Y.D. More Investments Ltd

CIK 0001870364 · Q1 2026

13F Equity AUM

$2.6B

+22.3% QoQ

Positions

417

-2 QoQ

AUM Rank

#1,562

Top 13%

Skill Alpha (FF)

+11.5%/yr^ns

No Clear Edge

Rank #231 · Top 3%

vs S&P +7.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 49.3%Top 10: 64.8%Top 20: 78.6%

ESLT18.0%

ENLT14.3%

NVMI6.3%

TSEM6.2%

CAMT4.5%

ICL3.9%

HNM3.8%

PANW3.5%

TSM2.1%

SOXX2.0%

Others (407)35.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.7%

Industrials23.8%

Utilities20.1%

Financial Services10.5%

Basic Materials4.3%

Communication Services2.9%

Healthcare2.4%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 417Median: 0.01%Avg: 0.24%

0–0.5%

386(13.4%)

0.5–1%

10(7.0%)

1–3%

13(19.0%)

3–5%

4(15.8%)

5%+

4(44.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 405Unique: 12vs 20 funds

5.5%Low

417

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.6%

BANK OF AMERICA CORP /DE/

8.2%

7.8%

11.8%

8.5%

8.2%

VANGUARD CAPITAL MANAGEMENT LLC

7.9%

GEODE CAPITAL MANAGEMENT, LLC

7.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New54Increased107Decreased216Exited49

New Positions

VRT0.1%

+13K

CRED0.1%

+1K

KXI0.1%

+18K

NTR0.1%

+18K

EME0.0%

+2K

ROKU0.0%

+8K

ATD0.0%

+5K

CRS0.0%

+2K

6RJ00.0%

+10K

AEIS0.0%

+1K

Increased

ICL3.9%

+878K(+5%)

PANW3.5%

+485K(+623%)

GILT0.4%

+312K(+77%)

HNM3.8%

+237K(+37%)

BWAY0.1%

+157K(+137%)

SOXX2.0%

+155K(+4175%)

SEDG1.0%

+143K(+40%)

CAMT4.5%

+135K(+21%)

IGV0.4%

+130K(+2754%)

LHX1.2%

+84K(+8838%)

Decreased

ZIM1.1%

-2,762,872(-73%)

ODYS0.3%

-355,143(-27%)

ENLT14.3%

-322,270(-6%)

CLBT0.1%

-171,665(-61%)

KMDA0.0%

-152,944(-53%)

TATT1.3%

-90,146(-10%)

TSEM6.2%

-79,156(-8%)

GLBE0.0%

-74,050(-90%)

ESLT18.0%

-67,308(-11%)

SONY0.0%

-50,865(-65%)

Exited

-264,837

-16,988

-11,599

-10,298

-4,526

-3,000,000

-4,235

-257

-440

-2,569

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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