Kopion Asset Management as of Dec. 31, 2019
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 8.9 | $8.9M | 115k | 77.71 | |
| BorgWarner (BWA) | 8.7 | $8.8M | 203k | 43.38 | |
| Ansys (ANSS) | 8.2 | $8.2M | 32k | 257.43 | |
| National Instruments | 7.1 | $7.1M | 168k | 42.34 | |
| ACI Worldwide (ACIW) | 6.6 | $6.6M | 175k | 37.89 | |
| Tennant Company (TNC) | 6.2 | $6.2M | 80k | 77.92 | |
| Ints Intl | 6.1 | $6.2M | 404k | 15.26 | |
| Ii-vi | 6.0 | $6.0M | 179k | 33.67 | |
| Hexcel Corporation (HXL) | 5.8 | $5.8M | 80k | 73.31 | |
| PROS Holdings (PRO) | 5.6 | $5.6M | 94k | 59.92 | |
| Stratasys (SSYS) | 5.1 | $5.1M | 252k | 20.22 | |
| Cognex Corporation (CGNX) | 4.3 | $4.3M | 77k | 56.04 | |
| FLIR Systems | 4.2 | $4.3M | 82k | 52.07 | |
| Telaria | 3.8 | $3.8M | 434k | 8.81 | |
| Technipfmc (FTI) | 3.5 | $3.5M | 165k | 21.44 | |
| RigNet | 3.2 | $3.3M | 495k | 6.60 | |
| Tyler Technologies (TYL) | 2.6 | $2.6M | 8.6k | 299.98 | |
| Denbury Resources | 1.9 | $1.9M | 1.3M | 1.41 | |
| Core Laboratories | 1.3 | $1.3M | 34k | 37.68 | |
| Dixie (DXYN) | 1.2 | $1.2M | 1.1M | 1.14 |
