Ibex Investors LLC 13F Holdings · Q2 2026
Ibex Investors LLC reported 15 securities worth $194.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITRN (25.31%), MNDY (23.03%), ETOR (20.74%). Among its top 25 positions this quarter: 3 new, 8 added, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITRN | ITURAN LOCATION AND CONTROL | $49.1M | 25.31% | 805,034 | Trimmed |
| 2 | MNDY | MONDAY COM LTD | $44.7M | 23.03% | 617,401 | Added |
| 3 | ETOR | ETORO GROUP LTD | $40.3M | 20.74% | 1.0M | Hold |
| 4 | GLBE | GLOBAL E ONLINE LTD | $22.9M | 11.80% | 659,397 | Added |
| 5 | SG | SWEETGREEN INC | $9.9M | 5.10% | 1.1M | Added |
| 6 | ELF | E L F BEAUTY INC | $8.7M | 4.48% | 117,600 | Added |
| 7 | ODD | ODDITY TECH LTD | $7.0M | 3.59% | 460,000 | Hold |
| 8 | NAVN | NAVAN INC | $3.3M | 1.72% | 146,208 | New |
| 9 | BRFH | BARFRESH FOOD GROUP INC | $2.9M | 1.48% | 1.4M | Hold |
| 10 | DKNG | DRAFTKINGS INC NEW | $1.6M | 0.85% | 65,000 | Added |
| 11 | AMP | AMERIPRISE FINL INC | $1.6M | 0.83% | 3,500 | Added |
| 12 | INTU | INTUIT | $822,150 | 0.42% | 3,150 | Added |
| 13 | CPRT | COPART INC | $563,800 | 0.29% | 20,000 | Added |
| 14 | ADSK | AUTODESK INC | $427,724 | 0.22% | 2,200 | New |
| 15 | PLNT | PLANET FITNESS MASTER ISSUER | $260,850 | 0.13% | 5,000 | New |
| 16 | GAUZ | GAUZY LTD | $0 | 0.00% | 0 | Exited |
| 17 | ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR