Ibex Investors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Ibex Investors LLC reported 14 stock positions worth $142.0 million. Its top holding was Monday.com (MNDY) at 29.3% of the portfolio, followed by Ituran Location and Control (ITRN, 27.2%) and Nayax (NYAX, 14.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 2 and added to 6. The biggest buy was Etoro Class A (ETOR, shares +1017%) and the biggest sale an exit from Pepsico (PEP).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $142.0M (Q4 2025)
- SEC Filing
- 0001420506-26-000279 ↗ filed Feb 11, 2026
Holdings Value
Holdings 14 stocks · $142.0M
| MNDY Monday.com Ltd. | 29.31% | 282,000 | $41.6M | Add +56.7% |
| ITRN Ituran Location and Control | 27.15% | 896,313 | $38.6M | No change |
| NYAX Nayax Ltd. | 14.83% | 416,384 | $21.1M | No change |
| ETOR Etoro Group Ltd. Class A | 11.13% | 450,000 | $15.8M | Add +1016.9% |
| ELF Elf Beauty Inc. | 5.71% | 106,600 | $8.1M | Add +4.5% |
| SG Sweetgreen Inc. Class A | 3.93% | 825,400 | $5.6M | Add +5058.8% |
| BRFH Barfresh Food Group Inc. | 2.97% | 1,440,885 | $4.2M | No change |
| GAUZ Gauzy Ltd. | 1.68% | 1,844,871 | $2.4M | No change |
| ODD Oddity Tech Ltd. Class A | 1.54% | 54,300 | $2.2M | New |
| DKNG Draftkings Inc. Class A | 0.52% | 21,500 | $741K | Add +115.0% |
| MOH Molina Healthcare Inc. | 0.46% | 3,800 | $659K | Add +46.1% |
| CPRT Copart Inc. | 0.28% | 10,000 | $392K | No change |
| ZTS Zoetis Inc. | 0.27% | 3,000 | $377K | New |
| TREX Trex Company Inc. | 0.22% | 8,800 | $309K | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| ETOR Etoro Group Ltd. Class A | Add +1016.9% | 11.13% | +9.76 |
| SG Sweetgreen Inc. Class A | Add +5058.8% | 3.93% | +3.82 |
| ODD Oddity Tech Ltd. Class A | New | 1.54% | +1.54 |
| MNDY Monday.com Ltd. | Add +56.7% | 29.31% | +0.44 |
| ZTS Zoetis Inc. | New | 0.27% | +0.27 |
| TREX Trex Company Inc. | New | 0.22% | +0.22 |
| DKNG Draftkings Inc. Class A | Add +115.0% | 0.52% | +0.21 |
| MOH Molina Healthcare Inc. | Add +46.1% | 0.46% | +0.05 |
| ELF Elf Beauty Inc. | Add +4.5% | 5.71% | −5.48 |
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 |