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Ibex Investors LLC

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13F filer, CIK 1531964, Denver, CO

Ibex Investors LLC reported $120,755,818 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 99.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003025

Period
2025-09-30
Reported value
$121M
Holdings
13
Top 10 weight
99.4%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MNDYnew+180,000$34.9M
ETORnew+40,289$1.66M
ITRNadded+20,000$714K
MOHnew+2,600$498K
CPRTnew+10,000$450K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GAUZreduced-687,994-$4.36M
INCRexited-1,886,274-$2.77M
SLMexited-18,000-$590K
ELFreduced-2,000-$265K
URGexited-121,747-$128K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003025, largest first. % of portfolio is the value over $120,755,818, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares 180,000$34.9M28.87%newTimeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,046 shares; 2024Q4: 861,046 shares; 2025Q1: 876,313 shares; 2025Q2: 876,313 shares; 2025Q3: 896,313 shares 896,313$32M26.51%+20,000Timeline
NYAXNAYAX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,740 shares; 2024Q4: 348,739 shares; 2025Q1: 416,015 shares; 2025Q2: 416,384 shares; 2025Q3: 416,384 shares 416,384$19.9M16.48%0Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 13,500 shares; 2025Q2: 104,000 shares; 2025Q3: 102,000 shares 102,000$13.5M11.19%-2,000Timeline
GAUZGAUZY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331,519 shares; 2024Q4: 3,331,519 shares; 2025Q1: 2,532,865 shares; 2025Q2: 2,532,865 shares; 2025Q3: 1,844,871 shares 1,844,871$11.7M9.67%-687,994Timeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,885 shares; 2024Q4: 1,440,885 shares; 2025Q1: 1,440,885 shares; 2025Q2: 1,440,885 shares; 2025Q3: 1,440,885 shares 1,440,885$5.01M4.15%0Timeline
ETORETORO GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,289 shares 40,289$1.66M1.38%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares 2,600$498K0.41%newTimeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$450K0.37%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares 3,100$435K0.36%newTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$374K0.31%newTimeline
WHDCACTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,600 shares 5,600$221K0.18%newTimeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares 16,000$128K0.11%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INCRINTERCURE LTD1,886,274$2.77Mshares
SLMSLM CORP18,000$590Kshares
URGUR-ENERGY INC121,747$128Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-003025 base2025-11-06acceptance time not in the bulk data set