Kopion Asset Management as of June 30, 2022
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National Instruments | 8.5 | $8.0M | 255k | 31.23 | |
| Technipfmc (FTI) | 8.4 | $7.9M | 1.2M | 6.73 | |
| Varonis Sys (VRNS) | 8.0 | $7.5M | 256k | 29.32 | |
| Magnite Ord (MGNI) | 7.8 | $7.4M | 828k | 8.88 | |
| BorgWarner (BWA) | 7.6 | $7.1M | 213k | 33.37 | |
| Tennant Company (TNC) | 7.5 | $7.0M | 119k | 59.25 | |
| Ii-vi | 7.5 | $7.0M | 138k | 50.95 | |
| Stratasys SHS (SSYS) | 6.7 | $6.3M | 337k | 18.74 | |
| PROS Holdings (PRO) | 5.9 | $5.5M | 212k | 26.23 | |
| ACI Worldwide (ACIW) | 5.5 | $5.1M | 199k | 25.89 | |
| Mix Telematics Sponsored Adr | 4.9 | $4.6M | 561k | 8.14 | |
| Denbury | 4.6 | $4.3M | 72k | 59.99 | |
| Ansys (ANSS) | 4.5 | $4.3M | 18k | 239.29 | |
| Hexcel Corporation (HXL) | 4.5 | $4.2M | 81k | 52.30 | |
| Cognex Corporation (CGNX) | 4.5 | $4.2M | 99k | 42.52 | |
| Simulations Plus (SLP) | 3.2 | $3.0M | 60k | 49.34 | |
| Tyler Technologies (TYL) | 0.4 | $413k | 1.2k | 332.80 |
