Kopion Asset Management as of Dec. 31, 2022
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 10.5 | $10M | 435k | 23.94 | |
| Technipfmc (FTI) | 9.1 | $9.0M | 735k | 12.19 | |
| Magnite Ord (MGNI) | 8.4 | $8.3M | 786k | 10.59 | |
| National Instruments | 7.9 | $7.8M | 211k | 36.90 | |
| BorgWarner (BWA) | 7.7 | $7.6M | 189k | 40.25 | |
| Tennant Company (TNC) | 7.4 | $7.3M | 119k | 61.57 | |
| Coherent Corp (COHR) | 6.7 | $6.6M | 188k | 35.10 | |
| ACI Worldwide (ACIW) | 5.9 | $5.8M | 252k | 23.00 | |
| Cognex Corporation (CGNX) | 5.2 | $5.2M | 109k | 47.11 | |
| Stratasys SHS (SSYS) | 5.1 | $5.1M | 429k | 11.86 | |
| PROS Holdings (PRO) | 5.0 | $4.9M | 204k | 24.26 | |
| Mix Telematics Sponsored Adr | 4.9 | $4.8M | 686k | 7.03 | |
| Trupanion (TRUP) | 4.6 | $4.5M | 95k | 47.53 | |
| Ansys (ANSS) | 3.8 | $3.8M | 16k | 241.62 | |
| Hexcel Corporation (HXL) | 3.3 | $3.2M | 55k | 58.85 | |
| Denbury | 2.9 | $2.9M | 33k | 87.02 | |
| Simulations Plus (SLP) | 1.3 | $1.3M | 35k | 36.58 | |
| Tyler Technologies (TYL) | 0.4 | $400k | 1.2k | 322.32 |
