Ophir Asset Management Pty Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$891.6M
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVXV2X INC | 912,274 | $49.8M | 5.58% | |
| 2 | AIRAAR CORP | 549,520 | $45.5M | 5.10% | |
| 3 | SIMOSILICON MOTION TECHNOL-ADR | 467,564 | $43.3M | 4.86% | |
| 4 | HURNHURON CONSULTING GROUP INC | 244,302 | $42.2M | 4.74% | |
| 5 | MRXMAREX GROUP PLC | 1,087,160 | $41.7M | 4.68% | |
| 6 | GENIGENIUS SPORTS LTD | 3,771,695 | $41.6M | 4.66% | |
| 7 | DCODUCOMMUN INC | 429,204 | $40.8M | 4.58% | |
| 8 | REZIRESIDEO TECHNOLOGIES INC | 1,119,007 | $39.3M | 4.41% | |
| 9 | ANDEANDERSONS INC/THE | 728,724 | $38.7M | 4.35% | |
| 10 | MGNIMAGNITE INC | 2,384,187 | $38.7M | 4.34% | |
| 11 | PNTGPENNANT GROUP INC/THE | 1,326,850 | $37.4M | 4.19% | |
| 12 | RDVTRED VIOLET INC | 638,598 | $36.4M | 4.08% | |
| 13 | LRNSTRIDE INC | 537,915 | $34.9M | 3.92% | |
| 14 | NCNONCINO INC | 1,325,484 | $34.0M | 3.81% | |
| 15 | DSGDESCARTES SYSTEMS GRP/THE | 334,391 | $29.3M | 3.29% | |
| 16 | BYDTHE BOYD GROUP INC | 158,549 | $25.3M | 2.83% | |
| 17 | XZOEXZEO GROUP INC | 985,845 | $23.9M | 2.68% | |
| 18 | CDNLCARDINAL INFRASTRUCTURE GR-A | 986,985 | $23.9M | 2.68% | |
| 19 | PENGPENGUIN SOLUTIONS INC | 1,211,612 | $23.7M | 2.66% | |
| 20 | IESCIES HOLDINGS INC | 59,575 | $23.2M | 2.60% | |
| 21 | JBIJANUS INTERNATIONAL GROUP IN | 3,479,005 | $22.8M | 2.55% | |
| 22 | IRTCIRHYTHM HOLDINGS INC | 127,697 | $22.7M | 2.54% | |
| 23 | ZETAZETA GLOBAL HOLDINGS CORP-A | 1,048,509 | $21.3M | 2.39% | |
| 24 | PDFSPDF SOLUTIONS INC | 723,127 | $20.6M | 2.31% | |
| 25 | UNFIUNITED NATURAL FOODS INC | 531,027 | $17.9M | 2.01% | |
| 26 | CDNACAREDX INC | 925,433 | $17.4M | 1.96% | |
| 27 | REAXREAL BROKERAGE INC/THE | 3,952,949 | $14.4M | 1.62% | |
| 28 | TRSTRIMAS CORP | 323,742 | $11.5M | 1.29% | |
| 29 | VIAVVIAVI SOLUTIONS INC | 629,466 | $11.2M | 1.26% | |
| 30 | ADTNADTRAN HOLDINGS INC | 1,069,420 | $9.3M | 1.04% | |
| 31 | BRCBBLACK ROCK COFFEE BAR INC-A | 274,688 | $6.1M | 0.69% | |
| 32 | KRUSKURA SUSHI USA INC-CLASS A | 55,193 | $2.9M | 0.32% |