Filed: 1/27/2025ACC: 0001178913-25-000219
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 459 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
459
Positions
$1.11B
Total AUM (reported)
44.91M
Total Shares
Allocation by class
COM$273.56M24.6%
SHS$263.32M23.7%
ORD$162.65M14.6%
SHS NEW$48.48M4.4%
CL A$42.78M3.8%
ORD NEW$31.48M2.8%
SPONSORED ADS$28.67M2.6%
Portfolio Concentration
Top 3$257.28M23.1%
4–10$271.91M24.5%
11–25$266.42M24.0%
Rest$316.42M28.5%
Top 3 weight
23.1%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 44.91M
Sole
Full voting authority
43.38M
shares
% of voting shares96.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.54M
shares
% of voting shares3.4%
Investment Discretion (by position count)
Sole0
Shared0
Other459
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings459
Rows:
ELBIT SYS LTD
DFNDShares449.75K
TypeSH
Market value$117.52M
10.57%
Sole
435K
Shared
0.00
None
14.75K
ICL GROUP LTD
DFNDShares16.48M
TypeSH
Market value$81.33M
7.31%
Sole
16.10M
Shared
0.00
None
377.42K
NOVA LTD
DFNDShares296.31K
TypeSH
Market value$58.42M
5.25%
Sole
289.91K
Shared
0.00
None
6.40K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares3.07M
TypeSH
Market value$53.04M
4.77%
Sole
2.73M
Shared
0.00
None
333.74K
TOWER SEMICONDUCTOR LTD
DFNDShares866.54K
TypeSH
Market value$44.88M
4.04%
Sole
826.84K
Shared
0.00
None
39.69K
CAMTEK LTD
DFNDShares525.41K
TypeSH
Market value$42.91M
3.86%
Sole
512.86K
Shared
0.00
None
12.55K
ORMAT TECHNOLOGIES INC
DFNDShares524.42K
TypeSH
Market value$36.03M
3.24%
Sole
519.54K
Shared
0.00
None
4.87K
NAYAX LTD
DFNDShares1.18M
TypeSH
Market value$34.63M
3.11%
Sole
1.18M
Shared
0.00
None
0.00
TAT TECHNOLOGIES LTD
DFNDShares1.21M
TypeSH
Market value$31.48M
2.83%
Sole
1.20M
Shared
0.00
None
12.34K
ITURAN LOCATION AND CONTROL
DFNDShares929.18K
TypeSH
Market value$28.94M
2.60%
Sole
914K
Shared
0.00
None
15.18K
ODDITY TECH LTD
DFNDShares622.24K
TypeSH
Market value$26.15M
2.35%
Sole
622.24K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares281.85K
TypeSH
Market value$22.62M
2.03%
Sole
279.77K
Shared
0.00
None
2.08K
MICROSOFT CORP
DFNDShares51.82K
TypeSH
Market value$21.85M
1.97%
Sole
36.97K
Shared
0.00
None
14.85K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares105.53K
TypeSH
Market value$20.84M
1.87%
Sole
89.65K
Shared
0.00
None
15.88K
SIMILARWEB LTD
DFNDShares1.45M
TypeSH
Market value$20.54M
1.85%
Sole
1.45M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares31.39K
TypeSH
Market value$18.39M
1.65%
Sole
26.26K
Shared
0.00
None
5.13K
VANGUARD INDEX FDS
DFNDShares32.78K
TypeSH
Market value$17.70M
1.59%
Sole
200.00
Shared
0.00
None
32.58K
AMAZON COM INC
DFNDShares78.68K
TypeSH
Market value$17.27M
1.55%
Sole
71.95K
Shared
0.00
None
6.73K
SPDR S&P 500 ETF TR
DFNDShares28.54K
TypeSH
Market value$16.82M
1.51%
Sole
9.34K
Shared
0.00
None
19.21K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$16.04M
1.44%
Sole
1.85M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares420.12K
TypeSH
Market value$15.46M
1.39%
Sole
420.12K
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares66.17K
TypeSH
Market value$14.20M
1.28%
Sole
65.97K
Shared
0.00
None
193.00
ISHARES TR
DFNDShares117.27K
TypeSH
Market value$13.55M
1.22%
Sole
116.82K
Shared
0.00
None
450.00
PALO ALTO NETWORKS INC
DFNDShares68.90K
TypeSH
Market value$12.54M
1.13%
Sole
60.44K
Shared
0.00
None
8.45K
INVESCO QQQ TR
DFNDShares24.35K
TypeSH
Market value$12.45M
1.12%
Sole
7.12K
Shared
0.00
None
17.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 449.75K | SH | $117.52M 10.57% | 435K | 0.00 | 14.75K |
ICL GROUP LTDDFND | SHS | 16.48M | SH | $81.33M 7.31% | 16.10M | 0.00 | 377.42K |
NOVA LTDDFND | COM | 296.31K | SH | $58.42M 5.25% | 289.91K | 0.00 | 6.40K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 3.07M | SH | $53.04M 4.77% | 2.73M | 0.00 | 333.74K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 866.54K | SH | $44.88M 4.04% | 826.84K | 0.00 | 39.69K |
CAMTEK LTDDFND | ORD | 525.41K | SH | $42.91M 3.86% | 512.86K | 0.00 | 12.55K |
ORMAT TECHNOLOGIES INCDFND | COM | 524.42K | SH | $36.03M 3.24% | 519.54K | 0.00 | 4.87K |
NAYAX LTDDFND | SHS | 1.18M | SH | $34.63M 3.11% | 1.18M | 0.00 | 0.00 |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 1.21M | SH | $31.48M 2.83% | 1.20M | 0.00 | 12.34K |
ITURAN LOCATION AND CONTROLDFND | SHS | 929.18K | SH | $28.94M 2.60% | 914K | 0.00 | 15.18K |
ODDITY TECH LTDDFND | SHS CL A | 622.24K | SH | $26.15M 2.35% | 622.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INT-TERM CORP | 281.85K | SH | $22.62M 2.03% | 279.77K | 0.00 | 2.08K |
MICROSOFT CORPDFND | COM | 51.82K | SH | $21.85M 1.97% | 36.97K | 0.00 | 14.85K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 105.53K | SH | $20.84M 1.87% | 89.65K | 0.00 | 15.88K |
SIMILARWEB LTDDFND | SHS | 1.45M | SH | $20.54M 1.85% | 1.45M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 31.39K | SH | $18.39M 1.65% | 26.26K | 0.00 | 5.13K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 32.78K | SH | $17.70M 1.59% | 200.00 | 0.00 | 32.58K |
AMAZON COM INCDFND | COM | 78.68K | SH | $17.27M 1.55% | 71.95K | 0.00 | 6.73K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 28.54K | SH | $16.82M 1.51% | 9.34K | 0.00 | 19.21K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $16.04M 1.44% | 1.85M | 0.00 | 0.00 |
ISHARES TRDFND | BROAD USD HIGH | 420.12K | SH | $15.46M 1.39% | 420.12K | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 66.17K | SH | $14.20M 1.28% | 65.97K | 0.00 | 193.00 |
ISHARES TRDFND | 3 7 YR TREAS BD | 117.27K | SH | $13.55M 1.22% | 116.82K | 0.00 | 450.00 |
PALO ALTO NETWORKS INCDFND | COM | 68.90K | SH | $12.54M 1.13% | 60.44K | 0.00 | 8.45K |
INVESCO QQQ TRDFND | UNIT SER 1 | 24.35K | SH | $12.45M 1.12% | 7.12K | 0.00 | 17.23K |
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