Filed: 1/21/2026ACC: 0001178913-26-000174
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 470 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
470
Positions
$2.09B
Total AUM (reported)
75.78M
Total Shares
Allocation by class
SHS$567.75M27.2%
ORD$436.43M20.9%
COM$432.38M20.7%
SHS NEW$123.68M5.9%
SPONSORED ADS$92.97M4.5%
UNIT SER 1$63.23M3.0%
CL A$44.70M2.1%
Portfolio Concentration
Top 3$739.39M35.4%
4–10$551.12M26.4%
11–25$405.02M19.4%
Rest$392.57M18.8%
Top 3 weight
35.4%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 75.78M
Sole
Full voting authority
73.32M
shares
% of voting shares96.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.46M
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole0
Shared0
Other470
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings470
Rows:
ELBIT SYS LTD
DFNDShares618.33K
TypeSH
Market value$356.35M
17.07%
Sole
601.56K
Shared
0.00
None
16.76K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares5.84M
TypeSH
Market value$264.96M
12.69%
Sole
5.57M
Shared
0.00
None
264.82K
TOWER SEMICONDUCTOR LTD
DFNDShares1.01M
TypeSH
Market value$118.08M
5.66%
Sole
950.19K
Shared
0.00
None
59.66K
NOVA LTD
DFNDShares327.43K
TypeSH
Market value$109.36M
5.24%
Sole
318.04K
Shared
0.00
None
9.38K
ICL GROUP LTD
DFNDShares18.74M
TypeSH
Market value$107.50M
5.15%
Sole
18.26M
Shared
0.00
None
475.47K
ZIM INTEGRATED SHIPPING SERV
DFNDShares3.78M
TypeSH
Market value$80.31M
3.85%
Sole
3.78M
Shared
0.00
None
0.00
ORMAT TECHNOLOGIES INC
DFNDShares643.19K
TypeSH
Market value$70.68M
3.39%
Sole
643.19K
Shared
0.00
None
0.00
CAMTEK LTD
DFNDShares648.57K
TypeSH
Market value$69.61M
3.33%
Sole
633.80K
Shared
0.00
None
14.77K
INVESCO QQQ TR
DFNDShares102.92K
TypeSH
Market value$63.23M
3.03%
Sole
84.17K
Shared
0.00
None
18.75K
TEVA PHARMACEUTICAL INDS LTD
DFNDShares1.62M
TypeSH
Market value$50.43M
2.42%
Sole
1.61M
Shared
0.00
None
1K
NAYAX LTD
DFNDShares839.48K
TypeSH
Market value$42.40M
2.03%
Sole
839.04K
Shared
0.00
None
435.00
TAT TECHNOLOGIES LTD
DFNDShares900.15K
TypeSH
Market value$40.39M
1.93%
Sole
860.47K
Shared
0.00
None
39.67K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares132.51K
TypeSH
Market value$40.35M
1.93%
Sole
123.53K
Shared
0.00
None
8.98K
ITURAN LOCATION AND CONTROL
DFNDShares858.27K
TypeSH
Market value$37.24M
1.78%
Sole
811.38K
Shared
0.00
None
46.90K
AMAZON COM INC
DFNDShares133.05K
TypeSH
Market value$30.71M
1.47%
Sole
118.11K
Shared
0.00
None
14.94K
MICROSOFT CORP
DFNDShares58.57K
TypeSH
Market value$28.33M
1.36%
Sole
42.72K
Shared
0.00
None
15.85K
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$27.79M
1.33%
Sole
20.15M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares39.44K
TypeSH
Market value$26.04M
1.25%
Sole
33.13K
Shared
0.00
None
6.31K
ALPHABET INC
DFNDShares81.50K
TypeSH
Market value$25.57M
1.22%
Sole
55.90K
Shared
0.00
None
25.60K
VANGUARD INDEX FDS
DFNDShares40.46K
TypeSH
