Y.D. More Investments Ltd — 13F Holdings & Portfolio
CIK 1870364 · latest 13F-HR filed 2026-05-04
Y.D. More Investments Ltd manages $2.55B in 13F-reported U.S. long-equity assets across 574 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ESLT (11.88%), ENLT (8.97%), ESLT (5.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 54 new positions, exited 50, added to 122, and trimmed 224.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.55B
Long-equity book
574
Distinct positions
2026-03-31
Filed 2026-05-04
+54 / −50 / ↑122 / ↓224
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ELBIT SYS LTD$102.8M +28.8%
- ENLIGHT RENEWABLE ENERGY LTD$99.8M +37.7%
- PALO ALTO NETWORKS INC$76.0M +529.4%
- NOVA LTD$52.5M +48.0%
- ISHARES TR$51.1M +4563.3%
Top Trims
- ZIM INTEGRATED SHIPPING SERV-$53.4M -66.5%
- INVESCO QQQ TR-$24.2M -38.3%
- TAT TECHNOLOGIES LTD-$8.3M -20.6%
- MICROSOFT CORP-$7.9M -27.8%
- ICL GROUP LTD-$7.1M -6.6%
New Positions
- VERTIV HOLDINGS CO$3.3M
- COLUMBIA ETF TR I$1.7M
- NUTRIEN LTD$1.3M
- ISHARES TR$1.2M
- EMCOR GROUP INC$1.1M
Exited Positions
- MAGIC SOFTWARE ENTERPRISES L$6.9M
- CHECK POINT SOFTWARE TECH LT$3.2M
- DOORDASH INC$2.6M
- ISHARES GOLD TR$2.3M
- CYBERARK SOFTWARE LTD$2.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ELBIT SYS LTD | ESLT | M3760D101 | $303.4M | 11.88% | 364,194 | SH |
| 2 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $229.0M | 8.97% | 3,462,441 | SH |
| 3 | ELBIT SYS LTD | ESLT | M3760D101 | $143.2M | 5.61% | 171,845 | SH |
| 4 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $121.4M | 4.75% | 1,834,371 | SH |
| 5 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $101.0M | 3.96% | 593,184 | SH |
| 6 | NOVA LTD | NVMI | M7516K103 | $94.1M | 3.68% | 219,307 | SH |
| 7 | ICL GROUP LTD | ICL | M53213100 | $82.8M | 3.24% | 16,182,345 | SH |
| 8 | PALO ALTO NETWORKS INC | PANW | 697435105 | $81.8M | 3.21% | 510,464 | SH |
| 9 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $66.7M | 2.61% | 600,711 | SH |
| 10 | NOVA LTD | NVMI | M7516K103 | $63.8M | 2.50% | 148,891 | SH |
| 11 | CAMTEK LTD | CAMT | M20791105 | $57.7M | 2.26% | 392,709 | SH |
| 12 | CAMTEK LTD | CAMT | M20791105 | $55.0M | 2.16% | 375,885 | SH |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $51.5M | 2.02% | 152,448 | SH |
| 14 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $51.2M | 2.01% | 301,033 | SH |
| 15 | ISHARES TR | SOXX | 464287523 | $47.9M | 1.88% | 145,704 | SH |
| 16 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $46.7M | 1.83% | 1,550,000 | SH |
| 17 | NAYAX LTD | NYAX | M7S750159 | $35.2M | 1.38% | 629,227 | SH |
| 18 | ITURAN LOCATION AND CONTROL | ITRN | M6158M104 | $30.2M | 1.18% | 616,412 | SH |
| 19 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $29.2M | 1.14% | 84,671 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $28.5M | 1.12% | 136,822 | SH |
| 21 | ZIM INTEGRATED SHIPPING SERV | ZIM | M9T951109 | $26.9M | 1.05% | 1,019,873 | SH |
| 22 | ORMAT TECHNOLOGIES INC | ORA | 686688AB8 | $26.1M | 1.02% | 20,150,000 | SH |
| 23 | TAT TECHNOLOGIES LTD | TATT | M8740S227 | $26.0M | 1.02% | 660,001 | SH |
| 24 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $25.7M | 1.01% | 231,586 | SH |
| 25 | INVESCO QQQ TR | QQQ | 46090E103 | $25.4M | 0.99% | 44,000 | SH |
| 26 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417M104 | $25.3M | 0.99% | 495,000 | SH |
| 27 | ALPHABET INC | GOOG | 02079K107 | $19.7M | 0.77% | 68,659 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $19.2M | 0.75% | 33,623 | SH |
| 29 | VANGUARD INDEX FDS | VOO | 922908363 | $17.9M | 0.70% | 30,012 | SH |
| 30 | KLA CORP | KLAC | 482480100 | $17.8M | 0.70% | 13,591 | SH |
| 31 | ICL GROUP LTD | ICL | M53213100 | $17.6M | 0.69% | 3,434,238 | SH |
| 32 | KENON HLDGS LTD | KEN | Y46717107 | $17.3M | 0.68% | 211,353 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $17.0M | 0.66% | 45,791 | SH |
| 34 | COGNYTE SOFTWARE LTD | CGNT | M25133105 | $15.0M | 0.59% | 1,854,798 | SH |
| 35 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.5M | 0.57% | 83,178 | SH |
| 36 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $14.4M | 0.57% | 218,181 | SH |
| 37 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $13.6M | 0.53% | 21,052 | SH |
| 38 | VANECK ETF TRUST | SMH | 92189F676 | $13.5M | 0.53% | 35,306 | SH |
| 39 | LEONARDO DRS INC | DRS | 52661A108 | $13.3M | 0.52% | 298,000 | SH |
| 40 | ELBIT SYS LTD | ESLT | M3760D101 | $12.5M | 0.49% | 14,978 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $12.1M | 0.47% | 38,945 | SH |
| 42 | NAYAX LTD | NYAX | M7S750159 | $11.2M | 0.44% | 200,229 | SH |
| 43 | ITURAN LOCATION AND CONTROL | ITRN | M6158M104 | $11.1M | 0.44% | 226,964 | SH |
| 44 | INVESCO QQQ TR | QQQ | 46090E103 | $11.1M | 0.43% | 19,279 | SH |
| 45 | ISHARES TR | IVV | 464287200 | $10.6M | 0.41% | 16,192 | SH |
| 46 | GILAT SATELLITE NETWORKS LTD | GILT | M51474118 | $10.6M | 0.41% | 715,697 | SH |
| 47 | ISHARES TR | IGV | 464287515 | $10.4M | 0.41% | 130,000 | SH |
| 48 | ALPHABET INC | GOOGL | 02079K305 | $8.5M | 0.33% | 29,655 | SH |
| 49 | SIMILARWEB LTD | SMWB | M84137104 | $8.3M | 0.33% | 1,151,298 | SH |
| 50 | PALO ALTO NETWORKS INC | PANW | 697435105 | $7.6M | 0.30% | 47,632 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $2.55B | 574 | 0001178913-26-002349 |
| 2025-12-31 | 2026-01-21 | $2.09B | 571 | 0001178913-26-000174 |