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Kopion Asset Management, LLC 13F holdings

Filed 2026-07-07 · Kopion Asset Management, LLC · 21 positions · $158.2M

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TickerCompanySharesValue% of portfolio
VRNSVARONIS SYS INC382.1K$16.0M10.1%
NICENICE LTD146.3K$13.3M8.4%
TRUPTRUPANION INC523.0K$13.0M8.2%
MGNIMAGNITE INC674.5K$12.8M8.1%
CERTCERTARA INC1.9M$12.2M7.7%
SSTISOUNDTHINKING INC1.1M$10.1M6.4%
AIOTPOWERFLEET INC2.4M$9.3M5.9%
ACIWACI WORLDWIDE INC180.5K$9.1M5.7%
TNCTENNANT CO99.9K$8.7M5.5%
—STRATASYS LTD948.0K$8.1M5.1%
CGNXCOGNEX CORP91.3K$6.6M4.2%
—TECHNIPFMC PLC99.1K$6.6M4.2%
ERIIENERGY RECOVERY INC639.5K$5.8M3.6%
TYLTYLER TECHNOLOGIES INC19.6K$5.7M3.6%
HXLHEXCEL CORP NEW46.9K$4.7M3.0%
BWABORGWARNER INC69.4K$4.6M2.9%
SLPSIMULATIONS PLUS INC184.6K$3.4M2.1%
CYRXCRYOPORT INC208.2K$3.3M2.1%
BILSPDR SERIES TRUST31.8K$2.9M1.8%
TREXTREX INC29.0K$1.4M0.9%
COHRCOHERENT CORP1.7K$662,7100.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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