Q4 2025 · 13F-HR
IBEX INVESTORS LLCholdings as filed
Filed 2026-02-11 · accession 0001420506-26-000279
$142.0M
Reported value
14
Positions
2025-12-31
Period end
The Brief · IBEX INVESTORS LLC · Q4 2025
AI · grounded in 13F
IBEX INVESTORS LLC established a new position in ODD valued at $2.18M. The fund also opened a new stake in ZTS for $377,460 and increased its holdings in ETOR by 1,016.93%. Conversely, the fund closed its positions in PEP and WHD, resulting in reductions of $435,364 and $221,032 respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M7S64H106 | MNDY | MONDAY COM LTD | $41.6M | 29.3% | 282,000 | Common | SOLE |
| M6158M104 | ITRN | ITURAN LOCATION AND CONTROL | $38.6M | 27.2% | 896,313 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $21.1M | 14.8% | 416,384 | Common | SOLE |
| G32089107 | ETOR | ETORO GROUP LTD | $15.8M | 11.1% | 450,000 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $8.1M | 5.71% | 106,600 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $5.6M | 3.93% | 825,400 | Common | SOLE |
| 067532200 | BRFH | BARFRESH FOOD GROUP INC | $4.2M | 2.97% | 1,440,885 | Common | SOLE |
| M4757U106 | GAUZ | GAUZY LTD | $2.4M | 1.68% | 1,844,871 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $2.2M | 1.54% | 54,300 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $740,890 | 0.52% | 21,500 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $659,452 | 0.46% | 3,800 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $391,500 | 0.28% | 10,000 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $377,460 | 0.27% | 3,000 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $308,704 | 0.22% | 8,800 | 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.