$99.2 Million is the total value of Ibex Investors LLC's 20 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 73.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SILC | Sell | SILICOM LTDord | $15,609,000 | -70.5% | 578,100 | -63.7% | 15.73% | +4695.4% |
| NVMI | Sell | NOVA MEASURING INSTRUMENTS L | $15,346,000 | -76.7% | 470,000 | -73.0% | 15.46% | +3690.2% |
| RDWR | Sell | RADWARE LTDord | $15,339,000 | -70.7% | 728,000 | -64.2% | 15.46% | +4656.0% |
| TSEM | Sell | TOWER SEMICONDUCTOR LTD | $14,403,000 | -80.5% | 904,702 | -70.5% | 14.51% | +3075.9% |
| TUFN | New | TUFIN SOFTWARE TECHNOLOGIS L | $10,009,000 | – | 1,140,000 | +100.0% | 10.09% | – |
| VRNT | Sell | VERINT SYS INC | $8,600,000 | -75.3% | 200,000 | -68.3% | 8.67% | +3912.0% |
| RDHL | Sell | REDHILL BIOPHARMA LTDsponsored ads | $8,380,000 | -73.8% | 1,850,000 | -64.8% | 8.44% | +4165.2% |
| GLMD | Sell | GALMED PHARMACEUTICALS LTD | $3,339,000 | -79.8% | 965,000 | -66.3% | 3.36% | +3167.0% |
| BVXV | Sell | BIONDVAX PHARMACEUTICALS LTDspond ads | $2,751,000 | -72.5% | 357,240 | -66.8% | 2.77% | +4371.0% |
| Sell | SPDR S&P 500 ETF TRcall | $2,430,000 | -100.0% | 162,000 | -99.7% | 2.45% | -97.5% | |
| URG | Sell | UR-ENERGY INC | $811,000 | -78.0% | 2,086,600 | -66.7% | 0.82% | +3452.2% |
| JD | Sell | JD COM INCspon adr cl a | $405,000 | -86.9% | 10,000 | -88.6% | 0.41% | +2047.4% |
| NVDA | Sell | NVIDIA CORP | $315,000 | -95.6% | 1,194 | -96.1% | 0.32% | +620.5% |
| ZNGA | New | ZYNGA INCcl a | $299,000 | – | 43,696 | +100.0% | 0.30% | – |
| GLUU | Sell | GLU MOBILE INC | $286,000 | -87.9% | 45,457 | -88.4% | 0.29% | +1820.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $235,000 | -96.5% | 202 | -96.0% | 0.24% | +464.3% |
| SPLK | Sell | SPLUNK INC | $231,000 | -92.6% | 1,833 | -91.2% | 0.23% | +1126.3% |
| AMZN | Sell | AMAZON COM INC | $230,000 | -81.1% | 118 | -82.0% | 0.23% | +2800.0% |
| CLDR | Sell | CLOUDERA INC | $113,000 | -98.3% | 14,312 | -97.6% | 0.11% | +171.4% |
| LTHM | Sell | LIVENT CORP | $103,000 | -93.4% | 19,585 | -89.2% | 0.10% | +940.0% |
| GSIT | Exit | GSI TECHNOLOGY | $0 | – | -53,172 | -100.0% | -0.00% | – |
| SNR | Exit | NEW SR INVT GROUP INC | $0 | – | -37,776 | -100.0% | -0.00% | – |
| MBI | Exit | MBIA INC | $0 | – | -30,978 | -100.0% | -0.00% | – |
| IVC | Exit | INVACARE CORP | $0 | – | -31,452 | -100.0% | -0.00% | – |
| SPWH | Exit | SPORTSMANS WHSE HLDGS INC | $0 | – | -35,934 | -100.0% | -0.00% | – |
| SALT | Exit | SCORPIO BULKERS INC | $0 | – | -46,365 | -100.0% | -0.00% | – |
| KDMN | Exit | KADMON HLDGS INC | $0 | – | -60,519 | -100.0% | -0.00% | – |
| EQT | Exit | EQT CORP | $0 | – | -51,501 | -100.0% | -0.00% | – |
| SPTN | Exit | SPARTANNASH CO | $0 | – | -38,445 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -48,729 | -100.0% | -0.00% | – |
| CADE | Exit | CADENCE BANCORPORATIONcl a | $0 | – | -30,108 | -100.0% | -0.00% | – |
| AOBC | Exit | AMERICAN OUTDOOR BRANDS CORP | $0 | – | -59,133 | -100.0% | -0.00% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -30,564 | -100.0% | -0.00% | – |
| CZR | Exit | CAESARS ENTMT CORP | $0 | – | -39,825 | -100.0% | -0.00% | – |
| PTEN | Exit | PATTERSON UTI ENERGY INC | $0 | – | -51,162 | -100.0% | -0.00% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -30,309 | -100.0% | -0.00% | – |
| MIK | Exit | MICHAELS COS INC | $0 | – | -68,625 | -100.0% | -0.00% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -107,067 | -100.0% | -0.00% | – |
