Ibex Investors LLC
•CIK: 1531964•Filing: Q4 2025
**Ibex Investors LLC** manages $142M across a concentrated portfolio of 14 positions. The fund exhibits significant conviction in its top holdings, led by BKFDF, representing $41.6M, and IVZ, at $38.6M. Further substantial allocations include USB-PQ ($21.1M) and CNS ($15.8M). This structure suggests a targeted, high-conviction approach within its investment mandate.
Total AUM
$142.0M
QoQ Performance
+17.6%
Positions
14
Top 10 Concentration
98.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MNDY
ITUR
NAYA
ETOR
ELF
MNDY29.3%
ITURAN27.2%
NAYAX14.8%
ETORO11.1%
ELF5.7%
SG3.9%
BRFH3.0%
GAUZY1.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW3 new positions
↑6 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023