Filed: 11/10/2025ACC: 0001178913-25-003696
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 491 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
491
Positions
$1.77B
Total AUM (reported)
70.93M
Total Shares
Allocation by class
SHS$409.84M23.1%
ORD$386.09M21.8%
COM$383.85M21.7%
UNIT SER 1$77.04M4.3%
SPONSORED ADS$70.28M4.0%
SHS NEW$69.52M3.9%
CL A$54.58M3.1%
Portfolio Concentration
Top 3$587.72M33.2%
4–10$460.28M26.0%
11–25$341.31M19.3%
Rest$382.07M21.6%
Top 3 weight
33.2%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 70.93M
Sole
Full voting authority
68.23M
shares
% of voting shares96.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.70M
shares
% of voting shares3.8%
Investment Discretion (by position count)
Sole0
Shared0
Other491
Dominant voting typeSole · 96.2% of voting shares
Institutional Holdings491
Rows:
ELBIT SYS LTD
DFNDShares600.04K
TypeSH
Market value$304.38M
17.18%
Sole
586.73K
Shared
0.00
None
13.31K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares5.58M
TypeSH
Market value$172.14M
9.72%
Sole
5.28M
Shared
0.00
None
309.31K
ICL GROUP LTD
DFNDShares17.76M
TypeSH
Market value$111.20M
6.28%
Sole
17.21M
Shared
0.00
None
547.27K
NOVA LTD
DFNDShares329.78K
TypeSH
Market value$104.72M
5.91%
Sole
321.32K
Shared
0.00
None
8.46K
INVESCO QQQ TR
DFNDShares128.93K
TypeSH
Market value$77.04M
4.35%
Sole
110.71K
Shared
0.00
None
18.22K
CAMTEK LTD
DFNDShares732.66K
TypeSH
Market value$76.68M
4.33%
Sole
714.63K
Shared
0.00
None
18.03K
TOWER SEMICONDUCTOR LTD
DFNDShares965.45K
TypeSH
Market value$68.75M
3.88%
Sole
900.56K
Shared
0.00
None
64.89K
ORMAT TECHNOLOGIES INC
DFNDShares568.62K
TypeSH
Market value$54.70M
3.09%
Sole
552.15K
Shared
0.00
None
16.47K
TAT TECHNOLOGIES LTD
DFNDShares950.76K
TypeSH
Market value$39.44M
2.23%
Sole
895.13K
Shared
0.00
None
55.63K
NAYAX LTD
DFNDShares813.33K
TypeSH
Market value$38.93M
2.20%
Sole
812.89K
Shared
0.00
None
435.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares133.82K
TypeSH
Market value$37.37M
2.11%
Sole
124.69K
Shared
0.00
None
9.12K
TEVA PHARMACEUTICAL INDS LTD
DFNDShares1.62M
TypeSH
Market value$32.64M
1.84%
Sole
1.61M
Shared
0.00
None
1K
META PLATFORMS INC
DFNDShares43.52K
TypeSH
Market value$31.96M
1.80%
Sole
37.46K
Shared
0.00
None
6.06K
ITURAN LOCATION AND CONTROL
DFNDShares818.56K
TypeSH
Market value$29.24M
1.65%
Sole
803.38K
Shared
0.00
None
15.18K
MICROSOFT CORP
DFNDShares54.46K
TypeSH
Market value$28.20M
1.59%
Sole
38.10K
Shared
0.00
None
16.36K
AMAZON COM INC
DFNDShares117.95K
TypeSH
Market value$25.90M
1.46%
Sole
103.83K
Shared
0.00
None
14.11K
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$24.12M
1.36%
Sole
20.15M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares38.17K
TypeSH
Market value$23.37M
1.32%
Sole
8.45K
Shared
0.00
None
29.72K
PALO ALTO NETWORKS INC
DFNDShares82.68K
TypeSH
Market value$16.83M
0.95%
Sole
70.33K
Shared
0.00
None
12.35K
SPDR S&P 500 ETF TR
