Filed: 8/5/2026ACC: 0001178913-26-003819
📋 What this filing means
Y.D. MORE INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 510 equity positions with a total reported market value of $3.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
510
Positions
$3.21B
Total AUM (reported)
70.44M
Total Shares
Allocation by class
COM$891.38M27.7%
SHS$694.64M21.6%
ORD$495.83M15.4%
SHS NEW$253.44M7.9%
SPONSORED ADS$175.33M5.5%
ISHARES SEMICDTR$129.52M4.0%
UNIT SER 1$87.10M2.7%
Portfolio Concentration
Top 3$1.07B33.3%
4–10$972.74M30.3%
11–25$648.67M20.2%
Rest$522.79M16.3%
Top 3 weight
33.3%
Top 10 weight
63.5%
Voting Authority Distribution
Total shares with voting rights: 70.44M
Sole
Full voting authority
68.56M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.88M
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole0
Shared0
Other510
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings510
Rows:
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares5.18M
TypeSH
Market value$457.54M
14.24%
Sole
4.98M
Shared
0.00
None
199.42K
ELBIT SYS LTD
DFNDShares483.74K
TypeSH
Market value$367.11M
11.43%
Sole
466.99K
Shared
0.00
None
16.75K
TOWER SEMICONDUCTOR LTD
DFNDShares949.55K
TypeSH
Market value$243.78M
7.59%
Sole
907.86K
Shared
0.00
None
41.69K
NOVA LTD
DFNDShares409.69K
TypeSH
Market value$216.82M
6.75%
Sole
397.94K
Shared
0.00
None
11.75K
PALO ALTO NETWORKS INC
DFNDShares592.72K
TypeSH
Market value$202.13M
6.29%
Sole
577.11K
Shared
0.00
None
15.61K
ISHARES TR
DFNDShares202.14K
TypeSH
Market value$129.52M
4.03%
Sole
199.31K
Shared
0.00
None
2.83K
CAMTEK LTD
DFNDShares796.74K
TypeSH
Market value$125.92M
3.92%
Sole
776.59K
Shared
0.00
None
20.14K
ORMAT TECHNOLOGIES INC
DFNDShares1.02M
TypeSH
Market value$111.79M
3.48%
Sole
984.38K
Shared
0.00
None
40.05K
ICL GROUP LTD
DFNDShares19.50M
TypeSH
Market value$97.81M
3.04%
Sole
19.50M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
DFNDShares2.62M
TypeSH
Market value$88.74M
2.76%
Sole
2.62M
Shared
0.00
None
250.00
INVESCO QQQ TR
DFNDShares118.29K
TypeSH
Market value$87.10M
2.71%
Sole
97.70K
Shared
0.00
None
20.59K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares173.61K
TypeSH
Market value$82.91M
2.58%
Sole
162.50K
Shared
0.00
None
11.11K
NAYAX LTD
DFNDShares906.48K
TypeSH
Market value$58.94M
1.83%
Sole
802.14K
Shared
0.00
None
104.34K
ITURAN LOCATION AND CONTROL
DFNDShares891.27K
TypeSH
Market value$54.38M
1.69%
Sole
843.38K
Shared
0.00
None
47.90K
AMAZON COM INC
DFNDShares218.84K
TypeSH
Market value$52.15M
1.62%
Sole
197.37K
Shared
0.00
None
21.47K
ALPHABET INC
DFNDShares133.10K
TypeSH
Market value$47.02M
1.46%
Sole
103.93K
Shared
0.00
None
29.17K
NVIDIA CORPORATION
DFNDShares186.19K
TypeSH
Market value$37.25M
1.16%
Sole
156.47K
Shared
0.00
None
29.72K
KLA CORP
DFNDShares117.72K
TypeSH
Market value$35.42M
1.10%
Sole
117.72K
Shared
0.00
None
0.00
TAT TECHNOLOGIES LTD
DFNDShares703.05K
TypeSH
Market value$33.80M
1.05%
Sole
703.05K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares52.41K
