OPHIR ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REAX | 3.95M | $14.43M |
 | GENI | 3.77M | $41.56M |
 | JBI | 3.48M | $22.75M |
 | MGNI | 2.38M | $38.70M |
 | PNTG | 1.33M | $37.35M |
 | NCNO | 1.33M | $33.99M |
 | PENG | 1.21M | $23.70M |
 | REZI | 1.12M | $39.30M |
 | MRX | 1.09M | $41.70M |
 | ADTN | 1.07M | $9.29M |
 | ZETA | 1.05M | $21.34M |
 | CDNL | 987K | $23.87M |
 | XZO | 986K | $23.91M |
 | CDNA | 925K | $17.44M |
 | VVX | 912K | $49.76M |
 | ANDE | 729K | $38.75M |
 | PDFS | 723K | $20.63M |
 | RDVT | 639K | $36.37M |
 | VIAV | 629K | $11.22M |
 | AIR | 550K | $45.49M |
The Real Brokerage Inc.
REAX
Shares Held
3.95M
Value
$14.43M
Genius Sports Limited
GENI
Shares Held
3.77M
Value
$41.56M
Janus International Group, Inc.
JBI
Shares Held
3.48M
Value
$22.75M
Magnite, Inc.
MGNI
Shares Held
2.38M
Value
$38.70M
The Pennant Group, Inc.
PNTG
Shares Held
1.33M
Value
$37.35M
nCino, Inc.
NCNO
Shares Held
1.33M
Value
$33.99M
Penguin Solutions, Inc.
PENG
Shares Held
1.21M
Value
$23.70M
Resideo Technologies, Inc.
REZI
Shares Held
1.12M
Value
$39.30M
Marex Group plc Ordinary Shares
MRX
Shares Held
1.09M
Value
$41.70M
ADTRAN Holdings, Inc.
ADTN
Shares Held
1.07M
Value
$9.29M
Zeta Global Holdings Corp.
ZETA
Shares Held
1.05M
Value
$21.34M
Cardinal Infrastructure Group Inc. Class A Common Stock
CDNL
Shares Held
987K
Value
$23.87M
Exzeo Group, Inc.
XZO
Shares Held
986K
Value
$23.91M
CareDx, Inc
CDNA
Shares Held
925K
Value
$17.44M
V2X, Inc.
VVX
Shares Held
912K
Value
$49.76M
The Andersons, Inc.
ANDE
Shares Held
729K
Value
$38.75M
PDF Solutions, Inc.
PDFS
Shares Held
723K
Value
$20.63M
Red Violet, Inc.
RDVT
Shares Held
639K
Value
$36.37M
Viavi Solutions Inc.
VIAV
Shares Held
629K
Value
$11.22M
AAR Corp.
AIR
Shares Held
550K
Value
$45.49M