Y.D. More Investments Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 3,709,733 | 5,584,817 | +1,875,084 | 84,052,813 | 172,142,788 | 9.72% | +88,089,975 |
| INVESCO QQQ TR | 27,052 | 128,934 | +101,882 | 14,914,540 | 77,042,007 | 4.35% | +62,127,467 |
| ELBIT SYS LTD(ESLT) | 610,977 | 600,036 | -10,941 | 271,438,002 | 304,380,342 | 17.18% | +32,942,340 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 899,905 | 965,445 | +65,540 | 39,017,214 | 68,754,793 | 3.88% | +29,737,579 |
| ORMAT TECHNOLOGIES INC(ORA) | 0 | 20,150,000 | +20,150,000 | 0 | 24,118,744 | 1.36% | +24,118,744 |
| CAMTEK LTD(CAMT) | 644,657 | 732,664 | +88,007 | 55,434,848 | 76,684,012 | 4.33% | +21,249,164 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 932,750 | 1,615,900 | +683,150 | 15,632,890 | 32,641,180 | 1.84% | +17,008,290 |
| NOVA LTD(NVMI) | 318,035 | 329,780 | +11,745 | 89,780,544 | 104,720,916 | 5.91% | +14,940,372 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 113,458 | 133,817 | +20,359 | 25,694,804 | 37,372,200 | 2.11% | +11,677,396 |
| TAT TECHNOLOGIES LTD | 1,015,537 | 950,765 | -64,772 | 31,262,722 | 39,444,953 | 2.23% | +8,182,231 |
| ORMAT TECHNOLOGIES INC(ORA) | 571,488 | 568,618 | -2,870 | 47,092,401 | 54,695,132 | 3.09% | +7,602,731 |
| ALPHABET INC(GOOG) | 47,972 | 65,179 | +17,207 | 8,503,115 | 15,869,074 | 0.90% | +7,365,959 |
| ISHARES TR | 7,277 | 17,362 | +10,085 | 4,493,137 | 11,619,735 | 0.66% | +7,126,598 |
| NVIDIA CORPORATION(NVDA) | 63,164 | 87,170 | +24,006 | 9,977,769 | 16,263,270 | 0.92% | +6,285,501 |
| VANGUARD INDEX FDS | 33,106 | 38,170 | +5,064 | 18,805,202 | 23,374,545 | 1.32% | +4,569,343 |
| PALO ALTO NETWORKS INC(PANW) | 62,583 | 82,679 | +20,096 | 12,804,889 | 16,833,885 | 0.95% | +4,028,996 |
| AMAZON COM INC(AMZN) | 101,623 | 117,947 | +16,324 | 22,293,196 | 25,896,303 | 1.46% | +3,603,107 |
| BROADCOM INC(AVGO) | 15,332 | 22,676 | +7,344 | 4,224,477 | 7,478,651 | 0.42% | +3,254,174 |
| SAPIENS INTL CORP N V | 214,680 | 221,261 | +6,581 | 6,292,059 | 9,517,034 | 0.54% | +3,224,975 |
| MICROSOFT CORP(MSFT) | 50,319 | 54,456 | +4,137 | 25,016,519 | 28,198,282 | 1.59% | +3,181,763 |
| ALPHABET INC(GOOG) | 23,873 | 29,848 | +5,975 | 4,207,139 | 7,256,049 | 0.41% | +3,048,910 |
| MICRON TECHNOLOGY INC(MU) | 10,495 | 19,527 | +9,032 | 1,293,678 | 3,266,081 | 0.18% | +1,972,403 |
| META PLATFORMS INC(META) | 40,704 | 43,519 | +2,815 | 30,038,728 | 31,957,496 | 1.80% | +1,918,768 |
| INTEL CORP(INTC) | 30,145 | 76,170 | +46,025 | 675,248 | 2,556,592 | 0.14% | +1,881,344 |
| ISHARES TR | 10,299 | 22,234 | +11,935 | 1,322,640 | 3,072,459 | 0.17% | +1,749,819 |
| GLOBAL X FDS | 91,146 | 118,989 | +27,843 | 3,967,232 | 5,660,946 | 0.32% | +1,693,714 |
| SIMILARWEB LTD | 1,234,298 | 1,182,798 | -51,500 | 9,676,896 | 11,344,132 | 0.64% | +1,667,236 |
| CATERPILLAR INC(CAT) | 5,226 | 7,592 | +2,366 | 2,027,168 | 3,621,612 | 0.20% | +1,594,444 |
| SPDR SERIES TRUST | 17,000 | 21,838 | +4,838 | 3,581,258 | 5,128,740 | 0.29% | +1,547,482 |
| WALMART INC(WMT) | 51,589 | 61,406 | +9,817 | 5,044,105 | 6,328,503 | 0.36% | +1,284,398 |
| ORACLE CORP(ORCL) | 15,993 | 16,957 | +964 | 3,494,786 | 4,768,409 | 0.27% | +1,273,623 |
