Kopion Asset Management as of March 31, 2022
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 18 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Technipfmc (FTI) | 8.3 | $9.8M | 1.3M | 7.75 | |
| Ii-vi | 8.0 | $9.4M | 130k | 72.49 | |
| Varonis Sys (VRNS) | 7.7 | $9.1M | 191k | 47.54 | |
| National Instruments | 7.5 | $8.9M | 219k | 40.59 | |
| BorgWarner (BWA) | 7.4 | $8.8M | 226k | 38.90 | |
| Magnite Ord (MGNI) | 6.9 | $8.2M | 620k | 13.21 | |
| Tennant Company (TNC) | 6.8 | $8.0M | 101k | 78.80 | |
| Points Intl Com New | 6.4 | $7.5M | 405k | 18.51 | |
| PROS Holdings (PRO) | 6.2 | $7.3M | 219k | 33.31 | |
| Stratasys SHS (SSYS) | 6.0 | $7.1M | 279k | 25.39 | |
| Hexcel Corporation (HXL) | 5.6 | $6.6M | 111k | 59.47 | |
| Mix Telematics Sponsored Adr | 5.3 | $6.2M | 557k | 11.21 | |
| Denbury | 4.8 | $5.7M | 72k | 78.56 | |
| ACI Worldwide (ACIW) | 4.5 | $5.3M | 169k | 31.49 | |
| Ansys (ANSS) | 3.8 | $4.5M | 14k | 317.67 | |
| Simulations Plus (SLP) | 2.6 | $3.1M | 61k | 50.98 | |
| Cognex Corporation (CGNX) | 1.6 | $1.9M | 25k | 77.15 | |
| Tyler Technologies (TYL) | 0.5 | $553k | 1.2k | 445.25 |
