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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 43
增持 55
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
—
CAMTEK LTD
+$72.3M
626,973
+724%
增持
—
ELBIT SYS LTD
+$71.1M
403,742
+32725%
增持
—
NOVA LTD
+$65.7M
288,986
+2733%
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。
增持
—
ICL GROUP LTD
+$62.8M
14,636,266
+2927153%
增持
—
TOWER SEMICONDUCTOR LTD
+$35.6M
911,926
+9622%
增持
ORA
ORMAT TECHNOLOGIES INC
+$32.0M
493,619
+1012%
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$31.1M
1,957,405
+94920%
建仓
—
NAYAX LTD
+$14.8M
683,115
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$12.5M
2,125
-99%
建仓
—
SHL TELEMEDICINE LTD
+$11.4M
2,219,610
建仓
—
SAPIENS INTL CORP N V
+$6.9M
202,751
增持
—
WIX COM LTD
+$5.3M
54,333
+123%
建仓
—
KENON HLDGS LTD
+$4.4M
174,929
增持
AAPL
APPLE INC
+$4.0M
50,987
+31%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.8M
150,287
-8%
减持
—
ITURAN LOCATION AND CONTROL
-$3.5M
957,432
-1%
增持
—
KAMADA LTD
+$3.4M
726,161
+1956%
减持
NICE
NICE LTD
-$3.0M
22,934
-14%
建仓
—
SPOTIFY TECHNOLOGY S A
+$2.6M
8,285
增持
PSEC
PROSPECT CAP CORP
-$2.3M
5,062,879
+304%
减持
CRM
SALESFORCE INC
-$2.3M
20,405
-18%
建仓
OPK
OPKO HEALTH INC
+$1.8M
1,469,143
减持
META
META PLATFORMS INC
-$1.8M
37,327
-12%
增持
ORCL
ORACLE CORP
+$1.7M
16,104
+273%
建仓
—
ZOOZ PWR LTD
+$1.7M
721,999
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
13,184
+51%
减持
UBER
UBER TECHNOLOGIES INC
-$1.6M
43,850
-30%
增持
MU
MICRON TECHNOLOGY INC
+$1.6M
15,145
+353%
减持
ULTA
ULTA BEAUTY INC
-$1.6M
6,025
-20%
建仓
—
JFROG LTD
+$1.5M
39,950
减持
IVV
ISHARES TR
-$1.5M
3,700
-45%
建仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$1.5M
148,691
增持
—
PERION NETWORK LTD
+$1.3M
264,379
+580%
建仓
—
TAT TECHNOLOGIES LTD
+$1.3M
87,756
增持
GOOGL
ALPHABET INC
+$1.2M
35,273
+3%
建仓
—
AUDIOCODES LTD
+$1.1M
107,681
增持
QQQ
INVESCO QQQ TR
+$1.1M
28,259
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
28,106
+3%
增持
VEEV
VEEVA SYS INC
+$1.0M
32,633
+53%
增持
QCOM
QUALCOMM INC
+$1.0M
8,769
+106%
减持
MSFT
MICROSOFT CORP
-$926.7K
57,542
-9%
增持
HYG
ISHARES TR
+$918.5K
90,768
+16%
增持
WMT
WALMART INC
+$860.3K
39,517
+31%
增持
—
CYBERARK SOFTWARE LTD
+$844.8K
5,949
+102%
减持
INTU
INTUIT
-$812.5K
450
-74%
建仓
IAU
ISHARES GOLD TR
+$790.7K
18,000
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$790.4K
35,650
减持
—
ARBE ROBOTICS LTD
-$730.8K
2,844,422
-4%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$708.6K
10,138
增持
NVDA
NVIDIA CORPORATION
+$706.6K
95,030
+678%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$698.3K
17,423
-7%
减持
AMZN
AMAZON COM INC
-$673.1K
74,243
-11%
减持
—
DARIOHEALTH CORP
-$673.0K
980,807
-18%
建仓
MKL
MARKEL GROUP INC
+$661.8K
420
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$636.7K
14,215
-19%
减持
SBUX
STARBUCKS CORP
-$609.8K
697
-90%
减持
KLAC
KLA CORP
-$584.6K
1,685
-40%
减持
—
MONDAY COM LTD
-$563.5K
13,212
-20%
减持
NKE
NIKE INC
-$561.9K
376
-94%
减持
PANW
PALO ALTO NETWORKS INC
-$552.0K
41,429
-19%
建仓
—
ON HLDG AG
+$522.1K
13,455
增持
SOXX
ISHARES TR
+$512.5K
9,923
+16%
减持
CAT
CATERPILLAR INC
-$511.8K
7,444
-9%
减持
—
JACOBS ENGR GROUP INC
-$508.8K
6,070
-31%
增持
NFLX
NETFLIX INC
+$496.1K
3,503
+14%
减持
—
POWERSCHOOL HOLDINGS INC
-$481.5K
19,985
-81%
减持
GOOG
ALPHABET INC
-$478.3K
59,320
-20%
减持
DT
DYNATRACE INC
-$467.6K
27,750
-25%
增持
FTNT
FORTINET INC
-$447.6K
75,276
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$446.3K
104,985
+6%
增持
—
ODDITY TECH LTD
-$442.4K
596,940
+9%
减持
VOO
VANGUARD INDEX FDS
+$438.9K
40,279
-2%
增持
SNOW
