Ibex Investors LLC logo

Ibex Investors LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Ibex Investors LLC with $120.8M in long positions as of Q3 2025, 72% allocated to Technology, and 99% concentrated in top 10 positions.

Portfolio Value
$120.8M
Top 10 Concentration
99%
Top Sector
Technology (72%)
US Exposure
28%
Market Cap Focus
Small Cap
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 71.90%TechnologyConsumer Defensive: 15.70%Consumer DefensiveConsumer Cyclical: 0.80%Healthcare: 0.40%Energy: 0.20%
Technology
71.90%
Consumer Defensive
15.70%
Consumer Cyclical
0.80%
Healthcare
0.40%
Energy
0.20%

Industry Breakdown

10 industries across all sectors

Software - Application: 28.87%Software - ApplicationCommunication Equipment: 26.51%Communication EquipmentInformation Technology Services: 16.48%Information Technology ServicesHousehold & Personal Products: 11.19%Household & Personal ProductsBeverages - Non-Alcoholic: 4.51%Medical - Healthcare Plans: 0.41%4 more: 0.97%
Software - Application
Technology
28.87%
Communication Equipment
Technology
26.51%
Information Technology Services
Technology
16.48%
Household & Personal Products
Consumer Defensive
11.19%
Beverages - Non-Alcoholic
Consumer Defensive
4.51%
Medical - Healthcare Plans
Healthcare
0.41%
Auto - Dealerships
Consumer Cyclical
0.37%
Gambling, Resorts & Casinos
Consumer Cyclical
0.31%
Oil & Gas Equipment & Services
Energy
0.18%
Restaurants
Consumer Cyclical
0.11%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Large Cap ($10B - $200B): 1.45%Mid Cap ($2B - $10B): 41.62%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 42.99%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 13.82%Micro Cap ($50M - $300M)Nano Cap (< $50M): 0.11%
Large Cap ($10B - $200B)
1.45%
Mid Cap ($2B - $10B)
41.62%
Small Cap ($300M - $2B)
42.99%
Micro Cap ($50M - $300M)
13.82%
Nano Cap (< $50M)
0.11%

Portfolio Concentration

Top 10 Holdings %
99.4%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
28.13%
International
71.87%
Countries
2
Largest Int'l Market
Israel - 71.87%
Israel
71.87% ($86.8M)
3 holdings
United States of America
28.13% ($34.0M)
10 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
5.1 quarters
Avg. Top 20
3.9 quarters
Avg. All Positions
3.9 quarters
Median Holding Period
0 quarters
Persistence Rate
30.77%
Persistent Holdings Weight
56.82%
Persistent Positions
4
Longest Held
Ituran Location and Control Ltd. logo
Ituran Location and Control Ltd.ITRN - 17 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
7.70%
Avg. Position Weight
7.69%
Largest Position
monday.com Ltd. Ordinary Shares logo
monday.com Ltd. Ordinary SharesMNDY - 28.87%
Largest Ownership Stake
Gauzy Ltd. Ordinary Shares logo
Gauzy Ltd. Ordinary SharesGAUZ - 9.84%
Avg. Ownership Stake
2.83%
Ownership Stake >5%
2
Ownership Stake >1%
4

Historical (Since Q4 2017)

Avg. New Position
0.75%
Avg. Ownership Stake
4.23%
Largest Position
Galmed Pharmaceuticals Ltd. logo
Galmed Pharmaceuticals Ltd.GLMD - 87.80% (Q3 2020)
Largest Ownership Stake
Gauzy Ltd. Ordinary Shares logo
Gauzy Ltd. Ordinary SharesGAUZ - 17.83% (Q3 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
19.7%
Value Traded
$23.73M
Positions Added
4
Positions Exited
3

Historical (Since Q4 2017)

Avg. Turnover Ratio
31.5%
Avg. Positions Added
26
Avg. Positions Exited
31
Highest Turnover
225.1%
Q1 2022
Lowest Turnover
1.4%
Q4 2020

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