Ibex Investors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Ibex Investors LLC reported 8 stock positions worth $97.7 million. Its top holding was Ituran Location and Control (ITRN) at 34.7% of the portfolio, followed by Gauzy (GAUZ, 21.9%) and Nayax (NYAX, 21.5%). Compared with Q1 2025, it sold out of 1, added to 2 and reduced 1. The biggest buy was Elf Beauty (ELF, shares +670%) and the biggest sale SLM (SLM, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $97.7M (Q2 2025)
- SEC Filing
- 0001420506-25-001772 ↗ filed Aug 8, 2025
Holdings Value
Holdings 8 stocks · $97.7M
| ITRN Ituran Location and Control | 34.72% | 876,313 | $33.9M | No change |
| GAUZ Gauzy Ltd. | 21.87% | 2,532,865 | $21.4M | No change |
| NYAX Nayax Ltd. | 21.50% | 416,384 | $21.0M | Add +0.1% |
| ELF Elf Beauty Inc. | 13.24% | 104,000 | $12.9M | Add +670.4% |
| BRFH Barfresh Food Group Inc. | 5.10% | 1,440,885 | $5.0M | No change |
| INCR Intercure Ltd. | 2.84% | 1,886,274 | $2.8M | No change |
| SLM SLM Corp. | 0.60% | 18,000 | $590K | Reduce -52.4% |
| URG Ur-Energy Inc. | 0.13% | 121,747 | $128K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |