§ 13F · FUND PROFILE
Y.D. More Investments Ltd.
AUM · $3.2B (13F)Positions · 625Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ENLT | ENLIGHT RENEWABLE ENERGY LTD | 3.25M | $287M | 8.9% | −6% |
| 2 | ESLT | ELBIT SYS LTD | 309K | $235M | 7.3% | −12% |
| 3 | PANW | PALO ALTO NETWORKS INC | 529K | $181M | 5.6% | +5% |
| 4 | ENLT | ENLIGHT RENEWABLE ENERGY LTD | 1.73M | $153M | 4.8% | — |
| 5 | TSEM | TOWER SEMICONDUCTOR LTD | 525K | $135M | 4.2% | +2% |
| 6 | NVMI | NOVA LTD | 232K | $123M | 3.8% | +9% |
| 7 | ESLT | ELBIT SYS LTD | 158K | $120M | 3.7% | — |
| 8 | SOXX | ISHARES TR | 163K | $104M | 3.2% | +27% |
| 9 | TSEM | TOWER SEMICONDUCTOR LTD | 383K | $98M | 3.1% | — |
| 10 | NVMI | NOVA LTD | 166K | $88M | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE Y.D. SIGNAL
AC read
Y.D. More Investments Ltd is a Other fund managing $3.2 billion in assets. The fund runs a broad portfolio of 625 positions.
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