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Y.D. More Investments Ltd
hedge fundUpdated 36 days agoManaged by Y.D. More Investments Ltd • Latest filing Q2 2026
Portfolio value
$3.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
83.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $443.7M |
| Q2 2023 | $433.5M |
| Q3 2023 | $520.4M |
| Q4 2023 | $520.5M |
| Q1 2024 | $564.2M |
| Q2 2024 | $980.4M |
| Q3 2024 | $954.7M |
| Q4 2024 | $1.1B |
| Q1 2025 | $1.1B |
| Q2 2025 | $1.5B |
| Q3 2025 | $1.8B |
| Q4 2025 | $2.1B |
| Q1 2026 | $2.6B |
| Q2 2026 | $3.2B |
Top holdings
625 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $286.8M | 3.25M | 8.93% | Added(+1388.6%) |
| 2 | E ESLT ELBIT SYS LTD | $234.9M | 309.5K | 7.31% | Added(+1966.3%) |
| 3 | P PANW PALO ALTO NETWORKS INC | $180.6M | 529.5K | 5.62% | Added(+9971.6%) |
| 4 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $153.1M | 1.73M | 4.77% | Added(+694.6%) |
| 5 | T TSEM TOWER SEMICONDUCTOR LTD | $134.7M | 524.8K | 4.19% | Added(+1338.8%) |
| 6 | ? N/A NOVA LTD | $122.9M | 232.2K | 3.83% | Added(+2375.1%) |
| 7 | E ESLT ELBIT SYS LTD | $119.5M | 157.5K | 3.72% | Added(+951.6%) |
| 8 | E ETHA ISHARES TR | $104.1M | 162.5K | 3.24% | Added(+6716.5%) |
| 9 | T TSEM TOWER SEMICONDUCTOR LTD | $98.3M | 383.1K | 3.06% | Added(+950.4%) |
| 10 | ? N/A NOVA LTD | $87.7M | 165.8K | 2.73% | Added(+1666.9%) |
| 11 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $86.4M | 2.55M | 2.69% | Added(+424900.0%) |
| 12 | I ICL ICL GROUP LTD | $81.2M | 16.18M | 2.53% | Added(+371.2%) |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $77.6M | 162.5K | 2.42% | Added(+1714.7%) |
| 14 | O ORA ORMAT TECHNOLOGIES INC | $66.4M | 608.6K | 2.07% | Added(+1164.5%) |
| 15 | C CAMT CAMTEK LTD | $62.2M | 394.4K | 1.94% | Added(+2570.0%) |
| 16 | C CAMT CAMTEK LTD | $60.5M | 382.2K | 1.88% | Added(+2487.6%) |
| 17 | Q QQQ INVESCO QQQ TR | $53M | 72.0K | 1.65% | Added(+273.5%) |
| 18 | O ORA ORMAT TECHNOLOGIES INC | $41M | 375.7K | 1.28% | Added(+680.6%) |
| 19 | N NYAX NAYAX LTD | $39.1M | 601.9K | 1.22% | Added(+1585.3%) |
| 20 | A AMZN AMAZON COM INC | $38.1M | 159.8K | 1.19% | Added(+814.0%) |