IBEX INVESTORS LLC — 13F Holdings & Portfolio
CIK 1531964 · latest 13F-HR filed 2026-08-11
IBEX INVESTORS LLC manages $194.1M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITRN (25.31%), MNDY (23.03%), ETOR (20.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 11, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$194.1M
Long-equity book
15
Distinct positions
2026-06-30
Filed 2026-08-11
+3 / −1 / ↑11 / ↓1
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- MONDAY COM LTD$11.0M +32.8%
- GLOBAL E ONLINE LTD$9.8M +74.7%
- ETORO GROUP LTD$9.6M +31.4%
- ITURAN LOCATION AND CONTROL$4.9M +11.2%
- SWEETGREEN INC$4.2M +72.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ITURAN LOCATION AND CONTROL | ITRN | M6158M104 | $49.1M | 25.31% | 805,034 | SH |
| 2 | MONDAY COM LTD | MNDY | M7S64H106 | $44.7M | 23.03% | 617,401 | SH |
| 3 | ETORO GROUP LTD | ETOR | G32089107 | $40.3M | 20.74% | 1,020,000 | SH |
| 4 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $22.9M | 11.80% | 659,397 | SH |
| 5 | SWEETGREEN INC | SG | 87043Q108 | $9.9M | 5.10% | 1,123,000 | SH |
| 6 | E L F BEAUTY INC | ELF | 26856L103 | $8.7M | 4.48% | 117,600 | SH |
| 7 | ODDITY TECH LTD | ODD | M7518J104 | $7.0M | 3.59% | 460,000 | SH |
| 8 | NAVAN INC | NAVN | 639193101 | $3.3M | 1.72% | 146,208 | SH |
| 9 | BARFRESH FOOD GROUP INC | BRFH | 067532200 | $2.9M | 1.48% | 1,440,885 | SH |
| 10 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $1.6M | 0.85% | 65,000 | SH |
| 11 | AMERIPRISE FINL INC | AMP | 03076C106 | $1.6M | 0.83% | 3,500 | SH |
| 12 | INTUIT | INTU | 461202103 | $822.1K | 0.42% | 3,150 | SH |
| 13 | COPART INC | CPRT | 217204106 | $563.8K | 0.29% | 20,000 | SH |
| 14 | AUTODESK INC | ADSK | 052769106 | $427.7K | 0.22% | 2,200 | SH |
| 15 | PLANET FITNESS MASTER ISSUER | PLNT | 72703H101 | $260.9K | 0.13% | 5,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $194.1M | 15 | 0001420506-26-001526 |
| 2026-03-31 | 2026-05-12 | $152.0M | 14 | 0001420506-26-000944 |
| 2025-12-31 | 2026-02-11 | $142.0M | 14 | 0001420506-26-000279 |
| 2025-09-30 | 2025-11-06 | $120.8M | 13 | 0001420506-25-003025 |
| 2022-06-30 | 2022-08-03 | $159.3M | 27 | 0001420506-22-001389 |
| 2022-03-31 | 2022-04-29 | $2.27B | 31 | 0001420506-22-000681 |
| 2018-12-31 | 2019-02-13 | $614.4M | 281 | 0001420506-19-000208 |
DENVER, CO 80209