Ibex Investors LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ETORO GROUP LTD(ETOR) | 450,000 | 1,020,000 | +570,000 | 15,808,500 | 30,630,600 | 21.01% | +14,822,100 |
| GLOBAL E ONLINE LTD SHS | 0 | 425,000 | +425,000 | 0 | 13,111,250 | 8.99% | +13,111,250 |
| ODDITY TECH LTD(Call) | 0 | 460,000 | +460,000 | 0 | 6,154,800 | — | +6,154,800 |
| ITURAN LOCATION AND CONTROL SHS | 896,313 | 901,347 | +5,034 | 38,550,422 | 44,175,016 | 30.29% | +5,624,594 |
| ODDITY TECH LTD SHS CL A | 54,300 | 460,000 | +405,700 | 2,181,774 | 6,154,800 | 4.22% | +3,973,026 |
| AMERIPRISE FINL INC(AMP) | 0 | 1,500 | +1,500 | 0 | 666,600 | 0.46% | +666,600 |
| INTUIT(INTU) | 0 | 500 | +500 | 0 | 216,190 | 0.15% | +216,190 |
| SWEETGREEN INC | 825,400 | 1,103,000 | +277,600 | 5,579,704 | 5,724,570 | 3.93% | +144,866 |
| COPART INC(CPRT) | 10,000 | 10,000 | 0 | 391,500 | 332,000 | 0.23% | -59,500 |
| DRAFTKINGS INC NEW(DKNG) | 21,500 | 27,500 | +6,000 | 740,890 | 594,550 | 0.41% | -146,340 |
| BARFRESH FOOD GROUP INC | 1,440,885 | 1,440,885 | 0 | 4,221,793 | 4,048,887 | 2.78% | -172,906 |
| TREX CO INC(TREX) | 8,800 | 0 | -8,800 | 308,704 | 0 | — | -308,704 |
| ZOETIS INC(ZTS) | 3,000 | 0 | -3,000 | 377,460 | 0 | — | -377,460 |
| MOLINA HEALTHCARE INC(MOH) | 3,800 | 0 | -3,800 | 659,452 | 0 | — | -659,452 |
| E L F BEAUTY INC(ELF) | 106,600 | 106,600 | 0 | 8,105,864 | 6,461,026 | 4.43% | -1,644,838 |
| GAUZY LTD | 1,844,871 | 62,795 | -1,782,076 | 2,379,884 | 47,975 | 0.03% | -2,331,909 |
| MONDAY COM LTD SHS | 282,000 | 487,000 | +205,000 | 41,611,920 | 33,656,570 | 23.08% | -7,955,350 |
| NAYAX LTD(NYAX) | 416,384 | 0 | -416,384 | 21,058,417 | 0 | — | -21,058,417 |