Y D MORE INVESTMENTS LTD
Q2 2026 Form 13-F

RAMAT GAN
CIK 0001870364 · Institutional investment manager
Consolidated report · includes 3 managers since Q2 2024
$3.2B Reported Value Total
Reported value
$3.2B
Quarter over quarter
+20.4%
Holdings
510
Top-10 concentration
63.5%

Filing Structure

Reports holdings for

  • More Provident Funds & Pension Ltd. (not a 13F filer in our records) · File #028-24274 · since Q2 2024
  • More Investment House Portfolio Management Ltd (not a 13F filer in our records) · File #028-24276 · since Q2 2024
  • More Mutual Funds Management (2013) Ltd. (not a 13F filer in our records) · File #028-24275 · since Q2 2024

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Nina Tzur
Chief Risk Officer & Chief Compliance Officer

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13F Metrics

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 05, 2026
Form 13F-HR
Reported value $3.2B
Positions 510
Change in reported value +25.8%
New positions 63
Exited positions 27
Position turnover 16.8%
Top-10 concentration 63.5%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 5, 2026
510 $3.2B
Q1 2026 13F
Filed May 4, 2026
474 $2.6B
Q4 2025 13F
Filed Jan 21, 2026
470 $2.1B
Q3 2025 13F
Filed Nov 10, 2025
491 $1.8B
Q2 2025 13F
Filed Aug 11, 2025
453 $1.5B
Q1 2025 13F
Filed May 12, 2025
468 $1.1B
Q4 2024 13F
Filed Jan 27, 2025
459 $1.1B
Q3 2024 13F
Filed Nov 5, 2024
447 $954.7M
Q2 2024 13F
Filed Aug 8, 2024
458 $980.4M
Q1 2024 13F
Filed May 13, 2024
333 $564.2M
Q4 2023 13F
Filed Feb 6, 2024
349 $520.5M
Q3 2023 13F
Filed Oct 30, 2023
339 $520.4M
Q2 2023 13F
Filed Jul 12, 2023
328 $433.5M
Q1 2023 13F
Filed May 11, 2023
354 $443.7M
Q4 2022 13F
Filed Feb 6, 2023
407 $412.7M

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 ENLT ENLIGHT RENEWABLE ENERGY LTD $457.5M 14.24%
2 ESLT ELBIT SYS LTD $367.1M 11.43%
3 TSEM TOWER SEMICONDUCTOR LTD $243.8M 7.59%
4 NVMI NOVA LTD $216.8M 6.75%
5 PANW PALO ALTO NETWORKS INC $202.1M 6.29%
6 SOXX ISHARES TR $129.5M 4.03%
7 CAMT CAMTEK LTD $125.9M 3.92%
8 ORA ORMAT TECHNOLOGIES INC $111.8M 3.48%
9 ICL ICL GROUP LTD $97.8M 3.04%
10 TEVA TEVA PHARMACEUTICAL INDS LTD $88.7M 2.76%
11 QQQ INVESCO QQQ TR $87.1M 2.71%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC $82.9M 2.58%
13 NYAX NAYAX LTD $58.9M 1.83%
14 ITRN ITURAN LOCATION AND CONTROL $54.4M 1.69%
15 AMZN AMAZON COM INC $52.2M 1.62%
16 GOOG ALPHABET INC $47.0M 1.46%
17 NVDA NVIDIA CORPORATION $37.3M 1.16%
18 KLAC KLA CORP $35.4M 1.1%
19 TATT TAT TECHNOLOGIES LTD $33.8M 1.05%
20 META META PLATFORMS INC $29.5M 0.92%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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Beneficial Ownership (Schedule 13D/13G)

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