Ibex Investors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Ibex Investors LLC reported 13 stock positions worth $97.0 million. Its top holding was Gauzy (GAUZ) at 41.3% of the portfolio, followed by Ituran Location and Control (ITRN, 29.2%) and Mobileye Global Class A (MBLY, 9.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 6 and reduced 3. The biggest buy was a new position in Gauzy (GAUZ) and the biggest sale Ituran Location and Control (ITRN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $97.0M (Q2 2024)
- SEC Filing
- 0001420506-24-001352 ↗ filed Aug 12, 2024
Holdings Value
Holdings 13 stocks · $97.0M
| GAUZ Gauzy Ltd. | 41.28% | 3,330,315 | $40.0M | New |
| ITRN Ituran Location and Control | 29.21% | 1,149,388 | $28.3M | Reduce -1.7% |
| MBLY Mobileye Global Inc. Class A | 9.41% | 325,000 | $9.1M | No change |
| NYAX Nayax Ltd. | 7.62% | 348,740 | $7.4M | No change |
| BRFH Barfresh Food Group Inc. | 5.44% | 1,440,882 | $5.3M | No change |
| INCR Intercure Ltd. | 3.92% | 1,889,658 | $3.8M | No change |
| SLM SLM Corp. | 1.07% | 50,000 | $1.0M | No change |
| VRSN Verisign Inc. | 0.64% | 3,500 | $622K | New |
| MUSA Murphy USA Inc. | 0.41% | 850 | $399K | Reduce -46.9% |
| URG Ur-Energy Inc. | 0.36% | 246,747 | $345K | Reduce -30.8% |
| MSCI MSCI Inc. | 0.25% | 500 | $241K | New |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.21% | 3,500 | $207K | New |
| SSTI Soundthinking Inc. | 0.18% | 14,000 | $171K | New |
Portfolio Sells Q1 2024 → Q2 2024
| ITRN Ituran Location and Control | Reduce -1.7% | 29.21% | −12.94 |
| PAYO Payoneer Global Inc. | Sold out | 0.00% | −10.37 |
| PLTK Playtika Holding Corp. | Sold out | 0.00% | −9.28 |
| MUSA Murphy USA Inc. | Reduce -46.9% | 0.41% | −0.45 |
| URG Ur-Energy Inc. | Reduce -30.8% | 0.36% | −0.38 |
| RMR RMR Group Inc./the - A | Sold out | 0.00% | −0.31 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.30 |
| TH Target Hospitality Corp. | Sold out | 0.00% | −0.28 |
| SAVEQ Spirit Airlines Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2024 → Q2 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 |