Fund HoldingsY.D. More Investments Ltd

Total Portfolio Value
$2.09B
Total Bought
$459.19M
Total Sold
$163.12M
Net Transaction
+$296.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ENLIGHT RENEWABLE ENERGY LTD(ENLT)5,584,8175,837,263+252,446172,143264,96512.69%+92,822
ZIM INTEGRATED SHIPPING SERV
SHS
03,782,745+3,782,745080,3083.85%+80,308
ELBIT SYS LTD(ESLT)600,036618,325+18,289304,380356,34517.07%+51,965
TOWER SEMICONDUCTOR LTD(TSEM)965,4451,009,846+44,40168,755118,0845.66%+49,329
ORMAT TECHNOLOGIES INC(ORA)020,150,000+20,150,000027,7881.33%+27,788
TEVA PHARMACEUTICAL INDS LTD(TEVA)1,615,9001,615,900032,64150,4322.42%+17,791
ORMAT TECHNOLOGIES INC(ORA)568,618643,191+74,57354,69570,6833.39%+15,988
SOLAREDGE TECHNOLOGIES INC(SEDG)4,655360,460+355,80517210,3990.50%+10,227
ALPHABET INC(GOOG)65,17981,499+16,32015,86925,5751.22%+9,706
ITURAN LOCATION AND CONTROL
SHS
0858,274+858,274037,2361.78%+37,236
MICRON TECHNOLOGY INC(MU)19,52736,848+17,3213,26610,5330.50%+7,267
SPDR SERIES TRUST
ST STR SP AERO
025,188+25,18806,0980.29%+6,098
KENON HLDGS LTD(KEN)0212,102+212,102013,9630.67%+13,963
AMAZON COM INC(AMZN)117,947133,048+15,10125,89630,7121.47%+4,816
GILAT SATELLITE NETWORKS LTD(GILT)39,856403,746+363,8905085,2350.25%+4,727
NOVA LTD(NVMI)329,780327,425-2,355104,721109,3655.24%+4,644
CATERPILLAR INC(CAT)7,59213,658+6,0663,6227,8280.37%+4,206
PARKER-HANNIFIN CORP(PH)04,323+4,32303,8000.18%+3,800
UNION PAC CORP(UNP)016,070+16,07003,7170.18%+3,717
BROADCOM INC(AVGO)22,67632,001+9,3257,47911,0760.53%+3,597
NAYAX LTD(NYAX)0839,477+839,477042,3992.03%+42,399
CHECK POINT SOFTWARE TECH LT
ORD
016,988+16,98803,1520.15%+3,152
CONSTELLATION ENERGY CORP(CEG)9,15716,918+7,7612,9675,9770.29%+3,010
ALPHABET INC(GOOG)29,84832,755+2,9077,25610,2530.49%+2,997
TAIWAN SEMICONDUCTOR MFG LTD(TSM)133,817132,513-1,30437,37240,3481.93%+2,976
APPLE INC(AAPL)14,06023,910+9,8503,5806,5000.31%+2,921
SELECT SECTOR SPDR TR
ST STR FINL ETF
049,855+49,85502,7320.13%+2,732
MAGIC SOFTWARE ENTERPRISES L231,768264,837+33,0694,7196,8930.33%+2,174
VANGUARD INDEX FDS38,17040,461+2,29123,37525,3741.22%+2,000
SUNRUN INC(RUN)03,000,000+3,000,00001,9350.09%+1,935
SERVICENOW INC(NOW)017,750+17,75002,7190.13%+2,719
BRAINSWAY LTD17,425114,962+97,5372632,1870.10%+1,924
TYLER TECHNOLOGIES INC(TYL)04,235+4,23501,9220.09%+1,922
COGNYTE SOFTWARE LTD01,854,798+1,854,798017,4350.83%+17,435
UNITED RENTALS INC(URI)02,250+2,25001,8210.09%+1,821
SELECT SECTOR SPDR TR
ST STR TECHN ETF
012,222+12,22201,7640.08%+1,764
NVIDIA CORPORATION(NVDA)87,17095,936+8,76616,26317,8960.86%+1,632
ISHARES INC
MSCI JAPAN ETF
019,503+19,50301,5750.08%+1,575
ISHARES TR22,23432,629+10,3953,0724,6250.22%+1,552
ROCKWELL AUTOMATION INC(ROK)03,926+3,92601,5270.07%+1,527
SPDR SERIES TRUST
ST STR SP BIOT
012,500+12,50001,5240.07%+1,524
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
06,000+6,00001,5180.07%+1,518
ISHARES TR17,36218,907+1,54511,62012,9500.62%+1,330
WABTEC(WAB)05,977+5,97701,2760.06%+1,276
VANECK ETF TRUST
SEMICONDUCTR ETF
18,36319,813+1,4505,9937,1350.34%+1,142
SPDR SERIES TRUST
