II
Ibex Investors Portfolio holdings
AUM
$121M
1-Year Est. Return
26.58%
1 Year Est. Return
+26.58%
AUM
$97.7M
AUM Growth
+$22.5M
(+30%)
Holding
9
Sector Composition
| 1 | Technology | 78.09% |
| 2 | Consumer Staples | 18.34% |
| 3 | Healthcare | 2.84% |
| 4 | Financials | 0.6% |
| 5 | Materials | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ituran Location and Control
ITRN
$764M
| $33.9M | 34.72% |
876,313
|
|
||
|
GAUZ
2
Gauzy
GAUZ
$88.8M
| $21.4M | 21.87% |
2,532,865
|
|
||
|
NYAX
3
Nayax
NYAX
$1.5B
| $21M | 21.5% |
416,384
+369
|
|
||
4
e.l.f. Beauty
ELF
$4.38B
| $12.9M | 13.24% |
104,000
+90,500
|
|
||
5
Barfresh Food Group
BRFH
$50.7M
| $4.99M | 5.1% |
1,440,885
|
|
||
|
INCR
6
Intercure
INCR
$73.6M
| $2.77M | 2.84% |
1,886,274
|
|
||
7
SLM Corp
SLM
$5.43B
| $590K | 0.6% |
18,000
-19,800
|
|
||
|
URG
8
Ur-Energy
URG
$467M
| $128K | 0.13% |
121,747
|
|
||
9
Builders FirstSource
BLDR
$12.1B
| – | – |
-1,750
|
|