Y.D. More Investments Ltd
CIK 1870364
13F filing for Q2 2026・No. 1,230
- Holdings
- US$3.21B
- Quarter change
- +US$659.27M
- Entries
- 625
- Net bought (estimate)
- +US$102M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 63
- Sold out 27
- Cut 108
- Added 236
- Corporate actions 2
- Unchanged 103
Largest holdings
510 stocks worth US$3.21B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ENLIGHT RENEWABLE ENERGY LTDSHS | Cut | 5,180,861 | US$457.54M | 14.24% |
| ESLTELBIT SYS LTDORD | Cut | 483,738 | US$367.11M | 11.43% |
| TSEMTOWER SEMICONDUCTOR LTDSHS NEW | Added | 949,549 | US$243.78M | 7.59% |
| NVMINOVA LTDCOM | Added | 409,690 | US$216.82M | 6.75% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 592,718 | US$202.13M | 6.29% |
| ISHARES TRISHARES SEMICDTR | Added | 202,142 | US$129.52M | 4.03% |
| CAMTCAMTEK LTDORD | Added | 796,737 | US$125.92M | 3.92% |
| ORAORMAT TECHNOLOGIES INCCOM | Added | 1,024,426 | US$111.79M | 3.48% |
| ICLICL GROUP LTDSHS | Cut | 19,497,433 | US$97.81M | 3.04% |
| 2684211DTEVA PHARMACEUTICAL INDS LTDSPONSORED ADS | Added | 2,619,250 | US$88.74M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.