Y.D. More Investments Ltd Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$2.1B

Holdings

470

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (470 positions)

#StockSharesValue% PortfolioType
1
ESLTELBIT SYS LTD
618,325$356.3M17.07%
2
ENLTENLIGHT RENEWABLE ENERGY LTD
5,837,263$265.0M12.69%
3
TSEMTOWER SEMICONDUCTOR LTD
1,009,846$118.1M5.65%
4
NVMINOVA LTD
327,425$109.4M5.24%
5
ICLICL GROUP LTD
18,738,939$107.5M5.15%
6
ZIMZIM INTEGRATED SHIPPING SERV
3,782,745$80.3M3.85%
7
HNMORMAT TECHNOLOGIES INC
643,191$70.7M3.38%
8
CAMTCAMTEK LTD
648,574$69.6M3.33%
9
NDQINVESCO QQQ TR
102,920$63.2M3.03%
10
TEVATEVA PHARMACEUTICAL INDS LTD
1,615,900$50.4M2.42%
11
NYAXNAYAX LTD
839,477$42.4M2.03%
12
TATTTAT TECHNOLOGIES LTD
900,147$40.4M1.93%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
132,513$40.3M1.93%
14
ITRNITURAN LOCATION AND CONTROL
858,274$37.2M1.78%
15
AMZNAMAZON COM INC
133,048$30.7M1.47%
16
MSFTMICROSOFT CORP
58,569$28.3M1.36%
17
ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC
20,150,000$27.8M1.33%
18
METAMETA PLATFORMS INC
39,442$26.0M1.25%
19
GOOGALPHABET INC
81,499$25.6M1.22%
20
VOOVANGUARD INDEX FDS
40,461$25.4M1.22%
21
NVDANVIDIA CORPORATION
95,936$17.9M0.86%
22
CGNTCOGNYTE SOFTWARE LTD
1,854,798$17.4M0.83%
23
SPYSPDR S&P 500 ETF TR
25,172$17.2M0.82%
24
PANWPALO ALTO NETWORKS INC
77,889$14.3M0.69%
25
KENKENON HLDGS LTD
212,102$14.0M0.67%
26
IVVISHARES TR
18,907$12.9M0.62%
27
AVGOBROADCOM INC
32,001$11.1M0.53%
28
MUMICRON TECHNOLOGY INC
36,848$10.5M0.50%
29
SEDGSOLAREDGE TECHNOLOGIES INC
360,460$10.4M0.50%
30
GOOGLALPHABET INC
32,755$10.3M0.49%
31
DRSLEONARDO DRS INC
298,000$10.2M0.49%
32
SMWBSIMILARWEB LTD
1,171,298$8.4M0.40%
33
CATCATERPILLAR INC
13,658$7.8M0.37%
34
SMHVANECK ETF TRUST
19,813$7.1M0.34%
35
MGICMAGIC SOFTWARE ENTERPRISES L
264,837$6.9M0.33%
36
BCCCGLOBAL X FDS
138,273$6.6M0.32%
37
DAXGLOBAL X FDS
143,564$6.6M0.31%
38
AAPLAPPLE INC
23,910$6.5M0.31%
39
VVISA INC
18,492$6.5M0.31%
40
WMTWALMART INC
56,510$6.3M0.30%
41
MAMASTERCARD INCORPORATED
11,023$6.3M0.30%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
12,501$6.3M0.30%
43
XARSPDR SERIES TRUST
25,188$6.1M0.29%
44
CRWDCROWDSTRIKE HLDGS INC
12,965$6.1M0.29%
45
CEGCONSTELLATION ENERGY CORP
16,918$6.0M0.29%
46
GILTGILAT SATELLITE NETWORKS LTD
