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Ibex Investors Portfolio holdings

AUM $194M Turnover 29.41%
1-Year Est. Return 23.58%
This Fund
S&P 500
This Quarter Est. Return
+21.01%
1 Year Est. Return
-23.58%
3 Year Est. Return
+16.63%
5 Year Est. Return
-23.63%
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$42.1M
Cap. Flow
+$18.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
98.1%
Holding
17
New
3
Increased
8
Reduced
1
Closed
2
Avg Time Held Equity + Options
1.1 years
Top 10 Avg Time Held Equity + Options
1.2 years
Top 20 Avg Time Held Equity + Options
1.1 years
Avg Time Held Equity only
1.1 years
Top 10 Avg Time Held Equity only
1.4 years
Top 20 Avg Time Held Equity only
1.1 years

Top Buys

Rank Stock Value
1
MNDY icon
monday.com
MNDY
+$9.6M
2
GLBE icon
Global E Online
GLBE
+$7.41M
3
NAVN icon
Navan Inc
NAVN
+$2.68M
4
DKNG icon
DraftKings
DKNG
+$925K
5
INTU icon
Intuit
INTU
+$923K

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$5.73M
2
GAUZ icon
Gauzy
GAUZ
+$48K

Sector Composition

Rank Sector Weight
1 Technology 50.7%
2 Financials 21.57%
3 Consumer Discretionary 17.88%
4 Consumer Staples 9.56%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ITRN icon
1
Ituran Location and Control
ITRN
$997M
$49.1M 25.31%
805,034
-96,313
-11% -$5.73M
2021 Q2
20 quarters
MNDY icon
2
monday.com
MNDY
$3.95B
$44.7M 23.03%
617,401
+130,401
+27% +$9.6M
2025 Q3
3 quarters
ETOR icon
3
eToro Group
ETOR
$1.92B
$40.3M 20.74%
1,020,000
– –
2025 Q3
3 quarters
GLBE icon
4
Global E Online
GLBE
$6.67B
$22.9M 11.8%
659,397
+234,397
+55% +$7.41M
2026 Q1
1 quarter
SG icon
5
Sweetgreen
SG
$1.21B
$9.9M 5.1%
1,123,000
+20,000
+2% +$153K
2025 Q3
3 quarters
ELF icon
6
e.l.f. Beauty
ELF
$6.7B
$8.7M 4.48%
117,600
+11,000
+10% +$668K
2024 Q4
6 quarters
ODD icon
7
ODDITY Tech
ODD
$1.06B
$6.96M 3.59%
460,000
– –
2025 Q4
2 quarters
NAVN icon
8
Navan Inc
NAVN
$6.68B
$3.34M 1.72%
+146,208
New +$2.68M
2026 Q2
0 quarters
BRFH icon
9
Barfresh Food Group
BRFH
$9.24M
$2.88M 1.48%
1,440,885
– –
2022 Q1
17 quarters
DKNG icon
10
DraftKings
DKNG
$9.8B
$1.64M 0.85%
65,000
+37,500
+136% +$925K
2025 Q3
3 quarters
AMP icon
11
Ameriprise Financial
AMP
$42.4B
$1.61M 0.83%
3,500
+2,000
+133% +$917K
2026 Q1
1 quarter
INTU icon
12
Intuit
INTU
$87B
$822K 0.42%
3,150
+2,650
+530% +$923K
2026 Q1
1 quarter
CPRT icon
13
Copart
CPRT
$25.5B
$564K 0.29%
20,000
+10,000
+100% +$323K
2025 Q3
3 quarters
ADSK icon
14
Autodesk
ADSK
$50.3B
$428K 0.22%
+2,200
New +$502K
2026 Q2
0 quarters
PLNT icon
15
Planet Fitness
PLNT
$3.98B
$261K 0.13%
+5,000
New +$293K
2026 Q2
0 quarters
ODD icon
16
CALL
ODDITY Tech
ODD
$1.06B
– –
-460,000
Closed -$6.15M –
GAUZ icon
17
Gauzy
GAUZ
$5.41M
– –
-3,140
Closed -$48K –

Similar funds

PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
GPW
Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Ibex Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Ibex Investors held 17 positions worth $194M, up 28% from $152M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Ibex Investors deployed $18.6M of net new capital in Q2 2026, opening 3 new positions and adding to 8 existing holdings. Its largest new stake was Navan Inc: 146,208 shares worth $3.34M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, down from 51% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Ituran Location and Control, an estimated $5.73M trimmed.

  • Ibex Investors's largest Q2 2026 buy was Navan Inc: 146,208 shares worth $3.34M.
  • Ibex Investors added most to monday.com in Q2 2026, an estimated $9.6M increase.
  • Ibex Investors's biggest Q2 2026 reduction was Ituran Location and Control, cutting an estimated $5.73M.
  • Ibex Investors fully exited Gauzy in Q2 2026, selling an estimated $48K.
  • Ibex Investors's ten largest holdings make up 98% of its $194M portfolio in Q2 2026.
  • Ibex Investors opened 3 new positions and closed 2 in Q2 2026.
  • Ibex Investors's portfolio value rose 28% quarter-over-quarter to $194M.

Based on Ibex Investors's 13F filing for Q2 2026, filed 11 Aug 2026.