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Y.D. More Investments LTD

CIK:0001870364
Asset Manager
$2B AUM
453 holdings
Ramat Gan, Israel
Founded:2006
190 employees
Latest filing:Jun 30, 2025

Y.D. More Investments Ltd is an Israel-based investment firm founded in 2006 and headquartered in Ramat Gan. The firm primarily operates as an asset manager and investment adviser, managing a diverse portfolio of global public equities and other assets. Y.D. More Investments is one of Israel's leading investment management companies, serving institutional clients, high-net-worth individuals, and retail investors. With a team of specialized professionals, the firm offers a variety of tailored investment solutions and strategies.

Investment Strategy

Y.D. More Investments Ltd pursues an actively managed multi-asset investment strategy, focusing predominately on international and Israeli stocks, as evidenced by their large, diversified 13F portfolio. The firm combines fundamental research and quantitative analysis to select equities, ETFs, and funds, often concentrating investments in sectors such as technology, pharmaceuticals, and financials. The firm regularly rebalances its portfolio to adjust for market dynamics, initiates new positions across global markets, and seeks growth through both value and opportunistic investments, with a focus on companies that exhibit robust fundamentals and growth potential.

Latest 13F Filing Activity

Y.D. More Investments LTD filed their most recent 13F report on Jun 30, 2025 disclosing 442 equity positions with a total 13F market value of $1B. The fund increased holdings in Elbit SYS LTD, Nova LTD, Enlight Renewable Energy LTD among other positions. Y.D. More Investments LTD reduced exposure to Vanguard Scottsdale FDS, Ishares TR, Ishares TR among others.

Top Buys
E
ESLTELBIT SYS LTD
+$98.1M
N
NVMINOVA LTD
+$35.3M
E
ENLTENLIGHT RENEWABLE ENERGY LTD
+$26.2M
C
CAMTCAMTEK LTD
+$25.2M
N
NYAXNAYAX LTD
+$21.9M
Top Sells
V
VCITVANGUARD SCOTTSDALE FDS
-$12.7M
L
LQDISHARES TR
-$12.6M
U
USHYISHARES TR
-$10.4M
P
PERIPERION NETWORK LTD
-$2.8M
S
SMWBSIMILARWEB LTD
-$1.9M

Top Holdings

E
ESLTELBIT SYS LTD
+18.7%$271.4M
I
ICLICL GROUP LTD
+8.3%$121.0M
N
NVMINOVA LTD
+6.2%$89.8M
E
ENLTENLIGHT RENEWABLE ENERGY LTD
+5.8%$84.1M
N
NYAXNAYAX LTD
+4.1%$59.0M

Equity Positions (442)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ELBIT SYS LTD18.70%$271.4M610,977$255.67$449.50+$98.1M
ICL GROUP LTD8.33%$121.0M17,665,030$4.36$6.88+$21.5M
NOVA LTD6.18%$89.8M318,035$224.91$275.20+$35.3M
ENLIGHT RENEWABLE ENERGY LTD5.79%$84.1M3,709,733$15.95$22.73+$26.2M
NAYAX LTD4.07%$59.0M1,170,927$25.40$50.27+$21.9M

Industry Allocation

AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+17.2%
ELECTRIC SERVICES
+13.5%
OPTICAL INSTRUMENTS & LENSES
+10.3%
SERVICES-PREPACKAGED SOFTWARE
+9.1%
SEMICONDUCTORS & RELATED DEVICES
+8.0%