2026 Q2 Portfolio Activity
In 2026 Q2, IBEX INVESTORS LLC maintained a portfolio of 17 distinct positions. The most significant new addition was NAVAN INC, now representing 1.72% of the total fund value. They heavily accumulated shares in GLOBAL E ONLINE LTD, increasing the position by 55.2%. Conversely, IBEX INVESTORS LLC completely exited their position in ODDITY TECH LTD.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
ITRN (25.3%)
Top 10 Concentration
98.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
IBEX INVESTORS LLC Full Holdings List — 2026 Q2
| 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 | 25.31% | 29.07% |
#1
Prev: #1
|
6.5 |
—
|
-96,313 | -10.7% |
P
S
|
805,034 | $49,115,124 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 23.03% | 22.15% |
#2
Prev: #2
|
8.0 |
—
|
130,401 | 26.8% |
P
S
|
617,401 | $44,693,658 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ETOR
ETORO GROUP LTD
|
Financial Services | 20.74% | 20.16% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,020,000 | $40,259,400 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 11.80% | 8.63% |
#4
Prev: #4
|
7.5 |
—
|
234,397 | 55.2% |
P
S
|
659,397 | $22,900,858 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SG
SWEETGREEN INC
|
Consumer Cyclical | 5.10% | 3.77% |
#5
3
Prev: #8
|
3.0 |
—
|
20,000 | 1.8% |
P
S
|
1,123,000 | $9,893,630 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ELF
E L F BEAUTY IN...
|
Consumer Defensive | 4.48% | 4.25% |
#6
1
Prev: #5
|
3.8 |
—
|
11,000 | 10.3% |
P
S
|
117,600 | $8,702,400 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ODD
ODDITY TECH LTD
|
Consumer Defensive | 3.59% | 4.05% |
#7
Prev: #7
|
2.4 |
—
|
no change | no change |
P
S
|
460,000 | $6,959,800 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NAVN
NAVAN INC
|
Technology | 1.72% | — |
#8
Prev: #—
|
4.2 |
—
|
146,208 | — |
NEW
|
146,208 | $3,343,777 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRFH
BARFRESH FOOD G...
|
Consumer Defensive | 1.48% | 2.66% |
#9
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
1,440,885 | $2,881,770 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.85% | 0.39% |
#10
1
Prev: #11
|
3.3 |
—
|
37,500 | 136.4% |
P
S
|
65,000 | $1,641,900 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 0.83% | 0.44% |
#11
1
Prev: #10
|
3.3 |
—
|
2,000 | 133.3% |
P
S
|
3,500 | $1,605,660 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
INTU
INTUIT
|
Technology | 0.42% | 0.14% |
#12
1
Prev: #13
|
3.2 |
—
|
2,650 | 530.0% |
P
S
|
3,150 | $822,150 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CPRT
COPART INC
|
Industrials | 0.29% | 0.22% |
#13
1
Prev: #12
|
3.1 |
—
|
10,000 | 100.0% |
P
S
|
20,000 | $563,800 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ADSK
AUTODESK INC
|
Technology | 0.22% | — |
#14
Prev: #—
|
3.6 |
—
|
2,200 | — |
NEW
|
2,200 | $427,724 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PLNT
PLANET FITNESS ...
|
Consumer Cyclical | 0.13% | — |
#15
Prev: #—
|
3.6 |
—
|
5,000 | — |
NEW
|
5,000 | $260,850 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GAUZ
GAUZY LTD
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-62,795 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
N/A
CALL
ODDITY TECH LTD
|
|
CALL Option | 0.00% | 4.05% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-460,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-17 of 17 holdings