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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:

22Q3 调仓2022-03-31 → 2022-09-30 · 共 53 项建仓 26增持 6减持 4清仓 17

方向

标的

Δ市值

现股数(环比)

建仓

— NAYAX LTD

+$4.33B

182,360

减持

SPY SPDR S&P 500 ETF TR

-$2.05B

102,000 -98%

清仓

TLT ISHARES TR

-$23.8M

0 -100%

清仓

FXI ISHARES TR

-$14.7M

0 -100%

清仓

COIN COINBASE GLOBAL INC

-$13.0M

0 -100%

减持

— RADA ELECTR INDS LTD

-$12.4M

1,404,568 -25%

清仓

— INNOVID CORP

-$12.1M

0 -100%

增持

— INMODE LTD

+$11.9M

647,800 +245%

建仓

PLTK PLAYTIKA HLDG CORP

+$10.3M

1,101,274

清仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$6.8M

0 -100%

建仓

AAPL APPLE INC

+$5.5M

40,000

清仓

— COGNYTE SOFTWARE LTD

-$5.2M

0 -100%

建仓

HIPO HIPPO HLDGS INC

+$4.8M

257,375

建仓

XHB SPDR SER TR

+$4.4M

80,000

增持

BRFH BARFRESH FOOD GROUP INC

-$4.2M

1,440,882 +30%

建仓

TSLA TESLA INC

+$4.0M

15,000

增持

— RISKIFIED LTD

+$4.0M

4,070,772 +104%

清仓

AMZN AMAZON COM INC

-$3.9M

0 -100%

建仓

ABNB AIRBNB INC

+$3.7M

35,000

清仓

AN AUTONATION INC

-$3.0M

0 -100%

增持

BABA ALIBABA GROUP HLDG LTD

+$3.0M

50,350 +424%

建仓

BNO UNITED STS BRENT OIL FD LP

+$2.7M

100,000

建仓

NVDA NVIDIA CORPORATION

+$2.7M

22,000

建仓

FDX FEDEX CORP

+$2.5M

16,950

建仓

TTWO TAKE-TWO INTERACTIVE SOFTWAR

+$2.3M

21,500

清仓

— EXCHANGE TRADED CONCEPTS TR

-$2.3M

0 -100%

建仓

NIO NIO INC

+$1.8M

113,000

清仓

CLF CLEVELAND-CLIFFS INC NEW

-$1.8M

0 -100%

建仓

EPD ENTERPRISE PRODS PARTNERS L

+$1.7M

70,600

建仓

USO UNITED STS OIL FD LP

+$1.6M

24,200

建仓

UBER UBER TECHNOLOGIES INC

+$1.5M

57,500

建仓

URNM SPROTT FDS TR

+$1.5M

22,500

建仓

— NORWEGIAN CRUISE LINE HLDG L

+$1.4M

125,000

清仓

DASH DOORDASH INC

-$1.4M

0 -100%

清仓

CHGG CHEGG INC

-$1.4M

0 -100%

建仓

— TRAVELCENTERS OF AMERICA INC

+$1.3M

23,500

清仓

AVB AVALONBAY CMNTYS INC

-$1.2M

0 -100%

减持

— ITURAN LOCATION AND CONTROL

-$1.1M

1,073,463 -6%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$1.1M

5,875 +390%

建仓

DPZ DOMINOS PIZZA INC

+$1.0M

3,300

建仓

JD JD.COM INC

+$1.0M

20,000

建仓

— CANADIAN PAC RY LTD

+$934.0K

14,000

建仓

SAM BOSTON BEER INC

+$882.0K

2,725

建仓

BSY BENTLEY SYS INC

+$719.0K

23,500

建仓

DE DEERE & CO

+$701.0K

2,100

清仓

ALB ALBEMARLE CORP

-$597.0K

0 -100%

清仓

— WOLFSPEED INC

-$581.0K

0 -100%

清仓

MRVL MARVELL TECHNOLOGY INC

-$581.0K

0 -100%

减持

PLD PROLOGIS INC.

-$564.0K

5,900 -18%

建仓

— CARNIVAL CORP

+$439.0K

62,500

建仓

BALL BALL CORP

+$242.0K

5,000

增持

IBKR INTERACTIVE BROKERS GROUP IN

+$148.0K

8,500 +42%

清仓

— MORINGA ACQUISITION CORP

-$31.0K

0 -100%

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。