2026 Q1 Portfolio Activity
In 2026 Q1, IBEX INVESTORS LLC maintained a portfolio of 18 distinct positions. The most significant new addition was GLOBAL E ONLINE LTD, now representing 8.63% of the total fund value. They heavily accumulated shares in ETORO GROUP LTD, increasing the position by 126.7%. Conversely, IBEX INVESTORS LLC completely exited their position in NAYAX LTD.
Position History
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Total Positions
18
Quarter
2026 Q1
Top Holding
ITRN (29.1%)
Top 10 Concentration
99.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
IBEX INVESTORS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITRN
ITURAN LOCATION...
|
Technology | 29.07% | 27.15% |
#1
1
Prev: #2
|
6.5 |
—
|
5,034 | 0.6% |
P
S
|
901,347 | $44,175,016 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 22.15% | 29.31% |
#2
1
Prev: #1
|
8.5 |
—
|
205,000 | 72.7% |
P
S
|
487,000 | $33,656,570 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ETOR
ETORO GROUP LTD
|
Financial Services | 20.16% | 11.13% |
#3
1
Prev: #4
|
8.0 |
—
|
570,000 | 126.7% |
P
S
|
1,020,000 | $30,630,600 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 8.63% | — |
#4
Prev: #—
|
7.5 |
—
|
425,000 | — |
NEW
|
425,000 | $13,111,250 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ELF
E L F BEAUTY IN...
|
Consumer Defensive | 4.25% | 5.71% |
#5
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
106,600 | $6,461,026 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
CALL
ODDITY TECH LTD
|
|
CALL Option | 4.05% | — |
#6
Prev: #—
|
5.1 |
—
|
460,000 | — |
NEW
|
460,000 | $6,154,800 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
ODD
ODDITY TECH LTD
|
Consumer Defensive | 4.05% | 1.54% |
#7
2
Prev: #9
|
4.6 |
—
|
405,700 | 747.1% |
P
S
|
460,000 | $6,154,800 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SG
SWEETGREEN INC
|
Consumer Cyclical | 3.77% | 3.93% |
#8
2
Prev: #6
|
4.0 |
—
|
277,600 | 33.6% |
P
S
|
1,103,000 | $5,724,570 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRFH
BARFRESH FOOD G...
|
Consumer Defensive | 2.66% | 2.97% |
#9
2
Prev: #7
|
2.1 |
—
|
no change | no change |
P
S
|
1,440,885 | $4,048,887 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 0.44% | — |
#10
Prev: #—
|
3.7 |
—
|
1,500 | — |
NEW
|
1,500 | $666,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.39% | 0.52% |
#11
1
Prev: #10
|
2.7 |
—
|
6,000 | 27.9% |
P
S
|
27,500 | $594,550 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CPRT
COPART INC
|
Industrials | 0.22% | 0.28% |
#12
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
10,000 | $332,000 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
INTU
INTUIT
|
Technology | 0.14% | — |
#13
Prev: #—
|
3.6 |
—
|
500 | — |
NEW
|
500 | $216,190 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GAUZ
GAUZY LTD
|
Technology | 0.03% | 1.68% |
#14
6
Prev: #8
|
0.0 |
—
|
-1,782,076 | -96.6% |
P
S
|
62,795 | $47,975 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TREX
TREX CO INC
|
Industrials | 0.00% | 0.22% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-8,800 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.00% | 0.27% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-3,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MOH
MOLINA HEALTHCA...
|
Healthcare | 0.00% | 0.46% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-3,800 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NYAX
NAYAX LTD
|
Technology | 0.00% | 14.83% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-416,384 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-18 of 18 holdings