Y.D. More Investments Ltd

Y.D. More Investments Ltd reported 625 holdings worth US$3.21B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Y.D. More Investments Ltd reported 625 holdings worth US$3.21B as of Jun 30, 2026. Largest: Palo Alto Networks, Inc., Ormat Technologies, Inc. and Teva Pharmaceutical Industries Limited. Filed Aug 5, 2026 (Form 13F).

Holdings
625
Value as reported
US$3.21B

The filing in full

CompanySharesValue as reported% of portfolio
Palo Alto Networks, Inc.593KUS$202M6.3%
Ormat Technologies, Inc.1.02MUS$112M3.5%
Teva Pharmaceutical Industries Limited2.62MUS$88.7M2.8%
Taiwan Semiconductor Manufacturing Co., Ltd.174KUS$82.9M2.6%
Alphabet Inc (google) Class C170KUS$60.8M1.9%
Amazon.com, Inc.219KUS$52.2M1.6%
Nvidia Corporation186KUS$37.3M1.2%
Kla Corporation118KUS$35.4M1.1%
Meta Platforms, Inc.52,407US$29.5M0.92%
L3harris Technologies, Inc.98,990US$28.8M0.90%
Broadcom Inc.47,252US$17.8M0.56%
Microsoft Corp.46,035US$17.2M0.53%
Intel Corporation120KUS$16.8M0.52%
Micron Technology, Inc.13,940US$16.1M0.50%
Caterpillar, Inc.12,703US$13.5M0.42%
Cummins Inc.5,028US$12M0.37%
Csx Corporation67,709US$10.8M0.34%
Emerson Electric Company20,410US$9.81M0.31%
Illinois Tool Works Inc.10,484US$9.52M0.30%
Solaredge Technologies, Inc.156KUS$9.12M0.28%
Norfolk Southern Corporation8,184US$8.64M0.27%
Republic Services, Inc.11,211US$8.02M0.25%
W.w. Grainger, Inc.1,720US$7.86M0.24%
Paccar Inc.19,178US$7.74M0.24%
Walmart Inc.66,977US$7.59M0.24%
Lockheed Martin Corporation14,675US$7.47M0.23%
Carrier Global Corporation30,266US$7.46M0.23%
Visa Inc.20,986US$7.2M0.22%
Crowdstrike Holdings, Inc.9,347US$7.13M0.22%
Ametek, Inc.8,352US$6.79M0.21%
Fastenal Company41,834US$6.75M0.21%
Asml Holding Nv3,259US$6.48M0.20%
Leonardo Drs, Inc.150KUS$6.4M0.20%
Berkshire Hathaway Inc.12,510US$6.26M0.19%
Nucor Corporation8,299US$6.21M0.19%
Mastercard Incorporated11,971US$6.15M0.19%
Jp Morgan Chase & Co.18,561US$6.07M0.19%
Cloudflare, Inc.21,697US$5.32M0.17%
Vistra Corp.31,600US$5.01M0.16%
Vertiv Holdings, Llc13,997US$4.69M0.15%
Union Pacific Corporation16,987US$4.62M0.14%
Parker-hannifin Corporation4,601US$4.5M0.14%
Corning Incorporated16,842US$4.3M0.13%
Martin Marietta Materials, Inc.2,188US$4.24M0.13%
Apple Inc14,131US$4.09M0.13%
Steel Dynamics, Inc.5,255US$4.05M0.13%
Fortinet, Inc.25,757US$3.96M0.12%
Ingersoll Rand Inc.14,260US$3.93M0.12%
Ge Vernova Inc.8,504US$3.92M0.12%
Jacobs Solutions Inc.30,929US$3.9M0.12%
Sharkninja, Inc.25,190US$3.84M0.12%
Mgm Resorts International77,800US$3.72M0.12%
Dover Corporation4,907US$3.7M0.12%
Brainsway Ltd237KUS$3.68M0.11%
Datadog, Inc.13,545US$3.53M0.11%
Constellation Energy Corporation14,022US$3.48M0.11%
Xylem Inc.8,661US$3.44M0.11%
Dell Technologies Inc.7,920US$3.42M0.11%
Hubbell Inc1,926US$3.38M0.11%
Otis Worldwide Corporation13,982US$3.36M0.10%
Servicenow, Inc.33,348US$3.31M0.10%
Salesforce, Inc.21,039US$3.3M0.10%
International Business Machines Corporation11,657US$3.28M0.10%
Marvell Technology, Inc.10,550US$3.14M0.10%
Custom Truck One Source, Inc.255KUS$3.01M0.09%
Solstice Advanced Materials Inc.33,910US$3M0.09%
Odysight.ai Inc.649KUS$2.7M0.08%
Tesla, Inc.6,458US$2.66M0.08%
United Rentals, Inc.2,283US$2.59M0.08%
Rollins, Inc.17,544US$2.46M0.08%
Chevron Corporation14,483US$2.4M0.07%
Fortive Corporation11,109US$2.28M0.07%
Okta, Inc.15,915US$2.17M0.07%
Zscaler Inc14,930US$2.11M0.07%
Snowflake Inc.8,120US$2.07M0.06%
Idex Corporation2,697US$2.06M0.06%
Masco Corporation7,351US$2.01M0.06%
Rockwell Automation, Inc.4,055US$2.01M0.06%
Opko Health, Inc.1.26MUS$1.88M0.06%
Applied Materials, Inc.2,560US$1.85M0.06%
Sterling Infrastructure, Inc.2,155US$1.81M0.06%
Rocket Lab Corporation17,300US$1.76M0.05%
Tjx Companies, Inc. (the)11,199US$1.69M0.05%
Westinghouse Air Brake Technologies Corporation6,183US$1.67M0.05%
Advanced Micro Devices Inc2,666US$1.55M0.05%
Akamai Technologies, Inc.13,007US$1.54M0.05%
Ulta Beauty, Inc.3,300US$1.49M0.05%
Netflix, Inc.20,674US$1.48M0.05%
Talen Energy Corporation3,625US$1.39M0.04%
Gen Digital Inc.55,154US$1.37M0.04%
Valmont Industries, Inc.707US$1.37M0.04%
Emcor Group, Inc.1,619US$1.34M0.04%
Cheniere Energy, Inc.5,400US$1.29M0.04%
Bank Of America Corporation22,295US$1.27M0.04%
Teradyne, Inc.2,600US$1.26M0.04%
Applovin Corporation700US$1.21M0.04%
Dynatrace, Inc.26,685US$1.17M0.04%
Costco Wholesale Corporation1,247US$1.15M0.04%
Carpenter Technology Corporation1,811US$1.12M0.03%
Advanced Drainage Systems, Inc.6,793US$1.07M0.03%

Every holding of Y.D. More Investments Ltd

Source

View original at SEC

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