Y.D. More Investments Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Y.D. More Investments Ltd disclosed 496 stock positions valued at approximately $3.21B as of quarter-end June 30, 2026. The largest holdings include ENLIGHT RENEWABLE ENERGY LTD, ELBIT SYS LTD, and TOWER SEMICONDUCTOR LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 496
- Portfolio Value
- $3.21B
Holdings by Sector
Y.D. More Investments Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENLIGHT RENEWABLE ENERGY LTD | ENLT | Other | 14.24% | 5,180,861 | -334,132 | -6.06% | $457,544,138 |
| ELBIT SYS LTD | ESLT | Industrials | 11.43% | 483,738 | -67,279 | -12.21% | $367,107,180 |
| TOWER SEMICONDUCTOR LTD | TSEM | Other | 7.59% | 949,549 | +18,859 | +2.03% | $243,784,603 |
| NOVA LTD | NVMI | Other | 6.75% | 409,690 | +32,111 | +8.50% | $216,824,559 |
| PALO ALTO NETWORKS INC | PANW | Technology | 6.29% | 592,718 | +29,365 | +5.21% | $202,125,480 |
| ISHARES TR | SOXX | Other | 4.03% | 202,142 | +43,146 | +27.14% | $129,520,691 |
| CAMTEK LTD | CAMT | Other | 3.92% | 796,737 | +13,372 | +1.71% | $125,919,662 |
| ORMAT TECHNOLOGIES INC | ORA | Utilities | 3.48% | 1,024,426 | +143,996 | +16.36% | $111,793,207 |
| ICL GROUP LTD | ICL | Basic Materials | 3.04% | 19,497,433 | -119,150 | -0.61% | $97,812,242 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 2.76% | 2,619,250 | +1,001,450 | +61.90% | $88,740,190 |
| INVESCO QQQ TR | QQQ | Other | 2.71% | 118,292 | +50,598 | +74.75% | $87,097,123 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.58% | 173,610 | +12,207 | +7.56% | $82,907,283 |
| NAYAX LTD | NYAX | Other | 1.83% | 906,477 | +41,306 | +4.77% | $58,944,644 |
| ITURAN LOCATION AND CONTROL | ITRN | Technology | 1.69% | 891,274 | - | - | $54,376,627 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.62% | 218,841 | +64,533 | +41.82% | $52,154,664 |
| ALPHABET INC | GOOG | Communication Services | 1.46% | 133,097 | +39,327 | +41.94% | $47,023,407 |
| NVIDIA CORPORATION | NVDA | Technology | 1.16% | 186,194 | +79,207 | +74.03% | $37,251,561 |
| KLA CORP | KLAC | Technology | 1.10% | 117,724 | +104,133 | +766.19% | $35,415,379 |
| TAT TECHNOLOGIES LTD | TATT | Industrials | 1.05% | 703,048 | -106,953 | -13.20% | $33,800,384 |
| META PLATFORMS INC | META | Communication Services | 0.92% | 52,407 | +15,079 | +40.40% | $29,516,280 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.90% | 98,990 | +13,539 | +15.84% | $28,765,504 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.84% | 35,982 | +9,995 | +38.46% | $26,845,755 |
| VANECK ETF TRUST | SMH | Other | 0.76% | 37,169 | +1,723 | +4.86% | $24,378,776 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 32,492 | -9,100 | -21.88% | $22,315,831 |
| BROADCOM INC | AVGO | Technology | 0.56% | 47,252 | +8,112 | +20.73% | $17,849,443 |
| MICROSOFT CORP | MSFT | Technology | 0.53% | 46,035 | -9,329 | -16.85% | $17,163,976 |
| INTEL CORP | INTC | Technology | 0.52% | 120,218 | -986 | -0.81% | $16,784,557 |
| COGNYTE SOFTWARE LTD | CGNT | Other | 0.51% | 1,854,798 | - | - | $16,285,126 |
| ISHARES TR | IGV | Other | 0.50% | 178,220 | +43,460 | +32.25% | $16,146,709 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.50% | 13,940 | -4,380 | -23.91% | $16,090,803 |
Showing 30 of 496 holdings in the latest reporting period.