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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCJ CAMECO CORP Energy 90.0 $9K NEW $101.86 -5.7%
42 GTLB GITLAB INC Technology 300.0 $9K NEW $30.53 +35.9%
43 SYM SYMBOTIC INC Industrials 167.0 $8K NEW $44.95 -10.0%
44 SOUN SOUNDHOUND AI INC Technology 750.0 $5K NEW $6.47 +8.0%
45 CIFR CIPHER DIGITAL INC Financial Services 100.0 $2K NEW $24.50 -34.3%
46 PEP PEPSICO INC Consumer Defensive 15.0 $2K NEW $135.40 +3.5%
47 DLR DIGITAL RLTY TR INC Real Estate 9.0 $2K NEW $179.56 +8.7%
48 APP APPLOVIN CORP Technology 700.0 $1K NEW $1.73 +17660.7%
49 ARQQ ARQIT QUANTUM INC Technology 8,881.0 $886.0 NEW $0.10 +21932.1%
50 BBAI BIGBEAR AI HLDGS INC Technology 200.0 $734.0 NEW $3.67 -14.6%
51 CDNS CADENCE DESIGN SYSTEM INC Technology 574.0 $723.0 NEW $1.26 +25029.0%
52 SNPS SYNOPSYS INC Technology 399.0 $598.0 NEW $1.50 +26883.2%
53 INTU INTUIT Technology 570.0 $500.0 NEW $0.88 +39846.7%
54 ELMT ELMET GROUP CO (THE) Industrials 5,200.0 $345.0 NEW $0.07 +27000.3%
55 ADSK AUTODESK INC Technology 440.0 $287.0 NEW $0.65 +37735.4%
56 ROP ROPER TECHNOLOGIES INC Industrials 210.0 $239.0 NEW $1.14 +34534.2%
57 WDAY WORKDAY INC Technology 514.0 $211.0 NEW $0.41 +46339.0%
58 MDB MONGODB INC Technology 168.0 $189.0 NEW $1.12 +38532.9%
59 PTC PTC INC Technology 241.0 $92.0 NEW $0.38 +38271.4%
60 TYL TYLER TECHNOLOGIES INC Technology 88.0 $86.0 NEW $0.98 +33893.6%
Page 3 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%