Ophir Asset Management Pty as of Dec. 31, 2023
Portfolio Holdings for Ophir Asset Management Pty
Ophir Asset Management Pty holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Euronet Worldwide (EEFT) | 6.2 | $31M | 307k | 101.49 | |
| Stride (LRN) | 6.0 | $30M | 505k | 59.37 | |
| Modine Manufacturing (MOD) | 5.8 | $29M | 492k | 59.70 | |
| Liveramp Holdings (RAMP) | 5.6 | $28M | 746k | 37.88 | |
| Shift4 Payments Inc-class A Class A (FOUR) | 5.1 | $26M | 349k | 74.34 | |
| Inspire Med Sys (INSP) | 5.1 | $26M | 126k | 203.43 | |
| Perficient (PRFT) | 5.1 | $26M | 387k | 65.82 | |
| Phreesia (PHR) | 5.1 | $26M | 1.1M | 23.15 | |
| Clean Harbors (CLH) | 5.0 | $25M | 144k | 174.51 | |
| Godaddy Inc - Class A Class A (GDDY) | 4.9 | $25M | 233k | 106.16 | |
| OSI Systems (OSIS) | 4.5 | $23M | 176k | 129.05 | |
| Genius Sports (GENI) | 4.4 | $22M | 3.6M | 6.18 | |
| Caci International Inc -cl A Class A (CACI) | 4.3 | $22M | 66k | 323.86 | |
| Healthequity (HQY) | 4.2 | $21M | 318k | 66.30 | |
| Maximus (MMS) | 4.1 | $20M | 244k | 83.86 | |
| Zeta Global Holdings Corp-a Class A (ZETA) | 3.9 | $20M | 2.2M | 8.82 | |
| Arcosa (ACA) | 3.5 | $18M | 212k | 82.64 | |
| Myr (MYRG) | 3.4 | $17M | 119k | 144.63 | |
| Five9 (FIVN) | 3.0 | $15M | 190k | 78.69 | |
| Transmedics Group (TMDX) | 2.7 | $14M | 174k | 78.93 | |
| Kura Sushi Usa Inc-class A Class A (KRUS) | 2.7 | $13M | 176k | 76.00 | |
| Simulations Plus (SLP) | 1.4 | $7.2M | 160k | 44.75 | |
| Xponential Fitness Inc-a Class A (XPOF) | 1.3 | $6.6M | 515k | 12.89 | |
| Bel Fuse (BELFB) | 1.3 | $6.6M | 98k | 66.77 | |
| Harrow Health (HROW) | 1.2 | $6.1M | 548k | 11.20 | |
| Arhaus Class A (ARHS) | 0.1 | $467k | 39k | 11.85 | |
| Cavco Industries (CVCO) | 0.1 | $392k | 1.1k | 346.62 | |
| Zoominfo Technologies Class A (ZI) | 0.1 | $330k | 18k | 18.49 | |
| Mrc Global Inc cmn (MRC) | 0.1 | $304k | 28k | 11.01 | |
| Callaway Golf Company (MODG) | 0.0 | $208k | 15k | 14.34 |