DFNDShares24.45K
TypeSH
Market value$16.28M
0.92%
Sole
4.04K
Shared
0.00
None
20.42K
NVIDIA CORPORATION
DFNDShares87.17K
TypeSH
Market value$16.26M
0.92%
Sole
79.16K
Shared
0.00
None
8.01K
ALPHABET INC
DFNDShares65.18K
TypeSH
Market value$15.87M
0.90%
Sole
37.89K
Shared
0.00
None
27.29K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$15.58M
0.88%
Sole
1.85M
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares79.69K
TypeSH
Market value$14.16M
0.80%
Sole
78.62K
Shared
0.00
None
1.07K
LEONARDO DRS INC
DFNDShares298K
TypeSH
Market value$13.53M
0.76%
Sole
298K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 600.04K | SH | $304.38M 17.18% | 586.73K | 0.00 | 13.31K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 5.58M | SH | $172.14M 9.72% | 5.28M | 0.00 | 309.31K |
ICL GROUP LTDDFND | SHS | 17.76M | SH | $111.20M 6.28% | 17.21M | 0.00 | 547.27K |
NOVA LTDDFND | COM | 329.78K | SH | $104.72M 5.91% | 321.32K | 0.00 | 8.46K |
INVESCO QQQ TRDFND | UNIT SER 1 | 128.93K | SH | $77.04M 4.35% | 110.71K | 0.00 | 18.22K |
CAMTEK LTDDFND | ORD | 732.66K | SH | $76.68M 4.33% | 714.63K | 0.00 | 18.03K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 965.45K | SH | $68.75M 3.88% | 900.56K | 0.00 | 64.89K |
ORMAT TECHNOLOGIES INCDFND | COM | 568.62K | SH | $54.70M 3.09% | 552.15K | 0.00 | 16.47K |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 950.76K | SH | $39.44M 2.23% | 895.13K | 0.00 | 55.63K |
NAYAX LTDDFND | SHS | 813.33K | SH | $38.93M 2.20% | 812.89K | 0.00 | 435.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 133.82K | SH | $37.37M 2.11% | 124.69K | 0.00 | 9.12K |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 1.62M | SH | $32.64M 1.84% | 1.61M | 0.00 | 1K |
META PLATFORMS INCDFND | CL A | 43.52K | SH | $31.96M 1.80% | 37.46K | 0.00 | 6.06K |
ITURAN LOCATION AND CONTROLDFND | SHS | 818.56K | SH | $29.24M 1.65% | 803.38K | 0.00 | 15.18K |
MICROSOFT CORPDFND | COM | 54.46K | SH | $28.20M 1.59% | 38.10K | 0.00 | 16.36K |
AMAZON COM INCDFND | COM | 117.95K | SH | $25.90M 1.46% | 103.83K | 0.00 | 14.11K |
ORMAT TECHNOLOGIES INCDFND | NOTE 2.500% 7/1 | 20.15M | SH | $24.12M 1.36% | 20.15M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 38.17K | SH | $23.37M 1.32% | 8.45K | 0.00 | 29.72K |
PALO ALTO NETWORKS INCDFND | COM | 82.68K | SH | $16.83M 0.95% | 70.33K | 0.00 | 12.35K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 24.45K | SH | $16.28M 0.92% | 4.04K | 0.00 | 20.42K |
NVIDIA CORPORATIONDFND | COM | 87.17K | SH | $16.26M 0.92% | 79.16K | 0.00 | 8.01K |
ALPHABET INCDFND | CAP STK CL C | 65.18K | SH | $15.87M 0.90% | 37.89K | 0.00 | 27.29K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $15.58M 0.88% | 1.85M | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 79.69K | SH | $14.16M 0.80% | 78.62K | 0.00 | 1.07K |
LEONARDO DRS INCDFND | COM | 298K | SH | $13.53M 0.76% | 298K | 0.00 | 0.00 |
Page 1 of 20
…