OPHIR ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MGNI | 2.12M | $25.16M |
 | EZPW | 1.62M | $41.03M |
 | PENG | 1.61M | $28.39M |
 | EVLV | 1.44M | $8.68M |
 | MRX | 1.25M | $55.57M |
 | PDFS | 1.14M | $37.20M |
 | CDNA | 988K | $17.15M |
 | PNTG | 904K | $27.55M |
 | VVX | 847K | $58.03M |
 | JBI | 837K | $4.31M |
 | CDNL | 803K | $31.83M |
 | MAMA | 745K | $11.43M |
 | LYTS | 739K | $13.75M |
 | RDVT | 670K | $23.20M |
 | TRNS | 546K | $40.07M |
 | AIR | 540K | $59.11M |
 | ANDE | 514K | $36.92M |
 | ZETA | 495K | $7.88M |
 | SIMO | 357K | $40.09M |
 | VIAV | 347K | $11.55M |
Magnite, Inc.
MGNI
Shares Held
2.12M
Value
$25.16M
EZCORP, Inc.
EZPW
Shares Held
1.62M
Value
$41.03M
Penguin Solutions, Inc.
PENG
Shares Held
1.61M
Value
$28.39M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
1.44M
Value
$8.68M
Marex Group PLC
MRX
Shares Held
1.25M
Value
$55.57M
PDF Solutions, Inc.
PDFS
Shares Held
1.14M
Value
$37.20M
CareDx, Inc
CDNA
Shares Held
988K
Value
$17.15M
The Pennant Group, Inc.
PNTG
Shares Held
904K
Value
$27.55M
V2X, Inc.
VVX
Shares Held
847K
Value
$58.03M
Janus International Group, Inc.
JBI
Shares Held
837K
Value
$4.31M
Cardinal Infrastructure Group Inc.
CDNL
Shares Held
803K
Value
$31.83M
Mama's Creations, Inc.
MAMA
Shares Held
745K
Value
$11.43M
LSI Industries Inc.
LYTS
Shares Held
739K
Value
$13.75M
Red Violet, Inc.
RDVT
Shares Held
670K
Value
$23.20M
Transcat, Inc.
TRNS
Shares Held
546K
Value
$40.07M
AAR Corp.
AIR
Shares Held
540K
Value
$59.11M
The Andersons, Inc.
ANDE
Shares Held
514K
Value
$36.92M
Zeta Global Holdings Corp.
ZETA
Shares Held
495K
Value
$7.88M
Silicon Motion Technology Corporation
SIMO
Shares Held
357K
Value
$40.09M
Viavi Solutions Inc.
VIAV
Shares Held
347K
Value
$11.55M