TypeSH
Market value$29.52M
0.92%
Sole
48.16K
Shared
0.00
None
4.25K
L3HARRIS TECHNOLOGIES INC
DFNDShares98.99K
TypeSH
Market value$28.77M
0.90%
Sole
91.19K
Shared
0.00
None
7.80K
ORMAT TECHNOLOGIES INC
DFNDShares20.15M
TypeSH
Market value$27.88M
0.87%
Sole
20.15M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares35.98K
TypeSH
Market value$26.85M
0.84%
Sole
12.73K
Shared
0.00
None
23.25K
VANECK ETF TRUST
DFNDShares37.17K
TypeSH
Market value$24.38M
0.76%
Sole
36.66K
Shared
0.00
None
513.00
VANGUARD INDEX FDS
DFNDShares32.49K
TypeSH
Market value$22.32M
0.69%
Sole
2.48K
Shared
0.00
None
30.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 5.18M | SH | $457.54M 14.24% | 4.98M | 0.00 | 199.42K |
ELBIT SYS LTDDFND | ORD | 483.74K | SH | $367.11M 11.43% | 466.99K | 0.00 | 16.75K |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 949.55K | SH | $243.78M 7.59% | 907.86K | 0.00 | 41.69K |
NOVA LTDDFND | COM | 409.69K | SH | $216.82M 6.75% | 397.94K | 0.00 | 11.75K |
PALO ALTO NETWORKS INCDFND | COM | 592.72K | SH | $202.13M 6.29% | 577.11K | 0.00 | 15.61K |
ISHARES TRDFND | ISHARES SEMICDTR | 202.14K | SH | $129.52M 4.03% | 199.31K | 0.00 | 2.83K |
CAMTEK LTDDFND | ORD | 796.74K | SH | $125.92M 3.92% | 776.59K | 0.00 | 20.14K |
ORMAT TECHNOLOGIES INCDFND | COM | 1.02M | SH | $111.79M 3.48% | 984.38K | 0.00 | 40.05K |
ICL GROUP LTDDFND | SHS | 19.50M | SH | $97.81M 3.04% | 19.50M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 2.62M | SH | $88.74M 2.76% | 2.62M | 0.00 | 250.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 118.29K | SH | $87.10M 2.71% | 97.70K | 0.00 | 20.59K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 173.61K | SH | $82.91M 2.58% | 162.50K | 0.00 | 11.11K |
NAYAX LTDDFND | SHS | 906.48K | SH | $58.94M 1.83% | 802.14K | 0.00 | 104.34K |
ITURAN LOCATION AND CONTROLDFND | SHS | 891.27K | SH | $54.38M 1.69% | 843.38K | 0.00 | 47.90K |
AMAZON COM INCDFND | COM | 218.84K | SH | $52.15M 1.62% | 197.37K | 0.00 | 21.47K |
ALPHABET INCDFND | CAP STK CL C | 133.10K | SH | $47.02M 1.46% | 103.93K | 0.00 | 29.17K |
NVIDIA CORPORATIONDFND | COM | 186.19K | SH | $37.25M 1.16% | 156.47K | 0.00 | 29.72K |
KLA CORPDFND | COM NEW | 117.72K | SH | $35.42M 1.10% | 117.72K | 0.00 | 0.00 |
TAT TECHNOLOGIES LTDDFND | ORD NEW | 703.05K | SH | $33.80M 1.05% | 703.05K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 52.41K | SH | $29.52M 0.92% | 48.16K | 0.00 | 4.25K |
L3HARRIS TECHNOLOGIES INCDFND | COM | 98.99K | SH | $28.77M 0.90% | 91.19K | 0.00 | 7.80K |
ORMAT TECHNOLOGIES INCDFND | NOTE 2.500% 7/1 | 20.15M | SH | $27.88M 0.87% | 20.15M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 35.98K | SH | $26.85M 0.84% | 12.73K | 0.00 | 23.25K |
VANECK ETF TRUSTDFND | SEMICONDUCTR ETF | 37.17K | SH | $24.38M 0.76% | 36.66K | 0.00 | 513.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 32.49K | SH | $22.32M 0.69% | 2.48K | 0.00 | 30.01K |
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