Holders — by stockHoldings — by fund
Y.D. More Investments Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001870364
$3.21B
disclosed book value
510
positions
14.2%
largest position share
Positions, as of 2026-06-30
top 100 of 510 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ENLTENLIGHT RENEWABLE ENERGY LTD | 5.2M | $457.5M | 14.2% |
| 2 | ESLTELBIT SYS LTD | 483,738 | $367.1M | 11.4% |
| 3 | TSEMTOWER SEMICONDUCTOR LTD | 949,549 | $243.8M | 7.6% |
| 4 | NVMINOVA LTD | 409,690 | $216.8M | 6.7% |
| 5 | PANWPALO ALTO NETWORKS INC | 592,718 | $202.1M | 6.3% |
| 6 | SOXXISHARES TR | 202,142 | $129.5M | 4% |
| 7 | CAMTCAMTEK LTD | 796,737 | $125.9M | 3.9% |
| 8 | ORAORMAT TECHNOLOGIES INC | 1.0M | $111.8M | 3.5% |
| 9 | ICLICL GROUP LTD | 19.5M | $97.8M | 3% |
| 10 | TEVATEVA PHARMACEUTICAL INDS LTD | 2.6M | $88.7M | 2.8% |
| 11 | QQQINVESCO QQQ TR | 118,292 | $87.1M | 2.7% |
| 12 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 173,610 | $82.9M | 2.6% |
| 13 | NYAXNAYAX LTD | 906,477 | $58.9M | 1.8% |
| 14 | ITRNITURAN LOCATION AND CONTROL | 891,274 | $54.4M | 1.7% |
| 15 | AMZNAMAZON COM INC | 218,841 | $52.2M | 1.6% |
| 16 | GOOGALPHABET INC | 133,097 | $47.0M | 1.5% |
| 17 | NVDANVIDIA CORPORATION | 186,194 | $37.3M | 1.2% |
| 18 | KLACKLA CORP | 117,724 | $35.4M | 1.1% |
| 19 | TATTTAT TECHNOLOGIES LTD | 703,048 | $33.8M | 1.1% |
| 20 | METAMETA PLATFORMS INC | 52,407 | $29.5M | 0.9% |
| 21 | LHXL3HARRIS TECHNOLOGIES INC | 98,990 | $28.8M | 0.9% |
| 22 | ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC | 20.1M | $27.9M | 0.9% |
| 23 | SPYSTATE STR SPDR S&P 500 ETF T | 35,982 | $26.8M | 0.8% |
| 24 | SMHVANECK ETF TRUST | 37,169 | $24.4M | 0.8% |
| 25 | VOOVANGUARD INDEX FDS | 32,492 | $22.3M | 0.7% |
| 26 | AVGOBROADCOM INC | 47,252 | $17.8M | 0.6% |
| 27 | MSFTMICROSOFT CORP | 46,035 | $17.2M | 0.5% |
| 28 | INTCINTEL CORP | 120,218 | $16.8M | 0.5% |
| 29 | CGNTCOGNYTE SOFTWARE LTD | 1.9M | $16.3M | 0.5% |
| 30 | IGVISHARES TR | 178,220 | $16.1M | 0.5% |
| 31 | MUMICRON TECHNOLOGY INC | 13,940 | $16.1M | 0.5% |
| 32 | GOOGLALPHABET INC | 38,665 | $13.8M | 0.4% |
| 33 | CATCATERPILLAR INC | 12,703 | $13.5M | 0.4% |
| 34 | IVVISHARES TR | 16,287 | $12.2M | 0.4% |
| 35 | XARSPDR SERIES TRUST | 32,470 | $9.2M | 0.3% |
| 36 | SEDGSOLAREDGE TECHNOLOGIES INC | 155,979 | $9.1M | 0.3% |
| 37 | GILTGILAT SATELLITE NETWORKS LTD | 677,813 | $9.0M | 0.3% |
| 38 | PAVEGLOBAL X FDS | 149,999 | $8.8M | 0.3% |
| 39 | ACWIISHARES TR | 53,768 | $8.4M | 0.3% |
| 40 | WMTWALMART INC | 66,977 | $7.6M | 0.2% |
| 41 | LMTLOCKHEED MARTIN CORP | 14,675 | $7.5M | 0.2% |
| 42 | DAXGLOBAL X FDS | 168,374 | $7.4M | 0.2% |
| 43 | VVISA INC | 20,986 | $7.2M | 0.2% |
| 44 | CRWDCROWDSTRIKE HLDGS INC | 9,347 | $7.1M | 0.2% |
| 45 | SMWBSIMILARWEB LTD | 1.1M | $7.0M | 0.2% |
| 46 | ASMLASML HLDG NV | 3,259 | $6.5M | 0.2% |
| 47 | DRSLEONARDO DRS INC | 150,000 | $6.4M | 0.2% |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,510 | $6.3M | 0.2% |
