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Ibex Investors LLC

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13F filer, CIK 1531964, Denver, CO

Ibex Investors LLC reported $151,974,834 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 99.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000944

Period
2026-03-31
Reported value
$152M
Holdings
14
Top 10 weight
99.59%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ETORadded+570,000$17.1M
MNDYadded+205,000$14.2M
GLBEnew+425,000$13.1M
ODDadded+405,700$5.43M
SGadded+277,600$1.44M

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
NYAXexited-416,384-$21.1M
GAUZreduced-1,782,076-$1.36M
MOHexited-3,800-$659K
ZTSexited-3,000-$377K
TREXexited-8,800-$309K

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000944, largest first. % of portfolio is the value over $145,820,034, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861,046 shares; 2024Q4: 861,046 shares; 2025Q1: 876,313 shares; 2025Q2: 876,313 shares; 2025Q3: 896,313 shares; 2025Q4: 896,313 shares; 2026Q1: 901,347 shares 901,347$44.2M30.29%+5,034Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares; 2025Q4: 282,000 shares; 2026Q1: 487,000 shares 487,000$33.7M23.08%+205,000Timeline
ETORETORO GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,289 shares; 2025Q4: 450,000 shares; 2026Q1: 1,020,000 shares 1,020,000$30.6M21.01%+570,000Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425,000 shares 425,000$13.1M8.99%newTimeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 13,500 shares; 2025Q2: 104,000 shares; 2025Q3: 102,000 shares; 2025Q4: 106,600 shares; 2026Q1: 106,600 shares 106,600$6.46M4.43%0Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,000 shares; 2024Q4: 315,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,300 shares; 2026Q1: 460,000 shares 460,000$6.15M4.22%+405,700Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 825,400 shares; 2026Q1: 1,103,000 shares 1,103,000$5.72M3.93%+277,600Timeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,440,885 shares; 2026Q1: 1,440,885 shares 1,440,885$4.05M2.78%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$667K0.46%newTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 21,500 shares; 2026Q1: 27,500 shares 27,500$595K0.41%+6,000Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$332K0.23%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$216K0.15%newTimeline
GAUZGAUZY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,844,871 shares; 2026Q1: 62,795 shares 62,795$48K0.03%-1,782,076Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ODDITY TECH LTDODDITY TECH LTD CALLcall460,000$6.15Mnew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
NYAXNAYAX LTD416,384$21.1Mshares
MOHMOLINA HEALTHCARE INC3,800$659Kshares
ZTSZOETIS INC3,000$377Kshares
TREXTREX INC8,800$309Kshares

How Q1 2026 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 0001420506-26-000944 base2026-05-12acceptance time not in the bulk data set