Q3 2025 · 13F-HR
IBEX INVESTORS LLCholdings as filed
Filed 2025-11-06 · accession 0001420506-25-003025
$120.8M
Reported value
13
Positions
2025-09-30
Period end
The Brief · IBEX INVESTORS LLC · Q3 2025
AI · grounded in 13F
IBEX INVESTORS LLC established a new position in MNDY valued at $34.86M. The fund also initiated new stakes in ITRN for $32.02M and NYAX for $19.90M. Additional new positions include ELF at $13.51M and GAUZ at $11.68M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M7S64H106 | MNDY | MONDAY COM LTD | $34.9M | 28.9% | 180,000 | Common | SOLE |
| M6158M104 | ITRN | ITURAN LOCATION AND CONTROL | $32.0M | 26.5% | 896,313 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $19.9M | 16.5% | 416,384 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $13.5M | 11.2% | 102,000 | Common | SOLE |
| M4757U106 | GAUZ | GAUZY LTD | $11.7M | 9.67% | 1,844,871 | Common | SOLE |
| 067532200 | BRFH | BARFRESH FOOD GROUP INC | $5.0M | 4.15% | 1,440,885 | Common | SOLE |
| G32089107 | ETOR | ETORO GROUP LTD | $1.7M | 1.38% | 40,289 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $497,536 | 0.41% | 2,600 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $449,700 | 0.37% | 10,000 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $435,364 | 0.36% | 3,100 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $374,000 | 0.31% | 10,000 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $221,032 | 0.18% | 5,600 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $127,680 | 0.11% | 16,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.