StockDriftsStockDriftsTop 50 Y.D. More Investments Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | 14.24% | 5.18M | $457.5M | -6.06%(-334.13K) | $20.92(+311.04%) | 2026-06-30 | |
| ESLT | ELBIT SYS LTD | 11.43% | 483.7K | $367.1M | -12.21%(-67.28K) | $263.41(+194.60%) | 2026-06-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 7.59% | 949.5K | $243.8M | +2.03%(+18.86K) | $45.87(+478.81%) | 2026-06-30 | |
| NVMI | NOVA LTD | 6.75% | 409.7K | $216.8M | +8.50%(+32.11K) | $250.27(+67.07%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 6.29% | 592.7K | $202.1M | +5.21%(+29.36K) | $170.00(+122.48%) | 2026-06-30 | |
| SOXX | ISHARES TR | 4.03% | 202.1K | $129.5M | +27.14%(+43.15K) | $346.18(+62.91%) | 2026-06-30 | |
| CAMT | CAMTEK LTD | 3.92% | 796.7K | $125.9M | +1.71%(+13.37K) | $98.18(+68.45%) | 2026-06-30 | |
| ORA | ORMAT TECHNOLOGIES INC | 3.48% | 1.02M | $111.8M | +16.36%(+144.00K) | $70.14(+61.84%) | 2026-06-30 | |
| ICL | ICL GROUP LTD | 3.04% | 19.50M | $97.8M | -0.61%(-119.15K) | $4.93(+9.40%) | 2026-06-30 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.76% | 2.62M | $88.7M | +61.90%(+1.00M) | $22.21(+65.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +44.85% | +203.91% | — | — | +247.28% |
| Top 20 Holdings Unweighted | +37.23% | +158.41% | — | — | +207.79% |
Y.D. More Investments Ltd reports $3.21B in US-listed equity holdings across 510 positions in its most recent 13F filing. Its largest disclosed positions are ENLT (14.2%), ESLT (11.4%) and TSEM (7.6%). The top 20 holdings account for 79.65% of reported assets. Its disclosed equity book has returned +203.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Y.D. More Investments Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1870364). View Y.D. More Investments Ltd’s 13F filings on SEC