SNOWFLAKE INC
+$409.4K
6,500
+124%
增持
AMD
ADVANCED MICRO DEVICES INC
-$387.5K
30,694
+3%
建仓
LULU
LULULEMON ATHLETICA INC
+$386.2K
1,293
清仓
ESRT
EMPIRE ST RLTY TR INC
-$361.6K
0
-100%
清仓
UPWK
UPWORK INC
-$359.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$356.3K
1,488
-34%
建仓
—
CELLEBRITE DI LTD
+$346.6K
29,000
减持
MDLZ
MONDELEZ INTL INC
-$344.5K
39,962
-5%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$327.3K
1,500
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$323.1K
105,500
+7%
减持
ADBE
ADOBE INC
-$318.6K
6,207
-17%
增持
CVX
CHEVRON CORP NEW
+$300.0K
13,843
+17%
增持
NET
CLOUDFLARE INC
-$294.4K
35,227
+6%
清仓
—
REE AUTOMOTIVE LTD
-$292.0K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$273.0K
7,151
-1%
减持
QLYS
QUALYS INC
-$271.1K
3,447
-25%
减持
ZS
ZSCALER INC
-$265.4K
13,986
-9%
增持
PG
PROCTER AND GAMBLE CO
+$263.7K
4,072
+62%
清仓
TEAM
ATLASSIAN CORPORATION
-$262.4K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$258.4K
1,599
+73%
减持
SMH
VANECK ETF TRUST
-$256.3K
22,812
-17%
建仓
—
GLOBAL E ONLINE LTD
+$253.9K
7,000
增持
MA
MASTERCARD INCORPORATED
-$253.3K
14,299
+5%
增持
DASH
DOORDASH INC
-$249.7K
10,771
+4%
建仓
—
GILAT SATELLITE NETWORKS LTD
+$243.5K
54,444
增持
—
EXXON MOBIL CORP
+$241.2K
9,769
+29%
增持
XLF
SELECT SECTOR SPDR TR
+$236.7K
11,070
+114%
建仓
—
NXP SEMICONDUCTORS N V
+$228.7K
850
增持
—
ELLOMAY CAPITAL LIMITED
+$225.6K
20,849
+1688%
减持
BAC
BANK AMERICA CORP
-$214.0K
72,234
-11%
减持
GEN
GEN DIGITAL INC
-$200.9K
58,436
-21%
减持
—
ASML HOLDING N V
-$196.1K
6,384
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$190.6K
2,970
+81%
减持
POOL
POOL CORP
-$188.8K
210
-67%
增持
ENPH
ENPHASE ENERGY INC
-$183.1K
13,500
+7%
减持
PTLO
PORTILLOS INC
-$180.5K
5,500
-67%
增持
OKTA
OKTA INC
+$180.5K
15,623
+27%
建仓
MO
ALTRIA GROUP INC
+$177.6K
3,900
清仓
TTD
THE TRADE DESK INC
-$174.8K
0
-100%
建仓
T
AT&T INC
+$169.9K
8,891
建仓
KMI
KINDER MORGAN INC DEL
+$167.9K
8,452
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$166.3K
30,400
+4984%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$160.1K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$156.1K
3,784
增持
XLC
SELECT SECTOR SPDR TR
+$148.1K
2,430
+233%
建仓
OKE
ONEOK INC NEW
+$145.1K
1,779
建仓
WMB
WILLIAMS COS INC
+$144.7K
3,404
建仓
PRU
PRUDENTIAL FINL INC
+$144.6K
1,234
增持
MMM
3M CO
+$141.8K
1,456
+2140%
建仓
D
DOMINION ENERGY INC
+$141.6K
2,889
减持
TGT
TARGET CORP
-$140.8K
2,700
-11%
增持
PFE
PFIZER INC
+$139.6K
58,624
+8%
建仓
CPAY
CORPAY INC
+$138.5K
520
建仓
IP
INTERNATIONAL PAPER CO
+$137.6K
3,189
建仓
PM
PHILIP MORRIS INTL INC
+$137.5K
1,357
减持
ADSK
AUTODESK INC
-$137.2K
3,349
-10%
减持
DOCU
DOCUSIGN INC
-$135.7K
19,108
-2%
减持
PYPL
PAYPAL HLDGS INC
-$133.4K
6,723
-14%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$133.3K
878
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$130.1K
46,199
+5%
增持
J
JACOBS SOLUTIONS INC
-$129.1K
15,360
+4%
增持
ABBV
ABBVIE INC
+$127.0K
1,133
+206%
增持
VRNS
VARONIS SYS INC
+$126.9K
10,406
+32%
增持
V
VISA INC
+$125.0K
17,109
+9%
建仓
PNW
PINNACLE WEST CAP CORP
+$122.7K
1,607
建仓
BBY
BEST BUY INC
+$122.5K
1,453
建仓
—
AMCOR PLC
+$121.5K
12,422
减持
SPIB
SPDR SER TR
-$120.6K
400
-90%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$120.5K
1,260
减持
BB
BLACKBERRY LTD
-$118.1K
58,089
-39%
增持
S
SENTINELONE INC
+$117.8K
42,780
+27%
减持
EQIX
EQUINIX INC
-$116.5K
1,506
-1%
建仓
EQR
EQUITY RESIDENTIAL
+$116.4K
1,678
建仓
O
REALTY INCOME CORP
+$116.2K
2,199
建仓
EVRG
EVERGY INC
+$115.7K
2,185
建仓
DOW
DOW INC
+$115.5K
2,177
增持
WFC
WELLS FARGO CO NEW
+$114.3K
2,255
+565%
建仓
CCI
CROWN CASTLE INC
+$114.1K
1,168