| VANECK ETF TRUST | 17,003 | 18,363 | +1,360 | 4,741,796 | 5,992,948 | 0.34% | +1,251,152 |
| GLOBAL X FDS | 99,455 | 126,534 | +27,079 | 4,462,728 | 5,659,042 | 0.32% | +1,196,314 |
| UNITEDHEALTH GROUP INC(UNH) | 345 | 3,672 | +3,327 | 107,305 | 1,267,846 | 0.07% | +1,160,541 |
| TESLA INC(TSLA) | 9,771 | 10,145 | +374 | 2,958,799 | 4,077,173 | 0.23% | +1,118,374 |
| MAGIC SOFTWARE ENTERPRISES L | 189,327 | 231,768 | +42,441 | 3,615,854 | 4,719,486 | 0.27% | +1,103,632 |
| ISHARES TR | 10,000 | 25,000 | +15,000 | 551,000 | 1,646,250 | 0.09% | +1,095,250 |
| CONSTELLATION ENERGY CORP(CEG) | 5,935 | 9,157 | +3,222 | 1,902,708 | 2,967,038 | 0.17% | +1,064,330 |
| APPLE INC(AAPL) | 12,528 | 14,060 | +1,532 | 2,567,318 | 3,579,768 | 0.20% | +1,012,450 |
| FIRST TR EXCHANGE TRADED FD | 240 | 7,630 | +7,390 | 29,194 | 1,025,625 | 0.06% | +996,431 |
| ZOOZ PWR LTD | 721,999 | 721,999 | 0 | 681,531 | 1,651,688 | 0.09% | +970,157 |
| SNOWFLAKE INC(SNOW) | 0 | 4,000 | +4,000 | 0 | 902,200 | 0.05% | +902,200 |
| FIRST TR EXCHANGE TRADED FD | 7,748 | 18,523 | +10,775 | 584,319 | 1,407,504 | 0.08% | +823,185 |
| KRANESHARES TRUST | 40,000 | 50,000 | +10,000 | 1,373,200 | 2,100,500 | 0.12% | +727,300 |
| ELECTRONIC ARTS INC(EA) | 0 | 3,457 | +3,457 | 0 | 697,300 | 0.04% | +697,300 |
| SELECT SECTOR SPDR TR | 2,240 | 4,382 | +2,142 | 566,607 | 1,234,754 | 0.07% | +668,147 |
| WIX COM LTD | 85,427 | 79,694 | -5,733 | 13,536,614 | 14,155,954 | 0.80% | +619,340 |
| ADVANCED MICRO DEVICES INC(AMD) | 8,603 | 11,117 | +2,514 | 1,219,621 | 1,797,720 | 0.10% | +578,099 |
| MARVELL TECHNOLOGY INC(MRVL) | 19,113 | 24,471 | +5,358 | 1,479,346 | 2,057,027 | 0.12% | +577,681 |
| BERKSHIRE HATHAWAY INC DEL | 12,391 | 13,064 | +673 | 6,016,614 | 6,565,699 | 0.37% | +549,085 |
| FIRST SOLAR INC(FSLR) | 8,108 | 8,316 | +208 | 1,342,198 | 1,833,928 | 0.10% | +491,730 |
| COCA COLA CO(KO) | 2,946 | 10,089 | +7,143 | 208,217 | 668,942 | 0.04% | +460,725 |
| LAM RESEARCH CORP(LRCX) | 9,750 | 10,838 | +1,088 | 949,065 | 1,406,084 | 0.08% | +457,019 |
| COREWEAVE INC(CRWV) | 500 | 3,900 | +3,400 | 81,530 | 533,715 | 0.03% | +452,185 |
| NIKE INC(NKE) | 10,410 | 16,810 | +6,400 | 739,526 | 1,172,161 | 0.07% | +432,635 |
| SONY GROUP CORP(SONY) | 78,065 | 85,565 | +7,500 | 2,032,032 | 2,463,416 | 0.14% | +431,384 |
| GLOBAL X FDS | 21,575 | 24,575 | +3,000 | 1,299,894 | 1,726,148 | 0.10% | +426,254 |
| CHEVRON CORP NEW(CVX) | 19,550 | 20,684 | +1,134 | 2,798,812 | 3,211,612 | 0.18% | +412,800 |
| ASML HOLDING N V | 2,658 | 2,612 | -46 | 2,129,614 | 2,528,207 | 0.14% | +398,593 |
| HOME DEPOT INC(HD) | 1,021 | 1,898 | +877 | 374,185 | 768,926 | 0.04% | +394,741 |
| KLA CORP(KLAC) | 1,750 | 1,785 | +35 | 1,567,545 | 1,924,795 | 0.11% | +357,250 |
| RADNET INC(RDNT) | 0 | 4,600 | +4,600 | 0 | 350,566 | 0.02% | +350,566 |
| TERADYNE INC(TER) | 0 | 2,500 | +2,500 | 0 | 344,100 | 0.02% | +344,100 |
| VARONIS SYS INC(VRNS) | 38,532 | 39,527 | +995 | 1,950,485 | 2,290,058 | 0.13% | +339,573 |
| SHOPIFY INC(SHOP) | 0 | 2,106 | +2,106 | 0 | 313,638 | 0.02% | +313,638 |
