Y.D. More Investments Ltd holds a focused book of 510 stocks worth $3.2B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Elmet Group Co first appears in 13F filings, a listing rather than a purchase; they opened Ishares Msci Poland ETF and trimmed Enlight Renewable Energy Ltd. Their largest long position is Enlight Renewable Energy Ltd at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Y.D. More Investments Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Noked Israel Ltd | 9 / 80 | $968.8M |
| Granger Management LLC | 8 / 80 | $310.3M |
| Swiss Re Ltd | 36 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 28 / 80 | $2.4B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $415.2M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Y.D. More Investments Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enlight Renewable Energy Ltd SHS | $457.5M | 5.18M | 14.2% | ▼−6.0% Reduced · −334K sh | |
| 2 | Elbit Sys Ltd ORD | $367.1M | 483.7K | 11.4% | ▼−12% Reduced · −67K sh | |
| 3 | Tower Semiconductor Ltd SHS NEW | $243.8M | 949.5K | 7.6% | ▲+2.0% Added · +19K sh | |
| 4 | Nova Ltd COM | $216.8M | 409.7K | 6.7% | ▲+8.5% Added · +32K sh | |
| 5 | Palo Alto Networks Inc COM | $202.1M | 592.7K | 6.3% | ▲+5.2% Added · +29K sh | |
| 6 | Ishares TR ISHARES SEMICDTR | $129.5M | 202.1K | 4.0% | ▲+27% Added · +43K sh | |
| 7 | Camtek Ltd ORD | $125.9M | 796.7K | 3.9% | ▲+1.7% Added · +13K sh | |
| 8 | Ormat Technologies Inc COM | $111.8M | 1.02M | 3.5% | ▲+16% Added · +144K sh | |
| 9 | Icl Group Ltd SHS | $97.8M | 19.50M | 3.0% | ▼−0.6% Reduced · −119K sh | |
| 10 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $88.7M | 2.62M | 2.8% | ▲+62% Added · +1.0M sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $87.1M | 118.3K | 2.7% | ▲+75% Added · +51K sh | |
| 12 | Taiwan Semiconductor Manufac SPONSORED ADS | $82.9M | 173.6K | 2.6% | ▲+7.6% Added · +12K sh | |
| 13 | Nayax Ltd SHS | $58.9M | 906.5K | 1.8% | ▲+4.8% Added · +41K sh | |
| 14 | Ituran Location And Control SHS | $54.4M | 891.3K | 1.7% | —Held | |
| 15 | Amazon Com Inc COM | $52.2M | 218.8K | 1.6% | ▲+42% Added · +65K sh | |
| 16 | Alphabet Inc CAP STK CL C | $47.0M | 133.1K | 1.5% | ▲+42% Added · +39K sh | |
| 17 | Nvidia Corporation COM | $37.3M | 186.2K | 1.2% | ▲+74% Added · +79K sh | |
| 18 | Kla Corp COM NEW | $35.4M | 117.7K | 1.1% | ▲+766% Added · +104K sh | |
| 19 | Tat Technologies Ltd ORD NEW | $33.8M | 703.0K | 1.1% | ▼−13% Reduced · −107K sh | |
| 20 | Meta Platforms Inc CL A | $29.5M | 52.4K | 0.9% | ▲+40% Added · +15K sh | |
| 21 | L3harris Technologies Inc COM | $28.8M | 99.0K | 0.9% | ▲+16% Added · +14K sh | |
| 22 | Ormat Technologies Inc NOTE 2.500% 7/1 | $27.9M | 20.15M | 0.9% | —Held | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $26.8M | 36.0K | 0.8% | ▲+38% Added · +10K sh | |
| 24 | Vaneck ETF Trust SEMICONDUCTR ETF | $24.4M | 37.2K | 0.8% | ▲+4.9% Added · +2K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $22.3M | 32.5K | 0.7% | ▼−22% Reduced · −9K sh | |
| 26 | Broadcom Inc COM | $17.8M | 47.3K | 0.6% | ▲+21% Added · +8K sh | |
