Y.D. More Investments Ltd
CIK 1870364 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- ENLT14.02%
- ESLT11.25%
- TSEM7.47%
- NVMI6.64%
- PANW6.19%
- SOXX3.97%
- CAMT3.86%
- ORA3.43%
- ICL3.00%
- TEVAN2.72%
Share classes counted separately62.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ESLTWeight decreased · -6.38 pp17.63% → 11.25%Shares -67.28K (-12.21%)
- PANWWeight increased · +2.72 pp3.47% → 6.19%Shares +29.36K (+5.21%)
- SOXXWeight increased · +1.96 pp2.01% → 3.97%Shares +43.15K (+27.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ENLTENLIGHT RENEWABLE ENERGY LTDSHS View history and evidence | $457.54M | 14.02% | 5.18M shares | 14.01% → 14.02%+0.01 pp -334.13K (-6.06%) | Reduced | ▾ |
| 02 | ESLTELBIT SYSTEMS LTDORD View history and evidence | $367.11M | 11.25% | 483.74K shares | 17.63% → 11.25%-6.38 pp -67.28K (-12.21%) | Reduced | ▾ |
| 03 | TSEMTOWER SEMICONDUCTOR LTDSHS NEW View history and evidence | $243.78M | 7.47% | 949.55K shares | 6.09% → 7.47%+1.38 pp +18.86K (+2.03%) | Added | ▾ |
| 04 | NVMINOVA LTD View history and evidence | $216.82M | 6.64% | 409.69K shares | 6.22% → 6.64%+0.42 pp +32.11K (+8.50%) | Added | ▾ |
| 05 | PANWPALO ALTO NETWORKS INC View history and evidence | $202.13M | 6.19% | 592.72K shares | 3.47% → 6.19%+2.72 pp +29.36K (+5.21%) | Added | ▾ |
| 06 | SOXXISHARES SEMICONDUCTOR ETFISHARES SEMICDTR View history and evidence | $129.52M | 3.97% | 202.14K shares | 2.01% → 3.97%+1.96 pp +43.15K (+27.14%) | Added | ▾ |
| 07 | CAMTCAMTEK LTDORD View history and evidence | $125.92M | 3.86% | 796.74K shares | 4.41% → 3.86%-0.55 pp +13.37K (+1.71%) | Added | ▾ |
| 08 | ORAORMAT TECHNOLOGIES INC View history and evidence | $111.79M | 3.43% | 1.02M shares | 3.75% → 3.43%-0.32 pp +144.00K (+16.36%) | Added | ▾ |
| 09 | ICLICL GROUP LTDSHS View history and evidence | $97.81M | 3.00% | 19.50M shares | 3.85% → 3.00%-0.85 pp -119.15K (-0.61%) | Reduced | ▾ |
| 10 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $88.74M | 2.72% | 2.62M shares | 1.87% → 2.72%+0.85 pp +1.00M (+61.90%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LRCX LAM RESEARCH CORP | Non-derivative | -14,023 | -$3.00M | SEC filing ↗ | SEC filing ↗ |
| WIX WIX.COM LTD | Non-derivative | -16,500 | -$1.49M | SEC filing ↗ | SEC filing ↗ |
| KWEB KRANESH CSI CHINA INTERNET | Non-derivative | -50,000 | -$1.42M | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1870364 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3212634346
}Research all 510 reported holdings.
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