# Ibex Investors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1531964. Source: https://holderbook.com/funds/1531964-ibex-investors-llc/

- Reported value: $194.1M
- Positions: 15
- Weight of the ten largest: 98.1%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ITURAN LOCATION AND CONTROL | [ITRN](https://holderbook.com/stocks/ITRN/) | $49.1M | 805,034 | 25.3% | 21 |
| MONDAY COM LTD | [MNDY](https://holderbook.com/stocks/MNDY/) | $44.7M | 617,401 | 23.0% | 4 |
| ETORO GROUP LTD | [ETOR](https://holderbook.com/stocks/ETOR/) | $40.3M | 1,020,000 | 20.7% | 4 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $22.9M | 659,397 | 11.8% | 2 |
| SWEETGREEN INC | [SG](https://holderbook.com/stocks/SG/) | $9.9M | 1,123,000 | 5.1% | 4 |
| E L F BEAUTY INC | [ELF](https://holderbook.com/stocks/ELF/) | $8.7M | 117,600 | 4.5% | 7 |
| ODDITY TECH LTD | [ODD](https://holderbook.com/stocks/ODD/) | $7.0M | 460,000 | 3.6% | 3 |
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $3.3M | 146,208 | 1.7% | 1 |
| BARFRESH FOOD GROUP INC | [BRFH](https://holderbook.com/stocks/BRFH/) | $2.9M | 1,440,885 | 1.5% | 18 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $1.6M | 65,000 | 0.8% | 4 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $1.6M | 3,500 | 0.8% | 2 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $822.1K | 3,150 | 0.4% | 2 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $563.8K | 20,000 | 0.3% | 4 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $427.7K | 2,200 | 0.2% | 1 |
| PLANET FITNESS MASTER ISSUER | [PLNT](https://holderbook.com/stocks/PLNT/) | $260.9K | 5,000 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.7% | +14.8% | +4.9% | 100% |
| Q1 2026 | -16.1% | -4.6% | -11.4% | 100% |
| Q4 2025 | -13.9% | +2.4% | -16.2% | 100% |
| Q3 2025 | -8.0% | +7.8% | -15.9% | 100% |
| Q2 2025 | +15.7% | +10.5% | +5.3% | 100% |
| Q1 2025 | -3.5% | -4.6% | +1.0% | 91% |
| Q4 2024 | +13.5% | +2.1% | +11.3% | 100% |
| Q3 2024 | -12.9% | +5.4% | -18.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $194.1M | 15 |
| Q1 2026 | $152.0M | 14 |
| Q4 2025 | $142.0M | 14 |
| Q3 2025 | $120.8M | 13 |
| Q2 2025 | $97.7M | 8 |
| Q1 2025 | $75.3M | 9 |
| Q4 2024 | $115.9M | 12 |
| Q3 2024 | $87.4M | 12 |
| Q2 2024 | $97.0M | 13 |
| Q1 2024 | $77.5M | 14 |
| Q4 2023 | $82.7M | 15 |
| Q3 2023 | $88.0M | 19 |