Ibex Investors LLC 13F holdings
Ibex Investors LLC reported 15 positions with a total reported value of $194.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: ITRN ITURAN LOCATION AND CONTROL (25.3%), MNDY MONDAY COM LTD (23.0%), ETOR ETORO GROUP LTD (20.7%), GLBE GLOBAL E ONLINE LTD (11.8%), SG SWEETGREEN INC (5.1%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ITRN ITURAN LOCATION AND CONTROL | 805,034 | $49.1M | 25.3% |
| MNDY MONDAY COM LTD | 617,401 | $44.7M | 23.0% |
| ETOR ETORO GROUP LTD | 1,020,000 | $40.3M | 20.7% |
| GLBE GLOBAL E ONLINE LTD | 659,397 | $22.9M | 11.8% |
| SG SWEETGREEN INC | 1,123,000 | $9.9M | 5.1% |
| ELF E L F BEAUTY INC | 117,600 | $8.7M | 4.5% |
| ODD ODDITY TECH LTD | 460,000 | $7.0M | 3.6% |
| NAVN NAVAN INC | 146,208 | $3.3M | 1.7% |
| BRFH BARFRESH FOOD GROUP INC | 1,440,885 | $2.9M | 1.5% |
| DKNG DRAFTKINGS INC NEW | 65,000 | $1.6M | 0.8% |
| AMERIPRISE FINL INC | 3,500 | $1.6M | 0.8% |
| INTU INTUIT | 3,150 | $822.1K | 0.4% |
| CPRT COPART INC | 20,000 | $563.8K | 0.3% |
| ADSK AUTODESK INC | 2,200 | $427.7K | 0.2% |
| PLNT PLANET FITNESS MASTER ISSUER | 5,000 | $260.9K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| GAUZ GAUZY LTD | 62,795 | $48.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MNDY MONDAY COM LTD | 487,000 | 617,401 | +26.8% | $44.7M |
| GLBE GLOBAL E ONLINE LTD | 425,000 | 659,397 | +55.2% | $22.9M |
| DKNG DRAFTKINGS INC NEW | 27,500 | 65,000 | +136.4% | $1.6M |
| AMERIPRISE FINL INC | 1,500 | 3,500 | +133.3% | $1.6M |
| ELF E L F BEAUTY INC | 106,600 | 117,600 | +10.3% | $8.7M |
| INTU INTUIT | 500 | 3,150 | +530.0% | $822.1K |
| CPRT COPART INC | 10,000 | 20,000 | +100.0% | $563.8K |
| SG SWEETGREEN INC | 1,103,000 | 1,123,000 | +1.8% | $9.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ITRN ITURAN LOCATION AND CONTROL | 901,347 | 805,034 | -10.7% | $49.1M |
CIK 1531964 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
