Q2 2026 13F · SEC CIK 1531964
Ibex Investors LLC
Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $194.1M
- Reported positions
- 15
- Top holdings a year, 3 yrs
- -6.7%
- Assets under management
- $1.2B
Ibex Investors LLC is a hedge fund that reported 15 positions worth $194.1M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ituran Location and Control (ITRN, 25.3%), Monday Com Ltd (MNDY, 23.0%), eToro Group Ltd (ETOR, 20.7%). A portfolio copying its top holdings returned -6.7% a year over the last 3 years, against 20.4% for the S&P 500.
Ibex Investors LLC holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ITRNIturan Location and Control | 25.3% | -10.7% | $49.1M |
| MNDYMonday Com Ltd | 23.0% | +26.8% | $44.7M |
| ETOReToro Group Ltd | 20.7% | +0.0% | $40.3M |
| GLBEGlobal E Online Ltd | 11.8% | +55.2% | $22.9M |
| SGSweetgreen Inc | 5.1% | +1.8% | $9.9M |
| ELFE.L.F. Beauty, Inc. | 4.5% | +10.3% | $8.7M |
| ODDOddity Tech Ltd | 3.6% | +0.0% | $7.0M |
| NAVNNavan Inc | 1.7% | — | $3.3M |
| BRFHBarfresh Food Group Inc | 1.5% | +0.0% | $2.9M |
| DKNGDraftkings Inc | 0.8% | +136.4% | $1.6M |
| AMPAmeriprise Finl Inc | 0.8% | +133.3% | $1.6M |
| INTUIntuit | 0.4% | +530.0% | $822K |
| CPRTCopart Inc | 0.3% | +100.0% | $564K |
| ADSKAutodesk Inc | 0.2% | — | $428K |
| PLNTPlanet Fitness Master Issuer | 0.1% | — | $261K |
What Ibex Investors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- NAVN Navan Inc1.7% of 13F
- ADSK Autodesk Inc0.2% of 13F
- PLNT Planet Fitness Master Issuer0.1% of 13F
Added to
- INTU Intuit+530.0% shares
- DKNG Draftkings Inc+136.4% shares
- AMP Ameriprise Finl Inc+133.3% shares
- CPRT Copart Inc+100.0% shares
- GLBE Global E Online Ltd+55.2% shares
- MNDY Monday Com Ltd+26.8% shares
- ELF E.L.F. Beauty, Inc.+10.3% shares
Reduced
- ITRN Ituran Location and Control-10.7% shares
Sold out
- GAUZ Gauzy Ltdwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -22.9% /yr
- S&P 500 +20.1%
- 3 years
- -6.7% /yr
- S&P 500 +20.4%
- 5 years
- -4.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $194.1M | 15 |
| Q1 2026 | $145.8M | 13 |
| Q4 2025 | $142.0M | 14 |
| Q3 2025 | $120.8M | 13 |
| Q2 2025 | $97.7M | 8 |
| Q1 2025 | $75.3M | 9 |
| Q4 2024 | $105.3M | 12 |
| Q3 2024 | $87.4M | 12 |
| Q2 2024 | $97.0M | 13 |
| Q1 2024 | $77.5M | 14 |
| Q4 2023 | $82.7M | 15 |
| Q3 2023 | $88.0M | 19 |
Questions about Ibex Investors LLC's portfolio
What stocks does Ibex Investors LLC own?
Ibex Investors LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 15 positions worth $194.1M. The largest are Ituran Location and Control (ITRN) at 25.3%, Monday Com Ltd (MNDY) at 23.0%, eToro Group Ltd (ETOR) at 20.7%, Global E Online Ltd (GLBE) at 11.8% and Sweetgreen Inc (SG) at 5.1%.
What did Ibex Investors LLC buy last quarter?
In Q2 2026, Ibex Investors LLC added a new position in Navan Inc (NAVN), a new position in Autodesk Inc (ADSK), a new position in Planet Fitness Master Issuer (PLNT), Intuit (INTU) (+530.0% shares), Draftkings Inc (DKNG) (+136.4% shares) and Ameriprise Finl Inc (AMP) (+133.3% shares), compared with its Q1 2026 filing.
What did Ibex Investors LLC sell last quarter?
In Q2 2026, Ibex Investors LLC sold all of Gauzy Ltd (GAUZ) and Ituran Location and Control (ITRN) (-10.7% shares), compared with its Q1 2026 filing.
How has Ibex Investors LLC's portfolio performed?
A portfolio copying Ibex Investors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned -6.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -22.9% against +20.1%. Over 5 years: -4.9% a year against +11.6%.
When is Ibex Investors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ibex Investors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Ibex Investors LLC manage?
Ibex Investors LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $194.1M.