Kopion Asset Management as of June 30, 2025
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trupanion (TRUP) | 8.2 | $12M | 219k | 55.35 | |
| BorgWarner (BWA) | 7.6 | $11M | 339k | 33.48 | |
| Technipfmc (FTI) | 7.5 | $11M | 322k | 34.44 | |
| Varonis Sys (VRNS) | 7.1 | $11M | 208k | 50.75 | |
| Magnite Ord (MGNI) | 6.9 | $10M | 423k | 24.12 | |
| PROS Holdings (PRO) | 6.8 | $10M | 644k | 15.66 | |
| Nice Sponsored Adr (NICE) | 6.5 | $9.6M | 57k | 168.91 | |
| Stratasys SHS (SSYS) | 6.4 | $9.4M | 823k | 11.47 | |
| Cognex Corporation (CGNX) | 6.1 | $9.0M | 284k | 31.72 | |
| Shotspotter (SSTI) | 5.2 | $7.7M | 587k | 13.05 | |
| Certara Ord (CERT) | 4.6 | $6.9M | 589k | 11.70 | |
| Tennant Company (TNC) | 4.4 | $6.5M | 84k | 77.48 | |
| Coherent Corp (COHR) | 4.3 | $6.4M | 71k | 89.21 | |
| Ansys (ANSS) | 4.2 | $6.2M | 18k | 351.22 | |
| Hexcel Corporation (HXL) | 4.0 | $5.9M | 104k | 56.49 | |
| Energy Recovery (ERII) | 2.6 | $3.9M | 303k | 12.78 | |
| ACI Worldwide (ACIW) | 2.5 | $3.7M | 81k | 45.91 | |
| Powerfleet (AIOT) | 2.2 | $3.3M | 770k | 4.31 | |
| Simulations Plus (SLP) | 1.8 | $2.7M | 156k | 17.45 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.2 | $1.8M | 19k | 91.73 |
