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Ibex Investors LLC

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13F filer, CIK 1531964, Denver, CO

Ibex Investors LLC reported $194,072,501 across 15 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11. Its ten largest share positions make up 98.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001526

Period
2026-06-30
Reported value
$194M
Holdings
15
Top 10 weight
98.1%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MNDYadded+130,401$9.44M
GLBEadded+234,397$8.14M
NAVNnew+146,208$3.34M
DKNGadded+37,500$947K
AMPadded+2,000$918K

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
ITRNreduced-96,313-$5.88M
GAUZexited-62,795-$48K

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, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001526, largest first. % of portfolio is the value over $194,072,501, 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; 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; 2026Q2: 805,034 shares 805,034$49.1M25.31%-96,313Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares; 2025Q4: 282,000 shares; 2026Q1: 487,000 shares; 2026Q2: 617,401 shares 617,401$44.7M23.03%+130,401Timeline
ETORETORO GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,020,000 shares 1,020,000$40.3M20.74%0Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425,000 shares; 2026Q2: 659,397 shares 659,397$22.9M11.8%+234,397Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,123,000 shares 1,123,000$9.89M5.1%+20,000Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 117,600 shares 117,600$8.7M4.48%+11,000Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 460,000 shares 460,000$6.96M3.59%0Timeline
NAVNNAVAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,208 shares 146,208$3.34M1.72%newTimeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,440,885 shares 1,440,885$2.88M1.48%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 21,500 shares; 2026Q1: 27,500 shares; 2026Q2: 65,000 shares 65,000$1.64M0.85%+37,500Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 3,500 shares 3,500$1.61M0.83%+2,000Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 3,150 shares 3,150$822K0.42%+2,650Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 20,000 shares 20,000$564K0.29%+10,000Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200$428K0.22%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$261K0.13%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ODDITY TECH LTDODDITY TECH LTD460,000$6.15Mcall
GAUZGAUZY LTD62,795$48Kshares

How Q2 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 0001420506-26-001526 base2026-08-11acceptance time not in the bulk data set