Yd-More-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "VRNS",
  "MGY",
  "ODD",
  "MQ",
  "FLYW",
  "POOL",
  null,
  null,
  "TROW",
  "RJF",
  "GLBE",
  "MCHI",
  "FROG",
  "AKAM",
  null,
  "OLLI",
  "RF",
  "ONON",
  "SNOW",
  "MU",
  null,
  "ZS",
  null,
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "BRO",
  "WRB",
  "BSX",
  null,
  null,
  null,
  "CCI",
  "COF",
  "DUK",
  "MAC",
  "D",
  "NICE",
  "DT",
  null,
  null,
  "STNE",
  "TSEM",
  "AUDC",
  null,
  null,
  "FCX",
  null,
  "FITB",
  "SPNS",
  null,
  "GIS",
  "ARBE",
  "HLT",
  "HON",
  "HD",
  "CLBT",
  null,
  null,
  "MCD",
  "INTU",
  "ENLT.TA",
  "ELLO",
  "BEN",
  null,
  "FE",
  "UNP",
  "QCOM",
  null,
  null,
  "LEN",
  "AMAT",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "NYAX.TA",
  "PAYO",
  "PAY",
  "PAGS",
  "IJH",
  "PLX",
  "RPAY",
  "SMWB",
  "SEDG",
  null,
  "TATT",
  "TGB",
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  null,
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  "MGIC",
  "OPK",
  "L",
  null,
  "AISPW",
  "MMC",
  null,
  "MRVL",
  null,
  "RPD",
  "DRS",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "ENPH",
  "NDAQ",
  "EQIX",
  "ERIE",
  "EXC",
  "EVRG",
  "FICO",
  "FIS",
  "FND",
  "GE",
  null,
  "NTRS",
  "HIG",
  "TEVA",
  null,
  null,
  "EMN",
  null,
  null,
  "BX",
  "AMP",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  "KHC",
  "OKE",
  "DASH",
  "VHT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PNC",
  null,
  null,
  "PGR",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  null,
  "ORA",
  "RELY",
  null,
  null,
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "O",
  "SHEL",
  "RTX",
  null,
  null,
  "AMT",
  null,
  null,
  "IBM",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "NEM",
  null,
  "MET",
  "LILAK",
  "WMS",
  "PCTY",
  "MGNI",
  "MRNA",
  "MBLY",
  "SCHW",
  "TBLA",
  "PERI",
  "PNW",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "RSKD",
  "LILA",
  "TENB",
  null,
  "ULTA",
  "SKX",
  "PATH",
  null,
  "SNY",
  "IEF",
  "GL",
  null,
  "TSM",
  null,
  "OHI",
  "GPN",
  null,
  null,
  null,
  null,
  "VRTX",
  null,
  "EW",
  "QLYS",
  "ARE",
  "ADSK",
  "AON",
  "AMCR",
  "GM",
  "ACGL",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "WSO",
  "AJG",
  "FSLR",
  "FTNT",
  "WCN",
  "WEX",
  "AIZ",
  "FOUR",
  "FBYDW",
  "AEP",
  "CGNT",
  "DLO",
  "ES",
  "GILT",
  "WILC",
  "KMDA",
  "IPG",
  "EEFT",
  "KEN",
  "IDXX",
  null,
  "FDS",
  "AMZN",
  null,
  "TTWO",
  "HCA",
  "PFG",
  null,
  null,
  "AMTM",
  "DOX",
  null,
  "HBAN",
  "VEU",
  "USB",
  "VUG",
  null,
  null,
  "VOOV",
  null,
  "VTWO",
  "BSV",
  "VT",
  "VOO",
  "VERX",
  "VTV",
  "VEEV",
  "VRSN",
  "V",
  "VST",
  "VICI",
  "WMT",
  "WU",
  "WFC",
  "WELL",
  "WTW",
  "WMB",
  "WIX",
  "WDAY",
  "ZIMV",
  "DRIO",
  "ESTC",
  "EVTC",
  "ONTO",
  "MTB",
  "NABL",
  "GEN",
  "CHKP",
  "SCHG",
  "MSCI",
  "JKHY",
  null,
  "EIX",
  "KIM",
  "KEY",
  "HLMN",
  "HST",
  "ESLT",
  "ICL",
  "MNDY",
  "SO",
  null,
  "TTD",
  "SJM",
  "OKTA",
  "PSX",
  "CRM",
  null,
  "RUN",
  "S",
  "DIA",
  null,
  null,
  "SPOT",
  null,
  null,
  "MTUM",
  "LYB",
  null,
  null,
  "MELI",
  "ZBH",
  "EXR",
  "UPST",
  "SYF",
  null,
  "EG",
  null,
  null,
  "MKTX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BB",
  "BAH",
  null,
  "BXP",
  "CAMT",
  "CBOE",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CHRD",
  "CMG",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CME",
  "KO",
  "CL",
  "CAG",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "CYBR",
  "DDOG",
  "DVA",
  "DAL",
  "DFS",
  "DOCU",
  "DOCN",
  "RSP",
  "EWJ",
  "J",
  "MCO",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "ITRN",
  "APO",
  "MO",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 586
Total Value: 1143872338
Accession Number: 0001178913-25-001682
Form Type: 13F-HR
CIK: yd-more-investments
Manager Name: Yd-More-Investments

