Ibex Investors LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Ibex Investors LLC reported 12 stock positions worth $87.4 million. Its top holding was Gauzy (GAUZ) at 33.3% of the portfolio, followed by Ituran Location and Control (ITRN, 26.1%) and Nayax (NYAX, 10.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 3 and reduced 1. The biggest buy was a new position in Oddity Tech Class A (ODD) and the biggest sale Ituran Location and Control (ITRN, shares −25%).

Most Recent 13F
Q2 2026
Location
Denver, CO
CIK
0001531964
Portfolio Value
$87.4M (Q3 2024)
SEC Filing
0001420506-24-002302 ↗ filed Nov 12, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $77.5M Q1 2024 Q2 2024: $97.0M Q2 2024 Q3 2024: $87.4M $87.4M Q3 2024 Q4 2024: $105.3M Q4 2024 Q1 2025: $75.3M Q1 2025 Q2 2025: $97.7M Q2 2025 Q3 2025: $120.8M Q3 2025 Q4 2025: $142.0M Q4 2025 Q1 2026: $145.8M Q1 2026 Q2 2026: $194.1M Q2 2026

Holdings 12 stocks · $87.4M
GAUZ Gauzy Ltd. 33.27% 3,331,519 $29.1M Add +0.0%
ITRN Ituran Location and Control 26.14% 861,046 $22.9M Reduce -25.1%
NYAX Nayax Ltd. 10.38% 348,740 $9.1M No change
ODD Oddity Tech Ltd. Class A 9.93% 215,000 $8.7M New
MBLY Mobileye Global Inc. Class A 8.32% 530,602 $7.3M Add +63.3%
BRFH Barfresh Food Group Inc. 4.80% 1,440,885 $4.2M Add +0.0%
INCR Intercure Ltd. 4.34% 1,889,658 $3.8M No change
SLM SLM Corp. 1.31% 50,000 $1.1M No change
ABEV Ambev SA-ADR 0.56% 200,000 $488K New
URG Ur-Energy Inc. 0.34% 246,747 $294K No change
MSCI MSCI Inc. 0.33% 500 $291K No change
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.28% 3,500 $244K No change

Portfolio Sells Q2 2024 → Q3 2024
ITRN Ituran Location and Control Reduce -25.1% 26.14% −3.06
VRSN Verisign Inc. Sold out 0.00% −0.64
MUSA Murphy USA Inc. Sold out 0.00% −0.41
SSTI Soundthinking Inc. Sold out 0.00% −0.18

Portfolio Buys Q2 2024 → Q3 2024
ODD Oddity Tech Ltd. Class A New 9.93% +9.93
ABEV Ambev SA-ADR New 0.56% +0.56
BRFH Barfresh Food Group Inc. Add +0.0% 4.80% −0.64
MBLY Mobileye Global Inc. Class A Add +63.3% 8.32% −1.10
GAUZ Gauzy Ltd. Add +0.0% 33.27% −8.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$194.1MITRN, MNDY, ETOR, GLBE, SG
Q1 2026 13$145.8MITRN, MNDY, ETOR, GLBE, ELF
Q4 2025 14$142.0MMNDY, ITRN, NYAX, ETOR, ELF
Q3 2025 13$120.8MMNDY, ITRN, NYAX, ELF, GAUZ
Q2 2025 8$97.7MITRN, GAUZ, NYAX, ELF, BRFH
Q1 2025 9$75.3MITRN, GAUZ, NYAX, BRFH, INCR
Q4 2024 12$105.3MGAUZ, ITRN, ODD, MBLY, NYAX
Q3 2024 12$87.4MGAUZ, ITRN, NYAX, ODD, MBLY
Q2 2024 13$97.0MGAUZ, ITRN, MBLY, NYAX, BRFH
Q1 2024 14$77.5MITRN, MBLY, NYAX, PAYO, PLTK