Ibex Investors LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 12 US equity positions worth $87.4m in its Q3 2024 13F filing. The largest position was GAUZY LTD at 33.3% of the reported book, followed by ITRN and NAYAX LTD.
What did Ibex Investors LLC own in Q3 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GAUZY LTD | 33.3% | $29.1m | 3,331,519 | – | ||
| 2 | ITRN ITURAN LOCATION AND CONTROL | Technology | 26.1% | $22.9m | 861,046 | – | |
| 3 | NAYAX LTD | 10.4% | $9.1m | 348,740 | – | ||
| 4 | ODD ODDITY TECH LTD | Consumer Defensive | 9.9% | $8.7m | 215,000 | – | |
| 5 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 8.3% | $7.3m | 530,602 | – | |
| 6 | BARFRESH FOOD GROUP INC | 4.8% | $4.2m | 1,440,885 | – | ||
| 7 | INCR INTERCURE LTD | 4.3% | $3.8m | 1,889,658 | – | ||
| 8 | SLM SLM CORP | Financial Services | 1.3% | $1.1m | 50,000 | – | |
| 9 | ABEV AMBEV SA | Consumer Defensive | 0.6% | $488.0k | 200,000 | – | |
| 10 | URG UR-ENERGY INC | 0.3% | $293.6k | 246,747 | – | ||
| 11 | MSCI MSCI INC | Financial Services | 0.3% | $291.5k | 500 | – | |
| 12 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.3% | $244.1k | 3,500 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.