II
Ibex Investors LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Ibex Investors LLCCIK: 0001531964
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$194.1M
Reporting period: 2026-06-30 · Number of holdings: 15
IBEX INVESTORS LLC disclosed 15 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $194.1M and a quarterly turnover rate of 32.8%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "I"
Personality snowflake
- Concentration
- 72.25
- Portfolio Stability
- 32.85
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 30
- Sizing Uniformity
- 86.47
Ibex Investors LLC's disclosed holdings carry a Herfindahl concentration index of 0.181 — mathematically equivalent to about 6 equally-sized positions, well below its 15 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.35), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out M7518J904
Trim M6158M104
-10.7% $4.9M
Add GLBE
+55.2% $9.8M
New buy NAVN
Add SG
+1.8% $4.2M
Trim BRFH
0.0% -$1.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ituran Location And Control | Stock-Other | 25.31% | -3.76% | -10.69% | |
| 2 | MNDY | monday.com Ltd. | Stock-Tech | 23.03% | +0.88% | +26.78% | |
| 3 | ETOR | eToro Group Ltd. | Stock-Other | 20.74% | +0.58% | — | |
| 4 | GLBE | Global-E Online Ltd. | Stock-Other | 11.80% | +3.17% | +55.15% | |
| 5 | SG | Sweetgreen Inc - Class A | Stock-Other | 5.10% | +1.33% | +1.81% | |
| 6 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 4.48% | +0.23% | +10.32% | |
| 7 | ODD | Oddity Tech Ltd. | Stock-Other | 3.59% | -0.46% | — | |
| 8 | NAVN | Navan Inc-cl A | Stock-Other | 1.72% | +1.72% | NEW | |
| 9 | BRFH | Barfresh Food Group Inc | Stock-Other | 1.48% | -1.18% | — | |
| 10 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.85% | +0.46% | +136.36% | |
| 11 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.83% | +0.39% | +133.33% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 0.42% | +0.28% | +530.00% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 0.29% | +0.07% | +100.00% | |
| 14 | ADSK | Autodesk Inc | Stock-Tech | 0.22% | +0.22% | NEW | |
| 15 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 0.13% | +0.13% | NEW |
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+5.1%
Based on 67% of reported portfolio value with available pricing
- Stdev
- +26.3%
- Beta
- +1.05
- Alpha
- -16.9%
- Max Drawdown
- -22.4%
- Annualized Perf
- +2.8%
- Batting Avg vs S&P
- +47.6%
- Sortino
- +0.37
- Stutzer
- +0.07
- Treynor
- +0.06
- Sterling
- +0.09
- Calmar
- +0.13
- Information Ratio
- -0.73
- Tracking Error
- +21.7%
- Stdev Down
- +16.3%
- Winning Months %
- +47.6%
- Losing Months %
- +52.4%
- Best 12 Months
- +11.9%
- Worst 12 Months
- -11%
- Efficiency Ratio
- +0.04
- Sharpe
- +0.23
- Stdev Sectors
- +29.5%
- Skewness
- +0.16
- Kurtosis
- -0.29
- Upside Potential
- +2.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 15 | $194.1M | 33 | ||
| 2026 Q1 | 14 | $152.0M | 54 | ||
| 2025 Q4 | 14 | $142.0M | 41 | ||
| 2025 Q3 | 13 | $120.8M | 65 | ||
| 2025 Q2 | 8 | $97.7M | 0 | ||
| 2025 Q1 | 9 | $75.3M | 100 | ||
| 2024 Q4 | 13 | $115.9M | 0 | ||
| 2024 Q3 | 12 | $87.4M | 0 | ||
| 2024 Q2 | 13 | $97.0M | 0 | ||
| 2024 Q1 | 14 | $77.5M | 0 | ||
| 2023 Q4 | 15 | $82.7M | 0 | ||
| 2023 Q3 | 19 | $88.0M | 0 | ||
| 2023 Q2 | 24 | $80.8M | 0 | ||
| 2023 Q1 | 36 | $66.4M | 0 | ||
| 2022 Q4 | 37 | $148.2M | 0 | ||
| 2022 Q3 | 42 | $190.2M | 0 | ||
| 2022 Q2 | 27 | $159.3M | 0 | ||
| 2022 Q1 | 31 | $2.3B | 0 | ||
| 2021 Q4 | 39 | $298.0M | 0 | ||
| 2021 Q3 | 33 | $473.2M | 0 | ||
| 2021 Q2 | 55 | $268.9M | 100 | ||
| 2021 Q1 | 82 | $291.4M | 77 | ||
| 2020 Q4 | 47 | $250.7M | 52 | ||
| 2020 Q3 | 40 | $189.9M | 58 | ||
| 2020 Q2 | 51 | $210.6M | 76 | ||
| 2020 Q1 | 20 | $99.2M | 100 | ||
| 2019 Q4 | 122 | $10.8B | 100 | ||
| 2019 Q3 | 56 | $1.6B | 100 | ||
| 2019 Q2 | 100 | $1.2B | 100 | ||
| 2019 Q1 | 58 | $1.1B | 100 | ||
| 2018 Q4 | 281 | $614.4M | 100 | ||
| 2018 Q3 | 219 | $180.2M | 70 | ||
