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Livermore
Livermore
ZHEN

Y.D. More Investments Ltd

SEC CIK
0001870364
Latest filing
Aug 5, 2026

The latest 13F from Y.D. More Investments Ltd covers Q2 2026 (filed Aug 5, 2026): 510 long positions worth $3.21B. The top 10 holdings make up 63.5% of the portfolio, and the largest is Enlight Renewable Energy Ltd. (ENLT) at 14.2%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
63
Est. +$42.9M
Added
236
Est. +$268.3M
Reduced
108
Est. −$186.6M
Sold out
27
Est. −$9.47M

Top 5 holdings

Share of this quarter's portfolio value

  1. ENLTEnlight Renewable Energy Ltd.
    14.2%$457.5MHistory
  2. ESLTElbit Systems Ltd
    11.4%$367.1MHistory
  3. TSEMTower Semiconductor Ltd
    7.6%$243.8MHistory
  4. NVMINova Ltd.
    6.8%$216.8MHistory
  5. PANWPalo Alto Networks Inc
    6.3%$202.1MHistory

Share of portfolio

Top 5 holdings and the other 505 positions, by share of portfolio value

  1. ENLT14.2%
  2. ESLT11.4%
  3. TSEM7.6%
  4. NVMI6.8%
  5. PANW6.3%
  6. Other 505 positions53.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$37.3MAdded
  2. TEVATeva Pharmaceutical Industries Ltd
    +$33.9MAddedHistory
  3. iShares Semiconductor ETF464287523
    +$27.6MAdded
  4. NVMINova Ltd.
    +$17.0MAddedHistory
  5. NVDANVIDIA Corp
    +$15.8MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +2.76 pp3.5% → 6.3%History
  2. iShares Semiconductor ETF464287523
    +1.99 pp2.0% → 4.0%
  3. TSEMTower Semiconductor Ltd
    +1.38 pp6.2% → 7.6%History
  4. Invesco QQQ Trust Series I46090E103
    +1.18 pp1.5% → 2.7%
  5. TEVATeva Pharmaceutical Industries Ltd
    +0.85 pp1.9% → 2.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ESLTElbit Systems Ltd
    −$51.1MReducedHistory
  2. ENLTEnlight Renewable Energy Ltd.
    −$29.5MReducedHistory
  3. ZIMZIM Integrated Shipping Services Ltd.
    −$23.3MReducedHistory
  4. SEDGSolaredge Technologies, Inc.
    −$20.3MReducedHistory
  5. KENKenon Holdings Ltd.
    −$8.83MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ESLTElbit Systems Ltd
    −6.55 pp18.0% → 11.4%History
  2. ZIMZIM Integrated Shipping Services Ltd.
    −0.95 pp1.1% → 0.1%History
  3. ICLICL Group Ltd.
    −0.89 pp3.9% → 3.0%History
  4. SEDGSolaredge Technologies, Inc.
    −0.72 pp1.0% → 0.3%History
  5. KENKenon Holdings Ltd.
    −0.51 pp0.7% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.21B
+$658.8M (+25.8%) vs. prior quarter
Positions
510
+36 vs. prior quarter
Top 10 concentration
63.5%
Top 10 as share of value
Turnover
6.8%
Q2 2026, one quarter
Average holding period
12.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.21B (Q2 2026)

Q4 2022: $369.9MQ1 2023: $411.9MQ2 2023: $393.8MQ3 2023: $488.6MQ4 2023: $488.6MQ1 2024: $564.2MQ2 2024: $980.4MQ3 2024: $954.7MQ4 2024: $1.11BQ1 2025: $1.14BQ2 2025: $1.45BQ3 2025: $1.77BQ4 2025: $2.09BQ1 2026: $2.55BQ2 2026: $3.21B
Q4 2022Q2 2026
13F filings of Y.D. More Investments Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026510$3.21BENLTESLTTSEMvs. Q1 2026SEC
Q1 2026May 4, 2026474$2.55BESLTENLTNVMIvs. Q4 2025SEC
Q4 2025Jan 21, 2026470$2.09BESLTENLTTSEMvs. Q3 2025SEC
Q3 2025Nov 10, 2025491$1.77BESLTENLTICLvs. Q2 2025SEC
Q2 2025Aug 11, 2025453$1.45BESLTICLNVMIvs. Q1 2025SEC
Q1 2025May 12, 2025468$1.14BESLTICLENLTvs. Q4 2024SEC
Q4 2024Jan 27, 2025459$1.11BESLTICLNVMIvs. Q3 2024SEC
Q3 2024Nov 5, 2024448$954.7MESLTICLNVMIvs. Q2 2024SEC
Q2 2024Aug 8, 2024458$980.4MCAMTESLTNVMIvs. Q1 2024SEC
Q1 2024May 13, 2024333$564.2MPSECITRNMSFTvs. Q4 2023SEC
Q4 2023Feb 6, 2024349$488.6MTSMITRNPFEvs. Q3 2023SEC
Q3 2023Oct 30, 2023339$488.6MITRNPFETSEMvs. Q2 2023SEC
Q2 2023Jul 12, 2023328$393.8MPFETSMMSFTvs. Q1 2023SEC
Q1 2023May 11, 2023354$411.9MInvesco QQQ Trust Series IPFETAKvs. Q4 2022SEC
Q4 2022Feb 6, 2023407$369.9MMSFTVanguard S&P 500 ETFITRN–SEC

