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Ibex Investors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ibex Investors LLC

报告期 2026-03-31 · CIK 0001531964

持仓数

14

前50大市值合计

$152.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

22Q1 调仓2021-09-30 → 2022-03-31 · 共 46 项建仓 18增持 5减持 5清仓 18

方向

标的

Δ市值

现股数(环比)

增持

SPY SPDR S&P 500 ETF TR

+$1.80B

4,608,700 +609%

清仓

— CHECK POINT SOFTWARE TECH LT

-$36.7M

0 -100%

建仓

— RADA ELECTR INDS LTD

+$25.9M

1,861,927

建仓

TLT ISHARES TR

+$23.8M

180,000

减持

— INMODE LTD

-$23.5M

187,800 -35%

建仓

FXI ISHARES TR

+$14.7M

460,000

减持

AMZN AMAZON COM INC

-$14.5M

1,200 -79%

建仓

COIN COINBASE GLOBAL INC

+$13.0M

68,463

建仓

— RISKIFIED LTD

+$12.1M

2,000,000

建仓

— INNOVID CORP

+$12.1M

1,998,983

清仓

PLTK PLAYTIKA HLDG CORP

-$11.9M

0 -100%

清仓

GM GENERAL MTRS CO

-$11.4M

0 -100%

建仓

BRFH BARFRESH FOOD GROUP INC

+$8.3M

1,110,982

清仓

NOW SERVICENOW INC

-$7.2M

0 -100%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$6.8M

65,000

建仓

— COGNYTE SOFTWARE LTD

+$5.2M

457,383

清仓

GOOGL ALPHABET INC

-$4.5M

0 -100%

增持

— INTERCURE LTD

+$4.0M

1,886,274 +39%

清仓

ADI ANALOG DEVICES INC

-$3.7M

0 -100%

减持

MRVL MARVELL TECHNOLOGY INC

-$3.6M

8,100 -88%

清仓

CRM SALESFORCE COM INC

-$3.6M

0 -100%

清仓

— GALMED PHARMACEUTICALS LTD

-$3.3M

0 -100%

清仓

— REDHILL BIOPHARMA LTD

-$3.3M

0 -100%

清仓

MTCH MATCH GROUP INC NEW

-$3.2M

0 -100%

清仓

APH AMPHENOL CORP NEW

-$3.0M

0 -100%

建仓

AN AUTONATION INC

+$3.0M

30,000

减持

AVB AVALONBAY CMNTYS INC

-$2.5M

4,800 -71%

建仓

— EXCHANGE TRADED CONCEPTS TR

+$2.3M

27,693

减持

ALB ALBEMARLE CORP

-$2.0M

2,700 -78%

清仓

MSFT MICROSOFT CORP

-$2.0M

0 -100%

建仓

CLF CLEVELAND-CLIFFS INC NEW

+$1.8M

54,500

清仓

— SAPIENS INTL CORP N V

-$1.7M

0 -100%

增持

— ITURAN LOCATION AND CONTROL

+$1.6M

1,138,207 +17%

建仓

DASH DOORDASH INC

+$1.4M

12,000

建仓

CHGG CHEGG INC

+$1.4M

37,800

建仓

PLD PROLOGIS INC.

+$1.2M

7,200

清仓

MP MP MATERIALS CORP

-$1.2M

0 -100%

清仓

AMKR AMKOR TECHNOLOGY INC

-$832.0K

0 -100%

增持

BABA ALIBABA GROUP HLDG LTD

+$792.0K

9,600 +465%

清仓

— PERSHING SQUARE TONTINE HLDG

-$697.0K

0 -100%

建仓

— WOLFSPEED INC

+$581.0K

5,100

建仓

ADBE ADOBE SYSTEMS INCORPORATED

+$547.0K

1,200

建仓

IBKR INTERACTIVE BROKERS GROUP IN

+$395.0K

6,000

清仓

— MORINGA ACQUISITION CORP

-$343.0K

0 -100%

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL

-$236.0K

0 -100%

增持

SLM SLM CORP

+$93.0K

30,000 +15%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。