Y.D. More Investments Ltd holds a focused book of 474 stocks worth $2.6B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Elbit Systems Ltd. Their largest long position is Elbit Systems Ltd at 18% of the equity book.
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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.
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.
89% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Elbit Sys Ltd ORD | $459.1M | 551.0K | 18.0% | ▼−11% Reduced · −67K sh | |
| 2 | Enlight Renewable Energy Ltd SHS | $364.8M | 5.51M | 14.3% | ▼−5.5% Reduced · −322K sh | |
| 3 | Nova Ltd COM | $161.9M | 377.6K | 6.3% | ▲+15% Added · +50K sh | |
| 4 | Tower Semiconductor Ltd SHS NEW | $158.5M | 930.7K | 6.2% | ▼−7.8% Reduced · −79K sh | |
| 5 | Camtek Ltd ORD | $114.9M | 783.4K | 4.5% | ▲+21% Added · +135K sh | |
| 6 | Icl Group Ltd SHS | $100.3M | 19.62M | 3.9% | ▲+4.7% Added · +878K sh | |
| 7 | Ormat Technologies Inc COM | $97.7M | 880.4K | 3.8% | ▲+37% Added · +237K sh | |
| 8 | Palo Alto Networks Inc COM | $90.3M | 563.4K | 3.5% | ▲+623% Added · +485K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $54.5M | 161.4K | 2.1% | ▲+22% Added · +29K sh | |
| 10 | Ishares TR ISHARES SEMICDTR | $52.2M | 159.0K | 2.0% | ▲43× Added · +155K sh | |
| 11 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $48.7M | 1.62M | 1.9% | ▲+0.1% Added · +2K sh | |
| 12 | Nayax Ltd SHS | $48.4M | 865.2K | 1.9% | ▲+3.1% Added · +26K sh | |
| 13 | Ituran Location And Control SHS | $43.7M | 891.3K | 1.7% | ▲+3.8% Added · +33K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $39.0M | 67.7K | 1.5% | ▼−34% Reduced · −35K sh | |
| 15 | Amazon Com Inc COM | $32.1M | 154.3K | 1.3% | ▲+16% Added · +21K sh | |
| 16 | Tat Technologies Ltd ORD NEW | $32.1M | 810.0K | 1.3% | ▼−10% Reduced · −90K sh | |
| 17 | L3harris Technologies Inc COM | $29.5M | 85.5K | 1.2% | ▲89× Added · +84K sh | |
| 18 | Zim Integrated Shipping Serv SHS | $26.9M | 1.02M | 1.1% | ▼−73% Reduced · −2.8M sh | |
| 19 | Alphabet Inc CAP STK CL C | $26.8M | 93.8K | 1.1% | ▲+15% Added · +12K sh | |
| 20 | Ormat Technologies Inc NOTE 2.500% 7/1 | $26.1M | 20.15M | 1.0% | —Held | |
| 21 | Solaredge Technologies Inc COM | $25.7M | 503.1K | 1.0% | ▲+40% Added · +143K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $24.8M | 41.6K | 1.0% | ▲+2.8% Added · +1K sh | |
| 23 | Meta Platforms Inc CL A | $21.3M | 37.3K | 0.8% | ▼−5.3% Reduced · −2K sh | |
| 24 | Microsoft Corp COM | $20.5M | 55.4K | 0.8% | ▼−5.5% Reduced · −3K sh | |
| 25 | Nvidia Corporation COM | $18.6M | 107.0K | 0.7% | ▲+12% Added · +11K sh | |
| 26 | Kla Corp COM NEW | $17.8M | 13.6K | 0.7% | ▲+806% Added · +12K sh | |
| 27 | Kenon Hldgs Ltd SHS | $17.3M | 211.4K | 0.7% | ▼−0.3% Reduced · −749 sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $16.8M | 26.0K | 0.7% | ▲+3.2% Added · +815 sh | |
| 29 | Cognyte Software Ltd ORD SHS | $15.0M | 1.85M | 0.6% | —Held | |
| 30 | Vaneck ETF Trust SEMICONDUCTR ETF | $13.6M | 35.4K | 0.5% | ▲+79% Added · +16K sh | |
| 31 | Leonardo DRS Inc COM | $13.3M | 298.0K | 0.5% | —Held | |
| 32 | Broadcom Inc COM | $12.1M | 39.1K | 0.5% | ▲+22% Added · +7K sh | |
| 33 | Ishares TR EXPANDED TECH | $10.8M | 134.8K | 0.4% | ▲29× Added · +130K sh | |
| 34 | Ishares TR CORE S&P500 ETF | $10.6M | 16.3K | 0.4% | ▼−14% Reduced · −3K sh | |
| 35 | Gilat Satellite Networks Ltd SHS NEW | $10.6M | 715.7K | 0.4% | ▲+77% Added · +312K sh | |
| 36 | Caterpillar Inc COM | $9.3M | 13.2K | 0.4% | ▼−3.3% Reduced · −451 sh | |
| 37 | Alphabet Inc CAP STK CL A | $9.1M | 31.7K | 0.4% | ▼−3.1% Reduced · −1K sh | |
| 38 | Similarweb Ltd SHS | $8.3M | 1.15M | 0.3% | ▼−1.7% Reduced · −20K sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $7.2M | 28.9K | 0.3% | ▲+15% Added · +4K sh | |
| 40 | Walmart Inc COM | $7.1M | 57.0K | 0.3% | ▲+0.9% Added · +505 sh | |
| 41 | Global X FDS US INFR DEV ETF | $6.9M | 137.7K | 0.3% | ▼−0.4% Reduced · −606 sh | |
| 42 | Odysight AI Inc COM NEW | $6.7M | 973.5K | 0.3% | ▼−27% Reduced · −355K sh | |
| 43 | Global X FDS DAX GERMANY ETF | $6.3M | 149.9K | 0.2% | ▲+4.4% Added · +6K sh | |
| 44 | Micron Technology Inc COM | $6.2M | 18.3K | 0.2% | ▼−50% Reduced · −19K sh | |
| 45 | Ishares TR MSCI ACWI ETF | $5.8M | 42.7K | 0.2% | ▲+31% Added · +10K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $5.6M | 11.8K | 0.2% | ▼−5.9% Reduced · −734 sh | |
| 47 | Intel Corp COM | $5.4M | 121.2K | 0.2% | ▲+92% Added · +58K sh | |
| 48 | Lockheed Martin Corp COM | $5.2M | 8.7K | 0.2% | ▲13× Added · +8K sh | |
| 49 | JPMorgan Chase & Co COM | $5.2M | 17.7K | 0.2% | ▲+122% Added · +10K sh | |
| 50 | Visa Inc COM CL A | $4.8M | 15.7K | 0.2% | ▼−15% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 574 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 571 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 609 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 565 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 586 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 572 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 548 | $954.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 563 | $980.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 333 | $564.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 349 | $520.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 339 | $520.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 12, 2023 | 330 | $433.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 354 | $443.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 407 | $412.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.