Filed: 11/5/2024ACC: 0001178913-24-003487
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 448 equity positions with a total reported market value of $954.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
448
Positions
$954.74M
Total AUM (reported)
42.03M
Total Shares
Allocation by class
COM$258.74M27.1%
SHS$203.55M21.3%
ORD$125.24M13.1%
CL A$42.17M4.4%
SHS NEW$33.24M3.5%
SPONSORED ADS$28.35M3.0%
SHS CL A$25.33M2.7%
Portfolio Concentration
Top 3$190.80M20.0%
4–10$223.80M23.4%
11–25$226.14M23.7%
Rest$314.00M32.9%
Top 3 weight
20.0%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 42.03M
Sole
Full voting authority
40.68M
shares
% of voting shares96.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.35M
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole0
Shared0
Other448
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings448
Rows:
ELBIT SYS LTD
DFNDShares408.35K
TypeSH
Market value$81.54M
8.54%
Sole
395.09K
Shared
0.00
None
13.26K
ICL GROUP LTD
DFNDShares14.32M
TypeSH
Market value$61.28M
6.42%
Sole
14.07M
Shared
0.00
None
245.34K
NOVA LTD
DFNDShares228.57K
TypeSH
Market value$47.98M
5.03%
Sole
222.13K
Shared
0.00
None
6.45K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares2.59M
TypeSH
Market value$43.59M
4.57%
Sole
2.38M
Shared
0.00
None
208.13K
CAMTEK LTD
DFNDShares495.83K
TypeSH
Market value$40.01M
4.19%
Sole
483.28K
Shared
0.00
None
12.55K
ORMAT TECHNOLOGIES INC
DFNDShares463.18K
TypeSH
Market value$35.66M
3.73%
Sole
458.31K
Shared
0.00
None
4.87K
TOWER SEMICONDUCTOR LTD
DFNDShares679.44K
TypeSH
Market value$30.16M
3.16%
Sole
655.36K
Shared
0.00
None
24.08K
ODDITY TECH LTD
DFNDShares622.24K
TypeSH
Market value$25.13M
2.63%
Sole
622.24K
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
DFNDShares931.18K
TypeSH
Market value$24.71M
2.59%
Sole
916K
Shared
0.00
None
15.18K
TAT TECHNOLOGIES LTD
DFNDShares1.34M
TypeSH
Market value$24.54M
2.57%
Sole
1.29M
Shared
0.00
None
54.24K
MICROSOFT CORP
DFNDShares51.82K
TypeSH
Market value$22.29M
2.34%
Sole
37.25K
Shared
0.00
None
14.57K
NAYAX LTD
DFNDShares829.64K
TypeSH
Market value$21.24M
2.22%
Sole
829.64K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares110.27K
TypeSH
Market value$19.15M
2.01%
Sole
94.05K
Shared
0.00
None
16.21K
VANGUARD SCOTTSDALE FDS
DFNDShares222.67K
TypeSH
Market value$18.65M
1.95%
Sole
221.09K
Shared
0.00
None
1.58K
META PLATFORMS INC
DFNDShares32.38K
TypeSH
Market value$18.53M
1.94%
Sole
27.30K
Shared
0.00
None
5.08K
VANGUARD INDEX FDS
DFNDShares33.16K
TypeSH
Market value$17.50M
1.83%
Sole
200.00
Shared
0.00
None
32.96K
SPDR S&P 500 ETF TR
DFNDShares28.47K
TypeSH
Market value$16.33M
1.71%
Sole
9.38K
Shared
0.00
None
19.09K
AMAZON COM INC
DFNDShares69.13K
TypeSH
Market value$12.88M
1.35%
Sole
61.76K
Shared
0.00
None
7.37K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$12.59M
1.32%
Sole
1.85M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares101.05K
TypeSH
Market value$12.09M
1.27%
Sole
100.60K
Shared
0.00
None
450.00
SIMILARWEB LTD
DFNDShares1.36M
TypeSH
Market value$12.05M
1.26%
Sole
1.36M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares34.68K
TypeSH
Market value$11.85M
1.24%
Sole
30.50K
Shared
0.00
None
4.18K
ISHARES TR
DFNDShares307.06K
TypeSH
Market value$11.56M
1.21%
Sole
307.06K
Shared
0.00
None
0.00
APPLE INC
DFNDShares41.78K
TypeSH
Market value$9.74M
1.02%
Sole
35.16K
Shared
0.00
None
6.63K
WIX COM LTD
DFNDShares57.96K
TypeSH
Market value$9.69M
1.01%
Sole
57.77K
Shared
0.00
None
193.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 408.35K | SH | $81.54M 8.54% | 395.09K | 0.00 | 13.26K |
ICL GROUP LTDDFND | SHS | 14.32M | SH | $61.28M 6.42% | 14.07M | 0.00 | 245.34K |
NOVA LTDDFND | COM | 228.57K | SH | $47.98M 5.03% | 222.13K | 0.00 | 6.45K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 2.59M | SH | $43.59M 4.57% | 2.38M | 0.00 | 208.13K |
CAMTEK LTDDFND | ORD | 495.83K | SH | $40.01M 4.19% | 483.28K | 0.00 | 12.55K |
ORMAT TECHNOLOGIES INCDFND | COM | 463.18K | SH | $35.66M 3.73% | 458.31K | 0.00 | 4.87K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 679.44K | SH | $30.16M 3.16% | 655.36K | 0.00 | 24.08K |
ODDITY TECH LTDDFND | SHS CL A | 622.24K | SH | $25.13M 2.63% | 622.24K | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLDFND | SHS | 931.18K | SH | $24.71M 2.59% | 916K | 0.00 | 15.18K |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 1.34M | SH | $24.54M 2.57% | 1.29M | 0.00 | 54.24K |
MICROSOFT CORPDFND | COM | 51.82K | SH | $22.29M 2.34% | 37.25K | 0.00 | 14.57K |
NAYAX LTDDFND | SHS | 829.64K | SH | $21.24M 2.22% | 829.64K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 110.27K | SH | $19.15M 2.01% | 94.05K | 0.00 | 16.21K |
VANGUARD SCOTTSDALE FDSDFND | INT-TERM CORP | 222.67K | SH | $18.65M 1.95% | 221.09K | 0.00 | 1.58K |
META PLATFORMS INCDFND | CL A | 32.38K | SH | $18.53M 1.94% | 27.30K | 0.00 | 5.08K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 33.16K | SH | $17.50M 1.83% | 200.00 | 0.00 | 32.96K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 28.47K | SH | $16.33M 1.71% | 9.38K | 0.00 | 19.09K |
AMAZON COM INCDFND | COM | 69.13K | SH | $12.88M 1.35% | 61.76K | 0.00 | 7.37K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $12.59M 1.32% | 1.85M | 0.00 | 0.00 |
ISHARES TRDFND | 3 7 YR TREAS BD | 101.05K | SH | $12.09M 1.27% | 100.60K | 0.00 | 450.00 |
SIMILARWEB LTDDFND | SHS | 1.36M | SH | $12.05M 1.26% | 1.36M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 34.68K | SH | $11.85M 1.24% | 30.50K | 0.00 | 4.18K |
ISHARES TRDFND | BROAD USD HIGH | 307.06K | SH | $11.56M 1.21% | 307.06K | 0.00 | 0.00 |
APPLE INCDFND | COM | 41.78K | SH | $9.74M 1.02% | 35.16K | 0.00 | 6.63K |
WIX COM LTDDFND | SHS | 57.96K | SH | $9.69M 1.01% | 57.77K | 0.00 | 193.00 |
Page 1 of 18
…