Institutions / Kopion Asset Management, LLC
Kopion Asset Management, LLC
CIK 1728689 · Institution · as of Dec 31, 2025
Portfolio value
$139.86M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NICE Ltd. | $12.03M | 8.6% |
| TechnipFMC plc | $11.09M | 7.9% |
| Trupanion, Inc. | $10.98M | 7.8% |
| Varonis Systems Inc | $10.89M | 7.8% |
| Magnite, Inc. | $9.97M | 7.1% |
| Tennant Co | $9.07M | 6.5% |
| Borgwarner Inc | $8.94M | 6.4% |
| Certara, Inc. | $8.66M | 6.2% |
| Powerfleet, Inc. | $8.27M | 5.9% |
| Stratasys Ltd | $8.12M | 5.8% |
| Soundthinking, Inc. | $7.81M | 5.6% |
| Aci Worldwide, Inc. | $6.60M | 4.7% |
| Cognex Corp | $5.87M | 4.2% |
| Hexcel Corp /De | $5.60M | 4.0% |
| SPDR Series Trust | $4.83M | 3.5% |
| Energy Recovery, Inc. | $4.51M | 3.2% |
| Coherent Corp | $4.18M | 3.0% |
| Simulations Plus, Inc. | $2.45M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.