| ODDITY TECH LTD | 77,387 | 99,987 | +22,600 | 5,840,391 | 6,135,576 | 0.35% | +295,185 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 29,631 | 39,856 | +10,225 | 215,906 | 508,146 | 0.03% | +292,240 |
| ISHARES GOLD TR(IAU) | 28,000 | 28,000 | 0 | 1,746,080 | 2,037,560 | 0.12% | +291,480 |
| AUTOZONE INC(AZO) | 390 | 405 | +15 | 1,447,770 | 1,737,547 | 0.10% | +289,777 |
| SPDR SERIES TRUST | 11,000 | 11,000 | 0 | 739,420 | 1,025,090 | 0.06% | +285,670 |
| CLOUDFLARE INC(NET) | 29,476 | 27,594 | -1,882 | 5,726,084 | 6,008,287 | 0.34% | +282,203 |
| BRAINSWAY LTD | 0 | 17,425 | +17,425 | 0 | 262,595 | 0.01% | +262,595 |
| PROCTER AND GAMBLE CO(PG) | 15,040 | 17,250 | +2,210 | 2,395,409 | 2,649,837 | 0.15% | +254,428 |
| TJX COS INC NEW(TJX) | 9,275 | 9,575 | +300 | 1,145,370 | 1,383,971 | 0.08% | +238,601 |
| GLOBAL X FDS | 500 | 5,250 | +4,750 | 21,640 | 259,171 | 0.01% | +237,531 |
| OPKO HEALTH INC(OPK) | 1,528,899 | 1,499,118 | -29,781 | 2,012,688 | 2,235,527 | 0.13% | +222,839 |
| JACOBS SOLUTIONS INC(J) | 10,661 | 10,824 | +163 | 1,401,388 | 1,622,085 | 0.09% | +220,697 |
| ULTA BEAUTY INC(ULTA) | 4,468 | 4,218 | -250 | 2,090,220 | 2,306,192 | 0.13% | +215,972 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 4,000 | 5,500 | +1,500 | 527,120 | 706,200 | 0.04% | +179,080 |
| UBER TECHNOLOGIES INC(UBER) | 38,462 | 38,417 | -45 | 3,576,039 | 3,745,254 | 0.21% | +169,215 |
| CAMECO CORP(CCJ) | 17,500 | 17,500 | 0 | 1,299,025 | 1,467,550 | 0.08% | +168,525 |
| DATADOG INC(DDOG) | 31,571 | 29,839 | -1,732 | 4,169,898 | 4,334,413 | 0.24% | +164,515 |
| ISHARES TR | 7,125 | 6,865 | -260 | 1,699,573 | 1,860,516 | 0.11% | +160,943 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 1,100 | 4,655 | +3,555 | 22,440 | 172,235 | 0.01% | +149,795 |
| LOCKHEED MARTIN CORP(LMT) | 422 | 686 | +264 | 195,171 | 342,513 | 0.02% | +147,342 |
| COSTCO WHSL CORP NEW(COST) | 1,371 | 1,724 | +353 | 1,301,935 | 1,449,052 | 0.08% | +147,117 |
| FEDERAL RLTY INVT TR NEW(FRT) | 0 | 1,443 | +1,443 | 0 | 146,190 | 0.01% | +146,190 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 3,234 | +3,234 | 0 | 145,853 | 0.01% | +145,853 |
| DARIOHEALTH CORP | 653,782 | 32,684 | -621,098 | 438,034 | 567,067 | 0.03% | +129,033 |
| OMNICOM GROUP INC(OMC) | 0 | 1,544 | +1,544 | 0 | 125,882 | 0.01% | +125,882 |
| ISHARES TR | 8,700 | 8,700 | 0 | 810,569 | 933,073 | 0.05% | +122,504 |
| CLOROX CO DEL(CLX) | 0 | 939 | +939 | 0 | 115,779 | 0.01% | +115,779 |
| JOHNSON & JOHNSON(JNJ) | 4,029 | 3,899 | -130 | 615,064 | 722,953 | 0.04% | +107,889 |
| GOLDMAN SACHS GROUP INC(GS) | 1,552 | 1,487 | -65 | 893,775 | 996,009 | 0.06% | +102,234 |
| COTERRA ENERGY INC | 0 | 4,306 | +4,306 | 0 | 101,837 | 0.01% | +101,837 |
| MASTERCARD INCORPORATED(MA) | 10,685 | 10,724 | +39 | 6,003,996 | 6,099,757 | 0.34% | +95,761 |
| TASEKO MINES LTD(TGB) | 85,000 | 85,000 | 0 | 267,448 | 359,515 | 0.02% | +92,067 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 600 | 1,100 | +500 | 68,916 | 152,570 | 0.01% | +83,654 |
| SIREN ETF TR | 90,000 | 90,000 | 0 | 745,920 | 824,130 | 0.05% | +78,210 |
| DOCUSIGN INC(DOCU) | 18,512 | 18,172 | -340 | 1,415,613 | 1,492,648 | 0.08% | +77,035 |