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Y.D. More Investments Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Y.D. More Investments Ltd
报告期 2026-03-31 · CIK 0001870364
持仓数
474
前50大市值合计
$2.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 89
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC
-$22.9M
54,080
-94%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$17.5M
31,000
-98%
增持
META
META PLATFORMS INC
+$7.4M
42,519
+14%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DRS
LEONARDO DRS INC
+$6.6M
298,000
增持
—
ODDITY TECH LTD
+$5.3M
549,550
+38%
减持
NVDA
NVIDIA CORPORATION
+$4.9M
12,211
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.5M
163,953
-36%
减持
—
INMODE LTD
-$4.2M
2,590
-99%
增持
MSFT
MICROSOFT CORP
+$3.9M
63,331
+5%
减持
—
SIMILARWEB LTD
+$3.8M
1,314,263
-13%
增持
PANW
PALO ALTO NETWORKS INC
+$3.3M
51,373
+34%
清仓
NVS
NOVARTIS AG
-$3.0M
0
-100%
减持
AAPL
APPLE INC
-$3.0M
39,043
-23%
增持
—
MONDAY COM LTD
+$2.9M
16,466
+291%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$2.9M
176,181
+72%
增持
—
WIX COM LTD
+$2.8M
24,413
+486%
清仓
—
KORNIT DIGITAL LTD
-$2.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.6M
83,269
+2%
增持
—
ELASTIC N V
+$2.5M
40,143
+196%
增持
QQQ
INVESCO QQQ TR
+$2.4M
28,104
+15%
增持
NOW
SERVICENOW INC
+$2.4M
4,842
+165%
增持
VEEV
VEEVA SYS INC
+$2.3M
21,288
+54%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
27,240
+7%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
40,994
+2%
增持
—
ARBE ROBOTICS LTD
+$2.1M
2,949,088
+58%
增持
CAT
CATERPILLAR INC
+$2.1M
8,164
+164%
清仓
—
SPLUNK INC
-$2.0M
0
-100%
增持
NICE
NICE LTD
+$2.0M
26,559
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
8,742
+76%
增持
FTNT
FORTINET INC
+$1.7M
72,969
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
18,647
+6%
建仓
DASH
DOORDASH INC
+$1.4M
10,321
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.4M
10,420
-63%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
598
+185%
增持
DDOG
DATADOG INC
+$1.3M
35,665
+30%
增持
IGSB
ISHARES TR
+$1.2M
24,785
+3684%
增持
WMT
WALMART INC
+$1.1M
30,170
+580%
减持
—
CAMTEK LTD
+$1.1M
76,119
-0%
增持
NFLX
NETFLIX INC
+$1.1M
3,075
+88%
增持
V
VISA INC
+$987.6K
15,643
+21%
减持
ORA
ORMAT TECHNOLOGIES INC
-$971.2K
44,410
-14%
增持
UBER
UBER TECHNOLOGIES INC
+$968.9K
62,456
+0%
增持
AVGO
BROADCOM INC
+$963.2K
752
+2407%
增持
NET
CLOUDFLARE INC
+$957.0K
33,174
+14%
减持
IVV
ISHARES TR
-$919.6K
6,700
-28%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$896.3K
43,816
+23%
增持
MA
MASTERCARD INCORPORATED
+$841.5K
13,624
+2%
减持
SMH
VANECK ETF TRUST
+$834.0K
27,572
-10%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$782.9K
7,085
增持
PCTY
PAYLOCITY HLDG CORP
+$746.4K
8,976
+86%
增持
AZO
AUTOZONE INC
+$741.9K
260
+767%
增持
WDAY
WORKDAY INC
+$735.7K
7,078
+64%
减持
CRM
SALESFORCE INC
+$623.4K
24,951
-5%
增持
PAVE
GLOBAL X FDS
+$606.2K
33,014
+61%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$603.9K
98,600
+31%
减持
AMD
ADVANCED MICRO DEVICES INC
+$591.3K
29,729
-8%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$565.0K
12,820
+20%
增持
HYG
ISHARES TR
+$561.0K
78,263
+10%
清仓
TLT
ISHARES TR
-$543.8K
0
-100%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$534.6K
17,628
+46%
增持
ORCL
ORACLE CORP
+$532.0K
4,320
+4177%
减持
ESRT
EMPIRE ST RLTY TR INC
-$524.0K
35,700
-61%
增持
ADBE
ADOBE INC
+$522.0K
7,465
+37%
增持
GEN
GEN DIGITAL INC
+$514.6K
74,135
+43%
减持
POOL
POOL CORP
-$511.3K
628
-67%
减持
—
ITURAN LOCATION AND CONTROL
+$489.5K
970,514
-1%
减持
—
PERION NETWORK LTD
-$484.1K
38,859
-12%
减持
PSEC
PROSPECT CAP CORP
-$472.3K
1,254,319
-1%
清仓
PAYC
PAYCOM SOFTWARE INC
