Ophir Asset Management Pty Ltd Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$537.5B
Holdings
29
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLHClean Harbors Inc | 254,224 | $36.2B | 6.74% | |
| 2 | MMSMaximus Inc | 414,051 | $32.6B | 6.06% | |
| 3 | CHEChemed Corp | 57,519 | $30.9B | 5.75% | |
| 4 | LRNStride Inc | 705,939 | $27.7B | 5.15% | |
| 5 | FCNFTI Consulting Inc | 128,695 | $25.4B | 4.72% | |
| 6 | BOXBox Inc | 899,601 | $24.1B | 4.48% | |
| 7 | FOURShift4 Payments Inc | 304,399 | $23.1B | 4.29% | |
| 8 | EEFTEuronet Worldwide Inc | 198,698 | $22.2B | 4.14% | |
| 9 | CALXCalix Inc | 414,414 | $22.2B | 4.13% | |
| 10 | EXTRExtreme Networks Inc | 1,146,979 | $21.9B | 4.08% | |
| 11 | HQYHealthEquity Inc | 368,285 | $21.6B | 4.02% | |
| 12 | ACAArcosa Inc | 338,676 | $21.4B | 3.98% | |
| 13 | CA8ACACI International Inc | 67,145 | $19.9B | 3.70% | |
| 14 | TMDXTransMedics Group Inc | 245,417 | $18.6B | 3.46% | |
| 15 | PHRPhreesia Inc | 560,602 | $18.1B | 3.37% | |
| 16 | TYLTyler Technologies Inc | 50,517 | $17.9B | 3.33% | |
| 17 | MYRGMYR Group Inc | 130,252 | $16.4B | 3.05% | |
| 18 | GOGrocery Outlet Holding Corp | 579,469 | $16.4B | 3.05% | |
| 19 | BCBEURPrimo Water Corp | 1,050,091 | $16.1B | 3.00% | |
| 20 | CRNCCerence Inc | 555,068 | $15.6B | 2.90% | |
| 21 | FIVNFive9 Inc | 211,503 | $15.3B | 2.84% | |
| 22 | CHEFChefs' Warehouse Inc/The | 446,892 | $15.2B | 2.83% | |
| 23 | PLAYDave & Buster's Entertainment | 374,783 | $13.8B | 2.57% | |
| 24 | ZETAZeta Global Holdings Corp | 1,191,336 | $12.9B | 2.40% | |
| 25 | HROWHarrow Health Inc | 438,134 | $9.3B | 1.72% | |
| 26 | MODModine Manufacturing Co | 323,516 | $7.5B | 1.39% | |
| 27 | INMDInmode Ltd | 196,532 | $6.3B | 1.17% | |
| 28 | MODNEURModel N Inc | 174,723 | $5.8B | 1.09% | |
| 29 | RDVTRed Violet Inc | 175,025 | $3.1B | 0.57% |