Ibex Investors LLC reported 14 positions worth $191.19M for the quarter ended Jun 30, 2026, up 34.9% on the prior quarter. It opened 3 new positions, added to 8, trimmed 1 and exited 1. Its largest holding is Ituran Location & Control Ltd. at 25.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MNDY monday.com Ltd. | +130.4K | +26.8% | $9.44M | 23.38% |
| GLBE Global-E Online Ltd. | +234.4K | +55.2% | $8.14M | 11.98% |
| NAVN Navan, Inc. | +146.2K | – | $3.34M | 1.75% |
| DKNG DraftKings Inc. | +37.5K | +136.4% | $947.25K | 0.859% |
| AMP Ameriprise Financial Inc | +2,000 | +133.3% | $917.52K | 0.84% |
| ELF e.l.f. Beauty, Inc. | +11.0K | +10.3% | $814.00K | 4.55% |
| INTU Intuit Inc. | +2,650 | +530.0% | $691.65K | 0.43% |
| ADSK Autodesk, Inc. | +2,200 | – | $427.72K | 0.224% |
| CPRT Copart Inc | +10.0K | +100.0% | $281.90K | 0.295% |
| PLNT Planet Fitness, Inc. | +5,000 | – | $260.85K | 0.136% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GAUZ Gauzy Ltd. | -3,140 | $47.98K | 0.034% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITRN Ituran Location & Control Ltd. | Technology | 805.0K | $49.12M | 25.69% | -96.3K | -10.7% | Reduced | 4.05% |
| 2 | MNDY monday.com Ltd. | Technology | 617.4K | $44.69M | 23.38% | +130.4K | +26.8% | Added | 1.2% |
| 3 | ETOR eToro Group Ltd. | Financial Services | 1.02M | $40.26M | 21.06% | 0 | 0.0% | Unchanged | 1.22% |
| 4 | GLBE Global-E Online Ltd. | Technology | 659.4K | $22.90M | 11.98% | +234.4K | +55.2% | Added | 0.39% |
| 5 | SG Sweetgreen, Inc. | Consumer Discretionary | 1.12M | $9.89M | 5.17% | +20.0K | +1.8% | Added | 0.94% |
| 6 | ELF e.l.f. Beauty, Inc. | Consumer Staples | 117.6K | $8.70M | 4.55% | +11.0K | +10.3% | Added | 0.2% |
| 7 | ODD Oddity Tech Ltd | Consumer Staples | 460.0K | $6.96M | 3.64% | 0 | 0.0% | Unchanged | 0.81% |
| 8 | NAVN Navan, Inc. | Technology | 146.2K | $3.34M | 1.75% | +146.2K | – | New | 0.06% |
| 9 | DKNG DraftKings Inc. | Consumer Discretionary | 65.0K | $1.64M | 0.859% | +37.5K | +136.4% | Added | 0.01% |
| 10 | AMP Ameriprise Financial Inc | Financial Services | 3,500 | $1.61M | 0.84% | +2,000 | +133.3% | Added | 0% |
| 11 | INTU Intuit Inc. | Technology | 3,150 | $822.15K | 0.43% | +2,650 | +530.0% | Added | 0% |
| 12 | CPRT Copart Inc | Industrials | 20.0K | $563.80K | 0.295% | +10.0K | +100.0% | Added | 0% |
| 13 | ADSK Autodesk, Inc. | Technology | 2,200 | $427.72K | 0.224% | +2,200 | – | New | 0% |
| 14 | PLNT Planet Fitness, Inc. | Consumer Discretionary | 5,000 | $260.85K | 0.136% | +5,000 | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Ibex Investors.
As of its Q2 2026 13F filing, Ibex Investors LLC’s five largest positions were Ituran Location & Control Ltd. (ITRN) at 25.7%, monday.com Ltd. (MNDY) at 23.4%, eToro Group Ltd. (ETOR) at 21.1%, Global-E Online Ltd. (GLBE) at 12.0%, Sweetgreen, Inc. (SG) at 5.2% of the reported portfolio.
Ibex Investors LLC reported a 13F portfolio worth $191.19M across 14 positions for Q2 2026. That is up 34.9% from the previous quarter.
Its largest purchases by value were monday.com Ltd. ($9.44M), Global-E Online Ltd. ($8.14M), Navan, Inc. ($3.34M). It opened 3 new positions.
Its largest sales by value were Ituran Location & Control Ltd. ($5.88M), Gauzy Ltd. ($47.98K). It exited 1 positions entirely.
From the Form 13F-HR reports Ibex Investors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.