$434 Million is the total value of Y.D. More Investments Ltd's 330 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $26,732,570 | +12.2% | 264,890 | +3.4% | 6.17% | +14.9% |
| VOO | Buy | VANGUARD INDEX FDS | $22,577,974 | +14.9% | 55,436 | +6.1% | 5.21% | +17.6% |
| AMZN | Buy | AMAZON COM INC | $10,940,383 | +38.7% | 83,926 | +9.9% | 2.52% | +42.0% |
| PEJ | Buy | INVESCO QQQ TRunit ser 1 | $7,846,230 | +13354.9% | 22,915 | +1494.6% | 1.81% | +13823.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,817,698 | +62.5% | 15,385 | +50.0% | 1.57% | +66.3% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $5,640,558 | +7.9% | 37,048 | +86.6% | 1.30% | +10.4% |
| NICE | Buy | NICE LTDsponsored adr | $4,331,957 | -7.1% | 20,978 | +2.9% | 1.00% | -4.9% |
| CRM | Buy | SALESFORCE INC | $4,192,335 | +37.1% | 19,845 | +29.6% | 0.97% | +40.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,119,970 | +51.8% | 7,000 | +40.0% | 0.72% | +55.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,785,897 | +183.4% | 24,457 | +143.8% | 0.64% | +189.6% |
| ULTA | Buy | ULTA BEAUTY INC | $2,645,685 | +1516.2% | 5,622 | +1774.0% | 0.61% | +1548.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $2,449,725 | +447.3% | 56,746 | +301.9% | 0.56% | +459.4% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,234,494 | +66.9% | 29,467 | +60.3% | 0.52% | +70.5% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $2,206,974 | +4.4% | 8,203 | +18.0% | 0.51% | +6.9% |
| BAC | Buy | BANK AMERICA CORP | $2,138,467 | +1083.9% | 74,537 | +1079.9% | 0.49% | +1102.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,113,617 | +542.6% | 14,533 | +475.6% | 0.49% | +559.5% |
| OKTA | Buy | OKTA INCcl a | $1,682,639 | -10.9% | 24,263 | +10.8% | 0.39% | -8.7% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,654,582 | +380.7% | 14,826 | +10.4% | 0.38% | +389.7% |
| NET | Buy | CLOUDFLARE INC | $1,623,856 | +16.1% | 24,841 | +9.5% | 0.38% | +19.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,622,857 | +22676.9% | 15,007 | +22987.7% | 0.37% | +18600.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,586,554 | +1.0% | 40,105 | +0.8% | 0.37% | +3.4% |
| ZS | Buy | ZSCALER INC | $1,569,068 | +38.5% | 10,725 | +10.6% | 0.36% | +42.0% |
| SPLK | Buy | SPLUNK INC | $1,520,376 | +27.8% | 14,331 | +15.5% | 0.35% | +31.0% |
| NLOK | Buy | GEN DIGITAL INC | $1,518,410 | +35.7% | 81,855 | +25.6% | 0.35% | +38.9% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,458,644 | +104.3% | 2,876 | +79.1% | 0.34% | +108.7% |
| MCD | Buy | MCDONALDS CORP | $1,341,574 | +18.1% | 4,497 | +10.6% | 0.31% | +20.7% |
| DOCU | Buy | DOCUSIGN INC | $1,320,421 | +9.3% | 25,845 | +24.7% | 0.30% | +12.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,140,317 | -10.5% | 17,090 | +1.9% | 0.26% | -8.4% |
| KLAC | Buy | KLA CORP | $1,139,797 | +111.4% | 2,350 | +73.9% | 0.26% | +115.6% |
| DOX | New | AMDOCS LTD | $1,053,265 | – | 10,657 | +100.0% | 0.24% | – |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $1,004,597 | -3.8% | 37,304 | +11.4% | 0.23% | -1.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $961,571 | +23.1% | 13,191 | +17.6% | 0.22% | +26.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $875,172 | +45.5% | 1,821 | +43.0% | 0.20% | +48.5% |
| GM | Buy | GENERAL MTRS CO | $852,947 | +19276.4% | 22,120 | +18333.3% | 0.20% | +19600.0% |
| CAT | Buy | CATERPILLAR INC | $748,380 | +32.8% | 3,044 | +23.4% | 0.17% | +36.2% |
| ADSK | Buy | AUTODESK INC | $681,351 | +49.1% | 3,330 | +51.6% | 0.16% | +52.4% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $662,538 | +6.6% | 11,742 | +1.9% | 0.15% | +9.3% |
| TENB | Buy | TENABLE HLDGS INC | $638,835 | +259.0% | 14,669 | +8.3% | 0.15% | +267.5% |
| QLYS | Buy | QUALYS INC | $608,778 | +6.2% | 4,713 | +6.9% | 0.14% | +8.5% |
| S | Buy | SENTINELONE INCcl a | $561,780 | +2.0% | 37,204 | +10.5% | 0.13% | +4.8% |
| NKE | Buy | NIKE INCcl b | $544,566 | +216.3% | 4,934 | +251.4% | 0.13% | +223.1% |
| Buy | JACOBS SOLUTIONS INC | $513,367 | +10.1% | 4,318 | +8.8% | 0.12% | +12.4% | |
| ABNB | Buy | AIRBNB INC | $509,436 | +45.6% | 3,975 | +41.3% | 0.12% | +49.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $449,190 | +425.9% | 210 | +320.0% | 0.10% | +447.4% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $413,343 | +17.4% | 4,311 | +11.5% | 0.10% | +20.3% |
| SQ | Buy | BLOCK INCcl a | $389,501 | +12.2% | 5,851 | +15.7% | 0.09% | +15.4% |
| VRNS | Buy | VARONIS SYS INC | $373,500 | +12.0% | 14,015 | +9.3% | 0.09% | +14.7% |
