Ibex Investors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Ibex Investors LLC reported 13 stock positions worth $145.8 million. Its top holding was Ituran Location and Control (ITRN) at 30.3% of the portfolio, followed by Monday.com (MNDY, 23.1%) and Etoro Class A (ETOR, 21.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 6 and reduced 1. The biggest buy was Etoro Class A (ETOR, shares +127%) and the biggest sale an exit from Nayax (NYAX).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001531964
- Portfolio Value
- $145.8M (Q1 2026)
- SEC Filing
- 0001420506-26-000944 ↗ filed May 12, 2026
Holdings Value
Holdings 13 stocks · $145.8M
| ITRN Ituran Location and Control | 30.29% | 901,347 | $44.2M | Add +0.6% |
| MNDY Monday.com Ltd. | 23.08% | 487,000 | $33.7M | Add +72.7% |
| ETOR Etoro Group Ltd. Class A | 21.01% | 1,020,000 | $30.6M | Add +126.7% |
| GLBE Global-E Online Ltd. | 8.99% | 425,000 | $13.1M | New |
| ELF Elf Beauty Inc. | 4.43% | 106,600 | $6.5M | No change |
| ODD Oddity Tech Ltd. Class A | 4.22% | 460,000 | $6.2M | Add +747.1% |
| SG Sweetgreen Inc. Class A | 3.93% | 1,103,000 | $5.7M | Add +33.6% |
| BRFH Barfresh Food Group Inc. | 2.78% | 1,440,885 | $4.0M | No change |
| AMP Ameriprise Financial Inc. | 0.46% | 1,500 | $667K | New |
| DKNG Draftkings Inc. Class A | 0.41% | 27,500 | $595K | Add +27.9% |
| CPRT Copart Inc. | 0.23% | 10,000 | $332K | No change |
| INTU Intuit Inc. | 0.15% | 500 | $216K | New |
| GAUZ Gauzy Ltd. | 0.03% | 62,795 | $48K | Reduce -96.6% |
Options reported separately and not counted above: ODDITY TECH LTD calls ($6.2M).
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| ETOR Etoro Group Ltd. Class A | Add +126.7% | 21.01% | +9.87 |
| GLBE Global-E Online Ltd. | New | 8.99% | +8.99 |
| ITRN Ituran Location and Control | Add +0.6% | 30.29% | +3.14 |
| ODD Oddity Tech Ltd. Class A | Add +747.1% | 4.22% | +2.68 |
| AMP Ameriprise Financial Inc. | New | 0.46% | +0.46 |
| INTU Intuit Inc. | New | 0.15% | +0.15 |
| SG Sweetgreen Inc. Class A | Add +33.6% | 3.93% | −0.00 |
| DKNG Draftkings Inc. Class A | Add +27.9% | 0.41% | −0.11 |
| MNDY Monday.com Ltd. | Add +72.7% | 23.08% | −6.23 |
Options Activity Q4 2025 → Q1 2026
| ODDITY TECH LTD | call | New | 460,000 | $6.2M |
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 |