Filed: 8/11/2025ACC: 0001178913-25-002720
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 453 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
453
Positions
$1.45B
Total AUM (reported)
69.22M
Total Shares
Allocation by class
SHS$353.33M24.3%
ORD$331.03M22.8%
COM$329.20M22.7%
CL A$57.96M4.0%
SPONSORED ADS$41.33M2.8%
SHS NEW$39.46M2.7%
ORD NEW$31.26M2.2%
Portfolio Concentration
Top 3$482.18M33.2%
4–10$346.72M23.9%
11–25$266.64M18.4%
Rest$356.36M24.5%
Top 3 weight
33.2%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 69.22M
Sole
Full voting authority
66.60M
shares
% of voting shares96.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.62M
shares
% of voting shares3.8%
Investment Discretion (by position count)
Sole0
Shared0
Other453
Dominant voting typeSole · 96.2% of voting shares
Institutional Holdings453
Rows:
ELBIT SYS LTD
DFNDShares610.98K
TypeSH
Market value$271.44M
18.70%
Sole
595.17K
Shared
0.00
None
15.80K
ICL GROUP LTD
DFNDShares17.67M
TypeSH
Market value$120.96M
8.33%
Sole
17.23M
Shared
0.00
None
437.05K
NOVA LTD
DFNDShares318.04K
TypeSH
Market value$89.78M
6.18%
Sole
311.71K
Shared
0.00
None
6.33K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares3.71M
TypeSH
Market value$84.05M
5.79%
Sole
3.29M
Shared
0.00
None
418.38K
NAYAX LTD
DFNDShares1.17M
TypeSH
Market value$59.03M
4.07%
Sole
1.17M
Shared
0.00
None
435.00
CAMTEK LTD
DFNDShares644.66K
TypeSH
Market value$55.43M
3.82%
Sole
624.75K
Shared
0.00
None
19.91K
ORMAT TECHNOLOGIES INC
DFNDShares571.49K
TypeSH
Market value$47.09M
3.24%
Sole
554.88K
Shared
0.00
None
16.61K
TOWER SEMICONDUCTOR LTD
DFNDShares899.90K
TypeSH
Market value$39.02M
2.69%
Sole
834.84K
Shared
0.00
None
65.06K
TAT TECHNOLOGIES LTD
DFNDShares1.02M
TypeSH
Market value$31.26M
2.15%
Sole
992.38K
Shared
0.00
None
23.16K
ITURAN LOCATION AND CONTROL
DFNDShares796.06K
TypeSH
Market value$30.83M
2.12%
Sole
780.88K
Shared
0.00
None
15.18K
META PLATFORMS INC
DFNDShares40.70K
TypeSH
Market value$30.04M
2.07%
Sole
35.20K
Shared
0.00
None
5.50K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares113.46K
TypeSH
Market value$25.69M
1.77%
Sole
103.56K
Shared
0.00
None
9.90K
MICROSOFT CORP
DFNDShares50.32K
TypeSH
Market value$25.02M
1.72%
Sole
34.37K
Shared
0.00
None
15.95K
AMAZON COM INC
DFNDShares101.62K
TypeSH
Market value$22.29M
1.54%
Sole
94.94K
Shared
0.00
None
6.68K
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$19.66M
1.35%
Sole
20.15M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares33.11K
TypeSH
Market value$18.81M
1.30%
Sole
450.00
Shared
0.00
None
32.66K
SPDR S&P 500 ETF TR
DFNDShares28.52K
TypeSH
Market value$17.60M
1.21%
Sole
7.04K
Shared
0.00
None
21.48K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$17.14M
1.18%
Sole
1.85M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
DFNDShares932.75K
TypeSH
Market value$15.63M
1.08%
Sole
931.75K
Shared
0.00
None
1K
INVESCO QQQ TR
