13F HOLDINGS REPORT
Ibex Investors LLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001420506-23-001518
Total Value
$80.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ITURAN LOCATION AND CONTROL | M6158M104 | 1,258,620 | $29.4M | 36.34% |
| 2 | PAYONEER GLOBAL INC | PAYO | 4,027,050 | $19.4M | 23.96% |
| 3 | NAYAX LTD | NYAX | 302,140 | $5.7M | 7.06% |
| 4 | HIPPO HLDGS INC | HIPOW | 257,865 | $4.3M | 5.27% |
| 5 | INTERCURE LTD | INCR | 1,902,774 | $3.2M | 4.00% |
| 6 | AUTOZONE INC | AZO | 1,230 | $3.1M | 3.79% |
| 7 | TECK RESOURCES LTD | TCKRF | 55,000 | $2.3M | 2.86% |
| 8 | BARFRESH FOOD GROUP INC | BRFH | 1,440,882 | $2.2M | 2.67% |
| 9 | ALPHABET INC | GOOG | 11,100 | $1.3M | 1.64% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 11,400 | $1.3M | 1.61% |
| 11 | CERENCE INC | CRNC | 42,000 | $1.2M | 1.52% |
| 12 | DBX ETF TR | 233051879 | 40,000 | $1.1M | 1.32% |
| 13 | SLM CORP | SLMBP | 50,000 | $816,000 | 1.01% |
| 14 | WINGSTOP INC | WING | 3,900 | $780,624 | 0.97% |
| 15 | SPIRIT AIRLS INC | 848577902 | 41,500 | $712,140 | 0.88% |
| 16 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 8,500 | $706,095 | 0.87% |
| 17 | UR-ENERGY INC | URG | 556,747 | $584,584 | 0.72% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,700 | $575,244 | 0.71% |
| 19 | MURPHY USA INC | MUSA | 1,600 | $497,776 | 0.62% |
| 20 | TERADYNE INC | TER | 3,900 | $434,187 | 0.54% |
| 21 | TEXAS INSTRS INC | 882508104 | 2,400 | $432,048 | 0.53% |
| 22 | ACV AUCTIONS INC | ACVA | 21,000 | $362,670 | 0.45% |
| 23 | SEMTECH CORP | SMTC | 11,500 | $292,790 | 0.36% |
| 24 | SPIRIT AIRLS INC | 848577102 | 12,500 | $214,500 | 0.27% |