2026 Q3 Portfolio Activity
In 2026 Q3, IBEX INVESTORS LLC maintained a portfolio of 16 distinct positions. The most significant new addition was BOOZ ALLEN HAMILTON HLDG COR, now representing 0.40% of the total fund value. They heavily accumulated shares in SWEETGREEN INC, increasing the position by 5.8%. Conversely, IBEX INVESTORS LLC completely exited their position in E L F BEAUTY INC.
Position History
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Total Positions
16
Quarter
2026 Q3
Top Holding
MNDY (25.6%)
Top 10 Concentration
98.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
IBEX INVESTORS LLC Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MNDY
MONDAY COM LTD
|
Technology | 25.58% | 23.03% |
#1
1
Prev: #2
|
6.5 |
—
|
-80,461 | -13.0% |
P
S
|
536,940 | $42,128,312 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ITRN
ITURAN LOCATION...
|
Technology | 25.04% | 25.31% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
805,034 | $41,233,841 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ETOR
ETORO GROUP LTD
|
Financial Services | 16.38% | 20.74% |
#3
Prev: #3
|
5.5 |
—
|
30,000 | 2.9% |
P
S
|
1,050,000 | $26,985,000 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 15.91% | 11.80% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
659,397 | $26,197,843 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SG
SWEETGREEN INC
|
Consumer Cyclical | 6.40% | 5.10% |
#5
Prev: #5
|
5.1 |
—
|
65,000 | 5.8% |
P
S
|
1,188,000 | $10,537,560 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ODD
ODDITY TECH LTD
|
Consumer Defensive | 5.21% | 3.59% |
#6
1
Prev: #7
|
3.1 |
—
|
no change | no change |
P
S
|
460,000 | $8,583,600 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 1.44% | 0.85% |
#7
3
Prev: #10
|
3.6 |
—
|
60,000 | 92.3% |
P
S
|
125,000 | $2,375,000 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 1.09% | 0.83% |
#8
3
Prev: #11
|
0.9 |
—
|
150 | 4.3% |
P
S
|
3,650 | $1,797,078 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CPRT
COPART INC
|
Industrials | 1.08% | 0.29% |
#9
4
Prev: #13
|
3.4 |
—
|
45,000 | 225.0% |
P
S
|
65,000 | $1,773,200 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
BRFH
BARFRESH FOOD G...
|
Consumer Defensive | 0.80% | 1.48% |
#10
1
Prev: #9
|
1.3 |
—
|
no change | no change |
P
S
|
1,440,885 | $1,322,877 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
INTU
INTUIT
|
Technology | 0.67% | 0.42% |
#11
1
Prev: #12
|
2.8 |
—
|
850 | 27.0% |
P
S
|
4,000 | $1,102,840 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
BAH
BOOZ ALLEN HAMI...
|
Industrials | 0.40% | — |
#12
Prev: #—
|
3.7 |
—
|
9,500 | — |
NEW
|
9,500 | $659,490 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
PLNT
PLANET FITNESS ...
|
Consumer Cyclical | 0.00% | 0.13% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ADSK
AUTODESK INC
|
Technology | 0.00% | 0.22% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-2,200 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
NAVN
NAVAN INC
|
Technology | 0.00% | 1.72% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-146,208 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ELF
E L F BEAUTY IN...
|
Consumer Defensive | 0.00% | 4.48% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-117,600 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 |
Showing 1-16 of 16 holdings