DFNDShares27.05K
TypeSH
Market value$14.91M
1.03%
Sole
8.43K
Shared
0.00
None
18.62K
LEONARDO DRS INC
DFNDShares298K
TypeSH
Market value$13.85M
0.95%
Sole
298K
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares85.43K
TypeSH
Market value$13.54M
0.93%
Sole
84.56K
Shared
0.00
None
868.00
PALO ALTO NETWORKS INC
DFNDShares62.58K
TypeSH
Market value$12.80M
0.88%
Sole
53.07K
Shared
0.00
None
9.51K
NVIDIA CORPORATION
DFNDShares63.16K
TypeSH
Market value$9.98M
0.69%
Sole
54.85K
Shared
0.00
None
8.31K
SIMILARWEB LTD
DFNDShares1.23M
TypeSH
Market value$9.68M
0.67%
Sole
1.23M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 610.98K | SH | $271.44M 18.70% | 595.17K | 0.00 | 15.80K |
ICL GROUP LTDDFND | SHS | 17.67M | SH | $120.96M 8.33% | 17.23M | 0.00 | 437.05K |
NOVA LTDDFND | COM | 318.04K | SH | $89.78M 6.18% | 311.71K | 0.00 | 6.33K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 3.71M | SH | $84.05M 5.79% | 3.29M | 0.00 | 418.38K |
NAYAX LTDDFND | SHS | 1.17M | SH | $59.03M 4.07% | 1.17M | 0.00 | 435.00 |
CAMTEK LTDDFND | ORD | 644.66K | SH | $55.43M 3.82% | 624.75K | 0.00 | 19.91K |
ORMAT TECHNOLOGIES INCDFND | COM | 571.49K | SH | $47.09M 3.24% | 554.88K | 0.00 | 16.61K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 899.90K | SH | $39.02M 2.69% | 834.84K | 0.00 | 65.06K |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 1.02M | SH | $31.26M 2.15% | 992.38K | 0.00 | 23.16K |
ITURAN LOCATION AND CONTROLDFND | SHS | 796.06K | SH | $30.83M 2.12% | 780.88K | 0.00 | 15.18K |
META PLATFORMS INCDFND | CL A | 40.70K | SH | $30.04M 2.07% | 35.20K | 0.00 | 5.50K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 113.46K | SH | $25.69M 1.77% | 103.56K | 0.00 | 9.90K |
MICROSOFT CORPDFND | COM | 50.32K | SH | $25.02M 1.72% | 34.37K | 0.00 | 15.95K |
AMAZON COM INCDFND | COM | 101.62K | SH | $22.29M 1.54% | 94.94K | 0.00 | 6.68K |
ORMAT TECHNOLOGIES INCDFND | DEBT 2.500% 7/1 | 20.15M | SH | $19.66M 1.35% | 20.15M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 33.11K | SH | $18.81M 1.30% | 450.00 | 0.00 | 32.66K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 28.52K | SH | $17.60M 1.21% | 7.04K | 0.00 | 21.48K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $17.14M 1.18% | 1.85M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 932.75K | SH | $15.63M 1.08% | 931.75K | 0.00 | 1K |
INVESCO QQQ TRDFND | UNIT SER 1 | 27.05K | SH | $14.91M 1.03% | 8.43K | 0.00 | 18.62K |
LEONARDO DRS INCDFND | COM | 298K | SH | $13.85M 0.95% | 298K | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 85.43K | SH | $13.54M 0.93% | 84.56K | 0.00 | 868.00 |
PALO ALTO NETWORKS INCDFND | COM | 62.58K | SH | $12.80M 0.88% | 53.07K | 0.00 | 9.51K |
NVIDIA CORPORATIONDFND | COM | 63.16K | SH | $9.98M 0.69% | 54.85K | 0.00 | 8.31K |
SIMILARWEB LTDDFND | SHS | 1.23M | SH | $9.68M 0.67% | 1.23M | 0.00 | 0.00 |
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