-$456.4K
0
-100%
增持
DT
DYNATRACE INC
+$429.1K
36,802
+56%
增持
J
JACOBS SOLUTIONS INC
+$428.1K
14,799
+4%
增持
TJX
TJX COS INC NEW
+$426.6K
7,000
+132%
增持
QCOM
QUALCOMM INC
+$423.3K
4,260
+107%
增持
SNOW
SNOWFLAKE INC
+$413.8K
2,900
+190%
增持
NKE
NIKE INC
+$408.7K
6,280
+276%
减持
—
NOVA LTD
+$394.2K
10,200
-1%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$392.9K
11,176
减持
—
DARIOHEALTH CORP
-$376.1K
1,202,731
-7%
增持
KLAC
KLA CORP
+$374.9K
2,825
+3%
增持
ZS
ZSCALER INC
+$368.9K
15,332
+30%
建仓
UPWK
UPWORK INC
+$359.7K
29,340
减持
ENPH
ENPHASE ENERGY INC
-$355.1K
12,640
-11%
增持
DOCU
DOCUSIGN INC
+$353.5K
19,446
+20%
增持
CVX
CHEVRON CORP NEW
+$345.0K
11,826
+16%
减持
OKTA
OKTA INC
+$332.8K
12,254
-7%
增持
TGT
TARGET CORP
+$325.6K
3,050
+102%
清仓
ARKK
ARK ETF TR
-$324.7K
0
-100%
增持
GM
GENERAL MTRS CO
+$321.4K
22,650
+15%
减持
—
ASML HOLDING N V
+$320.3K
6,930
-18%
增持
SOXX
ISHARES TR
+$320.1K
8,562
+206%
增持
TSLA
TESLA INC
+$316.8K
9,373
+75%
减持
SNY
SANOFI
-$316.2K
6,500
-49%
减持
SOFI
SOFI TECHNOLOGIES INC
-$314.6K
67,039
-17%
增持
—
EXXON MOBIL CORP
+$303.5K
7,600
+31%
减持
NEE
NEXTERA ENERGY INC
-$299.1K
6,766
-44%
增持
SHOP
SHOPIFY INC
+$284.2K
5,560
+19%
增持
JNJ
JOHNSON & JOHNSON
+$279.9K
3,106
+130%
增持
MCD
MCDONALDS CORP
+$273.6K
6,055
+25%
建仓
KIM
KIMCO RLTY CORP
+$264.7K
13,500
增持
GS
GOLDMAN SACHS GROUP INC
+$261.0K
925
+185%
减持
JPM
JPMORGAN CHASE & CO
+$258.2K
13,417
-6%
增持
IHI
ISHARES TR
+$247.2K
16,537
+24%
增持
ADSK
AUTODESK INC
+$243.7K
3,709
+25%
减持
GOOG
ALPHABET INC
+$236.6K
74,594
-5%
增持
—
CYBERARK SOFTWARE LTD
+$231.4K
2,943
+8%
增持
S
SENTINELONE INC
+$218.9K
33,578
+46%
清仓
LZ
LEGALZOOM COM INC
-$216.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$211.1K
0
-100%
增持
BB
BLACKBERRY LTD
-$200.9K
94,981
+106%
增持
QLYS
QUALYS INC
+$200.1K
4,570
+53%
减持
—
JACOBS ENGR GROUP INC
+$181.8K
8,827
-3%
增持
TENB
TENABLE HLDGS INC
+$174.4K
11,248
+21%
增持
MDLZ
MONDELEZ INTL INC
+$170.2K
42,282
+10%
减持
ALGN
ALIGN TECHNOLOGY INC
-$163.8K
280
-70%
减持
—
INNOVIZ TECHNOLOGIES LTD
-$163.7K
57,694
-40%
减持
FSLR
FIRST SOLAR INC
-$158.9K
1,100
-45%
减持
GOOGL
ALPHABET INC
-$154.5K
34,378
-10%
减持
ULTA
ULTA BEAUTY INC
+$153.4K
7,495
-2%
清仓
U
UNITY SOFTWARE INC
-$151.3K
0
-100%
减持
BAC
BANK AMERICA CORP
+$149.7K
81,402
-7%
减持
MAC
MACERICH CO
-$142.2K
64,580
-21%
增持
PTLO
PORTILLOS INC
+$134.4K
16,500
+164%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$133.8K
1,800
+132%
增持
—
AMDOCS LTD
+$130.7K
9,250
+15%
清仓
CAE
CAE INC
-$129.5K
0
-100%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$124.7K
10,500
+40%
增持
MU
MICRON TECHNOLOGY INC
+$124.3K
3,340
+6%
增持
FICO
FAIR ISAAC CORP
+$121.6K
265
+47%
建仓
WSO
WATSCO INC
+$121.0K
280
增持
PYPL
PAYPAL HLDGS INC
+$114.3K
7,815
+13%
减持
—
POWERSCHOOL HOLDINGS INC
-$103.5K
103,824
-4%
增持
—
RISKIFIED LTD
+$99.5K
46,467
+32%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$98.2K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$97.9K
98,685
-0%
减持
ICLN
ISHARES TR
-$96.8K
7,000
-44%
增持
XME
SPDR SER TR
+$93.8K
9,000
+20%
增持
VRNS
VARONIS SYS INC
+$92.3K
7,893
+23%
增持
PG
PROCTER AND GAMBLE CO
+$89.4K
2,514
+16%
增持
—
ELBIT SYS LTD
+$88.0K
1,230
+54%
清仓
F
FORD MTR CO DEL
-$86.5K
0
-100%
增持
DAVA
ENDAVA PLC
-$84.5K
3,100
+19%
增持
TEAM
ATLASSIAN CORPORATION
+$83.3K
1,345
+79%
增持
WCN
WASTE CONNECTIONS INC
+$79.9K
2,200
+10%
增持
SPUS
TIDAL ETF TR
+$74.1K
7,900
+20%
增持
PAYO
PAYONEER GLOBAL INC
+$73.6K
19,814
+354%
减持
FISV
FISERV INC
+$71.3K
2,726
-1%
增持
NABL
N-ABLE INC
+$70.5K
18,963
+30%
增持
—
SECUREWORKS CORP
+$63.4K
31,275
+25%
增持
SONY
SONY GROUP CORP
+$61.5K
7,213
+23%
清仓
—
ASTRAZENECA PLC
-$60.6K
0
-100%
