Kopion Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KA Kopion Asset Management, LLC | Institutional Filer | ▼ 8.11% | $128.5M | 20 |
Current Portfolio Holdings
Showing all 20 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NICE | NICE Ltd. | Technology | 115K | $12.7M | 9.87% |
| 2 | TNC | Tennant Company | Industrials | 172K | $11.4M | 8.86% |
| 3 | VRNS | Varonis Systems, Inc. | Technology | 496K | $10.6M | 8.28% |
| 4 | TRUP | Trupanion, Inc. | Financial Services | 400K | $10.2M | 7.97% |
| 5 | MGNI | Magnite, Inc. | Communication Services | 856K | $10.2M | 7.91% |
| 6 | AIOT | PowerFleet, Inc. | Technology | 2.4M | $7.5M | 5.84% |
| 7 | ACIW | ACI Worldwide, Inc. | Technology | 181K | $7.4M | 5.79% |
| 8 | FTI | TechnipFMC plc | Energy | 107K | $7.4M | 5.76% |
| 9 | CERT | Certara, Inc. | Healthcare | 1.3M | $7.3M | 5.71% |
| 10 | SSYS | Stratasys Ltd. | Technology | 927K | $7.2M | 5.63% |
| 11 | BWA | BorgWarner Inc. | Consumer Cyclical | 121K | $6.6M | 5.11% |
| 12 | SSTI | SoundThinking, Inc. | Technology | 972K | $6.4M | 5.01% |
| 13 | ERII | Energy Recovery, Inc. | Industrials | 507K | $5.1M | 3.97% |
| 14 | CGNX | Cognex Corporation | Technology | 96K | $4.7M | 3.66% |
| 15 | HXL | Hexcel Corporation | Industrials | 54K | $4.4M | 3.43% |
Showing 1 to 15 of 20 holdings