Q1 2026 · 13F-HR
IBEX INVESTORS LLCholdings as filed
Filed 2026-05-12 · accession 0001420506-26-000944
$152.0M
Reported value
14
Positions
2026-03-31
Period end
The Brief · IBEX INVESTORS LLC · Q1 2026
AI · grounded in 13F
IBEX INVESTORS LLC closed its position in NYAX for a reduction of $21.1M. The fund established new positions in GLBE for $13.1M and ODD for $6.2M. Additionally, the fund added ETOR, increasing its share count by 126.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M6158M104 | ITRN | ITURAN LOCATION AND CONTROL | $44.2M | 29.1% | 901,347 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $33.7M | 22.1% | 487,000 | Common | SOLE |
| G32089107 | ETOR | ETORO GROUP LTD | $30.6M | 20.2% | 1,020,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $13.1M | 8.63% | 425,000 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $6.5M | 4.25% | 106,600 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $6.2M | 4.05% | 460,000 | Common | SOLE |
| M7518J904 | ODD | ODDITY TECH LTD | $6.2M | 4.05% | 460,000 | CALL | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $5.7M | 3.77% | 1,103,000 | Common | SOLE |
| 067532200 | BRFH | BARFRESH FOOD GROUP INC | $4.0M | 2.66% | 1,440,885 | Common | SOLE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $666,600 | 0.44% | 1,500 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $594,550 | 0.39% | 27,500 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $332,000 | 0.22% | 10,000 | Common | SOLE |
| 461202103 | INTU | INTUIT | $216,190 | 0.14% | 500 | Common | SOLE |
| M4757U106 | GAUZ | GAUZY LTD | $47,975 | 0.03% | 62,795 | 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.