Ibex Investors LLC
Ibex Investors LLC reported 15 US-listed holdings worth $194.1 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Ituran Location and Control (25.3%), monday.com Ltd. (23.0%) and Etoro Group Ltd (20.7%). Against the quarter before, it opened 3 positions, added to 8, trimmed 1 and sold out of 1.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +0.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Navan Inc. NAVN$3.3 million
- Autodesk, Inc. ADSK$427,724
- Planet Fitness, Inc. PLNT$260,850
Added to 8
- monday.com Ltd. MNDY+130,401 shares · +27%
- Global E Online Ltd GLBE+234,397 shares · +55%
- DraftKings Inc. DKNG+37,500 shares · +136%
- Ameriprise Financial Inc. AMP+2,000 shares · +133%
- e.l.f. Beauty, Inc. ELF+11,000 shares · +10%
- Intuit Inc. INTU+2,650 shares · +530%
- Copart Inc. CPRT+10,000 shares · +100%
- Sweetgreen Inc. SG+20,000 shares · +2%
Trimmed 1
- Ituran Location and Control ITRN-96,313 shares · -11%
Sold out of 1
- Gauzy Ltd GAUZ$47,975 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Ituran Location and Control ITRN | 805.0K | $49.1 million | 25.31% | -96.3K |
| monday.com Ltd. MNDY | 617.4K | $44.7 million | 23.03% | +130.4K |
| Etoro Group Ltd ETOR | 1.0M | $40.3 million | 20.74% | no change |
| Global E Online Ltd GLBE | 659.4K | $22.9 million | 11.80% | +234.4K |
| Sweetgreen Inc. SG | 1.1M | $9.9 million | 5.10% | +20.0K |
| e.l.f. Beauty, Inc. ELF | 117.6K | $8.7 million | 4.48% | +11.0K |
| Oddity Tech Ltd ODD | 460.0K | $7.0 million | 3.59% | no change |
| Navan Inc. NAVN | 146.2K | $3.3 million | 1.72% | new |
| Barfresh Food Group Inc. BRFH | 1.4M | $2.9 million | 1.48% | no change |
| DraftKings Inc. DKNG | 65.0K | $1.6 million | 0.85% | +37.5K |
| Ameriprise Financial Inc. AMP | 3.5K | $1.6 million | 0.83% | +2.0K |
| Intuit Inc. INTU | 3.1K | $822,150 | 0.42% | +2.6K |
| Copart Inc. CPRT | 20.0K | $563,800 | 0.29% | +10.0K |
| Autodesk, Inc. ADSK | 2.2K | $427,724 | 0.22% | new |
| Planet Fitness, Inc. PLNT | 5.0K | $260,850 | 0.13% | new |