Ibex Investors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Ibex Investors LLC reported 14 stock positions worth $77.5 million. Its top holding was Ituran Location and Control (ITRN) at 42.1% of the portfolio, followed by Mobileye Global Class A (MBLY, 13.5%) and Nayax (NYAX, 12.0%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 1 and reduced 3. The biggest buy was a new position in Mobileye Global Class A (MBLY) and the biggest sale an exit from Oddity Tech Class A (ODD).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $77.5M (Q1 2024)
- SEC Filing
- 0001420506-24-000844 ↗ filed May 14, 2024
Holdings Value
Holdings 14 stocks · $77.5M
| ITRN Ituran Location and Control | 42.15% | 1,168,815 | $32.7M | Add +0.8% |
| MBLY Mobileye Global Inc. Class A | 13.48% | 325,000 | $10.4M | New |
| NYAX Nayax Ltd. | 11.95% | 348,740 | $9.3M | No change |
| PAYO Payoneer Global Inc. | 10.37% | 1,654,532 | $8.0M | Reduce -36.2% |
| PLTK Playtika Holding Corp. | 9.28% | 1,020,928 | $7.2M | Reduce -1.3% |
| INCR Intercure Ltd. | 6.60% | 1,889,658 | $5.1M | No change |
| BRFH Barfresh Food Group Inc. | 2.21% | 1,440,882 | $1.7M | No change |
| SLM SLM Corp. | 1.41% | 50,000 | $1.1M | No change |
| MUSA Murphy USA Inc. | 0.86% | 1,600 | $671K | No change |
| URG Ur-Energy Inc. | 0.74% | 356,747 | $571K | No change |
| RMR RMR Group Inc./the - A | 0.31% | 10,000 | $240K | New |
| CPAY Corpay Inc. | 0.30% | 750 | $231K | No change |
| TH Target Hospitality Corp. | 0.28% | 20,000 | $217K | New |
| SAVEQ Spirit Airlines Inc. | 0.06% | 10,000 | $48K | Reduce -55.2% |
Portfolio Sells Q4 2023 → Q1 2024
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −11.82 |
| PAYO Payoneer Global Inc. | Reduce -36.2% | 10.37% | −5.96 |
| NNOX Nano-X Imaging Ltd. | Sold out | 0.00% | −4.84 |
| PLTK Playtika Holding Corp. | Reduce -1.3% | 9.28% | −1.62 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.50 |
| SAVEQ Spirit Airlines Inc. | Reduce -55.2% | 0.06% | −0.38 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.33 |
Portfolio Buys Q4 2023 → Q1 2024
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 |