Y.D. More Investments Ltd Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Y.D. More Investments Ltd disclosed 517 stock positions valued at approximately $3.47B as of quarter-end September 30, 2026. The largest holdings include ENLIGHT RENEWABLE ENERGY LTD, ELBIT SYS LTD, and PALO ALTO NETWORKS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 517
- Portfolio Value
- $3.47B
Holdings by Sector
Y.D. More Investments Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENLIGHT RENEWABLE ENERGY LTD | ENLT | Utilities | 10.12% | 5,081,742 | -99,119 | -1.91% | $351,458,066 |
| ELBIT SYS LTD | ESLT | Industrials | 9.73% | 504,789 | +21,051 | +4.35% | $337,994,920 |
| PALO ALTO NETWORKS INC | PANW | Technology | 8.50% | 747,355 | +154,637 | +26.09% | $295,334,904 |
| TOWER SEMICONDUCTOR LTD | TSEM | Technology | 8.26% | 1,227,755 | +278,206 | +29.30% | $286,886,001 |
| NOVA LTD | NVMI | Technology | 4.64% | 427,322 | +17,632 | +4.30% | $161,058,054 |
| ISHARES TR | SOXX | Other | 3.74% | 228,215 | +26,073 | +12.90% | $129,737,190 |
| CAMTEK LTD | CAMT | Technology | 3.73% | 841,880 | +45,143 | +5.67% | $129,539,293 |
| ICL GROUP LTD | ICL | Basic Materials | 2.75% | 19,008,639 | -488,794 | -2.51% | $95,652,489 |
| ORMAT TECHNOLOGIES INC | ORA | Utilities | 2.60% | 994,347 | -30,079 | -2.94% | $90,277,488 |
| INVESCO QQQ TR | QQQ | Other | 2.45% | 114,998 | -3,294 | -2.78% | $85,063,122 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.17% | 165,256 | -8,354 | -4.81% | $75,438,028 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.69% | 236,501 | +17,660 | +8.07% | $58,768,442 |
| NVIDIA CORPORATION | NVDA | Technology | 1.50% | 227,903 | +41,709 | +22.40% | $52,010,739 |
| ITURAN LOCATION AND CONTROL | ITRN | Technology | 1.31% | 891,254 | -20 | -0.00% | $45,622,672 |
| ALPHABET INC | GOOG | Communication Services | 1.29% | 131,994 | -1,103 | -0.83% | $44,823,206 |
| META PLATFORMS INC | META | Communication Services | 1.28% | 60,971 | +8,564 | +16.34% | $44,382,705 |
| MICROSOFT CORP | MSFT | Technology | 1.14% | 77,495 | +31,460 | +68.34% | $39,702,666 |
| NAYAX LTD | NYAX | Technology | 1.12% | 811,468 | -95,009 | -10.48% | $38,768,032 |
| VANECK ETF TRUST | SMH | Other | 1.03% | 58,888 | +21,719 | +58.43% | $35,815,440 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.71% | 104,827 | +5,837 | +5.90% | $24,820,889 |
| ROUNDHILL ETF TRUST | DRAM | Other | 0.67% | 384,021 | +384,021 | +100.00% | $23,179,508 |
| TAT TECHNOLOGIES LTD | TATT | Industrials | 0.64% | 617,933 | -85,115 | -12.11% | $22,205,650 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.61% | 27,873 | -8,109 | -22.54% | $21,240,613 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.59% | 77,918 | +68,571 | +733.62% | $20,613,012 |
| ISHARES TR | IGV | Other | 0.58% | 188,593 | +10,373 | +5.82% | $20,081,358 |
| INTEL CORP | INTC | Technology | 0.48% | 139,895 | +19,677 | +16.37% | $16,744,628 |
| COGNYTE SOFTWARE LTD | CGNT | Technology | 0.46% | 1,854,798 | - | - | $16,118,195 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.45% | 14,534 | +594 | +4.26% | $15,478,869 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 42,793 | +4,128 | +10.68% | $14,707,625 |
| VANGUARD INDEX FDS | VOO | Other | 0.40% | 20,004 | -12,488 | -38.43% | $14,020,003 |
Showing 30 of 517 holdings in the latest reporting period.