Ibex Investors LLC
13F Reported Value
ⓘ$194.1M
Holdings
15
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ibex Investors LLC disclosed 15 positions worth $194.1M in its Form 13F-HR for Q2 2026, led by $ITRN (Ituran Location & Control Ltd.) at 25.3% of the equity portfolio, followed by $MNDY and $ETOR. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $NAVN and a full exit from $ODD. The portfolio is most concentrated in Technology (62.5% of disclosed assets). All figures are sourced directly from Ibex Investors LLC’s Form 13F-HR filing with the SEC under CIK 1531964.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$49.1M805,034 sh - —
Quality
$44.7M617,401 sh - —
Quality
$40.3M1,020,000 sh - —
Quality
$22.9M659,397 sh - 35.9
Quality
$9.9M1,123,000 sh - 58.2
Quality
$8.7M117,600 sh - —
Quality
$7.0M460,000 sh - 41.9
Quality
$3.3M146,208 sh - —
Quality
$2.9M1,440,885 sh - 60.4
Quality
$1.6M65,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Ituran Location & Control Ltd.$ITRN | — | $49.1M | 805,034 |
 monday.com Ltd.$MNDY | — | $44.7M | 617,401 |
 eToro Group Ltd.$ETOR | — | $40.3M | 1,020,000 |
 Global-E Online Ltd.$GLBE | — | $22.9M | 659,397 |
 Sweetgreen, Inc.$SG | 35.9 | $9.9M | 1,123,000 |
 e.l.f. Beauty, Inc.$ELF | 58.2 | $8.7M | 117,600 |
 Oddity Tech Ltd$ODD | — | $7.0M | 460,000 |
 Navan, Inc.$NAVN | 41.9 | $3.3M | 146,208 |
 BARFRESH FOOD GROUP INC.$BRFH | — | $2.9M | 1,440,885 |
 DraftKings Inc.$DKNG | 60.4 | $1.6M | 65,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ibex Investors LLC's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Technology
$121.3M
Financials
$41.9M
Consumer Staples
$18.5M
Consumer Discretionary
$10.5M
Communication Services
$1.9M
Full Holdings — Ibex Investors LLC (Q2 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ITRN | Ituran Location & Control Ltd. | $49.1M | 25.3% | -11% | — |
| 2 | $MNDY | monday.com Ltd. | $44.7M | 23.0% | +27% | — |
| 3 | $ETOR | eToro Group Ltd. | $40.3M | 20.7% | +0% | — |
| 4 | $GLBE | Global-E Online Ltd. | $22.9M | 11.8% | +55% | — |
| 5 | $SG | Sweetgreen, Inc. | $9.9M | 5.1% | +2% | 35.9 |
| 6 | $ELF | e.l.f. Beauty, Inc. | $8.7M | 4.5% | +10% | 58.2 |
| 7 | $ODD | Oddity Tech Ltd | $7.0M | 3.6% | +0% | — |
| 8 | $NAVN | Navan, Inc. | $3.3M | 1.7% | NEW | 41.9 |
| 9 | $BRFH | BARFRESH FOOD GROUP INC. | $2.9M | 1.5% | +0% | — |
| 10 | $DKNG | DraftKings Inc. | $1.6M | 0.8% | +136% | 60.4 |
| 11 |  $AMP | AMERIPRISE FINANCIAL INC | $1.6M | 0.8% | +133% | 68.7 |
| 12 |  $INTU | INTUIT INC. | $822,150 | 0.4% | +530% | 79.3 |
| 13 |  $CPRT | COPART INC | $563,800 | 0.3% | +100% | 69.1 |
| 14 |  $ADSK | Autodesk, Inc. | $427,724 | 0.2% | NEW | 78.6 |
| 15 |  $PLNT | Planet Fitness, Inc. | $260,850 | 0.1% | NEW | 67.6 |
New Positions (3)
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