Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Y.D. More Investments Ltd (CIK 1870364) reported $2.55B across 471 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESLT ($459.1M, 17.98%), ENLT ($364.8M, 14.29%), NVMI ($161.9M, 6.34%), TSEM ($158.5M, 6.21%), CAMT ($114.9M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESLT | ELBIT SYS LTD | $459.1M | 17.98% | 551,017 | Trimmed |
| 2 | ENLT | ENLIGHT RENEWABLE ENERGY LTD | $364.8M | 14.29% | 5.5M | Trimmed |
| 3 | NVMI | NOVA LTD | $161.9M | 6.34% | 377,579 | Added |
| 4 | TSEM | TOWER SEMICONDUCTOR LTD | $158.5M | 6.21% | 930,690 | Trimmed |
| 5 | CAMT | CAMTEK LTD | $114.9M | 4.50% | 783,365 | Added |
| 6 | ICL | ICL GROUP LTD | $100.3M | 3.93% | 19.6M | Added |
| 7 | ORA | ORMAT TECHNOLOGIES INC | $97.7M | 3.83% | 880,430 | Added |
| 8 | PANW | PALO ALTO NETWORKS INC | $90.3M | 3.54% | 563,353 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.5M | 2.14% | 161,403 | Added |
| 10 | SOXX | ISHARES TR | $52.2M | 2.05% | 158,996 | Added |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $48.7M | 1.91% | 1.6M | Added |
| 12 | NYAX | NAYAX LTD | $48.4M | 1.90% | 865,171 | Added |
| 13 | ITRN | ITURAN LOCATION AND CONTROL | $43.7M | 1.71% | 891,274 | Added |
| 14 | QQQ | INVESCO QQQ TR | $39.0M | 1.53% | 67,694 | Trimmed |
| 15 | TATT | TAT TECHNOLOGIES LTD | $32.1M | 1.26% | 810,001 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $32.1M | 1.26% | 154,308 | Added |
| 17 | LHX | L3HARRIS TECHNOLOGIES INC | $29.5M | 1.16% | 85,451 | Added |
| 18 | ZIM | ZIM INTEGRATED SHIPPING SERV | $26.9M | 1.05% | 1.0M | Trimmed |
| 19 | GOOG | ALPHABET INC | $26.8M | 1.05% | 93,770 | Added |
| 20 | ORA | ORMAT TECHNOLOGIES INC | $26.1M | 1.02% | 20.1M | Hold |
| 21 | SEDG | SOLAREDGE TECHNOLOGIES INC | $25.7M | 1.01% | 503,110 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $24.8M | 0.97% | 41,592 | Added |
| 23 | META | META PLATFORMS INC | $21.3M | 0.84% | 37,328 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $20.5M | 0.80% | 55,364 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $18.6M | 0.73% | 106,987 | Added |
Source: SEC Form 13F filings · as of 2026-03-31