- New Purchases: GLW, ROKU, TWTR, FVAC, PINS, TAP,
- Added Positions: INMD, CYBR, TUFN, GLMD, TSEM, IAC, QCOM, SILC, MRVL, GLUU, CDLX,
- Reduced Positions: NVMI, AMZN, GOOGL, NVDA, W, ZNGA, SWKS, NXPI, ATVI, MTCH, UPWK, BVXV, CREE,
- Sold Out: WIX, VRNS, TTWO, SPLK, BABA, CLDR, INTU, GDX, Z, APH, TXN, MSFT, MU, MELI, CVNA, AMAT, ON, DKNG, EQIX, LTHM,
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- InMode Ltd (INMD) - 600,000 shares, 11.81% of the total portfolio. Shares added by 206.12%
- CyberArk Software Ltd (CYBR) - 200,000 shares, 11.26% of the total portfolio. Shares added by 32.45%
- Redhill Biopharma Ltd (RDHL) - 1,875,601 shares, 10.43% of the total portfolio. Shares added by 0.30%
- Silicom Ltd (SILC) - 585,665 shares, 10.32% of the total portfolio. Shares added by 1.31%
- Radware Ltd (RDWR) - 730,000 shares, 9.63% of the total portfolio. Shares added by 0.27%
Ibex Investors LLC initiated holding in Corning Inc. The purchase prices were between $25.66 and $33.7, with an estimated average price of $30.85. The stock is now traded at around $33.68. The impact to a portfolio due to this purchase was 0.39%. The holding were 22,000 shares as of .
New Purchase: Roku Inc (ROKU)Ibex Investors LLC initiated holding in Roku Inc. The purchase prices were between $128.39 and $193.79, with an estimated average price of $157.7. The stock is now traded at around $200.59. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,052 shares as of .
New Purchase: Twitter Inc (TWTR)Ibex Investors LLC initiated holding in Twitter Inc. The purchase prices were between $30.81 and $45.33, with an estimated average price of $38.28. The stock is now traded at around $41.74. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,000 shares as of .
New Purchase: Fortress Value Acquisition Corp (FVAC)Ibex Investors LLC initiated holding in Fortress Value Acquisition Corp. The purchase prices were between $9.9 and $15.34, with an estimated average price of $12.63. The stock is now traded at around $11.44. The impact to a portfolio due to this purchase was 0.23%. The holding were 30,500 shares as of .
New Purchase: Pinterest Inc (PINS)Ibex Investors LLC initiated holding in Pinterest Inc. The purchase prices were between $23.28 and $41.51, with an estimated average price of $32.5. The stock is now traded at around $59.64. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,500 shares as of .
New Purchase: Molson Coors Beverage Co (TAP)Ibex Investors LLC initiated holding in Molson Coors Beverage Co. The purchase prices were between $32.65 and $38.43, with an estimated average price of $36.11. The stock is now traded at around $38.69. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,455 shares as of .
Added: InMode Ltd (INMD)Ibex Investors LLC added to a holding in InMode Ltd by 206.12%. The purchase prices were between $25.82 and $37.02, with an estimated average price of $32.73. The stock is now traded at around $39.23. The impact to a portfolio due to this purchase was 7.95%. The holding were 600,000 shares as of .
Added: CyberArk Software Ltd (CYBR)Ibex Investors LLC added to a holding in CyberArk Software Ltd by 32.45%. The purchase prices were between $97.68 and $119.87, with an estimated average price of $107.57. The stock is now traded at around $101.58. The impact to a portfolio due to this purchase was 2.76%. The holding were 200,000 shares as of .
Added: Tufin Software Technologies Ltd (TUFN)Ibex Investors LLC added to a holding in Tufin Software Technologies Ltd by 29.83%. The purchase prices were between $7.93 and $11.6, with an estimated average price of $9.73. The stock is now traded at around $6.81. The impact to a portfolio due to this purchase was 1.67%. The holding were 1,622,883 shares as of .
Added: Galmed Pharmaceuticals Ltd (GLMD)Ibex Investors LLC added to a holding in Galmed Pharmaceuticals Ltd by 53.81%. The purchase prices were between $3.46 and $5.69, with an estimated average price of $4.54. The stock is now traded at around $3.14. The impact to a portfolio due to this purchase was 1.02%. The holding were 1,515,000 shares as of .
Added: IAC/InterActiveCorp (IAC)Ibex Investors LLC added to a holding in IAC/InterActiveCorp by 206.87%. The purchase prices were between $106.71 and $137.46, with an estimated average price of $125.5. The stock is now traded at around $126.28. The impact to a portfolio due to this purchase was 0.3%. The holding were 6,742 shares as of .
Added: Qualcomm Inc (QCOM)Ibex Investors LLC added to a holding in Qualcomm Inc by 94.18%. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $124.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,037 shares as of .
Sold Out: Wix.com Ltd (WIX)Ibex Investors LLC sold out a holding in Wix.com Ltd. The sale prices were between $248.25 and $309.59, with an estimated average price of $275.4.
Sold Out: Varonis Systems Inc (VRNS)Ibex Investors LLC sold out a holding in Varonis Systems Inc. The sale prices were between $94.24 and $125.74, with an estimated average price of $111.67.
Sold Out: Take-Two Interactive Software Inc (TTWO)Ibex Investors LLC sold out a holding in Take-Two Interactive Software Inc. The sale prices were between $144.11 and $177.52, with an estimated average price of $162.12.
Sold Out: Splunk Inc (SPLK)Ibex Investors LLC sold out a holding in Splunk Inc. The sale prices were between $174.89 and $223.59, with an estimated average price of $199.31.
Sold Out: Alibaba Group Holding Ltd (BABA)Ibex Investors LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $215.95 and $298, with an estimated average price of $263.14.
Sold Out: Cloudera Inc (CLDR)Ibex Investors LLC sold out a holding in Cloudera Inc. The sale prices were between $10.63 and $13.86, with an estimated average price of $11.6.
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