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Yosef Levy

@Y.d. More Investments Ltd

Latest period2024 - Q3ReportedManaged Assets$954.737MTotal holdings448
Assets growth rate-2.61%Assets growth rate (2-Q avg)35.58%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Y.d. More Investments Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 448 positions.

Assets under management

The assets under management (AUM) of Y.d. More Investments Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 954.737M in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of 35.58%. The portfolio is managed by Yosef Levy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 6.22%
0.24%
$2.267M
3,930 shares@ $576.83 avg price
LQDIshares Tr
Recent Activity
Increased 12.36%
0.23%
$2.192M
19,414 shares@ $112.9 avg price
PCTYPaylocity Hldg Corp
Recent Activity
Increased 13.97%
0.22%
$2.04M
12,363 shares@ $164.97 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 15.15%
0.22%
$2.017M
35,005 shares@ $57.62 avg price
MGICMagic Software Enterprises L
Recent Activity
Increased 9.89%
0.21%
$1.952M
163,384 shares@ $11.95 avg price
TEVATeva Pharmaceutical Inds Ltd
Recent Activity
Increased 0.29%
0.2%
$1.907M
105,800 shares@ $18.02 avg price
PAVEGlobal X Fds
Recent Activity
Increased 30.13%
0.2%
$1.899M
46,168 shares@ $41.13 avg price
QCOMQualcomm Inc
Recent Activity
Increased 26.7%
0.2%
$1.889M
11,110 shares@ $170.06 avg price
WDAYWorkday Inc
Recent Activity
Increased 6.93%
0.2%
$1.85M
7,568 shares@ $244.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 108.88%
0.2%
$1.817M
3,108 shares@ $584.6 avg price