Fund HoldingsY.D. More Investments Ltd

Total Portfolio Value
$1.11B
Total Bought
$170.19M
Total Sold
$53.86M
Net Transaction
+$116.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ELBIT SYS LTD(ESLT)408,346449,747+41,40181,538117,52010.57%+35,982
ICL GROUP LTD(ICL)016,479,059+16,479,059081,3347.31%+81,334
TOWER SEMICONDUCTOR LTD(TSEM)0866,539+866,539044,8834.04%+44,883
NAYAX LTD(NYAX)829,6381,183,988+354,35021,24134,6303.11%+13,389
NOVA LTD(NVMI)0296,307+296,307058,4235.25%+58,423
ENLIGHT RENEWABLE ENERGY LTD(ENLT)2,586,0503,068,179+482,12943,59453,0434.77%+9,449
SIMILARWEB LTD1,363,1341,449,634+86,50012,05020,5411.85%+8,491
TAT TECHNOLOGIES LTD1,342,0171,213,859-128,15824,53731,4752.83%+6,939
WIX COM LTD
SHS
57,96266,167+8,2059,69014,1961.28%+4,507
AMAZON COM INC(AMZN)078,679+78,679017,2711.55%+17,271
ITURAN LOCATION AND CONTROL
SHS
931,183929,183-2,00024,71428,9442.60%+4,230
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
222,667281,851+59,18418,64822,6242.03%+3,976
ISHARES TR
BROAD USD HIGH
307,063420,123+113,06011,56115,4561.39%+3,895
COGNYTE SOFTWARE LTD01,854,798+1,854,798016,0441.44%+16,044
CAMTEK LTD(CAMT)0525,413+525,413042,9053.86%+42,905
ALPHABET INC(GOOG)048,583+48,58309,2520.83%+9,252
INVESCO QQQ TR024,350+24,350012,4491.12%+12,449
SELECT SECTOR SPDR TR
ST STR FINL ETF
15,12364,247+49,1246843,1040.28%+2,420
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0105,533+105,533020,8431.87%+20,843
SPDR SER TR
SP O&G EXPL PRO
012,000+12,00001,5880.14%+1,588
ISHARES TR101,050117,270+16,22012,08613,5511.22%+1,464
PROCTER AND GAMBLE CO(PG)4,71013,523+8,8138152,2650.20%+1,450
MARVELL TECHNOLOGY INC(MRVL)12,44320,743+8,3008972,2910.21%+1,394
SALESFORCE INC(CRM)018,983+18,98306,3470.57%+6,347
SPOTIFY TECHNOLOGY S A(SPOT)12,47013,305+8354,5965,9520.54%+1,357
FORTINET INC(FTNT)054,417+54,41705,1410.46%+5,141
LEONARDO DRS INC(DRS)298,000298,00008,4109,6280.87%+1,219
KENON HLDGS LTD(KEN)200,628206,333+5,7055,6786,8850.62%+1,207
TESLA INC(TSLA)9,3689,713+3452,3323,4770.31%+1,145
VISA INC(V)17,09718,377+1,2804,7015,8100.52%+1,109
MOBILEYE GLOBAL INC(MBLY)35,50077,150+41,6504861,5370.14%+1,050
ODDITY TECH LTD
SHS CL A
622,240622,240025,12626,1472.35%+1,020
CELLEBRITE DI LTD(CLBT)338,750301,734-37,0165,7056,6470.60%+943
LAM RESEARCH CORP(LRCX)011,850+11,85008560.08%+856
WALMART INC(WMT)40,98345,661+4,6783,3094,1250.37%+816
BROADCOM INC(AVGO)7,73913,064+5,3252,3213,0330.27%+712
NETFLIX INC(NFLX)4,1794,111-682,9603,6640.33%+705
CLOUDFLARE INC(NET)032,021+32,02103,4480.31%+3,448
PALO ALTO NETWORKS INC(PANW)068,898+68,898012,5371.13%+12,537
JPMORGAN CHASE & CO.(JPM)09,600+9,60002,3000.21%+2,300
PAYLOCITY HLDG CORP(PCTY)12,36313,613+1,2502,0402,7150.24%+676
BLOCK INC(XYZ)20,34123,165+2,8241,3571,9690.18%+612
SERVICENOW INC(NOW)4,3994,274-1253,9344,5310.41%+597
MASTERCARD INCORPORATED(MA)012,617+12,61706,6420.60%+6,642
GLOBAL E ONLINE LTD
SHS
35,75035,75001,3741,9490.18%+575
DOCUSIGN INC(DOCU)016,666+16,66601,4990.13%+1,499
