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Ophir Asset Management Pty Ltd · 13F 持仓分析
期权收益计算器 机构排行

Ophir Asset Management Pty Ltd

No.2426 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.16亿
环比变动 Q1 2026
+$3.57亿+41.6%
持仓股票数
36
新买入
11
加仓
10
减仓
14
清仓
9
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
MMarex Group LtdMRX
6.98%6.47%$8,481.3万139.2万股$5,557.1万124.7万股+14.5万股+11.63%加仓
STANDEX INTLSXI
5.83%5.85%$7,088.4万19.8万股$5,021.0万19.7万股+1,170股+0.59%加仓
VV2XVVX
5.31%6.76%$6,450.6万86.5万股$5,803.2万84.7万股+1.8万股+2.12%加仓
AAARAIR
5.26%6.88%$6,390.9万44.7万股$5,910.5万54.0万股-9.3万股-17.19%减仓
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
4.78%4.67%$5,811.1万17.4万股$4,009.2万35.7万股-18.3万股-51.17%减仓
TTARGET HOSPITALITYTH
4.51%$5,478.2万269.1万股$00股+269.1万股新买入
EEZCORPEZPW
4.24%4.78%$5,149.6万149.0万股$4,102.7万161.7万股-12.7万股-7.85%减仓
AAVIENTAVNT
4.1%$4,988.7万135.0万股$00股+135.0万股新买入
WWD 40WDFC
4.05%2.51%$4,928.8万20.2万股$2,156.8万10.6万股+9.7万股+91.29%加仓
IESIESC
3.79%3.05%$4,610.9万6.3万股$2,622.2万5.5万股+7,730股+14.05%加仓
AAVEANNA HEALTHCAREAVAH
3.59%$4,370.7万510.0万股$00股+510.0万股新买入
PPDF SOLUTIONSPDFS
3.54%4.33%$4,299.4万60.7万股$3,720.3万113.7万股-53.0万股-46.60%减仓
TRANSCATTRNS
3.53%4.67%$4,286.1万46.2万股$4,006.8万54.6万股-8.3万股-15.31%减仓
AARTIVIONAORT
3.33%4.06%$4,044.6万180.0万股$3,482.0万95.1万股+84.9万股+89.31%加仓
CCAREDXCDNA
2.96%2%$3,604.7万126.5万股$1,715.3万98.8万股+27.7万股+28.01%加仓
SSUNCRETE INCRMIX
2.78%$3,379.5万150.0万股$00股+150.0万股新买入
RED VIOLET INC COMRDVT
2.67%2.7%$3,244.5万50.9万股$2,319.7万67.0万股-16.1万股-24.05%减仓
EPLUSPLUS
2.62%$3,186.9万38.3万股$00股+38.3万股新买入
AASTRONICSATRO
2.58%$3,134.9万38.6万股$00股+38.6万股新买入
MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI
2.48%$3,011.9万482.7万股$00股+482.7万股新买入
MMAGNITEMGNI
2.26%2.93%$2,752.2万145.0万股$2,516.2万211.8万股-66.8万股-31.54%减仓
AAPPLIED AEROSPACE & DEFENSEAADX
2.24%$2,727.1万119.7万股$00股+119.7万股新买入
MAMAS CREATIONSMAMA
2.2%1.33%$2,679.6万150.1万股$1,143.0万74.5万股+75.6万股+101.46%加仓
CCARDINAL INFRASTRUCTURE GROUCDNL
2.16%3.71%$2,628.7万27.9万股$3,183.3万80.3万股-52.4万股-65.24%减仓
DUCOMMUN DELDCO
2.13%4.45%$2,585.5万14.0万股$3,817.8万31.3万股-17.3万股-55.39%减仓
IRHYTHMIRTC
1.97%4.62%$2,396.7万20.1万股$3,963.2万33.6万股-13.4万股-40.00%减仓
XOMETRYXMTR
1.47%0.58%$1,785.4万18.5万股$495.1万12.1万股+6.4万股+52.58%加仓
DDONNELLEY FINL SOLUTIONSDFIN
1.27%0.6%$1,544.6万36.8万股$512.2万10.9万股+26.0万股+238.83%加仓
PENNANTPNTG
1.27%3.21%$1,539.7万41.7万股$2,755.0万90.4万股-48.7万股-53.90%减仓
MMAYVILLE ENGRMEC
1.01%$1,223.8万32.7万股$00股+32.7万股新买入
BBRIGHTVIEW HLDGS INC COMBV
0.91%$1,108.3万78.2万股$00股+78.2万股新买入
ANDERSONS COMANDE
0.81%4.3%$987.7万14.4万股$3,692.1万51.4万股-37.0万股-71.93%减仓
AASTRONICS CORP CL BATROB
0.44%$529.9万7.0万股$00股+7.0万股新买入
SSYNAPTICSSYNA
0.4%2.57%$480.4万3.9万股$2,207.0万31.5万股-27.6万股-87.73%减仓
LLSI INDS OHIOLYTS
0.36%1.6%$440.9万16.6万股$1,375.3万73.9万股-57.4万股-77.57%减仓
BBLACK ROCK COFFEE BAR INC CL ABRCB
0.19%0.41%$227.7万27.5万股$354.9万27.5万股00.00%持仓不变

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