Ibex Investors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ibex Investors LLC reported 12 stock positions worth $105.3 million. Its top holding was Gauzy (GAUZ) at 31.3% of the portfolio, followed by Ituran Location and Control (ITRN, 25.5%) and Oddity Tech Class A (ODD, 12.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 3. The biggest buy was Mobileye Global Class A (MBLY, shares +20%) and the biggest sale Intercure (INCR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $105.3M (Q4 2024)
- SEC Filing
- 0001420506-25-000337 ↗ filed Feb 13, 2025
Holdings Value
Holdings 12 stocks · $105.3M
| GAUZ Gauzy Ltd. | 31.35% | 3,331,519 | $33.0M | No change |
| ITRN Ituran Location and Control | 25.47% | 861,046 | $26.8M | No change |
| ODD Oddity Tech Ltd. Class A | 12.57% | 315,000 | $13.2M | Add +46.5% |
| MBLY Mobileye Global Inc. Class A | 12.04% | 636,402 | $12.7M | Add +19.9% |
| NYAX Nayax Ltd. | 9.73% | 348,739 | $10.3M | Reduce 0.0% |
| BRFH Barfresh Food Group Inc. | 3.78% | 1,440,885 | $4.0M | No change |
| INCR Intercure Ltd. | 2.87% | 1,886,274 | $3.0M | Reduce -0.2% |
| SLM SLM Corp. | 1.31% | 50,000 | $1.4M | No change |
| ABEV Ambev SA-ADR | 0.35% | 200,000 | $370K | No change |
| ELF Elf Beauty Inc. | 0.21% | 1,800 | $226K | New |
| LZ Legalzoomcom Inc. | 0.20% | 28,000 | $210K | New |
| URG Ur-Energy Inc. | 0.13% | 121,747 | $140K | Reduce -50.7% |
Options reported separately and not counted above: MBLY calls ($10.6M).
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
| MBLY Mobileye Global Inc. Class A | call | New | 530,000 | $10.6M |
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 |