Filed: 8/8/2024ACC: 0001178913-24-002487
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 458 equity positions with a total reported market value of $980.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
458
Positions
$980.36M
Total AUM (reported)
46.42M
Total Shares
Allocation by class
COM$317.01M32.3%
SHS$176.29M18.0%
ORD$152.85M15.6%
CL A$43.23M4.4%
SPONSORED ADS$39.62M4.0%
SHS NEW$38.39M3.9%
SHS CL A$23.61M2.4%
Portfolio Concentration
Top 3$217.55M22.2%
4–10$245.72M25.1%
11–25$227.09M23.2%
Rest$289.99M29.6%
Top 3 weight
22.2%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 46.42M
Sole
Full voting authority
44.25M
shares
% of voting shares95.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.16M
shares
% of voting shares4.7%
Investment Discretion (by position count)
Sole0
Shared0
Other458
Dominant voting typeSole · 95.3% of voting shares
Institutional Holdings458
Rows:
CAMTEK LTD
DFNDShares626.97K
TypeSH
Market value$78.71M
8.03%
Sole
558.54K
Shared
0.00
None
68.44K
ELBIT SYS LTD
DFNDShares403.74K
TypeSH
Market value$71.33M
7.28%
Sole
373.87K
Shared
0.00
None
29.87K
NOVA LTD
DFNDShares288.99K
TypeSH
Market value$67.51M
6.89%
Sole
255.07K
Shared
0.00
None
33.91K
ICL GROUP LTD
DFNDShares14.64M
TypeSH
Market value$62.77M
6.40%
Sole
14.13M
Shared
0.00
None
508.82K
TOWER SEMICONDUCTOR LTD
DFNDShares911.93K
TypeSH
Market value$35.95M
3.67%
Sole
840.92K
Shared
0.00
None
71K
ORMAT TECHNOLOGIES INC
DFNDShares493.62K
TypeSH
Market value$34.94M
3.56%
Sole
464.73K
Shared
0.00
None
28.89K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares1.96M
TypeSH
Market value$31.17M
3.18%
Sole
1.63M
Shared
0.00
None
332.13K
PROSPECT CAP CORP
DFNDShares5.06M
TypeSH
Market value$29.06M
2.96%
Sole
5.01M
Shared
0.00
None
54.79K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares150.29K
TypeSH
Market value$26.12M
2.66%
Sole
111.75K
Shared
0.00
None
38.54K
MICROSOFT CORP
DFNDShares57.54K
TypeSH
Market value$25.71M
2.62%
Sole
40.98K
Shared
0.00
None
16.57K
ITURAN LOCATION AND CONTROL
DFNDShares957.43K
TypeSH
Market value$23.59M
2.41%
Sole
916.20K
Shared
0.00
None
41.23K
ODDITY TECH LTD
DFNDShares596.94K
TypeSH
Market value$23.44M
2.39%
Sole
596.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares40.28K
TypeSH
Market value$20.14M
2.05%
Sole
170.00
Shared
0.00
None
40.11K
META PLATFORMS INC
DFNDShares37.33K
TypeSH
Market value$18.82M
1.92%
Sole
28.79K
Shared
0.00
None
8.54K
SPDR S&P 500 ETF TR
DFNDShares28.11K
TypeSH
Market value$15.29M
1.56%
Sole
9.04K
Shared
0.00
None
19.07K
NAYAX LTD
DFNDShares683.12K
TypeSH
Market value$14.79M
1.51%
Sole
683.11K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares74.24K
TypeSH
Market value$14.35M
1.46%
Sole
66.83K
Shared
0.00
None
7.41K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$14.17M
1.45%
Sole
1.85M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares41.43K
TypeSH
Market value$14.04M
1.43%
Sole
32.73K
Shared
