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Equibles

Y.D. More Investments Ltd

Position in TLS — Telos Corp

CIK 1870364 Ramat Gan, L3
Back to TLS Full portfolio

Position in TLS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$140,810
+$29,444 QoQ
Shares Held
30,611
+15.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 159 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TLS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Y.D. More Investments Ltd holds $324,507,118 across 33 Software - Infrastructure names. TLS ranks #22 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
 592,718 $202,128,691
2 NYAX
Nayax Ltd.
 906,477 $59,383,307
3 MSFT
Microsoft Corp
 46,035 $17,171,975
4 CGNT
Cognyte Software Ltd.
 1,854,798 $16,285,126
5 CRWD
CrowdStrike Holdings, Inc.
 37,388 $7,133,069
6 NET
Cloudflare, Inc.
 21,697 $5,321,840
7 FTNT
Fortinet, Inc.
 25,757 $3,956,790
8 OKTA
Okta, Inc.
 15,915 $2,171,601

All Filings in TLS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $140,810 30,611
2026-03-31 $111,366 26,579