Market value$25.37M
1.22%
Sole
10.78K
Shared
0.00
None
29.68K
NVIDIA CORPORATION
DFNDShares95.94K
TypeSH
Market value$17.90M
0.86%
Sole
87.97K
Shared
0.00
None
7.97K
COGNYTE SOFTWARE LTD
DFNDShares1.85M
TypeSH
Market value$17.44M
0.83%
Sole
1.85M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
DFNDShares25.17K
TypeSH
Market value$17.19M
0.82%
Sole
4.04K
Shared
0.00
None
21.14K
PALO ALTO NETWORKS INC
DFNDShares77.89K
TypeSH
Market value$14.35M
0.69%
Sole
64.44K
Shared
0.00
None
13.45K
KENON HLDGS LTD
DFNDShares212.10K
TypeSH
Market value$13.96M
0.67%
Sole
212.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 618.33K | SH | $356.35M 17.07% | 601.56K | 0.00 | 16.76K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 5.84M | SH | $264.96M 12.69% | 5.57M | 0.00 | 264.82K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 1.01M | SH | $118.08M 5.66% | 950.19K | 0.00 | 59.66K |
NOVA LTDDFND | COM | 327.43K | SH | $109.36M 5.24% | 318.04K | 0.00 | 9.38K |
ICL GROUP LTDDFND | SHS | 18.74M | SH | $107.50M 5.15% | 18.26M | 0.00 | 475.47K |
ZIM INTEGRATED SHIPPING SERVDFND | SHS | 3.78M | SH | $80.31M 3.85% | 3.78M | 0.00 | 0.00 |
ORMAT TECHNOLOGIES INCDFND | COM | 643.19K | SH | $70.68M 3.39% | 643.19K | 0.00 | 0.00 |
CAMTEK LTDDFND | ORD | 648.57K | SH | $69.61M 3.33% | 633.80K | 0.00 | 14.77K |
INVESCO QQQ TRDFND | UNIT SER 1 | 102.92K | SH | $63.23M 3.03% | 84.17K | 0.00 | 18.75K |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 1.62M | SH | $50.43M 2.42% | 1.61M | 0.00 | 1K |
NAYAX LTDDFND | SHS | 839.48K | SH | $42.40M 2.03% | 839.04K | 0.00 | 435.00 |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 900.15K | SH | $40.39M 1.93% | 860.47K | 0.00 | 39.67K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 132.51K | SH | $40.35M 1.93% | 123.53K | 0.00 | 8.98K |
ITURAN LOCATION AND CONTROLDFND | SHS | 858.27K | SH | $37.24M 1.78% | 811.38K | 0.00 | 46.90K |
AMAZON COM INCDFND | COM | 133.05K | SH | $30.71M 1.47% | 118.11K | 0.00 | 14.94K |
MICROSOFT CORPDFND | COM | 58.57K | SH | $28.33M 1.36% | 42.72K | 0.00 | 15.85K |
ORMAT TECHNOLOGIES INCDFND | NOTE 2.500% 7/1 | 20.15M | SH | $27.79M 1.33% | 20.15M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 39.44K | SH | $26.04M 1.25% | 33.13K | 0.00 | 6.31K |
ALPHABET INCDFND | CAP STK CL C | 81.50K | SH | $25.57M 1.22% | 55.90K | 0.00 | 25.60K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 40.46K | SH | $25.37M 1.22% | 10.78K | 0.00 | 29.68K |
NVIDIA CORPORATIONDFND | COM | 95.94K | SH | $17.90M 0.86% | 87.97K | 0.00 | 7.97K |
COGNYTE SOFTWARE LTDDFND | ORD SHS | 1.85M | SH | $17.44M 0.83% | 1.85M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 25.17K | SH | $17.19M 0.82% | 4.04K | 0.00 | 21.14K |
PALO ALTO NETWORKS INCDFND | COM | 77.89K | SH | $14.35M 0.69% | 64.44K | 0.00 | 13.45K |
KENON HLDGS LTDDFND | SHS | 212.10K | SH | $13.96M 0.67% | 212.10K | 0.00 | 0.00 |
Page 1 of 19
…