Ibex Investors LLC — 13F Holdings & Portfolio
CIK 1531964 · latest 13F-HR filed 2026-11-06
Ibex Investors LLC manages $164.7M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MNDY (25.58%), ITRN (25.04%), ETOR (16.38%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position and exited 4; 7 existing positions rose in reported value and 4 fell.
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.
Long-equity book
Distinct positions
Filed 2026-11-06
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
8 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98.9%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 23, 2026.
DENVER, CO 80209
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| AVERBACH, ADAM, DANIEL Control | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER since Nov 2014 | Less than 5% | Individual |
| BORUS, JUSTIN, BRADLEY Control | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER, AND FOUNDER since Feb 2003 | Less than 5% | Individual |
| HUFF, LAURA, CAMPBELL Control | CHIEF OPERATING OFFICER since Sep 2017 | Less than 5% | Individual |
| IBEX INVESTMENT HOLDINGS LLC Control | SOLE MEMBER since Apr 2016 | 75% or more | Domestic Entity |
| SCHNABOLK, STUART, DAVID Control | CHIEF FINANCIAL OFFICER since Jul 2024 | Less than 5% | Individual |
| BORUS, JUSTIN, BRADLEY Control Indirect owner via JBB HOLDINGS INC. | SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY since Apr 2016 | 75% or more | Individual |
| JBB HOLDINGS INC. Control Indirect owner via IBEX INVESTMENT HOLDINGS LLC | CLASS A MEMBER since Apr 2016 | 75% or more | Domestic Entity |
Ownership & leadership changes · 7 filings with changes since Mar 21, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedMONTGOMERY, BRIAN, THOMAS · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2021
- AddedSCHNABOLK, STUART, DAVID · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedABRAMS, BRIAN, TODD · PRESIDENT · Less than 5% · control person · listed since Jul 2011
- ChangedBORUS, JUSTIN, BRADLEY · title MANAGER AND CHIEF INVESTMENT OFFICER → CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER, AND FOUNDER
- ChangedJBB HOLDINGS INC. · indirect via IBEX INVESTMENT HOLDINGS LLC: ownership 50–75% → 75% or more
- AddedMONTGOMERY, BRIAN, THOMAS · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedJBB HOLDINGS INC. · CLASS A MEMBER · 75% or more · indirect via LAZARUS INVESTMENT HOLDINGS LLC · control person · listed since Apr 2016
- AddedJBB HOLDINGS INC. · CLASS A MEMBER · 50–75% · indirect via IBEX INVESTMENT HOLDINGS LLC · control person
- No longer listedLAZARUS INVESTMENT HOLDINGS LLC · SOLE MEMBER · 75% or more · control person · listed since Apr 2016
- AddedHUFF, LAURA, CAMPBELL · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedIBEX INVESTMENT HOLDINGS LLC · SOLE MEMBER · 75% or more · control person
- No longer listedJENNINGS, CHRISTOPHER, MICHAEL · CONTROLLER · Less than 5% · listed since Jan 2010
- AddedAVERBACH, ADAM, DANIEL · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedBORUS, JUSTIN, BRADLEY · SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY · 75% or more · indirect via JBB HOLDINGS INC. · control person
- AddedJBB HOLDINGS INC. · CLASS A MEMBER · 75% or more · indirect via LAZARUS INVESTMENT HOLDINGS LLC · control person
- AddedLAZARUS INVESTMENT HOLDINGS LLC · SOLE MEMBER · 75% or more · control person
- ChangedABRAMS, BRIAN, TODD · title PRESIDENT OF ISRAEL OPPERATIONS → PRESIDENT
- ChangedBORUS, JUSTIN, BRADLEY · title MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER → MANAGER AND CHIEF INVESTMENT OFFICER; ownership 75% or more → Less than 5%
- ListedABRAMS, BRIAN, TODD · PRESIDENT OF ISRAEL OPPERATIONS · Less than 5% · control person
- ListedBORUS, JUSTIN, BRADLEY · MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER · 75% or more · control person
- ListedJENNINGS, CHRISTOPHER, MICHAEL · CONTROLLER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- GLOBAL E ONLINE LTD$3.3M +14.4%
- ODDITY TECH LTD$1.6M +23.3%
- COPART INC$1.2M +214.5%
- DRAFTKINGS INC NEW$733.1K +44.6%
- SWEETGREEN INC$643.9K +6.5%
Top Trims
- ETORO GROUP LTD-$13.3M -33.0%
- ITURAN LOCATION AND CONTROL-$7.9M -16.0%
- MONDAY COM LTD-$2.6M -5.7%
- BARFRESH FOOD GROUP INC-$1.6M -54.1%
Exited Positions
- E L F BEAUTY INC$8.7M
- NAVAN INC$3.3M
- AUTODESK INC$427.7K
- PLANET FITNESS MASTER ISSUER$260.9K
Ibex Investors LLC Holdings (2026-09-30)
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 | MONDAY COM LTD | MNDY | M7S64H106 | $42.1M | 25.58% | 536,940 | SH |
| 2 | ITURAN LOCATION AND CONTROL | ITRN | M6158M104 | $41.2M | 25.04% | 805,034 | SH |
| 3 | ETORO GROUP LTD | ETOR | G32089107 | $27.0M | 16.38% | 1,050,000 | SH |
| 4 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $26.2M | 15.91% | 659,397 | SH |
| 5 | SWEETGREEN INC | SG | 87043Q108 | $10.5M | 6.40% | 1,188,000 | SH |
| 6 | ODDITY TECH LTD | ODD | M7518J104 | $8.6M | 5.21% | 460,000 | SH |
| 7 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $2.4M | 1.44% | 125,000 | SH |
| 8 | AMERIPRISE FINL INC | AMP | 03076C106 | $1.8M | 1.09% | 3,650 | SH |
| 9 | COPART INC | CPRT | 217204106 | $1.8M | 1.08% | 65,000 | SH |
| 10 | BARFRESH FOOD GROUP INC | BRFH | 067532200 | $1.3M | 0.80% | 1,440,885 | SH |
| 11 | INTUIT | INTU | 461202103 | $1.1M | 0.67% | 4,000 | SH |
| 12 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 099502106 | $659.5K | 0.40% | 9,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-06 | $164.7M | 12 | 0001420506-26-002524 |
| 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