| 2018 Q2 | 261 | $176.3M | 97 | ||
| 2018 Q1 | 182 | $121.4M | 100 | ||
| 2017 Q4 | 174 | $172.3M | 0 |
Holding changes this quarter
Ibex Investors LLC's most significant position changes for 2026-06-30: Sold out: Oddity Tech LTD; New buy: Navan Inc-cl A (NAVN); New buy: Autodesk Inc (ADSK); New buy: Planet Fitness Inc - Cl A (PLNT); Sold out: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLBE | Global-E Online Ltd. | +3.2% | +55.15% | Add |
| 2 | NAVN | Navan Inc-cl A | +1.7% | NEW | New buy |
| 3 | SG | Sweetgreen Inc - Class A | +1.3% | +1.81% | Add |
| 4 | MNDY | monday.com Ltd. | +0.9% | +26.78% | Add |
| 5 | ETOR | eToro Group Ltd. | +0.6% | — | Unchanged |
| 6 | DKNG | Draftkings Inc-cl A | +0.5% | +136.36% | Add |
| 7 | AMP | Ameriprise Financial Inc | +0.4% | +133.33% | Add |
| 8 | INTU | Intuit Inc | +0.3% | +530.00% | Add |
| 9 | ELF | Elf Beauty Inc | +0.2% | +10.32% | Add |
| 10 | ADSK | Autodesk Inc | +0.2% | NEW | New buy |
| 11 | PLNT | Planet Fitness Inc - Cl A | +0.1% | NEW | New buy |
| 12 | CPRT | Copart Inc | +0.1% | +100.00% | Add |
| 13 | ✓ | 0% | EXIT | Sold out | |
| 14 | ODD | Oddity Tech Ltd. | -0.5% | — | Unchanged |
| 15 | BRFH | Barfresh Food Group Inc | -1.2% | — | Unchanged |
| 16 | ✓ | Ituran Location And Control | -3.8% | -10.69% | Trim |
| 17 | ✓ | Oddity Tech LTD | -4.1% | EXIT | Sold out |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Ibex Investors LLC and what type of investor is it?
Ibex Investors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $194.1M, spread across 15 disclosed positions.
What are Ibex Investors LLC's largest equity positions?
Based on the latest 13F filing, Ibex Investors LLC's top holdings by market value are:
1. Ituran Location And Control — $49.1M (25.3%)
2. monday.com Ltd. (MNDY) — $44.7M (23.0%)
3. eToro Group Ltd. (ETOR) — $40.3M (20.7%)
4. Global-E Online Ltd. (GLBE) — $22.9M (11.8%)
5. Sweetgreen Inc - Class A (SG) — $9.9M (5.1%)
What changes did Ibex Investors LLC make in its most recent portfolio filing?
In the latest reported quarter, Ibex Investors LLC made 14 notable position adjustments: 3 new positions were initiated, 8 existing holdings were added to, 1 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Oddity Tech LTD; New buy: Navan Inc-cl A (NAVN); New buy: Autodesk Inc (ADSK); New buy: Planet Fitness Inc - Cl A (PLNT); Sold out:
What sectors does Ibex Investors LLC focus on?
Ibex Investors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 78.2%
• Consumer Staples: 14.8%
• Consumer Discretionary: 3.2%
• Financials: 2.7%
• Industrials: 1.0%
Investment Profile
Ibex Investors LLC returned an annualized 2.8% over the trailing 21 months — underperforming the S&P 500 by 16.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.05 (roughly in line with the market) and a 48% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 78.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 33 over the past 4 quarters — a shift toward more active trading.
It has added to its ETOR position over the past two quarters (+$24.5M, now $40.3M), while trimming BRFH over the same stretch (-$1.3M, still holding $2.9M).
Peer Institutions
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CIK 0001497943
Total reported value
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Portfolio Stability20.9
Sector conviction45.3
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PF
Pioneer Family Office, LLC
CIK 0002135110
Total reported value
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UI
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CIK 0001727588
Total reported value
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Sector conviction61.1
AUM within 0.1% of this institution
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Developer Access
Access Ibex Investors LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/ibex-investors-llcCLI
npx alphasmo institutions get ibex-investors-llc