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Livermore
Livermore
ZHEN

Ibex Investors LLC

SEC CIK
0001531964
Latest filing
Aug 11, 2026

The latest 13F from Ibex Investors LLC covers Q2 2026 (filed Aug 11, 2026): 15 long positions worth $194.1M. The top 10 holdings make up 98.1% of the portfolio, and the largest is Ituran Location & Control Ltd. (ITRN) at 25.3%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$4.03M
Added
8
Est. +$21.4M
Reduced
1
Est. −$5.88M
Sold out
1
Est. −$48.0K

Top 5 holdings

Share of this quarter's portfolio value

  1. ITRNIturan Location & Control Ltd.
    25.3%$49.1MHistory
  2. MNDYmonday.com Ltd.
    23.0%$44.7MHistory
  3. ETOReToro Group Ltd.
    20.7%$40.3MHistory
  4. GLBEGlobal-E Online Ltd.
    11.8%$22.9MHistory
  5. SGSweetgreen, Inc.
    5.1%$9.89MHistory

Share of portfolio

Top 5 holdings and the other 10 positions, by share of portfolio value

  1. ITRN25.3%
  2. MNDY23.0%
  3. ETOR20.7%
  4. GLBE11.8%
  5. SG5.1%
  6. Other 10 positions14.0%

Biggest buys

New and added positions, by estimated amount bought

  1. MNDYmonday.com Ltd.
    +$9.44MAddedHistory
  2. GLBEGlobal-E Online Ltd.
    +$8.14MAddedHistory
  3. NAVNNavan, Inc.
    +$3.34MNewHistory
  4. DKNGDraftKings Inc.
    +$947.3KAddedHistory
  5. AMPAmeriprise Financial Inc
    +$917.5KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GLBEGlobal-E Online Ltd.
    +2.81 pp9.0% → 11.8%History
  2. NAVNNavan, Inc.
    +1.72 pp0.0% → 1.7%History
  3. SGSweetgreen, Inc.
    +1.17 pp3.9% → 5.1%History
  4. DKNGDraftKings Inc.
    +0.44 pp0.4% → 0.8%History
  5. AMPAmeriprise Financial Inc
    +0.37 pp0.5% → 0.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ITRNIturan Location & Control Ltd.
    −$5.88MReducedHistory
  2. GAUZGauzy Ltd.
    −$48.0KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ITRNIturan Location & Control Ltd.
    −4.99 pp30.3% → 25.3%History
  2. GAUZGauzy Ltd.
    −0.03 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$194.1M
+$48.3M (+33.1%) vs. prior quarter
Positions
15
+2 vs. prior quarter
Top 10 concentration
98.1%
Top 10 as share of value
Turnover
3.5%
Q2 2026, one quarter
Average holding period
8.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $262.4M (Q1 2021)

