Ibex Investors
Denver, COfiles as Ibex Investors LLC
$194m in 15 US stocks at the end of 30 June 2026. The top 10 are 98.1% of the money. It changed about 7.3% of the portfolio this quarter.
Value
$194m
Stocks
15
Top 10 share
98.1%
Turnover
7.3%
What changed this quarter
New
Bought for the first time this quarter.
- NavanNAVN1.7% of the fund
- AutodeskADSK0.2% of the fund
- Planet FitnessPLNT0.1% of the fund
Added
Bought more of a stock they already held.
- monday.comMNDY23.0% of the fund+27%
- Global-E OnlineGLBE11.8% of the fund+55%
- e.l.f. BeautyELF4.5% of the fund+10%
- DraftKingsDKNG0.8% of the fund+136%
- Ameriprise FinancialAMP0.8% of the fund+133%
- IntuitINTU0.4% of the fund+530%
- CopartCPRT0.3% of the fund+100%
Cut
Sold some of their stake.
- Ituran Location & ControlITRN25.3% of the fund-11%
Sold out
Sold their entire stake.
- GauzyGAUZ-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ituran Location & ControlITRN | 25.3% | $49m | 805,034 | -11% |
| monday.comMNDY | 23.0% | $45m | 617,401 | +27% |
| eToro GroupETOR | 20.7% | $40m | 1,020,000 | Held |
| Global-E OnlineGLBE | 11.8% | $23m | 659,397 | +55% |
| SweetgreenSG | 5.1% | $10m | 1,123,000 | Held |
| e.l.f. BeautyELF | 4.5% | $9m | 117,600 | +10% |
| Oddity TechODD | 3.6% | $7m | 460,000 | Held |
| NavanNAVN | 1.7% | $3m | 146,208 | New |
| Barfresh Food GroupBRFH | 1.5% | $3m | 1,440,885 | Held |
| DraftKingsDKNG | 0.8% | $2m | 65,000 | +136% |
| Ameriprise FinancialAMP | 0.8% | $2m | 3,500 | +133% |
| IntuitINTU | 0.4% | $822,150 | 3,150 | +530% |
| CopartCPRT | 0.3% | $563,800 | 20,000 | +100% |
| AutodeskADSK | 0.2% | $427,724 | 2,200 | New |
| Planet FitnessPLNT | 0.1% | $260,850 | 5,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 98.5% since 30 June 2025.
Where the money is
Technology37.2%
Industrials25.6%
Financial services21.6%
Retail & consumer6.1%
Everyday goods6.0%
Materials3.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.