Ibex Investors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ibex Investors LLC disclosed 15 US equity positions worth $194.1m in its Q2 2026 13F filing. The largest position was ITRN at 25.3% of the reported book, followed by MNDY and ETOR. Against the Q1 2026 filing, it opened 3 new positions, added to 8 and reduced 1 among the top 15 holdings.
What did Ibex Investors LLC own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ITRN ITURAN LOCATION AND CONTROL | Technology | 25.3% | $49.1m | 805,034 | -11% | reduced |
| 2 | MNDY MONDAY COM LTD | Technology | 23.0% | $44.7m | 617,401 | 27% | added |
| 3 | ETOR ETORO GROUP LTD | Financial Services | 20.7% | $40.3m | 1,020,000 | 0% | held |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 11.8% | $22.9m | 659,397 | 55% | added |
| 5 | SG SWEETGREEN INC | Consumer Cyclical | 5.1% | $9.9m | 1,123,000 | 2% | added |
| 6 | ELF E L F BEAUTY INC | Consumer Defensive | 4.5% | $8.7m | 117,600 | 10% | added |
| 7 | ODD ODDITY TECH LTD | Consumer Defensive | 3.6% | $7.0m | 460,000 | 0% | held |
| 8 | NAVN NAVAN INC | 1.7% | $3.3m | 146,208 | – | new | |
| 9 | BARFRESH FOOD GROUP INC | 1.5% | $2.9m | 1,440,885 | 0% | held | |
| 10 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.8% | $1.6m | 65,000 | 136% | added |
| 11 | AMP AMERIPRISE FINL INC | Financial Services | 0.8% | $1.6m | 3,500 | 133% | added |
| 12 | INTU INTUIT | Technology | 0.4% | $822.1k | 3,150 | 530% | added |
| 13 | CPRT COPART INC | Industrials | 0.3% | $563.8k | 20,000 | 100% | added |
| 14 | ADSK AUTODESK INC | Technology | 0.2% | $427.7k | 2,200 | – | new |
| 15 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 0.1% | $260.9k | 5,000 | – | 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.