| 49 | MAMASTERCARD INCORPORATED | 11,971 | $6.1M | 0.2% |
| 50 | JPMJPMORGAN CHASE & CO | 18,561 | $6.1M | 0.2% |
| 51 | QQQMINVESCO EXCH TRADED FD TR II | 19,300 | $5.8M | 0.2% |
| 52 | KENKENON HLDGS LTD | 80,706 | $5.5M | 0.2% |
| 53 | NETCLOUDFLARE INC | 21,697 | $5.3M | 0.2% |
| 54 | VSTVISTRA CORP | 31,600 | $5.0M | 0.2% |
| 55 | EPOLISHARES TR | 127,400 | $4.9M | 0.2% |
| 56 | ETNEATON CORP PLC | 11,137 | $4.7M | 0.1% |
| 57 | VRTVERTIV HOLDINGS CO | 13,997 | $4.7M | 0.1% |
| 58 | UNPUNION PAC CORP | 16,987 | $4.6M | 0.1% |
| 59 | PHPARKER-HANNIFIN CORP | 4,601 | $4.5M | 0.1% |
| 60 | GLWCORNING INC | 16,842 | $4.3M | 0.1% |
| 61 | AAPLAPPLE INC | 14,131 | $4.1M | 0.1% |
| 62 | FTNTFORTINET INC | 25,757 | $4.0M | 0.1% |
| 63 | GEVGE VERNOVA INC | 8,504 | $3.9M | 0.1% |
| 64 | JJACOBS SOLUTIONS INC | 30,929 | $3.9M | 0.1% |
| 65 | SNSHARKNINJA INC | 25,190 | $3.8M | 0.1% |
| 66 | MGMMGM RESORTS INTERNATIONAL | 77,800 | $3.7M | 0.1% |
| 67 | BWAYBRAINSWAY LTD | 237,433 | $3.7M | 0.1% |
| 68 | VCITVANGUARD SCOTTSDALE FDS | 44,414 | $3.7M | 0.1% |
| 69 | DDOGDATADOG INC | 13,545 | $3.5M | 0.1% |
| 70 | CEGCONSTELLATION ENERGY CORP | 14,022 | $3.5M | 0.1% |
| 71 | HYGISHARES TR | 43,470 | $3.5M | 0.1% |
| 72 | LQDISHARES TR | 31,737 | $3.5M | 0.1% |
| 73 | DELLDELL TECHNOLOGIES INC | 7,920 | $3.4M | 0.1% |
| 74 | NOWSERVICENOW INC | 33,348 | $3.3M | 0.1% |
| 75 | ZIMZIM INTEGRATED SHIPPING SERV | 127,030 | $3.3M | 0.1% |
| 76 | CRMSALESFORCE INC | 21,039 | $3.3M | 0.1% |
| 77 | IBMINTERNATIONAL BUSINESS MACHS | 11,657 | $3.3M | 0.1% |
| 78 | JCIJOHNSON CONTROLS INTERNATION | 22,232 | $3.2M | 0.1% |
| 79 | MRVLMARVELL TECHNOLOGY INC | 10,550 | $3.1M | 0.1% |
| 80 | CTOSCUSTOM TRUCK ONE SOURCE INC | 254,500 | $3.0M | 0.1% |
| 81 | SOLSSOLSTICE ADVANCED MATLS INC | 33,910 | $3.0M | 0.1% |
| 82 | XLFSELECT SECTOR SPDR TR | 53,015 | $2.8M | 0.1% |
| 83 | WILCFG WILLI FOOD INTL LTD | 82,751 | $2.8M | 0.1% |
| 84 | ODYSODYSIGHT AI INC | 648,776 | $2.7M | 0.1% |
| 85 | TSLATESLA INC | 6,458 | $2.7M | 0.1% |
| 86 | URIUNITED RENTALS INC | 2,283 | $2.6M | 0.1% |
| 87 | COLUMBIA ETF TR I | 1,546 | $2.6M | 0.1% |
| 88 | CVXCHEVRON CORPORATION | 14,483 | $2.4M | 0.1% |
| 89 | XLKSELECT SECTOR SPDR TR | 12,442 | $2.4M | 0.1% |
| 90 | TBLATABOOLA.COM LTD | 472,918 | $2.4M | 0.1% |
| 91 | OKTAOKTA INC | 15,915 | $2.2M | 0.1% |
| 92 | ARBEARBE ROBOTICS LTD | 2.8M | $2.1M | 0.1% |
| 93 | ZSZSCALER INC | 14,930 | $2.1M | 0.1% |
| 94 | SNOWSNOWFLAKE INC | 8,120 | $2.1M | 0.1% |
| 95 | ROKROCKWELL AUTOMATION INC | 4,055 | $2.0M | 0.1% |
| 96 | XBISPDR SERIES TRUST | 12,500 | $2.0M | 0.1% |
| 97 | OPKOPKO HEALTH INC | 1.3M | $1.9M | 0.1% |
| 98 | AMATAPPLIED MATLS INC | 2,560 | $1.9M | 0.1% |
| 99 | EWJISHARES INC | 19,503 | $1.8M | 0.1% |
| 100 | STRLSTERLING INFRASTRUCTURE INC | 2,155 | $1.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.