Q1 2021: $262.4MQ2 2021: $164.7MQ3 2021: $144.7MQ4 2021: $186.3MQ1 2022: $136.7MQ2 2022: $120.1MQ3 2022: $117.9MQ4 2022: $66.2MQ1 2023: $60.9MQ2 2023: $78.0MQ3 2023: $88.0MQ4 2023: $82.7MQ1 2024: $77.5MQ2 2024: $97.0MQ3 2024: $87.4MQ4 2024: $105.3MQ1 2025: $75.3MQ2 2025: $97.7MQ3 2025: $120.8MQ4 2025: $142.0MQ1 2026: $145.8MQ2 2026: $194.1M
Q1 2021Q2 2026
13F filings of Ibex Investors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 202615$194.1MITRNMNDYETORvs. Q1 2026SEC
Q1 2026May 12, 202613$145.8MITRNMNDYETORvs. Q4 2025SEC
Q4 2025Feb 11, 202614$142.0MMNDYITRNNYAXvs. Q3 2025SEC
Q3 2025Nov 6, 202513$120.8MMNDYITRNNYAXvs. Q2 2025SEC
Q2 2025Aug 8, 20258$97.7MITRNGAUZNYAXvs. Q1 2025SEC
Q1 2025May 7, 20259$75.3MITRNGAUZNYAXvs. Q4 2024SEC
Q4 2024Feb 13, 202512$105.3MGAUZITRNODDvs. Q3 2024SEC
Q3 2024Nov 12, 202412$87.4MGAUZITRNNYAXvs. Q2 2024SEC
Q2 2024Aug 12, 202413$97.0MGAUZITRNMBLYvs. Q1 2024SEC
Q1 2024May 14, 202414$77.5MITRNMBLYNYAXvs. Q4 2023SEC
Q4 2023Feb 14, 202415$82.7MITRNPAYOODDvs. Q3 2023SEC
Q3 2023Nov 8, 202319$88.0MITRNPAYOPLTKvs. Q2 2023SEC
Q2 2023Aug 11, 202320$78.0MITRNPAYONYAXvs. Q1 2023SEC
Q1 2023Aug 11, 2023Amended28$60.9MITRNPAYOHIPOvs. Q4 2022SECSEC
Q4 2022Aug 11, 2023Amended26$66.2MITRNPLTKINCRvs. Q3 2022SECSEC
Q3 2022Aug 11, 2023Amended22$117.9MITRNINMDRSKDvs. Q2 2022SECSEC
Q2 2022Aug 3, 202221$120.1MITRNRSKDINMDvs. Q1 2022SEC
Q1 2022Apr 29, 202223$136.7MITRNRada Electr Inds LtdINCRvs. Q4 2021SEC
Q4 2021Feb 7, 202238$186.3MITRNCHKPRada Electr Inds Ltdvs. Q3 2021SEC
Q3 2021Nov 5, 202127$144.7MCHKPITRNINMDvs. Q2 2021SEC
Q2 2021Aug 16, 2021Amended50$164.7MCHKPINMDITRNvs. Q1 2021SEC
Q1 2021May 12, 202174$262.4MCHKPINMDSILC–SEC

13D and 13G filings

Companies where Ibex Investors LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Ibex Investors LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
BRFHBarfresh Food Group Inc.13G9.00%1.44M shares0.00 ppfrom 9.00%Jun 3, 20216 filingsApr 9, 2026SEC

Latest filings

33 filings on file made by Ibex Investors LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Ibex Investors LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
GAUZGauzy Ltd.May 13, 202611:31 AM ET13G/A2.10%398.0K shares−9.30 ppfrom 11.40%Below 5%Mar 31, 2026SEC
BRFHBarfresh Food Group Inc.Apr 9, 20266:37 PM ET13G9.00%1.44M shares0.00 ppfrom 9.00%Apr 9, 2026SEC
BRFHBarfresh Food Group Inc.Mar 12, 20268:36 PM ET13D/A9.00%1.44M shares–Mar 10, 2026SEC
GAUZGauzy Ltd.Nov 6, 20255:01 PM ET13G/A11.40%2.18M shares−3.60 ppfrom 15.00%Sep 30, 2025SEC
GAUZGauzy Ltd.May 7, 20254:36 PM ET13G/A15.00%2.87M shares–Mar 31, 2025SEC
ITRNIturan Location & Control Ltd.Nov 13, 202413G/AOld format–––SEC
GAUZGauzy Ltd.Nov 13, 202413GOld format–New–SEC
BRFHBarfresh Food Group Inc.Mar 25, 202413D/AOld format–––SEC
ITRNIturan Location & Control Ltd.Feb 14, 202413G/AOld format–––SEC
CORZCore Scientific, Inc.Feb 1, 202413GOld format–New–SEC
BRFHBarfresh Food Group Inc.Aug 1, 202313D/AOld format–––SEC
ITRNIturan Location & Control Ltd.Jan 25, 202313G/AOld format–––SEC
RSKDRiskified Ltd.Jan 25, 202313G/AOld format–––SEC
RSKDRiskified Ltd.Jun 24, 202213GOld format–New–SEC
ITRNIturan Location & Control Ltd.Apr 4, 202213G/AOld format–––SEC
EOCNGalmed Pharmaceuticals Ltd.Jan 27, 202213G/AOld format–––SEC
RDHLRedHill Biopharma Ltd.Jan 27, 202213G/AOld format–––SEC
LEAILegacy Education Alliance, Inc.Jan 27, 202213G/AOld format–––SEC
ITRNIturan Location & Control Ltd.Jan 27, 202213G/AOld format–––SEC
Aeon Global Health Corp.Jan 27, 202213G/AOld format–––SEC