IBEX INVESTORS LLC — 13F Holdings & Portfolio
CIK 1531964 · latest 13F-HR filed 2026-05-12
IBEX INVESTORS LLC manages $152.0M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITRN (29.07%), MNDY (22.15%), ETOR (20.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 3, and trimmed 5.
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.
$152.0M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-12
+3 / −4 / ↑3 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ETORO GROUP LTD$14.8M +93.8%
- ITURAN LOCATION AND CONTROL$5.6M +14.6%
- ODDITY TECH LTD$4.0M +182.1%
Top Trims
- MONDAY COM LTD-$8.0M -19.1%
- GAUZY LTD-$2.3M -98.0%
- E L F BEAUTY INC-$1.6M -20.3%
- DRAFTKINGS INC NEW-$146.3K -19.8%
- COPART INC-$59.5K -15.2%
Exited Positions
- NAYAX LTD$21.1M
- MOLINA HEALTHCARE INC$659.5K
- ZOETIS INC$377.5K
- TREX CO INC$308.7K
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 | $44.2M | 29.07% | 901,347 | SH |
| 2 | MONDAY COM LTD | MNDY | M7S64H106 | $33.7M | 22.15% | 487,000 | SH |
| 3 | ETORO GROUP LTD | ETOR | G32089107 | $30.6M | 20.16% | 1,020,000 | SH |
| 4 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $13.1M | 8.63% | 425,000 | SH |
| 5 | E L F BEAUTY INC | ELF | 26856L103 | $6.5M | 4.25% | 106,600 | SH |
| 6 | ODDITY TECH LTD | ODD | M7518J104 | $6.2M | 4.05% | 460,000 | SH |
| 7 | ODDITY TECH LTD Call | ODD | M7518J904 | $6.2M | 4.05% | 460,000 | SH |
| 8 | SWEETGREEN INC | SG | 87043Q108 | $5.7M | 3.77% | 1,103,000 | SH |
| 9 | BARFRESH FOOD GROUP INC | BRFH | 067532200 | $4.0M | 2.66% | 1,440,885 | SH |
| 10 | AMERIPRISE FINL INC | AMP | 03076C106 | $666.6K | 0.44% | 1,500 | SH |
| 11 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $594.5K | 0.39% | 27,500 | SH |
| 12 | COPART INC | CPRT | 217204106 | $332.0K | 0.22% | 10,000 | SH |
| 13 | INTUIT | INTU | 461202103 | $216.2K | 0.14% | 500 | SH |
| 14 | GAUZY LTD | GAUZ | M4757U106 | $48.0K | 0.03% | 62,795 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 | $159.3K | 27 | 0001420506-22-001389 |
| 2022-03-31 | 2022-04-29 | $2.3M | 31 | 0001420506-22-000681 |
| 2018-12-31 | 2019-02-13 | $614.4K | 281 | 0001420506-19-000208 |