AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
ENLIGHT RENEWABLE ENERGY LTDSHSCutUS$457.54M14.24%
ESLTELBIT SYS LTDORDCutUS$367.11M11.43%
TSEMTOWER SEMICONDUCTOR LTDSHS NEWAddedUS$243.78M7.59%
NVMINOVA LTDCOMAddedUS$216.82M6.75%
PANWPALO ALTO NETWORKS INCCOMAddedUS$202.13M6.29%
ISHARES TRISHARES SEMICDTRAddedUS$129.52M4.03%
CAMTCAMTEK LTDORDAddedUS$125.92M3.92%
ORAORMAT TECHNOLOGIES INCCOMAddedUS$111.79M3.48%
ICLICL GROUP LTDSHSCutUS$97.81M3.04%
2684211DTEVA PHARMACEUTICAL INDS LTDSPONSORED ADSAddedUS$88.74M2.76%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.