Ibex Investors as of Sept. 30, 2020
Portfolio Holdings for Ibex Investors
Ibex Investors holds 40 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inmode SHS (INMD) | 11.4 | $22M | 600k | 36.18 | |
| Cyberark Software SHS (CYBR) | 10.9 | $21M | 200k | 103.42 | |
| Redhill Biopharma Sponsored Ads | 10.1 | $19M | 1.9M | 10.22 | |
| Silicom Ord (SILC) | 10.0 | $19M | 586k | 32.39 | |
| Radware Ord (RDWR) | 9.3 | $18M | 730k | 24.24 | |
| Tower Semiconductor Shs New (TSEM) | 9.1 | $17M | 950k | 18.22 | |
| NOVA MEASURING Instruments L (NVMI) | 8.2 | $16M | 300k | 52.14 | |
| Tufin Software Technologis L SHS | 7.0 | $13M | 1.6M | 8.25 | |
| Biondvax Pharmaceuticals Spond Ads | 6.6 | $13M | 322k | 39.09 | |
| Verint Systems (VRNT) | 5.3 | $10M | 210k | 48.18 | |
| Galmed Pharmaceuticals SHS | 2.8 | $5.3M | 1.5M | 3.53 | |
| American Well Corp Cl A | 1.6 | $3.0M | 100k | 29.64 | |
| Industrial Tech Acqu Unit 08/31/2025 | 0.7 | $1.3M | 125k | 10.00 | |
| Ur-energy (URG) | 0.5 | $906k | 1.9M | 0.48 | |
| Iac Interactive Ord | 0.4 | $808k | 6.7k | 119.85 | |
| Corning Incorporated (GLW) | 0.4 | $713k | 22k | 32.41 | |
| Pershing Square Tontine Hldg Com Cl A | 0.4 | $681k | 30k | 22.70 | |
| Amazon (AMZN) | 0.3 | $664k | 211.00 | 3146.92 | |
| Upwork (UPWK) | 0.3 | $645k | 37k | 17.43 | |
| Marvell Technology Group Ord | 0.3 | $633k | 16k | 39.72 | |
| Qualcomm (QCOM) | 0.3 | $593k | 5.0k | 117.73 | |
| Roku Com Cl A (ROKU) | 0.3 | $576k | 3.1k | 188.73 | |
| Glu Mobile | 0.3 | $568k | 74k | 7.68 | |
| Tailwind Acquisition Corp Unit 09/07/2027 | 0.3 | $503k | 50k | 10.06 | |
| Zynga Cl A | 0.3 | $485k | 53k | 9.11 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $473k | 3.8k | 124.74 | |
| Cardlytics (CDLX) | 0.2 | $461k | 6.5k | 70.64 | |
| 0.2 | $445k | 10k | 44.50 | ||
| Roku Call Call Option | 0.2 | $415k | 2.2k | 188.64 | |
| Fortress Value Acquisition C Com Cl A | 0.2 | $414k | 31k | 13.57 | |
| Skyworks Solutions (SWKS) | 0.2 | $403k | 2.8k | 145.33 | |
| Cree | 0.2 | $389k | 6.1k | 63.77 | |
| Velodyne Lidar | 0.2 | $336k | 18k | 18.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $322k | 220.00 | 1463.64 | |
| Match Group (MTCH) | 0.2 | $314k | 2.8k | 110.76 | |
| Pinterest Cl A (PINS) | 0.2 | $311k | 7.5k | 41.47 | |
| Wayfair Cl A (W) | 0.2 | $291k | 1.0k | 291.00 | |
| NVIDIA Corporation (NVDA) | 0.1 | $271k | 500.00 | 542.00 | |
| Activision Blizzard | 0.1 | $239k | 2.9k | 81.10 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $217k | 6.5k | 33.62 |