| ANAB | Exit | ANAPTYSBIO INC | $0 | – | -32,505 | -100.0% | -0.00% | – |
| TPH | Exit | TRI POINTE GROUP INC | $0 | – | -34,797 | -100.0% | -0.00% | – |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -48,081 | -100.0% | -0.00% | – |
| OLN | Exit | OLIN CORP | $0 | – | -31,413 | -100.0% | -0.00% | – |
| OII | Exit | OCEANEERING INTL INC | $0 | – | -36,285 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -31,818 | -100.0% | -0.00% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -30,057 | -100.0% | -0.00% | – |
| IMMR | Exit | IMMERSION CORP | $0 | – | -84,270 | -100.0% | -0.00% | – |
| HOME | Exit | AT HOME GROUP INC | $0 | – | -138,717 | -100.0% | -0.01% | – |
| RLGY | Exit | REALOGY HLDGS CORP | $0 | – | -77,493 | -100.0% | -0.01% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -8,148 | -100.0% | -0.01% | – |
| SREV | Exit | SERVICESOURCE INTL INC | $0 | – | -589,245 | -100.0% | -0.01% | – |
| ITI | Exit | ITERIS INC | $0 | – | -237,729 | -100.0% | -0.01% | – |
| NTNX | Exit | NUTANIX INCcl a | $0 | – | -37,218 | -100.0% | -0.01% | – |
| ASYS | Exit | AMTECH SYS INC | $0 | – | -157,365 | -100.0% | -0.01% | – |
| IAC | Exit | IAC INTERACTIVECORP | $0 | – | -5,298 | -100.0% | -0.01% | – |
| AVT | Exit | AVNET INC | $0 | – | -36,042 | -100.0% | -0.01% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -9,693 | -100.0% | -0.01% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -21,936 | -100.0% | -0.01% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -57,090 | -100.0% | -0.02% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -24,822 | -100.0% | -0.02% | – |
| SPCB | Exit | SUPERCOM LTD NEW | $0 | – | -5,967,204 | -100.0% | -0.02% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -113,712 | -100.0% | -0.03% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -428,250 | -100.0% | -0.19% | – |
| NBL | Exit | NOBLE ENERGY INC | $0 | – | -1,824,600 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UR-ENERGY INC | 24 | Q3 2023 | 1.3% |
| REDHILL BIOPHARMA LTD | 17 | Q4 2021 | 10.1% |
| GALMED PHARMACEUTICALS LTD | 17 | Q4 2021 | 3.4% |
| NOVA MEASURING INSTRUMENTS L | 14 | Q1 2021 | 15.5% |
| VERINT SYS INC | 13 | Q4 2020 | 8.7% |
| SILICOM LTD | 12 | Q1 2021 | 15.7% |
| BIONDVAX PHARMACEUTICALS LTD | 12 | Q3 2020 | 6.6% |
| NVIDIA CORPORATION | 12 | Q3 2020 | 2.8% |
| SLM CORP | 12 | Q3 2023 | 1.0% |
| ALPHABET INC | 11 | Q3 2023 | 1.8% |
View Ibex Investors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Riskified Ltd.Sold out | January 25, 2023 | 0 | 0.0% |
| Aeon Global Health Corp. | January 27, 2022 | 803,738 | 7.5% |
| Galmed Pharmaceuticals Ltd. | January 27, 2022 | 355,560 | 1.4% |
| Legacy Education Alliance, Inc. | January 27, 2022 | 1,344,427 | 4.0% |
| RedHill Biopharma Ltd. | January 27, 2022 | 1,310,940 | 0.3% |
| SILICOM LTD.Sold out | January 27, 2022 | 0 | 0.0% |
| Tufin Software Technologies Ltd.Sold out | January 27, 2022 | 0 | 0.0% |
| BARFRESH FOOD GROUP INC. | July 06, 2021 | 16,242,766 | 9.6% |
| SILVER BULL RESOURCES, INC. | January 15, 2021 | 1,477,692 | 4.4% |
| SuperCom LtdSold out | March 16, 2020 | 0 | 0.0% |
View Ibex Investors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13D/A | 2024-03-25 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-01 |
| 13F-HR | 2023-11-08 |
| 13F-HR/A | 2023-08-11 |
| 13F-HR/A | 2023-08-11 |
| 13F-HR/A | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| SC 13D/A | 2023-08-01 |
View Ibex Investors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.