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Portfolio (Quarterly) Guide ↗

Y.D. More Investments Ltd

· CIK 0001870364
13F Portfolio $3.2B AUM 625 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 230 Added 105 Reduced 27 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTEK TETRA TECH INC NEW Industrials 9,457.0 $273K 0.01% NEW $28.89 +23.2%
22 VENTURE GLOBAL INC 20,800.0 $232K 0.01% NEW $11.13
23 ADBE ADOBE INC Technology 842.0 $173K 0.01% NEW $205.02 +29.5%
24 MEDIWOUND LTD 10,400.0 $153K 0.01% NEW $14.70
25 CRWV COREWEAVE INC Technology 1,136.0 $113K 0.00% NEW $99.54 -5.4%
26 ELLO ELLOMAY CAPITAL LIMITED Utilities 3,651.0 $69K 0.00% NEW $18.96 +3.5%
27 WDC WESTERN DIGITAL CORP Technology 100.0 $64K 0.00% NEW $638.72 -22.2%
28 MSTR STRATEGY INC Technology 730.0 $63K 0.00% NEW $86.93 +8.0%
29 VRSN VERISIGN INC Technology 190.0 $48K 0.00% NEW $251.56 +11.1%
30 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 987.0 $38K 0.00% NEW $38.73 +50.9%
31 BEP BROOKFIELD RENEWABLE ENERGY Utilities 690.0 $34K 0.00% NEW $49.98 -34.2%
32 CHKP CHECK POINT SOFTWARE TECH LT Technology 217.0 $29K 0.00% NEW $131.43 +0.3%
33 VGT VANGUARD WORLD FD 216.0 $26K 0.00% NEW $119.52 +0.2%
34 DAC DANAOS CORPORATION Industrials 250.0 $21K 0.00% NEW $85.58 +69.5%
35 DOCU DOCUSIGN INC Technology 405.0 $18K 0.00% NEW $44.42 +37.6%
36 VTI VANGUARD INDEX FDS 46.0 $17K 0.00% NEW $370.04 +2.6%
37 HONEYWELL INTL INC 75.0 $17K 0.00% NEW $222.12
38 ARES ARES MANAGEMENT CORPORATION Financial Services 136.0 $15K NEW $111.31 +26.2%
39 TT TRANE TECHNOLOGIES PLC Industrials 8,055.0 $13K NEW $1.65 +27962.4%
40 QBTS D-WAVE QUANTUM INC Technology 500.0 $12K NEW $23.99 -18.2%
Page 2 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.6%
Industrials 21.9%
Financial Services 5.8%
Utilities 5.6%
Basic Materials 4.4%
Communication Services 4.3%
Healthcare 4.2%
Consumer Cyclical 2.9%
Energy 0.7%
Consumer Defensive 0.6%