ST STR SP METAL
011,000+11,00001,1400.05%+1,140
LAM RESEARCH CORP(LRCX)10,83814,023+3,1851,4062,4030.12%+996
GLOBAL X FDS
US INFR DEV ETF
118,989138,273+19,2845,6616,6400.32%+979
TAT TECHNOLOGIES LTD950,765900,147-50,61839,44540,3851.93%+940
VISA INC(V)018,492+18,49206,4870.31%+6,487
SPDR S&P 500 ETF TR(SPY)025,172+25,172017,1920.82%+17,192
GLOBAL X FDS
DAX GERMANY ETF
126,534143,564+17,0305,6596,5630.31%+904
SELECT SECTOR SPDR TR
ST STR ENERG ETF
018,154+18,15408120.04%+812
SPDR SERIES TRUST
SP O&G EXPL PRO
06,000+6,00007580.04%+758
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,466+4,46606920.03%+692
PFIZER INC(PFE)050,159+50,15901,2490.06%+1,249
DOORDASH INC(DASH)011,599+11,59902,6270.13%+2,627
WASTE MGMT INC DEL(WM)017,186+17,18606910.03%+691
TARGET CORP(TGT)05,200+5,20005080.02%+508
ALCOA CORP(AA)09,055+9,05504810.02%+481
ON HLDG AG(ONON)067,050+67,05003,1160.15%+3,116
ADVANCED DRAIN SYS INC DEL(WMS)1,1004,000+2,9001535790.03%+427
BUILDERS FIRSTSOURCE INC(BLDR)03,866+3,86603980.02%+398
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,435+2,43503780.02%+378
TABOOLA.COM LTD(TBLA)0300,000+300,00001,3470.06%+1,347
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
18,52323,823+5,3001,4081,7060.08%+298
POOL CORP(POOL)01,302+1,30202980.01%+298
GOLDMAN SACHS GROUP INC(GS)1,4871,466-219961,2890.06%+293
ULTA BEAUTY INC(ULTA)4,2184,268+502,3062,5820.12%+276
AUDIOCODES LTD027,552+27,55202390.01%+239
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,000+2,00002350.01%+235
ISHARES GOLD TR(IAU)28,00028,00002,0382,2730.11%+235
TESLA INC(TSLA)10,1459,708-4374,0774,3020.21%+225
EXXON MOBIL CORP05,675+5,67506830.03%+683
TJX COS INC NEW(TJX)9,57510,375+8001,3841,5940.08%+210
MASTERCARD INCORPORATED(MA)10,72411,023+2996,1006,2970.30%+197
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,520+2,52001960.01%+196
KAMADA LTD0289,382+289,38202,0500.10%+2,050
TERADYNE INC(TER)2,5002,600+1003445030.02%+159
FALCONS BEYOND GLOBAL INC075,000+75,00001520.01%+152
AKAMAI TECHNOLOGIES INC(AKAM)012,899+12,89901,1250.05%+1,125
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,180+1,18001410.01%+141
ISHARES TR06,000+6,00001320.01%+132
MICROSOFT CORP(MSFT)54,45658,569+4,11328,19828,3301.36%+132
ELI LILLY & CO(LLY)0820+82008280.04%+828
SPDR SERIES TRUST
ST SHOR CORP ETF
04,080+4,08001230.01%+123
CVS HEALTH CORP(CVS)02,490+2,49001980.01%+198
PERION NETWORK LTD038,567+38,56703650.02%+365
SPDR SERIES TRUST
ST INTER BD ETF
02,800+2,8000950.00%+95
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,196+2,1960940.00%+94
INVESCO EXCH TRADED FD TR II
SOLAR ETF
02,150+2,15001060.01%+106
ISHARES TR05,545+5,54505540.03%+554
BLACKROCK INC(BLK)0114+11401220.01%+122
ISHARES TR04,722+4,72204990.02%+499
TASEKO MINES LTD(TGB)85,00075,000-10,0003604240.02%+64
ISHARES TR0450+45001110.01%+111
BANK AMERICA CORP022,942+22,94201,2620.06%+1,262
ENTERGY CORP NEW(ETR)0632+6320580.00%+58
PALANTIR TECHNOLOGIES INC(PLTR)0298+2980530.00%+53
FAIR ISAAC CORP(FICO)0265+26504480.02%+448
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