Kopion Asset Management, LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$128.5B
Holdings
20
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRUPTRUPANION INC | 281,072 | $10.5B | 8.15% | |
| 2 | BWABORGWARNER INC | 365,620 | $10.5B | 8.15% | |
| 3 | FTITECHNIPFMC PLC | 320,600 | $10.2B | 7.91% | |
| 4 | SSTISOUNDTHINKING INC | 541,676 | $9.2B | 7.15% | |
| 5 | NSYNICE LTD | 56,812 | $8.8B | 6.82% | |
| 6 | VRNSVARONIS SYS INC | 207,992 | $8.4B | 6.55% | |
| 7 | SSYSSTRATASYS LTD | 822,786 | $8.1B | 6.27% | |
| 8 | PROPROS HOLDINGS INC | 397,059 | $7.6B | 5.88% | |
| 9 | CGNXCOGNEX CORP | 244,302 | $7.3B | 5.67% | |
| 10 | AKXANSYS INC | 21,848 | $6.9B | 5.38% | |
| 11 | MGNIMAGNITE INC | 599,000 | $6.8B | 5.32% | |
| 12 | CERTCERTARA INC | 600,159 | $5.9B | 4.62% | |
| 13 | TSAACI WORLDWIDE INC | 98,670 | $5.4B | 4.20% | |
| 14 | HXLHEXCEL CORP NEW | 88,179 | $4.8B | 3.76% | |
| 15 | COHRCOHERENT CORP | 66,106 | $4.3B | 3.34% | |
| 16 | AIOTPOWERFLEET INC | 769,774 | $4.2B | 3.29% | |
| 17 | TN1TENNANT CO | 40,225 | $3.2B | 2.50% | |
| 18 | SLPSIMULATIONS PLUS INC | 127,421 | $3.1B | 2.43% | |
| 19 | BILSPDR SER TR | 29,978 | $2.7B | 2.14% | |
| 20 | TYLTYLER TECHNOLOGIES INC | 1,038 | $603.5M | 0.47% |