IBEX INVESTORS LLC Quant / Systematic

Name: IBEX INVESTORS LLC Q2 2026 13F Filing | 13F Explorer
Creator: IBEX INVESTORS LLC
Published: 2026-08-11

Location: Denver, CO

CIK: 0001531964 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $194M (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (3)

NAVN NAVAN INC 1.7%

Value $3.344M Shares 146,208 Est. Cost $22.87 Unrealized —

ADSK AUTODESK INC 0.2%

Value $428K Shares 2,200 Est. Cost $194.42 Unrealized —

PLNT PLANET FITNESS MASTER ISSUER 0.1%

Value $261K Shares 5,000 Est. Cost $52.17 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NAVN	NAVAN INC	146,208	$3.344M	1.7%	$22.87	—	CL A	639193101
ADSK	AUTODESK INC	2,200	$428K	0.2%	$194.42	—	COM	052769106
PLNT	PLANET FITNESS MASTER ISSUER	5,000	$261K	0.1%	$52.17	—	CL A	72703H101

Increased Positions (8)

MNDY MONDAY COM LTD 23.0%

Value $44.69M (+32.8%) Shares 617,401 (+26.8%) Est. Cost $146.56 Unrealized —

GLBE GLOBAL E ONLINE LTD 11.8%

Value $22.9M (+74.7%) Shares 659,397 (+55.2%) Est. Cost $35.68 Unrealized —

SG SWEETGREEN INC 5.1%

Value $9.894M (+72.8%) Shares 1,123,000 (+1.8%) Est. Cost $6.87 Unrealized —

ELF E L F BEAUTY INC 4.5%

Value $8.702M (+34.7%) Shares 117,600 (+10.3%) Est. Cost $85.48 Unrealized —

DKNG DRAFTKINGS INC NEW 0.8%

Value $1.642M (+176.2%) Shares 65,000 (+136.4%) Est. Cost $29.88 Unrealized —

AMP AMERIPRISE FINL INC 0.8%

Value $1.606M (+140.9%) Shares 3,500 (+133.3%) Est. Cost $476.55 Unrealized —

INTU INTUIT 0.4%

Value $822K (+280.3%) Shares 3,150 (+530.0%) Est. Cost $298.55 Unrealized —

CPRT COPART INC 0.3%

Value $564K (+69.8%) Shares 20,000 (+100.0%) Est. Cost $37.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MNDY	MONDAY COM LTD	617,401 (+26.8%)	$44.69M (+32.8%)	23.0%	$146.56	—	SHS	M7S64H106
GLBE	GLOBAL E ONLINE LTD	659,397 (+55.2%)	$22.9M (+74.7%)	11.8%	$35.68	—	SHS	M5216V106
SG	SWEETGREEN INC	1,123,000 (+1.8%)	$9.894M (+72.8%)	5.1%	$6.87	—	COM CL A	87043Q108
ELF	E L F BEAUTY INC	117,600 (+10.3%)	$8.702M (+34.7%)	4.5%	$85.48	—	COM	26856L103
DKNG	DRAFTKINGS INC NEW	65,000 (+136.4%)	$1.642M (+176.2%)	0.8%	$29.88	—	COM CL A	26142V105
AMP	AMERIPRISE FINL INC	3,500 (+133.3%)	$1.606M (+140.9%)	0.8%	$476.55	—	COM	03076C106
INTU	INTUIT	3,150 (+530.0%)	$822K (+280.3%)	0.4%	$298.55	—	COM	461202103
CPRT	COPART INC	20,000 (+100.0%)	$564K (+69.8%)	0.3%	$37.66	—	COM	217204106

Exited Positions (2)

— ODDITY TECH LTD 3.2%

Value $6.155M Shares 460,000 Est. Cost — Unrealized —

GAUZ GAUZY LTD 0.0%

Value $47,975 Shares 62,795 Est. Cost $13.31 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	ODDITY TECH LTD	460,000	$6.155M	3.2%	—	—	CALL	M7518J904
GAUZ	GAUZY LTD	62,795	$47,975	0.0%	$13.31	—	—	M4757U106

Decreased Positions (1)

ITRN ITURAN LOCATION AND CONTROL 25.3%

Value $49.12M (+11.2%) Shares 805,034 (-10.7%) Est. Cost $24.74 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ITRN	ITURAN LOCATION AND CONTROL	805,034 (-10.7%)	$49.12M (+11.2%)	25.3%	$24.74	—	SHS	M6158M104

Unchanged Positions (3)

ETOR ETORO GROUP LTD 20.7%

Value $40.26M Shares 1,020,000 Est. Cost $34.66 Unrealized —

BRFH BARFRESH FOOD GROUP INC 1.5%

Value $2.882M Shares 1,440,885 Est. Cost $5.85 Unrealized —

ODD ODDITY TECH LTD 3.6%

Value $6.96M Shares 460,000 Est. Cost $33.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ETOR	ETORO GROUP LTD	1,020,000	$40.26M	20.7%	$34.66	—	SHS CL A	G32089107
BRFH	BARFRESH FOOD GROUP INC	1,440,885	$2.882M	1.5%	$5.85	—	COM NEW	067532200
ODD	ODDITY TECH LTD	460,000	$6.96M	3.6%	$33.67	—	SHS CL A	M7518J104