ON HLDG AG(ONON)13,53022,660+9,1306791,2410.11%+563
ELASTIC N V
ORD SHS
029,597+29,59702,9320.26%+2,932
PERION NETWORK LTD354,708391,332+36,6242,8283,3460.30%+518
SOFI TECHNOLOGIES INC(SOFI)67,03967,03905271,0320.09%+505
CYBERARK SOFTWARE LTD6,4486,936+4881,8052,3110.21%+505
SPDR S&P 500 ETF TR(SPY)28,47328,543+7016,32916,8211.51%+492
ORMAT TECHNOLOGIES INC(ORA)463,180524,416+61,23635,65536,0303.24%+374
POOL CORP(POOL)01,230+1,23004190.04%+419
GLOBAL X FDS
US INFR DEV ETF
46,16855,887+9,7191,8992,2580.20%+359
KRANESHARES TRUST36,00054,000+18,0001,2251,5790.14%+354
ALPHABET INC(GOOG)025,148+25,14804,7610.43%+4,761
DOORDASH INC(DASH)12,14112,14101,7332,0370.18%+304
TEVA PHARMACEUTICAL INDS LTD(TEVA)105,80098,700-7,1001,9072,1750.20%+269
FIRST TR EXCHANGE-TRADED FD49,59553,679+4,0844,5014,7130.42%+212
VANGUARD INDEX FDS032,780+32,780017,6971.59%+17,697
S&P GLOBAL INC(SPGI)0392+39201950.02%+195
TASEKO MINES LTD(TGB)0100,000+100,00001950.02%+195
DYNATRACE INC(DT)024,623+24,62301,3380.12%+1,338
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,127+14,12701,2100.11%+1,210
WELLS FARGO CO NEW(WFC)04,413+4,41303100.03%+310
ZOOZ PWR LTD
SHARE
0721,999+721,99901,6650.15%+1,665
BOOKING HOLDINGS INC(BKNG)0134+13406660.06%+666
CVS HEALTH CORP(CVS)03,200+3,20001440.01%+144
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
07,807+7,80704940.04%+494
AMENTUM HOLDINGS INC06,790+6,79001430.01%+143
PFIZER INC(PFE)033,307+33,30708840.08%+884
SNOWFLAKE INC(SNOW)03,500+3,50005400.05%+540
MORGAN STANLEY(MS)01,934+1,93402430.02%+243
CHORD ENERGY CORPORATION(CHRD)01,012+1,01201180.01%+118
AMERICAN EXPRESS CO(AXP)1,2971,548+2513514590.04%+108
CITIGROUP INC(C)03,506+3,50602470.02%+247
INTERCONTINENTAL EXCHANGE IN(ICE)0713+71301060.01%+106
CME GROUP INC(CME)0443+44301030.01%+103
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)03,061+3,06105630.05%+563
DISNEY WALT CO(DIS)0885+8850990.01%+99
GEN DIGITAL INC(GEN)050,833+50,83301,3920.13%+1,392
GENERAL MTRS CO(GM)021,240+21,24001,1310.10%+1,131
APOLLO GLOBAL MGMT INC(APO)0541+5410890.01%+89
BLACKBERRY LTD(BB)067,209+67,20902540.02%+254
ARISTA NETWORKS INC(ANET)0800+8000880.01%+88
TABOOLA.COM LTD(TBLA)0300,000+300,00001,0950.10%+1,095
WISDOMTREE TR(WT)03,251+3,25101220.01%+122
SHOPIFY INC(SHOP)03,161+3,16103360.03%+336
GLOBAL PMTS INC(GPN)06,949+6,94907790.07%+779
AUTODESK INC3,3493,384+359231,0000.09%+78
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
01,705+1,70501330.01%+133
SONY GROUP CORP(SONY)7,21336,065+28,8526977630.07%+67
HONEYWELL INTL INC(HON)0858+85801940.02%+194
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,504+2,50405820.05%+582
CHEVRON CORP NEW(CVX)19,07119,818+7472,8082,8680.26%+60
GILEAD SCIENCES INC(GILD)01,602+1,60201480.01%+148
PNC FINL SVCS GROUP INC(PNC)0491+4910950.01%+95
CAPITAL ONE FINL CORP(COF)0474+4740850.01%+85
AFFIRM HLDGS INC(AFRM)01,691+1,69101030.01%+103
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