| RPD | Buy | RAPID7 INC | $349,109 | +284.3% | 7,710 | +7.8% | 0.08% | +305.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $346,743 | +4.2% | 6,339 | +3.5% | 0.08% | +6.7% |
| Buy | N-ABLE INC | $335,090 | +325.9% | 23,254 | +7.9% | 0.08% | +327.8% | |
| PG | Buy | PROCTER AND GAMBLE CO | $329,484 | +10.7% | 2,173 | +8.4% | 0.08% | +13.4% |
| IGV | Buy | ISHARES TRexpanded tech | $322,124 | +16.5% | 932 | +2.5% | 0.07% | +19.4% |
| TTD | Buy | THE TRADE DESK INC | $316,061 | +147.9% | 4,093 | +95.6% | 0.07% | +151.7% |
| New | POWERSCHOOL HOLDINGS INC | $251,619 | – | 48,641 | +100.0% | 0.06% | – | |
| NFLX | Buy | NETFLIX INC | $251,079 | +120.2% | 570 | +72.7% | 0.06% | +123.1% |
| J | Buy | JACOBS ENGR GROUP INC | $246,503 | +20.8% | 2,077 | +19.4% | 0.06% | +23.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $236,853 | +13.9% | 5,219 | +7.2% | 0.06% | +17.0% |
| Buy | FORGEROCK INCcl a | $232,287 | +10.3% | 11,309 | +10.6% | 0.05% | +14.9% | |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $229,950 | -1.3% | 7,500 | +11.9% | 0.05% | 0.0% |
| TGT | Buy | TARGET CORP | $213,490 | -19.2% | 1,619 | +1.4% | 0.05% | -18.3% |
| CYBR | New | CYBERARK SOFTWARE LTD | $157,112 | – | 1,005 | +100.0% | 0.04% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $156,192 | +18.4% | 1,657 | +3.8% | 0.04% | +20.0% |
| TJX | Buy | TJX COS INC NEW | $144,143 | +359.9% | 1,700 | +325.0% | 0.03% | +371.4% |
| SPSB | Buy | SPDR SER TRportfolio short | $140,660 | +40.6% | 4,780 | +41.4% | 0.03% | +39.1% |
| EVBG | Buy | EVERBRIDGE INC | $139,342 | +202.9% | 5,180 | +8.0% | 0.03% | +220.0% |
| Buy | RISKIFIED LTD | $125,796 | +245.8% | 25,884 | +11.0% | 0.03% | +262.5% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $118,317 | +16.1% | 1,104 | +9.3% | 0.03% | +17.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $106,388 | +8.8% | 1,435 | +9.5% | 0.02% | +13.6% |
| MMM | Buy | 3M CO | $101,734 | -3.2% | 1,017 | +1.6% | 0.02% | -4.2% |
| IJH | New | ISHARES TRcore s&p mcp etf | $96,486 | – | 369 | +100.0% | 0.02% | – |
| IBB | Buy | ISHARES TRishares biotech | $89,126 | +1.6% | 702 | +3.4% | 0.02% | +5.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $88,699 | +185.4% | 275 | +189.5% | 0.02% | +185.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $76,795 | +142.8% | 1,015 | +144.6% | 0.02% | +157.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $67,431 | +245.9% | 2,100 | +250.0% | 0.02% | +300.0% |
| BLK | Buy | BLACKROCK INC | $58,649 | +29.3% | 85 | +25.0% | 0.01% | +40.0% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $42,847 | +29.0% | 537 | +19.3% | 0.01% | +42.9% |
| WIX | New | WIX COM LTD | $44,910 | – | 574 | +100.0% | 0.01% | – |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $17,166 | +37.9% | 415 | +40.7% | 0.00% | +33.3% |
| KXI | Buy | ISHARES TRglb cnsm stp etf | $12,911 | +316.9% | 211 | +322.0% | 0.00% | +200.0% |
| New | PLURI INC | $8,180 | – | 10,200 | +100.0% | 0.00% | – | |
| PLD | Buy | PROLOGIS INC. | $2,943 | +57.2% | 24 | +60.0% | 0.00% | – |
| SKT | Buy | TANGER FACTORY OUTLET CTRS I | $1,766 | +49.9% | 80 | +33.3% | 0.00% | – |
| Buy | SL GREEN RLTY CORP | $1,412 | +1096.6% | 47 | +840.0% | 0.00% | – | |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $908 | +80.9% | 8 | +100.0% | 0.00% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $1,643 | +99.6% | 40 | +100.0% | 0.00% | – |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $728 | +72.1% | 5 | +66.7% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSPECT CAP CORP | 4 | Q3 2023 | 7.7% |
| PFIZER INC | 4 | Q3 2023 | 9.0% |
| MICROSOFT CORP | 4 | Q3 2023 | 5.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 4 | Q3 2023 | 6.2% |
| TAKEDA PHARMACEUTICAL CO LTD | 4 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.4% |
| SANOFI | 4 | Q3 2023 | 3.9% |
| INMODE LTD | 4 | Q3 2023 | 4.0% |
| AMGEN INC | 4 | Q3 2023 | 3.1% |
| ALPHABET INC | 4 | Q3 2023 | 3.4% |
View Y.D. More Investments Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Creative Media & Community Trust Corp | February 13, 2023 | 1,066,402 | 4.7% |
| Gesher I Acquisition Corp. | February 13, 2023 | ? | ? |
View Y.D. More Investments Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| SC 13G | 2024-04-10 |
| 13F-HR | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
| 3/A | 2024-01-29 |
| 3 | 2024-01-29 |
| 3 | 2024-01-29 |
| SC 13D/A | 2024-01-29 |
View Y.D. More Investments Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.