StockDriftsStockDriftsTop 50 Y.D. More Investments Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | 17.98% | 551.0K | $459.1M | -10.89%(-67.31K) | $263.41(+195.90%) | 2026-03-31 | |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | 14.29% | 5.51M | $364.8M | -5.52%(-322.27K) | $20.92(+340.24%) | 2026-03-31 | |
| NVMI | NOVA LTD | 6.34% | 377.6K | $161.9M | +15.32%(+50.15K) | $230.89(+118.13%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 6.21% | 930.7K | $158.5M | -7.84%(-79.16K) | $42.55(+536.37%) | 2026-03-31 | |
| CAMT | CAMTEK LTD | 4.5% | 783.4K | $114.9M | +20.78%(+134.79K) | $97.23(+73.69%) | 2026-03-31 | |
| ICL | ICL GROUP LTD | 3.93% | 19.62M | $100.3M | +4.68%(+877.64K) | $4.93(+38.43%) | 2026-03-31 | |
| ORA | ORMAT TECHNOLOGIES INC | 3.83% | 880.4K | $97.7M | +36.88%(+237.24K) | $69.88(+90.89%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.54% | 563.4K | $90.3M | +623.28%(+485.46K) | $165.95(+37.26%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.14% | 161.4K | $54.5M | +21.80%(+28.89K) | $150.96(+164.84%) | 2026-03-31 | |
| SOXX | ISHARES TR | 2.05% | 159.0K | $52.2M | +4175.24%(+155.28K) | $311.14(+69.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +38.71% | +166.90% |
| Top 20 Holdings Unweighted | +31.02% | +124.89% |
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