Data Enrichment

80% identified

470 identified116 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

586 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 24

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46435U853

Shares:388.3K

Value:$14.3M

% of Portfolio:1.2% ($14.3M/$1.1B)

Wix.com Ltd.

WIX|M98068105

Shares:81.8K

Value:$13.4M

% of Portfolio:1.2% ($13.4M/$1.1B)

81063V204

Shares:1.7M

Value:$11.9M

% of Portfolio:1.0% ($11.9M/$1.1B)

SIMILARWEB LTD.

SMWB|M84137104

Shares:1.4M

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.1B)

Palo Alto Networks Inc

PANW|697435105

Shares:60.0K

Value:$10.2M

% of Portfolio:0.9% ($10.2M/$1.1B)

Leonardo DRS, Inc.

DRS|52661A108

Shares:298.0K

Value:$9.8M

% of Portfolio:0.9% ($9.8M/$1.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:20.3K

Value:$9.5M

% of Portfolio:0.8% ($9.5M/$1.1B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:32.7K

Value:$7.6M

% of Portfolio:0.7% ($7.6M/$1.1B)

Mastercard Inc

MA|57636Q104

Shares:13.6K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

Alphabet Inc.

GOOG|02079K107

Shares:44.5K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.1B)

VISA INC.

V|92826C839

Shares:19.6K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:12.7K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.1B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:11.8K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.1B)

Kenon Holdings Ltd.

KEN|Y46717107

Shares:199.5K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.1B)

Global-E Online Ltd.

GLBE|M5216V106

Shares:171.8K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.1B)

Fortinet, Inc.

FTNT|34959E109

Shares:48.8K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.1B)

Walmart Inc.

WMT|931142103

Shares:56.9K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.1B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:13.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

Cellebrite DI Ltd.

