Filed: 5/4/2026ACC: 0001178913-26-002349
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 474 equity positions with a total reported market value of $2.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
474
Positions
$2.55B
Total AUM (reported)
71.33M
Total Shares
Allocation by class
COM$624.28M24.4%
SHS$614.91M24.1%
ORD$575.82M22.6%
SHS NEW$169.53M6.6%
SPONSORED ADS$106.88M4.2%
ISHARES SEMICDTR$52.24M2.0%
UNIT SER 1$39.03M1.5%
Portfolio Concentration
Top 3$985.82M38.6%
4–10$668.51M26.2%
11–25$464.22M18.2%
Rest$434.81M17.0%
Top 3 weight
38.6%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 71.33M
Sole
Full voting authority
69.23M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.11M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole0
Shared0
Other474
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings474
Rows:
ELBIT SYS LTD
DFNDShares551.02K
TypeSH
Market value$459.14M
17.98%
Sole
536.04K
Shared
0.00
None
14.98K
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares5.51M
TypeSH
Market value$364.79M
14.29%
Sole
5.30M
Shared
0.00
None
218.18K
NOVA LTD
DFNDShares377.58K
TypeSH
Market value$161.89M
6.34%
Sole
368.20K
Shared
0.00
None
9.38K
TOWER SEMICONDUCTOR LTD
DFNDShares930.69K
TypeSH
Market value$158.46M
6.21%
Sole
894.22K
Shared
0.00
None
36.47K
CAMTEK LTD
DFNDShares783.37K
TypeSH
Market value$114.90M
4.50%
Sole
768.59K
Shared
0.00
None
14.77K
ICL GROUP LTD
DFNDShares19.62M
TypeSH
Market value$100.35M
3.93%
Sole
19.62M
Shared
0.00
None
0.00
ORMAT TECHNOLOGIES INC
DFNDShares880.43K
TypeSH
Market value$97.72M
3.83%
Sole
832.30K
Shared
0.00
None
48.13K
PALO ALTO NETWORKS INC
DFNDShares563.35K
TypeSH
Market value$90.31M
3.54%
Sole
558.10K
Shared
0.00
None
5.26K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares161.40K
TypeSH
Market value$54.53M
2.14%
Sole
152.45K
Shared
0.00
None
8.96K
ISHARES TR
DFNDShares159K
TypeSH
Market value$52.24M
2.05%
Sole
156.61K
Shared
0.00
None
2.38K
TEVA PHARMACEUTICAL INDS LTD
DFNDShares1.62M
TypeSH
Market value$48.73M
1.91%
Sole
1.62M
Shared
0.00
None
600.00
NAYAX LTD
DFNDShares865.17K
TypeSH
Market value$48.39M
1.90%
Sole
829.46K
Shared
0.00
None
35.72K
ITURAN LOCATION AND CONTROL
DFNDShares891.27K
TypeSH
Market value$43.68M
1.71%
Sole
843.38K
Shared
0.00
None
47.90K
INVESCO QQQ TR
DFNDShares67.69K
TypeSH
Market value$39.03M
1.53%
Sole
48.41K
Shared
0.00
None
19.28K
AMAZON COM INC
DFNDShares154.31K
TypeSH
Market value$32.12M
1.26%
Sole
136.82K
Shared
0.00
None
17.49K
TAT TECHNOLOGIES LTD
DFNDShares810K
TypeSH
Market value$32.05M
1.26%
Sole
810K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
DFNDShares85.45K
TypeSH
Market value$29.49M
1.16%
Sole
84.67K
Shared
0.00
None
780.00
ZIM INTEGRATED SHIPPING SERV
DFNDShares1.02M
TypeSH
Market value$26.87M
1.05%
Sole
1.02M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares93.77K
TypeSH
Market value$26.83M
1.05%
Sole
68.66K
Shared
0.00
None
25.11K
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$26.07M
1.02%
Sole