13D and 13G filings

Companies where Y.D. More Investments Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Y.D. More Investments Ltd owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
DUKRDUKE Robotics Corp.13D/A19.99%924.0K shares–Jul 6, 20214 filingsJun 2, 2026SEC
ENLTEnlight Renewable Energy Ltd.13G/A5.95%973.5K shares–May 11, 20261 filingMay 11, 2026SEC
TATTTat Technologies Ltd13G/A5.42%703.0K shares−1.56 ppfrom 6.98%Sep 12, 20246 filingsJul 28, 2026SEC

Latest filings

34 filings on file made by Y.D. More Investments Ltd or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Y.D. More Investments Ltd
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TATTTat Technologies LtdJul 28, 20266:04 AM ET13G/A5.42%703.0K shares−1.56 ppfrom 6.98%Jun 30, 2026SEC
ODYSOdysight.ai Inc.Jul 28, 20266:03 AM ET13G/A3.79%636.1K shares−2.16 ppfrom 5.95%Below 5%Jun 30, 2026SEC
DUKRDUKE Robotics Corp.Jun 2, 20261:56 PM ET13D/A19.99%924.0K shares–May 18, 2026SEC
ODYSOdysight.ai Inc.May 11, 20268:31 AM ET13G/A5.95%973.5K shares−2.61 ppfrom 8.56%Mar 31, 2026SEC
ENLTEnlight Renewable Energy Ltd.May 11, 20268:17 AM ET13G/A5.95%973.5K shares–Mar 31, 2026SEC
ENLTEnlight Renewable Energy Ltd.May 11, 20268:13 AM ET13G/A4.40%6.13M shares−0.61 ppfrom 5.01%Below 5%Mar 31, 2026SEC
TATTTat Technologies LtdJan 8, 20266:29 AM ET13G/A6.98%900.1K shares−0.92 ppfrom 7.90%Dec 31, 2025SEC
ZOOZZOOZ Strategy Ltd.Jan 8, 20266:26 AM ET13G/A0.45%722.0K shares−5.55 ppfrom 6.00%Below 5%Dec 31, 2025SEC
ODYSOdysight.ai Inc.Jan 8, 20266:18 AM ET13G/A8.56%14.4M shares−4.94 ppfrom 13.50%Jan 6, 2026SEC
ENLTEnlight Renewable Energy Ltd.Jan 8, 20266:15 AM ET13G5.01%6.65M sharesNewJan 6, 2026SEC
TATTTat Technologies LtdAug 5, 20259:04 AM ET13G/A7.90%1.01M shares−1.80 ppfrom 9.70%Jun 30, 2025SEC
TATTTat Technologies LtdMay 12, 20256:04 AM ET13G/A9.70%1.06M shares−1.50 ppfrom 11.20%Mar 31, 2025SEC
ZOOZZOOZ Strategy Ltd.Mar 25, 20257:46 AM ET13G/A6.00%722.0K shares–Mar 21, 2025SEC
ODYSOdysight.ai Inc.Feb 18, 20256:00 AM ET13G13.50%2.20M sharesNewFeb 10, 2025SEC
TATTTat Technologies LtdJan 23, 20253:07 PM ET13G/A11.20%1.21M shares–Dec 31, 2024SEC
SHL Telemedicine LtdNov 13, 202413GOld format–––SEC
TATTTat Technologies LtdSep 12, 202413GOld format–New–SEC
SHL Telemedicine LtdJul 24, 202413GOld format–New–SEC
DUKRDUKE Robotics Corp.Jun 25, 202413D/AOld format–––SEC
ZOOZZOOZ Strategy Ltd.Apr 10, 202413GOld format–New–SEC