Ophir Asset Management Pty Ltd Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$479.8B
Holdings
24
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMDXTRANSMEDICS GROUP INC | 418,366 | $35.1B | 7.32% | |
| 2 | CLHCLEAN HARBORS INC | 206,363 | $33.9B | 7.07% | |
| 3 | MMSMAXIMUS INC | 369,901 | $31.3B | 6.51% | |
| 4 | FOURSHIFT4 PAYMENTS INC-CLASS A | 403,601 | $27.4B | 5.71% | |
| 5 | LRNSTRIDE INC | 705,656 | $26.3B | 5.48% | |
| 6 | CWSTCASELLA WASTE SYSTEMS INC-A | 284,339 | $25.7B | 5.36% | |
| 7 | CA8ACACI INTERNATIONAL INC -CL A | 72,633 | $24.8B | 5.16% | |
| 8 | BOXBOX INC - CLASS A | 839,402 | $24.7B | 5.14% | |
| 9 | RHRH | 71,708 | $23.6B | 4.93% | |
| 10 | HQYHEALTHEQUITY INC | 348,954 | $22.0B | 4.59% | |
| 11 | MODMODINE MANUFACTURING CO | 596,194 | $19.7B | 4.10% | |
| 12 | CALXCALIX INC | 390,132 | $19.5B | 4.06% | |
| 13 | FIVNFIVE9 INC | 225,331 | $18.6B | 3.87% | |
| 14 | CRNCCERENCE INC | 627,081 | $18.3B | 3.82% | |
| 15 | ACAARCOSA INC | 225,015 | $17.0B | 3.55% | |
| 16 | PHRPHREESIA INC | 533,295 | $16.5B | 3.45% | |
| 17 | FCNFTI CONSULTING INC | 83,443 | $15.9B | 3.31% | |
| 18 | XPOFXPONENTIAL FITNESS INC-A | 860,784 | $14.8B | 3.09% | |
| 19 | OSISOSI SYSTEMS INC | 123,001 | $14.5B | 3.02% | |
| 20 | MYRGMYR GROUP INC/DELAWARE | 101,451 | $14.0B | 2.92% | |
| 21 | ZETAZETA GLOBAL HOLDINGS CORP-A | 1,567,489 | $13.4B | 2.79% | |
| 22 | SVVSAVERS VALUE VILLAGE INC | 400,000 | $9.5B | 1.98% | |
| 23 | HROWHARROW HEALTH INC | 354,679 | $6.8B | 1.41% | |
| 24 | MODNEURMODEL N INC | 184,000 | $6.5B | 1.36% |