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Y.D. MORE INVESTMENTS LTD 13F portfolio summary

Y.D. MORE INVESTMENTS LTD of Y.D. MORE INVESTMENTS LTD has 510 current stock holdings with a reported portfolio value of $3.21B. The portfolio 1 year return is +79.77%. Top holdings include ENLT (14.24%), ESLT (11.43%), TSEM (7.59%), NVMI (6.75%), PANW (6.29%).

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Y.D. MORE INVESTMENTS LTD

Y.D. MORE INVESTMENTS LTD
Latest filing: 2026-06-30

Y.D. MORE INVESTMENTS LTD runs Y.D. MORE INVESTMENTS LTD and currently holds 510 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.21B. Their top holdings are ENLT, ESLT, TSEM, NVMI, PANW. The top five represent 46.3% of reported portfolio weight. Y.D. MORE INVESTMENTS LTD ranks #78 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Y.D. MORE INVESTMENTS LTD initiated 9 new positions. They added to 54 existing positions. They trimmed 27 positions. Their current best-performing preview position is VMI with returns of +14,100.14%.

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Top 5 Holdings
ENLT14.2%
ESLT11.4%
TSEM7.6%
NVMI6.7%
PANW6.3%
Top 5: 46.3%
Portfolio Returns
1 Year
+79.77%
#87/1000
3 Year
+169.91%
#92/1000
5 Year
+206.36%
#66/1000

Portfolio Value

$3.21B

Alpha Score

151.6

#78 of 1000

Holdings

510

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510 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ENLT
ENLIGHT RENEWABLE ENERGY LTD
14.24%$22.11$79.92+261.47%
Trimmed
-6.06%
ESLT
ELBIT SYS LTD
11.43%$265.19$741.33+179.55%
Trimmed
-12.21%
TSEM
TOWER SEMICONDUCTOR LTD
7.59%$51.63$222.59+331.13%
Added
+2.03%
NVMI
NOVA LTD
6.75%$278.17$376.99+35.53%
Added
+8.50%
PANW
PALO ALTO NETWORKS INC
6.29%$164.68$358.04+117.42%
Added
+5.21%
SOXX
ISHARES TR
4.03%$392.27$520.05+32.57%
Added
+27.14%
CAMT
CAMTEK LTD
3.92%$118.51$146.81+23.88%
Added
+1.71%
ORA
ORMAT TECHNOLOGIES INC
3.48%$88.50$108.44+22.53%
Added
+16.36%
ICL
ICL GROUP LTD
3.04%$4.47$5.79+29.53%
Trimmed
-0.61%
TEVA
TEVA PHARMACEUTICAL INDS LTD
2.76%$24.01$37.33+55.46%
Added
+61.90%

Showing 1-10 of 510