Filed: 11/6/2025ACC: 0001420506-25-003025
📋 What this filing means
IBEX INVESTORS LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $120.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$120.76M
Total AUM (reported)
4.97M
Total Shares
Allocation by class
SHS$98.46M81.5%
COM$14.90M12.3%
COM NEW$5.01M4.2%
SHS CL A$1.66M1.4%
COM CL A$501.7K0.4%
CL A$221.0K0.2%
Portfolio Concentration
Top 3$86.78M71.9%
4–10$33.25M27.5%
11–25$722.7K0.6%
Top 3 weight
71.9%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Sole
Full voting authority
4.97M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
MONDAY COM LTD
SOLEShares180K
TypeSH
Market value$34.86M
28.87%
Sole
180K
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
SOLEShares896.31K
TypeSH
Market value$32.02M
26.51%
Sole
896.31K
Shared
0.00
None
0.00
NAYAX LTD
SOLEShares416.38K
TypeSH
Market value$19.90M
16.48%
Sole
416.38K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares102K
TypeSH
Market value$13.51M
11.19%
Sole
102K
Shared
0.00
None
0.00
GAUZY LTD
SOLEShares1.84M
TypeSH
Market value$11.68M
9.67%
Sole
1.84M
Shared
0.00
None
0.00
BARFRESH FOOD GROUP INC
SOLEShares1.44M
TypeSH
Market value$5.01M
4.15%
Sole
1.44M
Shared
0.00
None
0.00
ETORO GROUP LTD
SOLEShares40.29K
TypeSH
Market value$1.66M
1.38%
Sole
40.29K
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
SOLEShares2.60K
TypeSH
Market value$497.5K
0.41%
Sole
2.60K
Shared
0.00
None
0.00
COPART INC
SOLEShares10K
TypeSH
Market value$449.7K
0.37%
Sole
10K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares3.10K
TypeSH
Market value$435.4K
0.36%
Sole
3.10K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares10K
TypeSH
Market value$374.0K
0.31%
Sole
10K
Shared
0.00
None
0.00
CACTUS INC
SOLEShares5.60K
TypeSH
Market value$221.0K
0.18%
Sole
5.60K
Shared
0.00
None
0.00
SWEETGREEN INC
SOLEShares16K
TypeSH
Market value$127.7K
0.11%
Sole
16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MONDAY COM LTDSOLE | SHS | 180K | SH | $34.86M 28.87% | 180K | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLSOLE | SHS | 896.31K | SH | $32.02M 26.51% | 896.31K | 0.00 | 0.00 |
NAYAX LTDSOLE | SHS | 416.38K | SH | $19.90M 16.48% | 416.38K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 102K | SH | $13.51M 11.19% | 102K | 0.00 | 0.00 |
GAUZY LTDSOLE | SHS | 1.84M | SH | $11.68M 9.67% | 1.84M | 0.00 | 0.00 |
BARFRESH FOOD GROUP INCSOLE | COM NEW | 1.44M | SH | $5.01M 4.15% | 1.44M | 0.00 | 0.00 |
ETORO GROUP LTDSOLE | SHS CL A | 40.29K | SH | $1.66M 1.38% | 40.29K | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 2.60K | SH | $497.5K 0.41% | 2.60K | 0.00 | 0.00 |
COPART INCSOLE | COM | 10K | SH | $449.7K 0.37% | 10K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 3.10K | SH | $435.4K 0.36% | 3.10K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 10K | SH | $374.0K 0.31% | 10K | 0.00 | 0.00 |
CACTUS INCSOLE | CL A | 5.60K | SH | $221.0K 0.18% | 5.60K | 0.00 | 0.00 |
SWEETGREEN INCSOLE | COM CL A | 16K | SH | $127.7K 0.11% | 16K | 0.00 | 0.00 |