20.15M
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
DFNDShares503.11K
TypeSH
Market value$25.68M
1.01%
Sole
503.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares41.59K
TypeSH
Market value$24.85M
0.97%
Sole
11.58K
Shared
0.00
None
30.01K
META PLATFORMS INC
DFNDShares37.33K
TypeSH
Market value$21.32M
0.84%
Sole
33.62K
Shared
0.00
None
3.71K
MICROSOFT CORP
DFNDShares55.36K
TypeSH
Market value$20.46M
0.80%
Sole
45.79K
Shared
0.00
None
9.57K
NVIDIA CORPORATION
DFNDShares106.99K
TypeSH
Market value$18.65M
0.73%
Sole
83.18K
Shared
0.00
None
23.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELBIT SYS LTDDFND | ORD | 551.02K | SH | $459.14M 17.98% | 536.04K | 0.00 | 14.98K |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 5.51M | SH | $364.79M 14.29% | 5.30M | 0.00 | 218.18K |
NOVA LTDDFND | COM | 377.58K | SH | $161.89M 6.34% | 368.20K | 0.00 | 9.38K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 930.69K | SH | $158.46M 6.21% | 894.22K | 0.00 | 36.47K |
CAMTEK LTDDFND | ORD | 783.37K | SH | $114.90M 4.50% | 768.59K | 0.00 | 14.77K |
ICL GROUP LTDDFND | SHS | 19.62M | SH | $100.35M 3.93% | 19.62M | 0.00 | 0.00 |
ORMAT TECHNOLOGIES INCDFND | COM | 880.43K | SH | $97.72M 3.83% | 832.30K | 0.00 | 48.13K |
PALO ALTO NETWORKS INCDFND | COM | 563.35K | SH | $90.31M 3.54% | 558.10K | 0.00 | 5.26K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 161.40K | SH | $54.53M 2.14% | 152.45K | 0.00 | 8.96K |
ISHARES TRDFND | ISHARES SEMICDTR | 159K | SH | $52.24M 2.05% | 156.61K | 0.00 | 2.38K |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 1.62M | SH | $48.73M 1.91% | 1.62M | 0.00 | 600.00 |
NAYAX LTDDFND | SHS | 865.17K | SH | $48.39M 1.90% | 829.46K | 0.00 | 35.72K |
ITURAN LOCATION AND CONTROLDFND | SHS | 891.27K | SH | $43.68M 1.71% | 843.38K | 0.00 | 47.90K |
INVESCO QQQ TRDFND | UNIT SER 1 | 67.69K | SH | $39.03M 1.53% | 48.41K | 0.00 | 19.28K |
AMAZON COM INCDFND | COM | 154.31K | SH | $32.12M 1.26% | 136.82K | 0.00 | 17.49K |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 810K | SH | $32.05M 1.26% | 810K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCDFND | COM | 85.45K | SH | $29.49M 1.16% | 84.67K | 0.00 | 780.00 |
ZIM INTEGRATED SHIPPING SERVDFND | SHS | 1.02M | SH | $26.87M 1.05% | 1.02M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 93.77K | SH | $26.83M 1.05% | 68.66K | 0.00 | 25.11K |
ORMAT TECHNOLOGIES INCDFND | NOTE 2.500% 7/1 | 20.15M | SH | $26.07M 1.02% | 20.15M | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCDFND | COM | 503.11K | SH | $25.68M 1.01% | 503.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 41.59K | SH | $24.85M 0.97% | 11.58K | 0.00 | 30.01K |
META PLATFORMS INCDFND | CL A | 37.33K | SH | $21.32M 0.84% | 33.62K | 0.00 | 3.71K |
MICROSOFT CORPDFND | COM | 55.36K | SH | $20.46M 0.80% | 45.79K | 0.00 | 9.57K |
NVIDIA CORPORATIONDFND | COM | 106.99K | SH | $18.65M 0.73% | 83.18K | 0.00 | 23.81K |
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