Ibex Investors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Ibex Investors LLC reported 15 stock positions worth $194.1 million. Its top holding was Ituran Location and Control (ITRN) at 25.3% of the portfolio, followed by Monday.com (MNDY, 23.0%) and Etoro Class A (ETOR, 20.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 8 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +55%) and the biggest sale Ituran Location and Control (ITRN, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $194.1M (Q2 2026)
- SEC Filing
- 0001420506-26-001526 ↗ filed Aug 11, 2026
Holdings Value
Holdings 15 stocks · $194.1M
| ITRN Ituran Location and Control | 25.31% | 805,034 | $49.1M | Reduce -10.7% |
| MNDY Monday.com Ltd. | 23.03% | 617,401 | $44.7M | Add +26.8% |
| ETOR Etoro Group Ltd. Class A | 20.74% | 1,020,000 | $40.3M | No change |
| GLBE Global-E Online Ltd. | 11.80% | 659,397 | $22.9M | Add +55.1% |
| SG Sweetgreen Inc. Class A | 5.10% | 1,123,000 | $9.9M | Add +1.8% |
| ELF Elf Beauty Inc. | 4.48% | 117,600 | $8.7M | Add +10.3% |
| ODD Oddity Tech Ltd. Class A | 3.59% | 460,000 | $7.0M | No change |
| NAVN Navan Inc. Class A | 1.72% | 146,208 | $3.3M | New |
| BRFH Barfresh Food Group Inc. | 1.48% | 1,440,885 | $2.9M | No change |
| DKNG Draftkings Inc. Class A | 0.85% | 65,000 | $1.6M | Add +136.4% |
| AMP Ameriprise Financial Inc. | 0.83% | 3,500 | $1.6M | Add +133.3% |
| INTU Intuit Inc. | 0.42% | 3,150 | $822K | Add +530.0% |
| CPRT Copart Inc. | 0.29% | 20,000 | $564K | Add +100.0% |
| ADSK Autodesk Inc. | 0.22% | 2,200 | $428K | New |
| PLNT Planet Fitness Inc. Class A | 0.13% | 5,000 | $261K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GLBE Global-E Online Ltd. | Add +55.1% | 11.80% | +2.81 |
| NAVN Navan Inc. Class A | New | 1.72% | +1.72 |
| SG Sweetgreen Inc. Class A | Add +1.8% | 5.10% | +1.17 |
| DKNG Draftkings Inc. Class A | Add +136.4% | 0.85% | +0.44 |
| AMP Ameriprise Financial Inc. | Add +133.3% | 0.83% | +0.37 |
| INTU Intuit Inc. | Add +530.0% | 0.42% | +0.28 |
| ADSK Autodesk Inc. | New | 0.22% | +0.22 |
| PLNT Planet Fitness Inc. Class A | New | 0.13% | +0.13 |
| CPRT Copart Inc. | Add +100.0% | 0.29% | +0.06 |
| ELF Elf Beauty Inc. | Add +10.3% | 4.48% | +0.05 |
| MNDY Monday.com Ltd. | Add +26.8% | 23.03% | −0.05 |
Options Activity Q1 2026 → Q2 2026
| ODDITY TECH LTD | call | Sold out | 460,000 | $6.2Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $194.1M | ITRN, MNDY, ETOR, GLBE, SG |
| Q1 2026 | 13 | $145.8M | ITRN, MNDY, ETOR, GLBE, ELF |
| Q4 2025 | 14 | $142.0M | MNDY, ITRN, NYAX, ETOR, ELF |
| Q3 2025 | 13 | $120.8M | MNDY, ITRN, NYAX, ELF, GAUZ |
| Q2 2025 | 8 | $97.7M | ITRN, GAUZ, NYAX, ELF, BRFH |
| Q1 2025 | 9 | $75.3M | ITRN, GAUZ, NYAX, BRFH, INCR |
| Q4 2024 | 12 | $105.3M | GAUZ, ITRN, ODD, MBLY, NYAX |
| Q3 2024 | 12 | $87.4M | GAUZ, ITRN, NYAX, ODD, MBLY |
| Q2 2024 | 13 | $97.0M | GAUZ, ITRN, MBLY, NYAX, BRFH |
| Q1 2024 | 14 | $77.5M | ITRN, MBLY, NYAX, PAYO, PLTK |