Kopion Asset Management, LLC 13F Holdings
CIK 0001728689 · MCKINNEY, TX
As of Sep 30, 2025, Kopion Asset Management, LLC reported 19 positions worth
CIK 0001728689 · MCKINNEY, TX
As of Sep 30, 2025, Kopion Asset Management, LLC reported 19 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PROS HOLDINGS INC | PRO | Technology | 672,268 | 5.4M | 9.98% |
| NICE LTD | NICE | Technology | 82,313 | 1.9M | 7.73% |
| TRUPANION INC | TRUP | Financial Services | 264,603 | 1.5M | 7.42% |
| TECHNIPFMC PLC | FTI | Energy | 289,165 | 1.4M | 7.39% |
| BORGWARNER INC | BWA | Consumer Cyclical | 246,711 | 0.8M | 7.03% |
| VARONIS SYSTEMS INC | VRNS | Technology | 179,848 | 0.3M | 6.70% |
| COGNEX CORP | CGNX | Technology | 200,729 | $9.1M | 5.89% |
| STRATASYS LTD | SSYS | Technology | 769,103 | $8.6M | 5.58% |
| POWERFLEET INC | AIOT | Technology | 1,553,700 | $8.1M | 5.28% |
| CERTARA INC | CERT | Healthcare | 655,646 | $8.0M | 5.19% |
| SOUNDTHINKING INC | SSTI | Technology | 638,938 | $7.7M | 5.00% |
| TENNANT CO | TNC | Industrials | 87,506 | $7.1M | 4.60% |
| ACI WORLDWIDE INC | ACIW | Technology | 126,437 | $6.7M | 4.33% |
| HEXCEL CORP | HXL | Industrials | 94,158 | $5.9M | 3.83% |
| COHERENT CORP | COHR | Technology | 52,868 | $5.7M | 3.69% |
| MAGNITE INC | MGNI | Communication Services | 246,601 | $5.4M | 3.48% |
| ENERGY RECOVERY INC | ERII | Industrials | 318,287 | $4.9M | 3.18% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 31,618 | $2.9M | 1.88% |
| SIMULATIONS PLUS INC | SLP | Healthcare | 185,394 | $2.8M | 1.81% |