Ibex Investors LLC
Denver CO · SEC CIK 0001531964
$1.94亿2026Q2 申报市值
15持仓数
98.1%前十大占比 · 第一大 25.3%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MNDY 加仓+$943.97万
GLBE 加仓+$814.06万
NAVN 新建仓+$334.38万
DKNG 加仓+$94.72万
AMP 加仓+$91.75万
2026Q2 卖出最多 按季末市值估算
ITRN 减仓-$587.61万
GAUZY LTD 清仓-$4.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ITRN | ITURAN LOCATION AND CONTROL | $4,911.51万 | 25.31% | 805,034 | -96,313 | -10.7% | -$587.61万 | 减仓 |
| MNDY | MONDAY COM LTD | $4,469.37万 | 23.03% | 617,401 | 130,401 | 26.8% | $943.97万 | 加仓 |
| ETOR | ETORO GROUP LTD | $4,025.94万 | 20.74% | 1,020,000 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $2,290.09万 | 11.80% | 659,397 | 234,397 | 55.2% | $814.06万 | 加仓 |
| SG | SWEETGREEN INC | $989.36万 | 5.10% | 1,123,000 | 20,000 | 1.8% | $17.62万 | 加仓 |
| ELF | E L F BEAUTY INC | $870.24万 | 4.48% | 117,600 | 11,000 | 10.3% | $81.40万 | 加仓 |
| ODD | ODDITY TECH LTD | $695.98万 | 3.59% | 460,000 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $334.38万 | 1.72% | 146,208 | 146,208 | — | $334.38万 | 新建仓 |
| — | BARFRESH FOOD GROUP INC | $288.18万 | 1.48% | 1,440,885 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $164.19万 | 0.85% | 65,000 | 37,500 | 136.4% | $94.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $160.57万 | 0.83% | 3,500 | 2,000 | 133.3% | $91.75万 | 加仓 |
| INTU | INTUIT | $82.22万 | 0.42% | 3,150 | 2,650 | 530.0% | $69.17万 | 加仓 |
| CPRT | COPART INC | $56.38万 | 0.29% | 20,000 | 10,000 | 100.0% | $28.19万 | 加仓 |
| ADSK | AUTODESK INC | $42.77万 | 0.22% | 2,200 | 2,200 | — | $42.77万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $26.09万 | 0.13% | 5,000 | 5,000 | — | $26.09万 | 新建仓 |
| — | ODDITY TECH LTD 看涨期权 | $0 | 0.00% | 0 | -460,000 | -100.0% | -$615.48万 | 清仓 |
| — | GAUZY LTD | $0 | 0.00% | 0 | -62,795 | -100.0% | -$4.80万 | 清仓 |