Kopion Asset Management, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$148.3B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRUPTRUPANION INC | 219,009 | $12.1B | 8.17% | |
| 2 | BWABORGWARNER INC | 338,736 | $11.3B | 7.65% | |
| 3 | FTITECHNIPFMC PLC | 321,513 | $11.1B | 7.47% | |
| 4 | VRNSVARONIS SYS INC | 208,105 | $10.6B | 7.12% | |
| 5 | MGNIMAGNITE INC | 423,178 | $10.2B | 6.88% | |
| 6 | PROPROS HOLDINGS INC | 644,440 | $10.1B | 6.80% | |
| 7 | NSYNICE LTD | 56,843 | $9.6B | 6.47% | |
| 8 | SSYSSTRATASYS LTD | 823,236 | $9.4B | 6.37% | |
| 9 | CGNXCOGNEX CORP | 284,193 | $9.0B | 6.08% | |
| 10 | SSTISOUNDTHINKING INC | 586,652 | $7.7B | 5.16% | |
| 11 | CERTCERTARA INC | 588,890 | $6.9B | 4.65% | |
| 12 | TN1TENNANT CO | 84,109 | $6.5B | 4.39% | |
| 13 | COHRCOHERENT CORP | 71,413 | $6.4B | 4.30% | |
| 14 | AKXANSYS INC | 17,560 | $6.2B | 4.16% | |
| 15 | HXLHEXCEL CORP NEW | 103,776 | $5.9B | 3.95% | |
| 16 | ERIIENERGY RECOVERY INC | 302,837 | $3.9B | 2.61% | |
| 17 | TSAACI WORLDWIDE INC | 80,871 | $3.7B | 2.50% | |
| 18 | AIOTPOWERFLEET INC | 770,199 | $3.3B | 2.24% | |
| 19 | SLPSIMULATIONS PLUS INC | 156,401 | $2.7B | 1.84% | |
| 20 | BILSPDR SERIES TRUST | 19,085 | $1.8B | 1.18% |