Kopion Asset Management as of Sept. 30, 2022
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Technipfmc (FTI) | 9.6 | $8.7M | 1.0M | 8.46 | |
| National Instruments | 9.0 | $8.2M | 218k | 37.74 | |
| Varonis Sys (VRNS) | 8.9 | $8.1M | 307k | 26.52 | |
| Tennant Company (TNC) | 7.4 | $6.7M | 119k | 56.56 | |
| BorgWarner (BWA) | 7.3 | $6.7M | 213k | 31.40 | |
| PROS Holdings (PRO) | 6.7 | $6.1M | 248k | 24.70 | |
| Coherent Corp (COHR) | 6.5 | $6.0M | 171k | 34.85 | |
| Magnite Ord (MGNI) | 6.3 | $5.8M | 876k | 6.57 | |
| Stratasys SHS (SSYS) | 6.3 | $5.7M | 396k | 14.41 | |
| Mix Telematics Sponsored Adr | 5.5 | $5.0M | 658k | 7.60 | |
| ACI Worldwide (ACIW) | 5.1 | $4.6M | 221k | 20.90 | |
| Cognex Corporation (CGNX) | 5.0 | $4.5M | 109k | 41.45 | |
| Ansys (ANSS) | 3.8 | $3.4M | 16k | 221.68 | |
| Trupanion (TRUP) | 3.7 | $3.4M | 57k | 59.43 | |
| Denbury | 3.5 | $3.2M | 37k | 86.27 | |
| Hexcel Corporation (HXL) | 3.1 | $2.8M | 55k | 51.72 | |
| Simulations Plus (SLP) | 1.9 | $1.7M | 35k | 48.53 | |
| Tyler Technologies (TYL) | 0.5 | $431k | 1.2k | 347.30 |
