 1.9% | 1.6M | 37.34 | +112.0% |
| NYAX Nayax Ltd. | 48.4M | 1.9% | 865.2K | 46.52 | +0.6% |
| ITRN Ituran Location & Control Ltd. | 43.7M | 1.7% | 891.3K | 50.89 | +42.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 39.0M | 1.5% | 67.7K | 713.44 | +26.1% |
| AMZN AMAZON COM INC | 32.1M | 1.3% | 154.3K | 258.63 | +15.6% |
| TATT TAT TECHNOLOGIES LTD | 32.1M | 1.3% | 810.0K | 36.89 | +4.7% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 29.5M | 1.2% | 85.5K | 266.73 | -3.4% |
| ZIM ZIM Integrated Shipping Services Ltd. | 26.9M | 1.1% | 1.0M | 28.25 | +84.3% |
| GOOG Alphabet Inc. | 26.8M | 1.1% | 93.8K | 341.75 | +70.7% |
| unmapped CUSIP 686688AB8 | 26.1M | 1.0% | 20.1M | — | — |
| SEDG SOLAREDGE TECHNOLOGIES, INC. | 25.7M | 1.0% | 503.1K | 30.83 | -3.8% |
| VOO Vanguard S&P 500 ETF | 24.8M | 1.0% | 41.6K | 703.71 | +20.0% |
| META Meta Platforms, Inc. | 21.3M | 0.8% | 37.3K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 20.5M | 0.8% | 55.4K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 18.6M | 0.7% | 107.0K | 214.72 | +22.4% |
| KLAC KLA CORP | 17.8M | 0.7% | 13.6K | 183.99 | +109.5% |
| KEN Kenon Holdings Ltd. | 17.3M | 0.7% | 211.4K | 66.25 | +49.6% |
| SPY SPDR S&P 500 ETF TRUST | 16.8M | 0.7% | 26.0K | 765.72 | +20.0% |
| CGNT Cognyte Software Ltd. | 15.0M | 0.6% | 1.9M | 8.60 | +1.1% |
| SMH VanEck Semiconductor ETF | 13.6M | 0.5% | 35.4K | 560.42 | +93.9% |
| DRS Leonardo DRS, Inc. | 13.3M | 0.5% | 298.0K | 40.70 | -0.9% |
| AVGO Broadcom Inc. | 12.1M | 0.5% | 39.1K | 368.45 | +26.5% |
| IGV iShares Expanded Tech-Software Sector ETF | 10.8M | 0.4% | 134.8K | 103.37 | -2.8% |
| IVV iShares Core S&P 500 ETF | 10.6M | 0.4% | 16.3K | 769.31 | +20.0% |
| GILT GILAT SATELLITE NETWORKS LTD | 10.6M | 0.4% | 715.7K | 10.50 | +18.0% |
| CAT CATERPILLAR INC | 9.3M | 0.4% | 13.2K | 827.90 | +96.8% |
| GOOGL Alphabet Inc. | 9.1M | 0.4% | 31.7K | 344.82 | +73.0% |
| SMWB SIMILARWEB LTD. | 8.3M | 0.3% | 1.2M | 8.24 | -4.7% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 7.2M | 0.3% | 28.9K | 272.74 | +28.6% |
| WMT Walmart Inc. | 7.1M | 0.3% | 57.0K | 103.70 | +1.1% |
| PAVE Global X U.S. Infrastructure Development ETF | 6.9M | 0.3% | 137.7K | 56.39 | +22.9% |
| ODYS Odysight.ai Inc. | 6.7M | 0.3% | 973.5K | 3.40 | -12.8% |
| DAX Global X DAX Germany ETF | 6.3M | 0.2% | 149.9K | 47.24 | +4.8% |
| MU MICRON TECHNOLOGY INC | 6.2M | 0.2% | 18.3K | 966.78 | +724.8% |
| ACWI iShares MSCI ACWI ETF | 5.8M | 0.2% | 42.7K | 160.81 | +21.3% |
| unmapped CUSIP 084670702 | 5.6M | 0.2% | 11.8K | — | — |
| INTC INTEL CORP | 5.4M | 0.2% | 121.2K | 90.07 | +282.6% |
| LMT LOCKHEED MARTIN CORP | 5.2M | 0.2% | 8.7K | 563.57 | +26.4% |
| JPM JPMORGAN CHASE & CO | 5.2M | 0.2% | 17.7K | 351.58 | +20.3% |
| V VISA INC. | 4.8M | 0.2% | 15.7K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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