OPHIR ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REAX | 3.17M | $13.23M |
 | GENI | 2.93M | $36.24M |
 | CDNA | 2.20M | $31.96M |
 | ZETA | 1.95M | $38.75M |
 | UNFI | 1.34M | $50.57M |
 | ADMA | 1.26M | $18.40M |
 | ADTN | 1.20M | $11.30M |
 | PNTG | 1.07M | $26.96M |
 | VIAV | 945K | $11.99M |
 | REZI | 870K | $37.57M |
 | VVX | 822K | $47.77M |
 | AIR | 661K | $59.31M |
 | RDVT | 634K | $33.14M |
 | DFIN | 533K | $27.40M |
 | SIMO | 505K | $47.92M |
 | WLY | 494K | $20.00M |
 | DCO | 455K | $43.78M |
 | TREX | 399K | $20.61M |
 | PENG | 362K | $9.52M |
 | HURN | 301K | $44.24M |
The Real Brokerage Inc.
REAX
Shares Held
3.17M
Value
$13.23M
Genius Sports Limited
GENI
Shares Held
2.93M
Value
$36.24M
CareDx, Inc
CDNA
Shares Held
2.20M
Value
$31.96M
Zeta Global Holdings Corp.
ZETA
Shares Held
1.95M
Value
$38.75M
United Natural Foods, Inc.
UNFI
Shares Held
1.34M
Value
$50.57M
ADMA Biologics, Inc.
ADMA
Shares Held
1.26M
Value
$18.40M
ADTRAN Holdings, Inc.
ADTN
Shares Held
1.20M
Value
$11.30M
The Pennant Group, Inc.
PNTG
Shares Held
1.07M
Value
$26.96M
Viavi Solutions Inc.
VIAV
Shares Held
945K
Value
$11.99M
Resideo Technologies, Inc.
REZI
Shares Held
870K
Value
$37.57M
V2X, Inc.
VVX
Shares Held
822K
Value
$47.77M
AAR Corp.
AIR
Shares Held
661K
Value
$59.31M
Red Violet, Inc.
RDVT
Shares Held
634K
Value
$33.14M
Donnelley Financial Solutions, Inc.
DFIN
Shares Held
533K
Value
$27.40M
Silicon Motion Technology Corporation
SIMO
Shares Held
505K
Value
$47.92M
John Wiley & Sons, Inc.
WLY
Shares Held
494K
Value
$20.00M
Ducommun Incorporated
DCO
Shares Held
455K
Value
$43.78M
Trex Company, Inc.
TREX
Shares Held
399K
Value
$20.61M
Penguin Solutions, Inc.
PENG
Shares Held
362K
Value
$9.52M
Huron Consulting Group Inc.
HURN
Shares Held
301K
Value
$44.24M