13F HOLDINGS REPORT
Ibex Investors LLC
Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001420506-23-000888
Total Value
$66.4M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ITURAN LOCATION AND CONTROL | M6158M104 | 1,256,814 | $27.4M | 41.20% |
| 2 | PAYONEER GLOBAL INC | PAYO | 1,005,000 | $6.3M | 9.50% |
| 3 | HIPPO HLDGS INC | HIPOW | 257,374 | $4.2M | 6.29% |
| 4 | INTERCURE LTD | INCR | 1,902,774 | $3.9M | 5.84% |
| 5 | UNITED STS OIL FD LP | UNTCW | 30,000 | $2.0M | 3.00% |
| 6 | BARFRESH FOOD GROUP INC | BRFH | 1,440,882 | $2.0M | 2.99% |
| 7 | F5 INC | FFIV | 12,300 | $1.8M | 2.70% |
| 8 | FORD MTR CO DEL | 345370950 | 125,000 | $1.6M | 2.37% |
| 9 | TEXAS INSTRS INC | 882508104 | 6,600 | $1.2M | 1.85% |
| 10 | ALCOA CORP | AA | 27,600 | $1.2M | 1.77% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 24,000 | $1.0M | 1.56% |
| 12 | UNITED STS OIL FD LP | UNTCW | 15,000 | $996,600 | 1.50% |
| 13 | VALE S A | VALE | 60,000 | $946,800 | 1.43% |
| 14 | PAYPAL HLDGS INC | PYPL | 12,000 | $911,280 | 1.37% |
| 15 | FARFETCH LTD | 30744W907 | 167,000 | $819,970 | 1.23% |
| 16 | UR-ENERGY INC | URG | 756,747 | $802,152 | 1.21% |
| 17 | FREEPORT-MCMORAN INC | FCX | 19,200 | $785,472 | 1.18% |
| 18 | MP MATERIALS CORP | MP | 27,000 | $761,130 | 1.15% |
| 19 | ALPHABET INC | GOOG | 7,239 | $750,901 | 1.13% |
| 20 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 8,500 | $701,760 | 1.06% |
| 21 | CERENCE INC | CRNC | 24,000 | $674,160 | 1.01% |
| 22 | CISCO SYS INC | CSCO | 12,815 | $669,904 | 1.01% |
| 23 | SLM CORP | SLMBP | 50,000 | $619,500 | 0.93% |
| 24 | RIVIAN AUTOMOTIVE INC | RIVN | 36,000 | $557,280 | 0.84% |
| 25 | KAISER ALUMINUM CORP | KALU | 7,200 | $537,336 | 0.81% |
| 26 | LIVENT CORP | LIVG | 24,000 | $521,280 | 0.78% |
| 27 | ALIBABA GROUP HLDG LTD | BBAAY | 4,150 | $424,047 | 0.64% |
| 28 | WOLFSPEED INC | WOLF | 6,000 | $389,700 | 0.59% |
| 29 | TEUCRIUM COMMODITY TR | WEAT | 47,000 | $331,820 | 0.50% |
| 30 | ALIBABA GROUP HLDG LTD | BBAAY | 3,000 | $306,540 | 0.46% |
| 31 | ARTERIS INC | AIP | 72,000 | $304,560 | 0.46% |
| 32 | IVANHOE ELECTRIC INC | IE | 24,000 | $291,600 | 0.44% |
| 33 | KRANESHARES TR | 500767906 | 8,000 | $249,520 | 0.38% |
| 34 | KRANESHARES TR | 500767906 | 7,500 | $233,925 | 0.35% |
| 35 | COUPANG INC | CPNG | 11,500 | $184,000 | 0.28% |
| 36 | MISTER CAR WASH INC | MCW | 15,000 | $129,300 | 0.19% |