403,746$5.2M0.25%
47
NETCLOUDFLARE INC
26,007$5.1M0.25%
48
VCITVANGUARD SCOTTSDALE FDS
60,821$5.1M0.24%
49
CLBTCELLEBRITE DI LTD
281,816$5.1M0.24%
50
LQDISHARES TR
42,864$4.7M0.23%
51
FTNTFORTINET INC
58,635$4.7M0.22%
52
ACWIISHARES TR
32,629$4.6M0.22%
53
FTCSFIRST TR EXCHANGE-TRADED FD
47,369$4.4M0.21%
54
ODYSODYSIGHT AI INC
1,328,686$4.4M0.21%
55
TSLATESLA INC
9,708$4.3M0.21%
56
ODDODDITY TECH LTD
92,987$3.9M0.18%
57
PHPARKER-HANNIFIN CORP
4,323$3.8M0.18%
58
UNPUNION PAC CORP
16,070$3.7M0.18%
59
HYGISHARES TR
42,400$3.4M0.16%
60
SPOTSPOTIFY TECHNOLOGY S A
5,757$3.3M0.16%
61
NFLXNETFLIX INC
35,038$3.3M0.16%
62
GLBEGLOBAL E ONLINE LTD
82,550$3.2M0.16%
63
VEEVVEEVA SYS INC
14,416$3.2M0.15%
64
CHKPCHECK POINT SOFTWARE TECH LT
16,988$3.2M0.15%
65
ONONON HLDG AG
67,050$3.1M0.15%
66
UBERUBER TECHNOLOGIES INC
37,840$3.1M0.15%
67
DDOGDATADOG INC
22,603$3.1M0.15%
68
ZSZSCALER INC
13,660$3.1M0.15%
69
ARBEARBE ROBOTICS LTD
2,844,422$2.9M0.14%
70
XLFSELECT SECTOR SPDR TR
49,855$2.7M0.13%
71
NOWSERVICENOW INC
17,750$2.7M0.13%
72
DASHDOORDASH INC
11,599$2.6M0.13%
73
ULTAULTA BEAUTY INC
4,268$2.6M0.12%
74
JPMJPMORGAN CHASE & CO.
7,968$2.6M0.12%
75
LRCXLAM RESEARCH CORP
14,023$2.4M0.12%
76
ASMLASML HOLDING N V
2,209$2.4M0.11%
77
CRMSALESFORCE INC
8,855$2.3M0.11%
78
INTCINTEL CORP
63,000$2.3M0.11%
79
IAU*ISHARES GOLD TR
28,000$2.3M0.11%
80
BWAYBRAINSWAY LTD
114,962$2.2M0.10%
81
USHYISHARES TR
58,153$2.2M0.10%
82
KMDAKAMADA LTD
289,382$2.0M0.10%
83
CYBRCYBERARK SOFTWARE LTD
4,526$2.0M0.10%
84
SONYSONY GROUP CORP
78,765$2.0M0.10%
85
ORCLORACLE CORP
10,298$2.0M0.10%
86
MRVLMARVELL TECHNOLOGY INC
22,965$2.0M0.09%
87
RUN 4 03/01/30SUNRUN INC
3,000,000$1.9M0.09%
88
TYLTYLER TECHNOLOGIES INC
4,235$1.9M0.09%
89
KLACKLA CORP
1,500$1.8M0.09%
90
URIUNITED RENTALS INC
2,250$1.8M0.09%
91
XLKSELECT SECTOR SPDR TR
12,222$1.8M0.08%
92
WIXWIX COM LTD
16,700$1.7M0.08%
93
CIBRFIRST TR EXCHANGE TRADED FD
23,823$1.7M0.08%
94
KWEBKRANESHARES TRUST
50,000$1.7M0.08%
95
CVXCHEVRON CORP NEW
11,137$1.7M0.08%
96
OPKOPKO HEALTH INC
1,306,452$1.7M0.08%
97
TJXTJX COS INC NEW
10,375$1.6M0.08%
98
EWJISHARES INC
19,503$1.6M0.08%
99
ROKROCKWELL AUTOMATION INC
3,926$1.5M0.07%
100
XBISPDR SERIES TRUST
12,500$1.5M0.07%
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