Kopion Asset Management as of March 31, 2023
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Technipfmc (FTI) | 8.7 | $10B | 735k | 13650.00 | |
| National Instruments | 8.2 | $9.5B | 181k | 52410.00 | |
| Varonis Sys (VRNS) | 8.0 | $9.2B | 352k | 26010.00 | |
| Magnite Ord (MGNI) | 7.0 | $8.0B | 866k | 9260.00 | |
| BorgWarner (BWA) | 7.0 | $8.0B | 163k | 49110.00 | |
| Coherent Corp (COHR) | 6.9 | $7.9B | 207k | 38080.00 | |
| Tennant Company (TNC) | 6.8 | $7.9B | 115k | 68530.00 | |
| Stratasys SHS (SSYS) | 6.8 | $7.8B | 472k | 16530.00 | |
| Trupanion (TRUP) | 6.0 | $6.9B | 161k | 42890.00 | |
| Mix Telematics Sponsored Adr | 5.5 | $6.4B | 821k | 7750.00 | |
| PROS Holdings (PRO) | 4.9 | $5.6B | 204k | 27400.00 | |
| ACI Worldwide (ACIW) | 4.5 | $5.2B | 191k | 26980.00 | |
| Ansys (ANSS) | 4.3 | $4.9B | 15k | 332799.99 | |
| Cognex Corporation (CGNX) | 4.2 | $4.8B | 97k | 49550.00 | |
| Denbury | 3.9 | $4.4B | 51k | 87630.00 | |
| Hexcel Corporation (HXL) | 3.3 | $3.8B | 55k | 68250.01 | |
| Simulations Plus (SLP) | 2.0 | $2.3B | 52k | 43940.01 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.8 | $2.1B | 23k | 91820.01 | |
| Tyler Technologies (TYL) | 0.4 | $440M | 1.2k | 354639.81 |