| 27 | Microsoft Corp COM | $17.2M | 46.0K | 0.5% | ▼−17% Reduced · −9K sh | |
| 28 | Intel Corp COM | $16.8M | 120.2K | 0.5% | ▼−0.8% Reduced · −986 sh | |
| 29 | Cognyte Software Ltd ORD SHS | $16.3M | 1.85M | 0.5% | —Held | |
| 30 | Ishares TR EXPANDED TECH | $16.1M | 178.2K | 0.5% | ▲+32% Added · +43K sh | |
| 31 | Micron Technology Inc COM | $16.1M | 13.9K | 0.5% | ▼−24% Reduced · −4K sh | |
| 32 | Alphabet Inc CAP STK CL A | $13.8M | 38.7K | 0.4% | ▲+22% Added · +7K sh | |
| 33 | Caterpillar Inc COM | $13.5M | 12.7K | 0.4% | ▼−3.8% Reduced · −504 sh | |
| 34 | Ishares TR CORE S&P500 ETF | $12.2M | 16.3K | 0.4% | —Held | |
| 35 | SPDR Series Trust ST STR SP AERO | $9.2M | 32.5K | 0.3% | ▲+12% Added · +4K sh | |
| 36 | Solaredge Technologies Inc COM | $9.1M | 156.0K | 0.3% | ▼−69% Reduced · −347K sh | |
| 37 | Gilat Satellite Networks Ltd SHS NEW | $9.0M | 677.8K | 0.3% | ▼−5.3% Reduced · −38K sh | |
| 38 | Global X FDS US INFR DEV ETF | $8.8M | 150.0K | 0.3% | ▲+8.9% Added · +12K sh | |
| 39 | Ishares TR MSCI ACWI ETF | $8.4M | 53.8K | 0.3% | ▲+26% Added · +11K sh | |
| 40 | Walmart Inc COM | $7.6M | 67.0K | 0.2% | ▲+17% Added · +10K sh | |
| 41 | Lockheed Martin Corp COM | $7.5M | 14.7K | 0.2% | ▲+69% Added · +6K sh | |
| 42 | Global X FDS DAX GERMANY ETF | $7.4M | 168.4K | 0.2% | ▲+12% Added · +18K sh | |
| 43 | Visa Inc COM CL A | $7.2M | 21.0K | 0.2% | ▲+33% Added · +5K sh | |
| 44 | Crowdstrike Hldgs Inc CL A | $7.1M | 9.3K | 0.2% | ▼−16% Reduced · −2K sh | |
| 45 | Similarweb Ltd SHS | $7.0M | 1.15M | 0.2% | ▼−0.4% Reduced · −4K sh | |
| 46 | ASML Hldg NV N Y REGISTRY SHS | $6.5M | 3.3K | 0.2% | ▼−2.2% Reduced · −73 sh | |
| 47 | Leonardo DRS Inc COM | $6.4M | 150.0K | 0.2% | ▼−50% Reduced · −148K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $6.3M | 12.5K | 0.2% | ▲+6.3% Added · +743 sh | |
| 49 | Mastercard Incorporated CL A | $6.1M | 12.0K | 0.2% | ▲+32% Added · +3K sh | |
| 50 | JPMorgan Chase & Co COM | $6.1M | 18.6K | 0.2% | ▲+5.0% Added · +882 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1870364/holdings"
Use Arkolith to show Y.D. More Investments Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 625 | $3.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 574 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 571 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 609 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 565 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 586 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 572 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 548 | $954.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 39d | 563 | $980.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 43d | 333 | $564.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 37d | 349 | $520.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 30d | 339 | $520.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 12, 2023 | 12d | 330 | $433.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 41d | 354 | $443.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 37d | 407 | $412.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.