0.00
None
8.69K
INVESCO QQQ TR
DFNDShares28.26K
TypeSH
Market value$13.54M
1.38%
Sole
5.15K
Shared
0.00
None
23.11K
NVIDIA CORPORATION
DFNDShares95.03K
TypeSH
Market value$11.74M
1.20%
Sole
75.62K
Shared
0.00
None
19.41K
SHL TELEMEDICINE LTD
DFNDShares2.22M
TypeSH
Market value$11.35M
1.16%
Sole
1.96M
Shared
0.00
None
257.08K
ALPHABET INC
DFNDShares59.32K
TypeSH
Market value$10.88M
1.11%
Sole
6.55K
Shared
0.00
None
52.77K
APPLE INC
DFNDShares50.99K
TypeSH
Market value$10.74M
1.10%
Sole
38.31K
Shared
0.00
None
12.68K
SIMILARWEB LTD
DFNDShares1.31M
TypeSH
Market value$10.21M
1.04%
Sole
1.31M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAMTEK LTDDFND | ORD | 626.97K | SH | $78.71M 8.03% | 558.54K | 0.00 | 68.44K |
ELBIT SYS LTDDFND | ORD | 403.74K | SH | $71.33M 7.28% | 373.87K | 0.00 | 29.87K |
NOVA LTDDFND | COM | 288.99K | SH | $67.51M 6.89% | 255.07K | 0.00 | 33.91K |
ICL GROUP LTDDFND | SHS | 14.64M | SH | $62.77M 6.40% | 14.13M | 0.00 | 508.82K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 911.93K | SH | $35.95M 3.67% | 840.92K | 0.00 | 71K |
ORMAT TECHNOLOGIES INCDFND | COM | 493.62K | SH | $34.94M 3.56% | 464.73K | 0.00 | 28.89K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 1.96M | SH | $31.17M 3.18% | 1.63M | 0.00 | 332.13K |
PROSPECT CAP CORPDFND | COM | 5.06M | SH | $29.06M 2.96% | 5.01M | 0.00 | 54.79K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 150.29K | SH | $26.12M 2.66% | 111.75K | 0.00 | 38.54K |
MICROSOFT CORPDFND | COM | 57.54K | SH | $25.71M 2.62% | 40.98K | 0.00 | 16.57K |
ITURAN LOCATION AND CONTROLDFND | SHS | 957.43K | SH | $23.59M 2.41% | 916.20K | 0.00 | 41.23K |
ODDITY TECH LTDDFND | SHS CL A | 596.94K | SH | $23.44M 2.39% | 596.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 40.28K | SH | $20.14M 2.05% | 170.00 | 0.00 | 40.11K |
META PLATFORMS INCDFND | CL A | 37.33K | SH | $18.82M 1.92% | 28.79K | 0.00 | 8.54K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 28.11K | SH | $15.29M 1.56% | 9.04K | 0.00 | 19.07K |
NAYAX LTDDFND | SHS | 683.12K | SH | $14.79M 1.51% | 683.11K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 74.24K | SH | $14.35M 1.46% | 66.83K | 0.00 | 7.41K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $14.17M 1.45% | 1.85M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 41.43K | SH | $14.04M 1.43% | 32.73K | 0.00 | 8.69K |
INVESCO QQQ TRDFND | UNIT SER 1 | 28.26K | SH | $13.54M 1.38% | 5.15K | 0.00 | 23.11K |
NVIDIA CORPORATIONDFND | COM | 95.03K | SH | $11.74M 1.20% | 75.62K | 0.00 | 19.41K |
SHL TELEMEDICINE LTDDFND | SPONSORED ADS | 2.22M | SH | $11.35M 1.16% | 1.96M | 0.00 | 257.08K |
ALPHABET INCDFND | CAP STK CL C | 59.32K | SH | $10.88M 1.11% | 6.55K | 0.00 | 52.77K |
APPLE INCDFND | COM | 50.99K | SH | $10.74M 1.10% | 38.31K | 0.00 | 12.68K |
SIMILARWEB LTDDFND | SHS | 1.31M | SH | $10.21M 1.04% | 1.31M | 0.00 | 0.00 |
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