Y.D. More Investments Ltd

Q2 2026 13F-HR Detailed Holdings

Location
Ramat Gan, L3
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
625
Total value ($000)
$3,212,634
Net value change ($000)
+659,271 (25.8%)
New positions
63
Sold out positions
26
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PANW 111,819 123.8%
ENLT 92,755 25.4%
TSEM 85,321 53.8%
SOXX 77,281 147.9%
NVMI 54,937 33.9%
QQQ 48,067 123.2%
TEVA 40,013 82.1%
TSM 28,381 52.1%
GOOGL 20,193 75.3%
AMZN 20,036 62.4%
Top Reduces (Value $000, Stocks/ETFs)
ESLT -92,037 -20.0%
ZIM -23,566 -87.7%
SEDG -16,569 -64.5%
KEN -11,807 -68.4%
DRS -6,866 -51.8%
ODYS -4,036 -59.9%
MSFT -3,293 -16.1%
LRCX -2,996 -100.0%
ICL -2,537 -2.5%
VOO -2,529 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 More Provident Funds & Pension Ltd. 028-24274
2 More Mutual Funds Management (2013) Ltd. 028-24275
3 More Investment House Portfolio Management Ltd 028-24276