Ibex Investors LLC
Net buyer this quarter
$194M
15
+$19.5M
98.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ITRN | $49.1M | 25.31% | 4.06% | -10.7% | Q2 2021 |
 MNDY | $44.7M | 23.03% | 1.21% | +26.8% | Q3 2025 |
 ETOR | $40.3M | 20.74% | Not reported | Not reported | Q3 2025 |
 GLBE | $22.9M | 11.80% | 0.39% | +55.2% | Q1 2026 |
 SG | $9.89M | 5.10% | 1.17% | +1.8% | Q4 2022 |
 ELF | $8.7M | 4.48% | 0.20% | +10.3% | Q4 2024 |
 ODD | $6.96M | 3.59% | Not reported | Not reported | Q3 2023 |
 NAVN | $3.34M | 1.72% | 0.32% | New | Q2 2026 |
 BRFH | $2.88M | 1.48% | 8.89% | Not reported | Q1 2022 |
 DKNG | $1.64M | 0.85% | Not reported | +136.4% | Q2 2020 |
 AMP | $1.61M | 0.83% | 0.00% | +133.3% | Q1 2026 |
 INTU | $822K | 0.42% | 0.00% | +530.0% | Q2 2020 |
 CPRT | $564K | 0.29% | 0.00% | +100.0% | Q2 2019 |
 ADSK | $428K | 0.22% | 0.00% | Not reported | Q1 2018 |
 PLNT | $261K | 0.13% | 5000.00% | Not reported | Q4 2017 |
| Q1 2026 | |||||
| ITRN | $44.2M | 29.07% | 4.55% | +0.6% | Q2 2021 |
| MNDY | $33.7M | 22.15% | 0.95% | +72.7% | Q3 2025 |
| ETOR | $30.6M | 20.16% | Not reported | +126.7% | Q3 2025 |
| GLBE | $13.1M | 8.63% | 0.25% | New | Q1 2026 |
| ELF | $6.46M | 4.25% | 0.18% | Not reported | Q4 2024 |
| ODD | $6.15M | 4.05% | Not reported | +747.2% | Q3 2023 |
| SG | $5.72M | 3.77% | 1.15% | +33.6% | Q4 2022 |
| BRFH | $4.05M | 2.66% | 8.95% | Not reported | Q1 2022 |
| AMP | $667K | 0.44% | 0.00% | New | Q1 2026 |
| DKNG | $595K | 0.39% | Not reported | +27.9% | Q2 2020 |
| CPRT | $332K | 0.22% | 0.00% | Not reported | Q2 2019 |
| INTU | $216K | 0.14% | 0.00% | Not reported | Q2 2020 |
 GAUZ | $48K | 0.03% | 0.34% | -96.6% | Q2 2024 |
| Q4 2025 | |||||
| MNDY | $41.6M | 29.31% | 0.55% | +56.7% | Q3 2025 |
| ITRN | $38.6M | 27.15% | 4.52% | Not reported | Q2 2021 |
 NYAX | $21.1M | 14.83% | 1.12% | Not reported | Q3 2022 |
| ETOR | $15.8M | 11.13% | Not reported | +1016.9% | Q3 2025 |
| ELF | $8.11M | 5.71% | 0.18% | +4.5% | Q4 2024 |
| SG | $5.58M | 3.93% | 0.86% | +5058.8% | Q4 2022 |
| BRFH | $4.22M | 2.97% | 9.02% | Not reported | Q1 2022 |
| GAUZ | $2.38M | 1.68% | 9.84% | Not reported | Q2 2024 |
| ODD | $2.18M | 1.54% | Not reported | Not reported | Q3 2023 |
| DKNG | $741K | 0.52% | Not reported | +115.0% | Q2 2020 |
 MOH | $659K | 0.46% | 0.01% | +46.2% | Q4 2017 |
| CPRT | $392K | 0.28% | 0.00% | Not reported | Q2 2019 |
 ZTS | $377K | 0.27% | 0.00% | New | Q4 2025 |
 TREX | $309K | 0.22% | 0.01% | Not reported | Q4 2017 |
| Q3 2025 | |||||
| MNDY | $34.9M | 28.87% | 0.35% | New | Q3 2025 |
| ITRN | $32M | 26.51% | 3.82% | +2.3% | Q2 2021 |
| NYAX | $19.9M | 16.48% | 1.14% | Not reported | Q3 2022 |
| ELF | $13.5M | 11.19% | 0.17% | -1.9% | Q4 2024 |
| GAUZ | $11.7M | 9.67% | 9.84% | -27.2% | Q2 2024 |
| BRFH | $5.01M | 4.15% | 9.04% | Not reported | Q1 2022 |
| ETOR | $1.66M | 1.38% | Not reported | New | Q3 2025 |
| MOH | $498K | 0.41% | 0.01% | Not reported | Q4 2017 |
| CPRT | $450K | 0.37% | 0.00% | Not reported | Q2 2019 |
 PEP | $435K | 0.36% | 0.00% | New | Q3 2025 |
| DKNG | $374K | 0.31% | Not reported | Not reported | Q2 2020 |
 WHD | $221K | 0.18% | 0.01% | New | Q3 2025 |
| SG | $128K | 0.11% | 0.02% | Not reported | Q4 2022 |