Ibex Investors LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 14 US equity positions worth $142.0m in its Q4 2025 13F filing. The largest position was MNDY at 29.3% of the reported book, followed by ITRN and NAYAX LTD. Against the Q3 2025 filing, it opened 3 new positions, added to 6 and reduced 0 among the top 14 holdings.
What did Ibex Investors LLC own in Q4 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MNDY MONDAY COM LTD | Technology | 29.3% | $41.6m | 282,000 | 57% | added |
| 2 | ITRN ITURAN LOCATION AND CONTROL | Technology | 27.2% | $38.6m | 896,313 | 0% | held |
| 3 | NAYAX LTD | 14.8% | $21.1m | 416,384 | 0% | held | |
| 4 | ETOR ETORO GROUP LTD | Financial Services | 11.1% | $15.8m | 450,000 | 1017% | added |
| 5 | ELF E L F BEAUTY INC | Consumer Defensive | 5.7% | $8.1m | 106,600 | 5% | added |
| 6 | SG SWEETGREEN INC | Consumer Cyclical | 3.9% | $5.6m | 825,400 | 5059% | added |
| 7 | BARFRESH FOOD GROUP INC | 3.0% | $4.2m | 1,440,885 | 0% | held | |
| 8 | GAUZY LTD | 1.7% | $2.4m | 1,844,871 | 0% | held | |
| 9 | ODD ODDITY TECH LTD | Consumer Defensive | 1.5% | $2.2m | 54,300 | – | new |
| 10 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.5% | $740.9k | 21,500 | 115% | added |
| 11 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.5% | $659.5k | 3,800 | 46% | added |
| 12 | CPRT COPART INC | Industrials | 0.3% | $391.5k | 10,000 | 0% | held |
| 13 | ZTS ZOETIS INC | Healthcare | 0.3% | $377.5k | 3,000 | – | new |
| 14 | TREX TREX CO INC | Industrials | 0.2% | $308.7k | 8,800 | – | 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.