CLBT|M2197Q107

Shares:250.6K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

33733E104

Shares:54.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U853)✕	388.3K	QoQ -7.58% (-31.9K) YoY NEW(+388.3K)	All Managers (Combined)	$14.3M	1.2% ($14.3M/$1.1B)	QoQ -7.53% (-$1.2M) YoY NEW(+$14.3M)
Wix.com Ltd.(WIXcusipM98068105)	81.8K	QoQ +23.56% (-15.6K) YoY +234.88% (+57.3K)	All Managers (Combined)	$13.4M	1.2% ($13.4M/$1.1B)	QoQ -5.90% (-$838.8K) YoY +297.98% (+$10.0M)
(cusip81063V204)✕	1.7M	QoQ NEW(+1.7M) YoY NEW(+1.7M)	All Managers (Combined)	$11.9M	1.0% ($11.9M/$1.1B)	QoQ NEW(+$11.9M) YoY NEW(+$11.9M)
SIMILARWEB LTD.(SMWBcusipM84137104)	1.4M	QoQ -3.43% (-49.8K) YoY +6.51% (-85.6K)	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.1B)	QoQ -43.64% (-$9.0M) YoY -2.12% (-$251.5K)
Palo Alto Networks Inc(PANWcusip697435105)	60.0K	QoQ -12.91% (-8.9K) YoY +16.78% (-8.6K)	All Managers (Combined)	$10.2M	0.9% ($10.2M/$1.1B)	QoQ -18.34% (-$2.3M) YoY -29.86% (-$4.4M)
Leonardo DRS, Inc.(DRScusip52661A108)	298.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.8M	0.9% ($9.8M/$1.1B)	QoQ +1.76% (+$169.9K) YoY +48.84% (+$3.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	20.3K	QoQ -16.52% (-4.0K) YoY -27.67% (-7.8K)	All Managers (Combined)	$9.5M	0.8% ($9.5M/$1.1B)	QoQ -23.46% (-$2.9M) YoY -23.64% (-$2.9M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	32.7K	QoQ -9.43% (-3.4K) YoY +53.45% (+11.4K)	All Managers (Combined)	$7.6M	0.7% ($7.6M/$1.1B)	QoQ -0.23% (-$17.5K) YoY +53.41% (+$2.6M)
Mastercard Inc(MAcusip57636Q104)	13.6K	QoQ +8.00% (+1.0K) YoY +0.02% (+3)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ +12.43% (+$826.0K) YoY +13.82% (+$906.8K)
Alphabet Inc.(GOOGcusip02079K107)	44.5K	QoQ -8.43% (-4.1K) YoY -40.36% (-30.1K)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.1B)	QoQ -24.91% (-$2.3M) YoY -38.82% (-$4.4M)
VISA INC.(Vcusip92826C839)	19.6K	QoQ +6.92% (+1.3K) YoY +25.61% (+4.0K)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.1B)	QoQ +18.51% (+$1.1M) YoY +57.73% (+$2.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	12.7K	QoQ +3.43% (+422) YoY +45.41% (+4.0K)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.1B)	QoQ +21.61% (+$1.2M) YoY +83.93% (+$3.1M)
Spotify Technology S.A.(SPOTcusipL8681T102)	11.8K	QoQ -11.31% (-1.5K) YoY NEW(+11.8K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.1B)	QoQ +9.03% (-$538.0K) YoY NEW(+$6.5M)
Kenon Holdings Ltd.(KENcusipY46717107)	199.5K	QoQ -3.32% (-6.9K) YoY NEW(+199.5K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.1B)	QoQ -8.67% (-$597.5K) YoY NEW(+$6.3M)
Global-E Online Ltd.(GLBEcusipM5216V106)	171.8K	QoQ +380.53% (+136.0K) YoY NEW(+171.8K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.1B)	QoQ +214.15% (+$4.2M) YoY NEW(+$6.1M)
Fortinet, Inc.(FTNTcusip34959E109)	48.8K	QoQ -10.25% (-5.6K) YoY -33.06% (-24.1K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.1B)	QoQ -1.00% (-$51.8K) YoY +2.10% (-$105.0K)
Walmart Inc.(WMTcusip931142103)	56.9K	QoQ +24.68% (+11.3K) YoY +88.71% (+26.8K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.1B)	QoQ +21.12% (+$871.5K) YoY +175.25% (+$3.2M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	13.3K	QoQ -22.20% (-3.8K) YoY -28.90% (-5.4K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ -15.12% (-$881.7K) YoY -17.21% (-$1.0M)
Cellebrite DI Ltd.(CLBTcusipM2197Q107)	250.6K	QoQ -16.96% (-51.2K) YoY NEW(+250.6K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ -26.76% (-$1.8M) YoY NEW(+$4.9M)
(cusip33733E104)✕	54.3K	QoQ +1.17% (+630) YoY +23.94% (+10.5K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ +3.22% (+$151.9K) YoY +29.68% (+$1.1M)