13F HOLDINGS REPORT (Amended)
Kopion Asset Management, LLC
Quarter ended Q1 2024 · Filed April 16, 2024 · Accession 0001728689-24-000002
Total Value
$98.9M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VARONIS SYS INC | VRNS | 434,882 | $10.4M | 10.53% |
| 2 | TECHNIPFMC PLC | FTI | 734,602 | $9.0M | 9.06% |
| 3 | MAGNITE INC | MGNI | 786,312 | $8.3M | 8.42% |
| 4 | NATIONAL INSTRS CORP | 636518102 | 210,701 | $7.8M | 7.86% |
| 5 | BORGWARNER INC | BWA | 189,302 | $7.6M | 7.71% |
| 6 | TENNANT CO | TNC | 118,876 | $7.3M | 7.40% |
| 7 | COHERENT CORP | COHR | 188,080 | $6.6M | 6.68% |
| 8 | ACI WORLDWIDE INC | ACIW | 251,638 | $5.8M | 5.85% |
| 9 | COGNEX CORP | CGNX | 109,370 | $5.2M | 5.21% |
| 10 | STRATASYS LTD | SSYS | 428,720 | $5.1M | 5.14% |
| 11 | PROS HOLDINGS INC | 74346Y103 | 204,031 | $4.9M | 5.01% |
| 12 | MIX TELEMATICS LTD | 60688N102 | 686,027 | $4.8M | 4.88% |
| 13 | TRUPANION INC | TRUP | 94,744 | $4.5M | 4.55% |
| 14 | ANSYS INC | 03662Q105 | 15,545 | $3.8M | 3.80% |
| 15 | HEXCEL CORP NEW | 428291108 | 55,003 | $3.2M | 3.27% |
| 16 | DENBURY INC | 24790A101 | 33,176 | $2.9M | 2.92% |
| 17 | SIMULATIONS PLUS INC | SLP | 35,296 | $1.3M | 1.31% |
| 18 | TYLER TECHNOLOGIES INC | TYL | 1,241 | $400,111 | 0.40% |