Filed: 2/11/2026ACC: 0001420506-26-000279
📋 What this filing means
IBEX INVESTORS LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $141.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$141.98M
Total AUM (reported)
6.36M
Total Shares
Allocation by class
SHS$103.60M73.0%
SHS CL A$17.99M12.7%
COM$9.47M6.7%
COM CL A$6.32M4.5%
COM NEW$4.22M3.0%
CL A$377.5K0.3%
Portfolio Concentration
Top 3$101.22M71.3%
4–10$39.02M27.5%
11–25$1.74M1.2%
Top 3 weight
71.3%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 6.36M
Sole
Full voting authority
6.36M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
MONDAY COM LTD
SOLEShares282K
TypeSH
Market value$41.61M
29.31%
Sole
282K
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
SOLEShares896.31K
TypeSH
Market value$38.55M
27.15%
Sole
896.31K
Shared
0.00
None
0.00
NAYAX LTD
SOLEShares416.38K
TypeSH
Market value$21.06M
14.83%
Sole
416.38K
Shared
0.00
None
0.00
ETORO GROUP LTD
SOLEShares450K
TypeSH
Market value$15.81M
11.13%
Sole
450K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares106.60K
TypeSH
Market value$8.11M
5.71%
Sole
106.60K
Shared
0.00
None
0.00
SWEETGREEN INC
SOLEShares825.40K
TypeSH
Market value$5.58M
3.93%
Sole
825.40K
Shared
0.00
None
0.00
BARFRESH FOOD GROUP INC
SOLEShares1.44M
TypeSH
Market value$4.22M
2.97%
Sole
1.44M
Shared
0.00
None
0.00
GAUZY LTD
SOLEShares1.84M
TypeSH
Market value$2.38M
1.68%
Sole
1.84M
Shared
0.00
None
0.00
ODDITY TECH LTD
SOLEShares54.30K
TypeSH
Market value$2.18M
1.54%
Sole
54.30K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares21.50K
TypeSH
Market value$740.9K
0.52%
Sole
21.50K
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
SOLEShares3.80K
TypeSH
Market value$659.5K
0.46%
Sole
3.80K
Shared
0.00
None
0.00
COPART INC
SOLEShares10K
TypeSH
Market value$391.5K
0.28%
Sole
10K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares3K
TypeSH
Market value$377.5K
0.27%
Sole
3K
Shared
0.00
None
0.00
TREX CO INC
SOLEShares8.80K
TypeSH
Market value$308.7K
0.22%
Sole
8.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MONDAY COM LTDSOLE | SHS | 282K | SH | $41.61M 29.31% | 282K | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLSOLE | SHS | 896.31K | SH | $38.55M 27.15% | 896.31K | 0.00 | 0.00 |
NAYAX LTDSOLE | SHS | 416.38K | SH | $21.06M 14.83% | 416.38K | 0.00 | 0.00 |
ETORO GROUP LTDSOLE | SHS CL A | 450K | SH | $15.81M 11.13% | 450K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 106.60K | SH | $8.11M 5.71% | 106.60K | 0.00 | 0.00 |
SWEETGREEN INCSOLE | COM CL A | 825.40K | SH | $5.58M 3.93% | 825.40K | 0.00 | 0.00 |
BARFRESH FOOD GROUP INCSOLE | COM NEW | 1.44M | SH | $4.22M 2.97% | 1.44M | 0.00 | 0.00 |
GAUZY LTDSOLE | SHS | 1.84M | SH | $2.38M 1.68% | 1.84M | 0.00 | 0.00 |
ODDITY TECH LTDSOLE | SHS CL A | 54.30K | SH | $2.18M 1.54% | 54.30K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 21.50K | SH | $740.9K 0.52% | 21.50K | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 3.80K | SH | $659.5K 0.46% | 3.80K | 0.00 | 0.00 |
COPART INCSOLE | COM | 10K | SH | $391.5K 0.28% | 10K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 3K | SH | $377.5K 0.27% | 3K | 0.00 | 0.00 |
TREX CO INCSOLE | COM | 8.80K | SH | $308.7K 0.22% | 8.80K | 0.00 | 0.00 |