Ibex Investors LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 13 US equity positions worth $120.8m in its Q3 2025 13F filing. The largest position was MNDY at 28.9% of the reported book, followed by ITRN and NAYAX LTD. Against the Q2 2025 filing, it opened 8 new positions, added to 1 and reduced 2 among the top 13 holdings.
What did Ibex Investors LLC own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MNDY MONDAY COM LTD | Technology | 28.9% | $34.9m | 180,000 | – | new |
| 2 | ITRN ITURAN LOCATION AND CONTROL | Technology | 26.5% | $32.0m | 896,313 | 2% | added |
| 3 | NAYAX LTD | 16.5% | $19.9m | 416,384 | 0% | held | |
| 4 | ELF E L F BEAUTY INC | Consumer Defensive | 11.2% | $13.5m | 102,000 | -2% | reduced |
| 5 | GAUZY LTD | 9.7% | $11.7m | 1,844,871 | -27% | reduced | |
| 6 | BARFRESH FOOD GROUP INC | 4.2% | $5.0m | 1,440,885 | 0% | held | |
| 7 | ETOR ETORO GROUP LTD | Financial Services | 1.4% | $1.7m | 40,289 | – | new |
| 8 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.4% | $497.5k | 2,600 | – | new |
| 9 | CPRT COPART INC | Industrials | 0.4% | $449.7k | 10,000 | – | new |
| 10 | PEP PEPSICO INC | Consumer Defensive | 0.4% | $435.4k | 3,100 | – | new |
| 11 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.3% | $374.0k | 10,000 | – | new |
| 12 | WHD CACTUS INC | Energy | 0.2% | $221.0k | 5,600 | – | new |
| 13 | SG SWEETGREEN INC | Consumer Cyclical | 0.1% | $127.7k | 16,000 | – | new |
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.