Ibex Investors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Ibex Investors LLC reported 13 stock positions worth $120.8 million. Its top holding was Monday.com (MNDY) at 28.9% of the portfolio, followed by Ituran Location and Control (ITRN, 26.5%) and Nayax (NYAX, 16.5%). Compared with Q2 2025, it opened 8 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Monday.com (MNDY) and the biggest sale Gauzy (GAUZ, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $120.8M (Q3 2025)
- SEC Filing
- 0001420506-25-003025 ↗ filed Nov 6, 2025
Holdings Value
Holdings 13 stocks · $120.8M
| MNDY Monday.com Ltd. | 28.87% | 180,000 | $34.9M | New |
| ITRN Ituran Location and Control | 26.51% | 896,313 | $32.0M | Add +2.3% |
| NYAX Nayax Ltd. | 16.48% | 416,384 | $19.9M | No change |
| ELF Elf Beauty Inc. | 11.19% | 102,000 | $13.5M | Reduce -1.9% |
| GAUZ Gauzy Ltd. | 9.67% | 1,844,871 | $11.7M | Reduce -27.2% |
| BRFH Barfresh Food Group Inc. | 4.15% | 1,440,885 | $5.0M | No change |
| ETOR Etoro Group Ltd. Class A | 1.38% | 40,289 | $1.7M | New |
| MOH Molina Healthcare Inc. | 0.41% | 2,600 | $498K | New |
| CPRT Copart Inc. | 0.37% | 10,000 | $450K | New |
| PEP Pepsico Inc. | 0.36% | 3,100 | $435K | New |
| DKNG Draftkings Inc. Class A | 0.31% | 10,000 | $374K | New |
| WHD Cactus Inc. Class A | 0.18% | 5,600 | $221K | New |
| SG Sweetgreen Inc. Class A | 0.11% | 16,000 | $128K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| MNDY Monday.com Ltd. | New | 28.87% | +28.87 |
| ETOR Etoro Group Ltd. Class A | New | 1.38% | +1.38 |
| MOH Molina Healthcare Inc. | New | 0.41% | +0.41 |
| CPRT Copart Inc. | New | 0.37% | +0.37 |
| PEP Pepsico Inc. | New | 0.36% | +0.36 |
| DKNG Draftkings Inc. Class A | New | 0.31% | +0.31 |
| WHD Cactus Inc. Class A | New | 0.18% | +0.18 |
| SG Sweetgreen Inc. Class A | New | 0.11% | +0.11 |
| ITRN Ituran Location and Control | Add +2.3% | 26.51% | −8.21 |
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 |