Filed: 2/13/2025ACC: 0001420506-25-000337
π What this filing means
IBEX INVESTORS LLC filed this quarterly 13FβHR report disclosing 12 equity positions with a total reported market value of $115.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$115.88M
Total AUM (reported)
9.75M
Total Shares
Allocation by class
SHS$70.09M60.5%
COMMON CLASS A$23.23M20.1%
SHS CL A$13.24M11.4%
COM NEW$6.99M6.0%
COM$1.96M1.7%
SPONSORED ADR$370.0K0.3%
Portfolio Concentration
Top 3$83.07M71.7%
4β10$32.46M28.0%
11β25$350.3K0.3%
Top 3 weight
71.7%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 9.75M
Sole
Full voting authority
9.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings12
Rows:
GAUZY LTD
SOLEShares3.33M
TypeSH
Market value$33.02M
28.49%
Sole
3.33M
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
SOLEShares861.05K
TypeSH
Market value$26.82M
23.15%
Sole
861.05K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares1.17M
TypeSH
Market value$23.23M
20.05%
Sole
1.17M
Shared
0.00
None
0.00
ODDITY TECH LTD
SOLEShares315K
TypeSH
Market value$13.24M
11.42%
Sole
315K
Shared
0.00
None
0.00
NAYAX LTD
SOLEShares348.74K
TypeSH
Market value$10.25M
8.85%
Sole
348.74K
Shared
0.00
None
0.00
BARFRESH FOOD GROUP INC
SOLEShares1.44M
TypeSH
Market value$3.98M
3.43%
Sole
1.44M
Shared
0.00
None
0.00
INTERCURE LTD
SOLEShares1.89M
TypeSH
Market value$3.02M
2.60%
Sole
1.89M
Shared
0.00
None
0.00
SLM CORP
SOLEShares50K
TypeSH
Market value$1.38M
1.19%
Sole
50K
Shared
0.00
None
0.00
AMBEV SA
SOLEShares200K
TypeSH
Market value$370.0K
0.32%
Sole
200K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares1.80K
TypeSH
Market value$226.0K
0.20%
Sole
1.80K
Shared
0.00
None
0.00
LEGALZOOM COM INC
SOLEShares28K
TypeSH
Market value$210.3K
0.18%
Sole
28K
Shared
0.00
None
0.00
UR-ENERGY INC
SOLEShares121.75K
TypeSH
Market value$140.0K
0.12%
Sole
121.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GAUZY LTDSOLE | SHS | 3.33M | SH | $33.02M 28.49% | 3.33M | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLSOLE | SHS | 861.05K | SH | $26.82M 23.15% | 861.05K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 1.17M | SH | $23.23M 20.05% | 1.17M | 0.00 | 0.00 |
ODDITY TECH LTDSOLE | SHS CL A | 315K | SH | $13.24M 11.42% | 315K | 0.00 | 0.00 |
NAYAX LTDSOLE | SHS | 348.74K | SH | $10.25M 8.85% | 348.74K | 0.00 | 0.00 |
BARFRESH FOOD GROUP INCSOLE | COM NEW | 1.44M | SH | $3.98M 3.43% | 1.44M | 0.00 | 0.00 |
INTERCURE LTDSOLE | COM NEW | 1.89M | SH | $3.02M 2.60% | 1.89M | 0.00 | 0.00 |
SLM CORPSOLE | COM | 50K | SH | $1.38M 1.19% | 50K | 0.00 | 0.00 |
AMBEV SASOLE | SPONSORED ADR | 200K | SH | $370.0K 0.32% | 200K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 1.80K | SH | $226.0K 0.20% | 1.80K | 0.00 | 0.00 |
LEGALZOOM COM INCSOLE | COM | 28K | SH | $210.3K 0.18% | 28K | 0.00 | 0.00 |
UR-ENERGY INCSOLE | COM | 121.75K | SH | $140.0K 0.12% | 121.75K | 0.00 | 0.00 |