Kopion Asset Management, LLC Q4 2025 Filing
Filed January 5, 2026
Portfolio Value
$139.9B
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 106,432 | $12.0B | 8.60% | |
| 2 | FTITECHNIPFMC PLC | 248,983 | $11.1B | 7.93% | |
| 3 | TRUPTRUPANION INC | 293,706 | $11.0B | 7.85% | |
| 4 | VRNSVARONIS SYS INC | 331,969 | $10.9B | 7.78% | |
| 5 | MGNIMAGNITE INC | 614,459 | $10.0B | 7.13% | |
| 6 | TN1TENNANT CO | 123,037 | $9.1B | 6.48% | |
| 7 | BWABORGWARNER INC | 198,327 | $8.9B | 6.39% | |
| 8 | CERTCERTARA INC | 982,710 | $8.7B | 6.19% | |
| 9 | AIOTPOWERFLEET INC | 1,553,700 | $8.3B | 5.91% | |
| 10 | SSYSSTRATASYS LTD | 935,626 | $8.1B | 5.81% | |
| 11 | SSTISOUNDTHINKING INC | 972,108 | $7.8B | 5.58% | |
| 12 | TSAACI WORLDWIDE INC | 138,133 | $6.6B | 4.72% | |
| 13 | CGNXCOGNEX CORP | 163,138 | $5.9B | 4.20% | |
| 14 | HXLHEXCEL CORP NEW | 75,785 | $5.6B | 4.00% | |
| 15 | BILSPDR SERIES TRUST | 52,855 | $4.8B | 3.45% | |
| 16 | ERIIENERGY RECOVERY INC | 334,469 | $4.5B | 3.23% | |
| 17 | COHRCOHERENT CORP | 22,628 | $4.2B | 2.99% | |
| 18 | SLPSIMULATIONS PLUS INC | 134,388 | $2.4B | 1.75% |