Ibex Investors LLC

Denver, CO · CIK 1531964 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$1.2bn
Staff23 · 10 in investment roles
Main clients (by assets)Private funds 100%
Private funds20 (6 hedge) · $1.1bn gross assets
Form ADV · 2026-06-23SEC adviser record

Legal entityIbex Investors LLC (US)

$194.1m reported value +33.1% vs Q1 2026

15positions

98.1%in top 10

3 new 8 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ITURAN LOCATION AND CONTROL SHS ITRN	ITRN	805,034	$49.1m25.31%	25.31%	Reduced -96.3k	-96,313 -10.7%
2	MONDAY COM LTD SHS MNDY	MNDY	617,401	$44.7m23.03%	23.03%	Added +130.4k	+130,401 26.8%
3	ETORO GROUP LTD SHS CL A ETOR	ETOR	1,020,000	$40.3m20.74%	20.74%	Unchanged
4	GLOBAL E ONLINE LTD SHS GLBE	GLBE	659,397	$22.9m11.80%	11.80%	Added +234.4k	+234,397 55.1%
5	SWEETGREEN INC COM CL A SG	SG	1,123,000	$9.9m5.10%	5.10%	Added +20.0k	+20,000 1.8%
6	E L F BEAUTY INC COM ELF	ELF	117,600	$8.7m4.48%	4.48%	Added +11.0k	+11,000 10.3%
7	ODDITY TECH LTD SHS CL A ODD	ODD	460,000	$7.0m3.59%	3.59%	Unchanged
8	NAVAN INC CL A NAVN	NAVN	146,208	$3.3m1.72%	1.72%	New
9	BARFRESH FOOD GROUP INC COM NEW BRFH	BRFH	1,440,885	$2.9m1.48%	1.48%	Unchanged
10	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	65,000	$1.6m0.85%	0.85%	Added +37.5k	+37,500 136.4%
11	AMERIPRISE FINL INC COM AMP	AMP	3,500	$1.6m0.83%	0.83%	Added +2.0k	+2,000 133.3%
12	INTUIT COM INTU	INTU	3,150	$822.1k0.42%	0.42%	Added +2.6k	+2,650 530.0%
13	COPART INC COM CPRT	CPRT	20,000	$563.8k0.29%	0.29%	Added +10.0k	+10,000 100.0%
14	AUTODESK INC COM ADSK	ADSK	2,200	$427.7k0.22%	0.22%	New
15	PLANET FITNESS INC CL A PLNT	PLNT	5,000	$260.9k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GAUZY LTD GAUZ	GAUZ	62,795	$48.0k62.8k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BARFRESH FOOD GROUP INC BRFH · 13G · filed 2026-04-09	BRFH	9.0%≈ $2.9m	no change	13G	2026-04-09