- New Purchases: BIDU, ALB, CRM, LTHM, AVT, NTNX, ASYS, SREV, HOME, RLGY, CVNA, IMMR, FLR, ANAB, OLN, GSIT, SALT, SPWH, SNR, MBI, KDMN, IVC,
- Added Positions: TSEM, NVMI, SILC, RDWR, NBL, VRNT, DOX, RDHL, GLMD, BVXV, AMD, GOOG, NVDA, JD, SPCB, URG, CLDR, GLUU, MIK, EQT, IVZ, OII, SPTN, CZR, CADE, TPH, X, PTEN, GE, CC, ZIOP, AOBC, BBBY,
- Reduced Positions: ITI, IAC, SPLK, AMZN, MU,
- Sold Out: GM, BB, AAPL, ZNGA, KMDA, MHO, SKX, CNO, DAN, AMKR, SNDX, TNAV,
For the details of Ibex Investors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ibex+investors+llc/current-portfolio/portfolio
These are the top 5 holdings of Ibex Investors LLC- Tower Semiconductor Ltd (TSEM) - 2,043,160 shares, 15.03% of the total portfolio. Shares added by 104.32%
- Nova Measuring Instruments Ltd (NVMI) - 1,160,000 shares, 13.42% of the total portfolio. Shares added by 93.30%
- Silicom Ltd (SILC) - 1,060,800 shares, 10.79% of the total portfolio. Shares added by 100.15%
- Radware Ltd (RDWR) - 1,355,204 shares, 10.68% of the total portfolio. Shares added by 102.27%
- Noble Energy Inc (NBL) - 1,216,400 shares, 9.24% of the total portfolio. Shares added by 102.73%
Ibex Investors LLC initiated holding in Baidu Inc. The purchase prices were between $99.53 and $128.83, with an estimated average price of $114.18. The stock is now traded at around $130.91. The impact to a portfolio due to this purchase was 0.64%. The holding were 16,548 shares as of .
New Purchase: Albemarle Corp (ALB)Ibex Investors LLC initiated holding in Albemarle Corp. The purchase prices were between $60.74 and $73.04, with an estimated average price of $66.8. The stock is now traded at around $86.00. The impact to a portfolio due to this purchase was 0.33%. The holding were 14,624 shares as of .
New Purchase: Livent Corp (LTHM)Ibex Investors LLC initiated holding in Livent Corp. The purchase prices were between $6.45 and $8.95, with an estimated average price of $7.68. The stock is now traded at around $10.87. The impact to a portfolio due to this purchase was 0.32%. The holding were 121,166 shares as of .
New Purchase: Salesforce.com Inc (CRM)Ibex Investors LLC initiated holding in Salesforce.com Inc. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $183.96. The impact to a portfolio due to this purchase was 0.32%. The holding were 6,462 shares as of .
New Purchase: Avnet Inc (AVT)Ibex Investors LLC initiated holding in Avnet Inc. The purchase prices were between $39.17 and $43.81, with an estimated average price of $41.17. The stock is now traded at around $37.54. The impact to a portfolio due to this purchase was 0.31%. The holding were 24,028 shares as of .
New Purchase: Nutanix Inc (NTNX)Ibex Investors LLC initiated holding in Nutanix Inc. The purchase prices were between $23.69 and $37.35, with an estimated average price of $29.72. The stock is now traded at around $35.33. The impact to a portfolio due to this purchase was 0.24%. The holding were 24,812 shares as of .
Added: Tower Semiconductor Ltd (TSEM)Ibex Investors LLC added to a holding in Tower Semiconductor Ltd by 104.32%. The purchase prices were between $19.59 and $24.9, with an estimated average price of $22.5. The stock is now traded at around $23.37. The impact to a portfolio due to this purchase was 7.67%. The holding were 2,043,160 shares as of .
Added: Nova Measuring Instruments Ltd (NVMI)Ibex Investors LLC added to a holding in Nova Measuring Instruments Ltd by 93.30%. The purchase prices were between $30.84 and $38.34, with an estimated average price of $35.14. The stock is now traded at around $39.87. The impact to a portfolio due to this purchase was 6.48%. The holding were 1,160,000 shares as of .
Added: Radware Ltd (RDWR)Ibex Investors LLC added to a holding in Radware Ltd by 102.27%. The purchase prices were between $22.2 and $25.93, with an estimated average price of $23.7. The stock is now traded at around $26.15. The impact to a portfolio due to this purchase was 5.4%. The holding were 1,355,204 shares as of .
Added: Silicom Ltd (SILC)Ibex Investors LLC added to a holding in Silicom Ltd by 100.15%. The purchase prices were between $30.43 and $34.78, with an estimated average price of $32.32. The stock is now traded at around $35.34. The impact to a portfolio due to this purchase was 5.4%. The holding were 1,060,800 shares as of .
Added: Noble Energy Inc (NBL)Ibex Investors LLC added to a holding in Noble Energy Inc by 102.73%. The purchase prices were between $19.06 and $24.84, with an estimated average price of $21.29. The stock is now traded at around $21.37. The impact to a portfolio due to this purchase was 4.68%. The holding were 1,216,400 shares as of .
Added: Verint Systems Inc (VRNT)Ibex Investors LLC added to a holding in Verint Systems Inc by 100.00%. The purchase prices were between $42.59 and $55.36, with an estimated average price of $48.01. The stock is now traded at around $58.39. The impact to a portfolio due to this purchase was 3.56%. The holding were 420,000 shares as of .
Sold Out: General Motors Co (GM)Ibex Investors LLC sold out a holding in General Motors Co. The sale prices were between $33.88 and $38.72, with an estimated average price of $36.34.
Sold Out: BlackBerry Ltd (BB)Ibex Investors LLC sold out a holding in BlackBerry Ltd. The sale prices were between $4.89 and $6.53, with an estimated average price of $5.51.
Sold Out: Zynga Inc (ZNGA)Ibex Investors LLC sold out a holding in Zynga Inc. The sale prices were between $5.73 and $6.35, with an estimated average price of $6.19.
Sold Out: Apple Inc (AAPL)Ibex Investors LLC sold out a holding in Apple Inc. The sale prices were between $218.96 and $293.65, with an estimated average price of $258.41.
Sold Out: Kamada Ltd (KMDA)Ibex Investors LLC sold out a holding in Kamada Ltd. The sale prices were between $4.97 and $7.7, with an estimated average price of $6.13.
Sold Out: Skechers USA Inc (SKX)Ibex Investors LLC sold out a holding in Skechers USA Inc. The sale prices were between $35.49 and $44.21, with an estimated average price of $39.57.
Here is the complete portfolio of Ibex Investors LLC. Also check out:
1. Ibex Investors LLC's Undervalued Stocks
2. Ibex Investors LLC's Top Growth Companies, and
3. Ibex Investors LLC's High Yield stocks
4. Stocks that Ibex Investors LLC keeps buying