Ibex Investors LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 12 US equity positions worth $105.3m in its Q4 2024 13F filing. The largest position was GAUZY LTD at 31.3% of the reported book, followed by ITRN and ODD. Against the Q3 2024 filing, it opened 2 new positions, added to 2 and reduced 1 among the top 12 holdings.
What did Ibex Investors LLC own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GAUZY LTD | 31.3% | $33.0m | 3,331,519 | 0% | held | |
| 2 | ITRN ITURAN LOCATION AND CONTROL | Technology | 25.5% | $26.8m | 861,046 | 0% | held |
| 3 | ODD ODDITY TECH LTD | Consumer Defensive | 12.6% | $13.2m | 315,000 | 47% | added |
| 4 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 12.0% | $12.7m | 636,402 | 20% | added |
| 5 | NAYAX LTD | 9.7% | $10.3m | 348,739 | -0% | held | |
| 6 | BARFRESH FOOD GROUP INC | 3.8% | $4.0m | 1,440,885 | 0% | held | |
| 7 | INCR INTERCURE LTD | 2.9% | $3.0m | 1,886,274 | -0% | held | |
| 8 | SLM SLM CORP | Financial Services | 1.3% | $1.4m | 50,000 | 0% | held |
| 9 | ABEV AMBEV SA | Consumer Defensive | 0.4% | $370.0k | 200,000 | 0% | held |
| 10 | ELF E L F BEAUTY INC | Consumer Defensive | 0.2% | $226.0k | 1,800 | – | new |
| 11 | LZ LEGALZOOM COM INC | Industrials | 0.2% | $210.3k | 28,000 | – | new |
| 12 | URG UR-ENERGY INC | 0.1% | $140.0k | 121,747 | -51% | reduced |
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.