Ophir Asset Management Pty LTD Portfolio Holdings
Ophir Asset Management Pty LTD
- $538 Million
- Q2 2024
Ophir Asset Management Pty LTD has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $538 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Smart Global Holdings, Inc. with a value of $34.3M, Osi Systems Inc with a value of $31.2M, Stride, Inc. with a value of $30.5M, Healthequity, Inc. with a value of $28.8M, and Caci International Inc with a value of $26.8M.
Examining the 13F form we can see an increase of $934K in the current position value, from $537M to 538M.
Below you can find more details about Ophir Asset Management Pty LTD portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
Industrials: $186 Million
Technology: $162 Million
Healthcare: $96.1 Million
Consumer Defensive: $43.1 Million
Communication Services: $26.3 Million
Financial Services: $16.5 Million
Consumer Cyclical: $8.77 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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