IBEX INVESTORS LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$194,073
Net value change ($000)
+42,098 (27.7%)
New positions
3
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MNDY 11,037 32.8%
GLBE 9,790 74.7%
ETOR 9,628 31.4%
ITRN 4,940 11.2%
SG 4,169 72.8%
NAVN 3,344 NEW
ELF 2,241 34.7%
DKNG 1,047 176.0%
AMP 939 140.8%
ODD 805 13.1%
Top Reduces (Value $000, Stocks/ETFs)
BRFH -1,167 -28.8%
GAUZ -48 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type