Kopion Asset Management as of Dec. 31, 2021
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 18 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National Instruments | 8.4 | $10M | 233k | 43.67 | |
| Ii-vi | 8.1 | $9.8M | 144k | 68.33 | |
| BorgWarner (BWA) | 7.8 | $9.4M | 209k | 45.07 | |
| Tennant Company (TNC) | 7.5 | $9.0M | 111k | 81.04 | |
| Varonis Sys (VRNS) | 7.2 | $8.7M | 179k | 48.78 | |
| Magnite Ord (MGNI) | 6.5 | $7.9M | 450k | 17.50 | |
| PROS Holdings (PRO) | 6.3 | $7.6M | 222k | 34.49 | |
| ACI Worldwide (ACIW) | 6.3 | $7.6M | 219k | 34.70 | |
| Hexcel Corporation (HXL) | 6.0 | $7.3M | 140k | 51.80 | |
| Mix Telematics Sponsored Adr | 5.9 | $7.1M | 564k | 12.61 | |
| Technipfmc (FTI) | 5.9 | $7.1M | 1.2M | 5.92 | |
| Stratasys SHS (SSYS) | 5.6 | $6.8M | 278k | 24.49 | |
| Denbury | 5.5 | $6.6M | 86k | 76.58 | |
| Points Intl Com New | 5.3 | $6.4M | 416k | 15.31 | |
| Ansys (ANSS) | 4.8 | $5.8M | 14k | 401.11 | |
| Cognex Corporation (CGNX) | 1.6 | $2.0M | 26k | 77.75 | |
| Simulations Plus (SLP) | 0.7 | $820k | 17k | 47.32 | |
| Tyler Technologies (TYL) | 0.6 | $694k | 1.3k | 537.98 |
