Investment company Ibex Investors LLC (Current Portfolio) buys Rada Electronics Industries, American Well Corp., Innovid Corp., Amazon.com Inc., JD.com Inc., sells InMode, Check Point Software Technologies, ServiceNow Inc., Match Group Inc., Amphenol Corp. during the 3-month period that ended in 2021Q4, according to the latest filing of the investment company, Ibex Investors LLC. In 2021Q4, Ibex Investors LLC owned 39 stocks with a total value of $ 298 million. These are the details of purchases and sales.
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New Purchases: RADA, AMWL, CTV, AMZN, JD, SHY, IAC, DPZ, NFLX, TTWO, SBAC, KR, KLAC, KRBN, CGNT, CGNT, CRNC, ACVA, RSKD, VICR, NIO, AIP, W, WOLF,
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Positions Added: ITRN, INCR, PLTK, BABA, CRM,
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Reduced Positions: CHKP, RDHL, ADI, GOOGL, GLMD, AVB,
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Gone: INMD, NOW, MTCH, APH, GM, ALB, MSFT, SPNS, MP, AMKR, PSTH, READ,
For details of the purchase and sale of Ibex Investors LLC stock,
go to https://www.gurufocus.com/guru/ibex+investors+llc/current-portfolio/portfolio
These are the top 5 holdings of Ibex Investors LLC
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S&P 500 ETF TRUST ETF (SPY) – 235,000 shares, 37.46% of total portfolio.
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Ituran Location and Control Ltd (ITRN) – 1,138,207 shares, 10.19% of the total portfolio. Parts added by 17.35%
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Check Point Software Technologies Ltd (CHKP) – 250,000 shares, 9.78% of total portfolio. Shares decreased by 23.08%
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Rada Electronics Industries Ltd. (RADA) – 1,662,184 shares, 5.25% of the total portfolio. New Position
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American Well Corp (AMWL) – 2,181,400 shares, 4.42% of total portfolio. New Position
New Purchase: Rada Electronics Industries Ltd. (RADA)
Ibex Investors LLC began handling Rada Electronics Industries Ltd. Purchase prices are between $ 8.49 and $ 11.05, with an estimated average price of $ 10. The stock is now trading at approximately $ 9.880000. The impact on a portfolio due to this purchase is 5.25%. The holding was 1,662,184 shares in 2021-12-31.
New Purchase: American Well Corp (AMWL)
Ibex Investors LLC began handling American Well Corp. Purchase prices are between $ 5.72 and $ 9.56, with an estimated average price of $ 7.57. The stock is now trading at approximately $ 4.510000. The impact on a portfolio due to this purchase is 4.42%. The holding was 2,181,400 shares in 2021-12-31.
New Purchase: Innovid Corp (CTV)
Ibex Investors LLC began handling Innovid Corp. Purchase prices are between $ 6.65 and $ 9.7, with an estimated average price of $ 7.71. The stock is now trading at approximately $ 4.63 million. The impact on a portfolio due to this purchase is 4.37%. The holding was 1,998,983 shares in 2021-12-31.
New Purchase: Amazon.com Inc (AMZN)
Ibex Investors LLC began handling Amazon.com Inc. Purchase prices were between $ 3189.78 and $ 3696.06, with an estimated average price of $ 3427.48. The stock is now trading at approximately $ 3158.710000. The impact on a portfolio due to this purchase is 1.71%. The holding was 1,530 shares in 2021-12-31.
New Purchase: JD.com Inc (JD)
Ibex Investors LLC began handling JD.com Inc. Purchase prices are between $ 65.63 and $ 91.55, with an estimated average price of $ 79.25. The stock is now trading at around $ 73.150000. The impact on a portfolio due to this purchase is 1.4%. The holding was 59,700 shares in 2021-12-31.
New Purchase: ISHARES TRUST (SHY)
Ibex Investors LLC began handling ISHARES TRUST. Purchase prices are between $ 85.47 and $ 86.04, with an estimated average price of $ 85.7. The stock is now trading at around $ 84.720000. The impact on a portfolio due to this purchase is 1.38%. The holding was 48,000 shares in 2021-12-31.
Added: Intercure Ltd (INCR)
Ibex Investors LLC added a holding in Intercure Ltd of 39.10%. Purchase prices are between $ 6.48 and $ 8.66, with an estimated average price of $ 7.18. The stock is now trading at approximately $ 6.3 million. The impact on a portfolio due to this purchase is 1.15%. The holding was 1,886,274 shares in 2021-12-31.
Added: Playtika Holding Corp (PLTK)
Ibex Investors LLC added a holding in Playtika Holding Corp by 32.18%. Purchase prices are between $ 16.44 and $ 29.68, with an estimated average price of $ 22.16. The stock is now trading at approximately $ 15.650000. The impact on a portfolio due to this purchase is 0.81%. The holding was 571,331 shares in 2021-12-31.
Added: Alibaba Group Holding Ltd (BABA)
Ibex Investors LLC added a holding in Alibaba Group Holding Ltd of 835.29%. Purchase prices are between $ 111.96 and $ 177.7, with an estimated average price of $ 145.1. The stock is now trading at approximately $ 114.820000. The impact on a portfolio due to this purchase is 0.56%. The holding was 15,900 shares in 2021-12-31.
Added: Salesforce.com Inc (CRM)
Ibex Investors LLC added a holding in Salesforce.com Inc of 38.64%. Purchase prices are between $ 247.21 and $ 309.96, with an estimated average price of $ 280.77. The stock is now trading at approximately $ 216.970000. The impact on a portfolio due to this purchase is 0.43%. The holding was 18,300 shares in 2021-12-31.
Sold Out: InMode Ltd (INMD)
Ibex Investors LLC bought a stake in InMode Ltd. Selling prices are between $ 63.78 and $ 97.86, with an estimated average price of $ 80.18.
Sold Out: ServiceNow Inc (NOW)
Ibex Investors LLC bought a stake in ServiceNow Inc. Sale prices are between $ 599.57 and $ 701.73, with an estimated average price of $ 656.59.
Sold Out: Match Group Inc (MTCH)
Ibex Investors LLC bought a stake in Match Group Inc. Sale prices are between $ 122.81 and $ 175.53, with an estimated average price of $ 144.36.
Sold Out: Amphenol Corp (APH)
Ibex Investors LLC bought a stake in Amphenol Corp. Sale prices are between $ 73.54 and $ 87.94, with an estimated average price of $ 81.18.
Sold Out: General Motors Co (GM)
Ibex Investors LLC bought a stake in General Motors Co. The sale prices were between $ 53.93 and $ 64.61, with an estimated average price of $ 58.54.
Sold Out: Albemarle Corp (ALB)
Ibex Investors LLC bought a holding in Albemarle Corp. Sale prices are between $ 214.16 and $ 283.8, with an estimated average price of $ 247.99.
Here is the complete portfolio of Ibex Investors LLC. See also:
1. Undervalued Stocks of Ibex Investors LLC
2. Ibex Investors LLC’s Leading Growth Companies, and
3. High yield stocks of Ibex Investors LLC
4. Stocks that Ibex Investors LLCA continue to buyThis article first appeared on GuruFocus.