Ophir Asset Management Pty

Ophir Asset Management Pty as of June 30, 2024

Portfolio Holdings for Ophir Asset Management Pty

Ophir Asset Management Pty holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Smart Global Holdings (SGH) 6.1 $34M 1.5M 22.87
OSI Systems (OSIS) 5.5 $31M 227k 137.52
Stride (LRN) 5.4 $31M 433k 70.50
Healthequity (HQY) 5.1 $29M 335k 86.20
Caci International Inc -cl A Class A (CACI) 4.7 $27M 62k 430.13
Neogen Corporation (NEOG) 4.6 $26M 1.7M 15.63
Genius Sports (GENI) 4.6 $26M 4.8M 5.45
Sharkninja (SN) 4.6 $26M 345k 75.15
PDF Solutions (PDFS) 4.4 $25M 675k 36.38
Mueller Water Products Inc-a Class A (MWA) 4.1 $23M 1.3M 17.92
Api Group Corp (APG) 4.1 $23M 614k 37.63
VSE Corporation (VSEC) 4.1 $23M 260k 88.28
Zeta Global Holdings Corp-a Class A (ZETA) 3.9 $22M 1.2M 17.65
Simulations Plus (SLP) 3.7 $21M 425k 48.62
Adma Biologics (ADMA) 3.6 $21M 1.8M 11.18
Rev (REVG) 3.5 $20M 787k 24.89
Powell Industries (POWL) 3.5 $20M 136k 143.40
Maximus (MMS) 3.3 $19M 220k 85.70
Ies Hldgs (IESC) 3.0 $17M 122k 139.33
SEI Investments Company (SEIC) 2.9 $17M 255k 64.69
Vectrus (VVX) 2.8 $16M 328k 47.96
Viavi Solutions Inc equities (VIAV) 2.5 $14M 2.1M 6.87
Montrose Environmental Group (MEG) 2.5 $14M 314k 44.56
Udemy (UDMY) 2.2 $13M 1.5M 8.63
Kura Sushi Usa Inc-class A Class A (KRUS) 1.4 $8.1M 129k 63.09
Aaon (AAON) 1.2 $6.8M 78k 87.24
Helios Technologies (HLIO) 0.9 $5.2M 110k 47.75
Liveramp Holdings (RAMP) 0.9 $4.9M 158k 30.94
Grid Dynamics Hldgs (GDYN) 0.6 $3.4M 321k 10.51
Cavco Industries (CVCO) 0.1 $391k 1.1k 346.17
Taboola.com (TBLA) 0.0 $252k 73k 3.44
Zoominfo Technologies Class A (ZI) 0.0 $228k 18k 12.77
Callaway Golf Company (MODG) 0.0 $222k 15k 15.30