1y return−13.1%S&P 500 +20.9%
3y return−1.0%S&P 500 +68.5%
5y return−19.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $146 against $252 in the S&P 500.2
Ibex Investors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Ituran Location And ControlCUSIP M6158M104 | $49.1M | 25.3% | −10.7% |
| Monday Com LtdCUSIP M7S64H106 | $44.7M | 23.0% | +26.8% |
| Etoro Group LtdCUSIP G32089107 | $40.3M | 20.7% | |
| Global E Online LtdCUSIP M5216V106 | $22.9M | 11.8% | +55.2% |
| SGSweetgreen Inc | $9.9M | 5.1% | +1.8% |
| ELFE L F Beauty Inc | $8.7M | 4.5% | +10.3% |
| Oddity Tech LtdCUSIP M7518J104 | $7.0M | 3.6% | |
| NAVNNavan Inc | $3.3M | 1.7% | New |
| BRFHBarfresh Food Group Inc | $2.9M | 1.5% | |
| DKNGDraftkings Inc New | $1.6M | 0.8% | +136.4% |
| AMPAmeriprise Finl Inc | $1.6M | 0.8% | +133.3% |
| INTUIntuit | $822K | 0.4% | +530.0% |
| CPRTCopart Inc | $564K | 0.3% | +100.0% |
| ADSKAutodesk Inc | $428K | 0.2% | New |
| PLNTPlanet Fitness Master Issuer | $261K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Ituran Location And ControlCUSIP M6158M104 | June 30, 2021 | +124.0% | $49.1M |
| Global E Online LtdCUSIP M5216V106 | March 31, 2026 | +12.6% | $22.9M |
| SGSweetgreen Inc | September 30, 2025 | +10.4% | $9.9M |
| AMPAmeriprise Finl Inc | March 31, 2026 | +3.2% | $1.6M |
| Etoro Group LtdCUSIP G32089107 | September 30, 2025 | −4.4% | $40.3M |
| DKNGDraftkings Inc New | September 30, 2025 | −32.5% | $1.6M |
| CPRTCopart Inc | September 30, 2025 | −37.3% | $564K |
| INTUIntuit | March 31, 2026 | −39.6% | $822K |
| ELFE L F Beauty Inc | December 31, 2024 | −41.1% | $8.7M |
| Monday Com LtdCUSIP M7S64H106 | September 30, 2025 | −62.6% | $44.7M |
Sold off last quarter
- Gauzy LtdCUSIP M4757U106 was $48K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.7% | +14.8% |
| March 31, 2026 | −15.3% | −4.6% |
| December 31, 2025 | −6.8% | +2.4% |
| September 30, 2025 | −8.0% | +7.8% |
| June 30, 2025 | +15.7% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +13.5% | +2.1% |
| September 30, 2024 | −12.8% | +5.4% |
| June 30, 2024 | −8.4% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | −8.4% | +11.2% |
| September 30, 2023 | +16.3% | −3.6% |
| June 30, 2023 | +0.8% | +8.3% |
| March 31, 2023 | +6.0% | +7.0% |
| December 31, 2022 | −7.0% | +7.1% |
| September 30, 2022 | +0.9% | −5.3% |
| June 30, 2022 | −20.7% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | −4.0% | +10.7% |
| September 30, 2021 | +7.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ibex Investors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1531964&type=13F-HR&dateb=&owner=include&count=40CIK 1531964
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1531964/000142050626001526/Filed August 11, 2026 · accession 0001420506-26-001526