Filed: 5/12/2025ACC: 0001178913-25-001682
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 468 equity positions with a total reported market value of $1.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
468
Positions
$1.14B
Total AUM (reported)
70.68M
Total Shares
Allocation by class
SHS$277.76M24.3%
COM$252.38M22.1%
ORD$206.35M18.0%
CL A$47.43M4.1%
SHS NEW$33.59M2.9%
ORD NEW$28.87M2.5%
SPONSORED ADS$22.35M2.0%
Portfolio Concentration
Top 3$330.67M28.9%
4–10$248.55M21.7%
11–25$245.89M21.5%
Rest$318.76M27.9%
Top 3 weight
28.9%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 70.68M
Sole
Full voting authority
68.36M
shares
% of voting shares96.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.32M
shares
% of voting shares3.3%
Investment Discretion (by position count)
Sole0
Shared0
Other468
Dominant voting typeSole · 96.7% of voting shares
Institutional Holdings468
Rows:
ELBIT SYS LTD
DFNDShares452.29K
TypeSH
Market value$173.35M
15.15%
Sole
440.53K
Shared
0.00
None
11.75K
ICL GROUP LTD
DFNDShares17.70M
TypeSH
Market value$99.45M
8.69%
Sole
17.26M
Shared
0.00
None
438.98K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares3.62M
TypeSH
Market value$57.87M
5.06%
Sole
3.25M
Shared
0.00
None
370.65K
NOVA LTD
DFNDShares297.92K
TypeSH
Market value$54.51M
4.77%
Sole
291.49K
Shared
0.00
None
6.44K
ORMAT TECHNOLOGIES INC
DFNDShares550.39K
TypeSH
Market value$38.64M
3.38%
Sole
540.90K
Shared
0.00
None
9.49K
NAYAX LTD
DFNDShares1.10M
TypeSH
Market value$37.11M
3.24%
Sole
1.10M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
DFNDShares869.30K
TypeSH
Market value$30.40M
2.66%
Sole
804.32K
Shared
0.00
None
64.97K
CAMTEK LTD
DFNDShares526.43K
TypeSH
Market value$30.21M
2.64%
Sole
506.52K
Shared
0.00
None
19.91K
TAT TECHNOLOGIES LTD
DFNDShares1.06M
TypeSH
Market value$28.87M
2.52%
Sole
1.04M
Shared
0.00
None
22.67K
ITURAN LOCATION AND CONTROL
DFNDShares796.61K
TypeSH
Market value$28.81M
2.52%
Sole
781.43K
Shared
0.00
None
15.18K
META PLATFORMS INC
DFNDShares38.16K
TypeSH
Market value$21.99M
1.92%
Sole
33.15K
Shared
0.00
None
5K
VANGUARD SCOTTSDALE FDS
DFNDShares262.68K
TypeSH
Market value$21.48M
1.88%
Sole
260.60K
Shared
0.00
None
2.08K
ISHARES TR
DFNDShares193.28K
TypeSH
Market value$21.01M
1.84%
Sole
193.28K
Shared
0.00
None
0.00
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$19.66M
1.72%
Sole
20.15M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares98.28K
TypeSH
Market value$18.70M
1.63%
Sole
91.76K
Shared
0.00
None
6.52K
MICROSOFT CORP
DFNDShares48.97K
TypeSH
Market value$18.38M
1.61%
Sole
34.32K
Shared
0.00
None
14.65K
VANGUARD INDEX FDS
DFNDShares32.93K
TypeSH
Market value$16.92M
1.48%
Sole
450.00
Shared
0.00
None
32.48K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares99.82K
TypeSH
Market value$16.57M
1.45%
Sole
90.22K
Shared
0.00
None
9.60K
SPDR S&P 500 ETF TR
DFNDShares27.53K
TypeSH
Market value$15.39M
1.35%
Sole
8.34K
Shared
0.00
None
19.19K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$14.47M
1.26%
Sole
1.85M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares388.26K
TypeSH
Market value$14.29M
1.25%
Sole
388.26K
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares81.76K
TypeSH
Market value$13.36M
1.17%
Sole
81.28K
Shared
0.00
None
472.00
ODYSIGHT AI INC
DFNDShares1.70M
TypeSH
Market value$11.87M
1.04%
Sole
1.18M
Shared
0.00
None
513.42K
SIMILARWEB LTD
DFNDShares1.40M
TypeSH
Market value$11.58M
1.01%
Sole
1.40M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares60K
TypeSH
Market value$10.24M
0.89%
Sole
51.32K
Shared
0.00
None
8.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 452.29K | SH | $173.35M 15.15% | 440.53K | 0.00 | 11.75K |
ICL GROUP LTDDFND | SHS | 17.70M | SH | $99.45M 8.69% | 17.26M | 0.00 | 438.98K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 3.62M | SH | $57.87M 5.06% | 3.25M | 0.00 | 370.65K |
NOVA LTDDFND | COM | 297.92K | SH | $54.51M 4.77% | 291.49K | 0.00 | 6.44K |
ORMAT TECHNOLOGIES INCDFND | COM | 550.39K | SH | $38.64M 3.38% | 540.90K | 0.00 | 9.49K |
NAYAX LTDDFND | SHS | 1.10M | SH | $37.11M 3.24% | 1.10M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 869.30K | SH | $30.40M 2.66% | 804.32K | 0.00 | 64.97K |
CAMTEK LTDDFND | ORD | 526.43K | SH | $30.21M 2.64% | 506.52K | 0.00 | 19.91K |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 1.06M | SH | $28.87M 2.52% | 1.04M | 0.00 | 22.67K |
ITURAN LOCATION AND CONTROLDFND | SHS | 796.61K | SH | $28.81M 2.52% | 781.43K | 0.00 | 15.18K |
META PLATFORMS INCDFND | CL A | 38.16K | SH | $21.99M 1.92% | 33.15K | 0.00 | 5K |
VANGUARD SCOTTSDALE FDSDFND | INT-TERM CORP | 262.68K | SH | $21.48M 1.88% | 260.60K | 0.00 | 2.08K |
ISHARES TRDFND | IBOXX INV CP ETF | 193.28K | SH | $21.01M 1.84% | 193.28K | 0.00 | 0.00 |
ORMAT TECHNOLOGIES INCDFND | DEBT 2.500% 7/1 | 20.15M | SH | $19.66M 1.72% | 20.15M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 98.28K | SH | $18.70M 1.63% | 91.76K | 0.00 | 6.52K |
MICROSOFT CORPDFND | COM | 48.97K | SH | $18.38M 1.61% | 34.32K | 0.00 | 14.65K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 32.93K | SH | $16.92M 1.48% | 450.00 | 0.00 | 32.48K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 99.82K | SH | $16.57M 1.45% | 90.22K | 0.00 | 9.60K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 27.53K | SH | $15.39M 1.35% | 8.34K | 0.00 | 19.19K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $14.47M 1.26% | 1.85M | 0.00 | 0.00 |
ISHARES TRDFND | BROAD USD HIGH | 388.26K | SH | $14.29M 1.25% | 388.26K | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 81.76K | SH | $13.36M 1.17% | 81.28K | 0.00 | 472.00 |
ODYSIGHT AI INCDFND | COM NEW | 1.70M | SH | $11.87M 1.04% | 1.18M | 0.00 | 513.42K |
SIMILARWEB LTDDFND | SHS | 1.40M | SH | $11.58M 1.01% | 1.40M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 60K | SH | $10.24M 0.89% | 51.32K | 0.00 | 8.67K |
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