13F HOLDINGS REPORT
Kopion Asset Management, LLC
Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001728689-25-000001
Total Value
$142.4M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRUPANION INC | TRUP | 236,787 | $11.4M | 8.01% |
| 2 | TECHNIPFMC PLC | FTI | 393,837 | $11.4M | 8.00% |
| 3 | BORGWARNER INC | BWA | 339,127 | $10.8M | 7.57% |
| 4 | MAGNITE INC | MGNI | 641,509 | $10.2M | 7.17% |
| 5 | PROS HOLDINGS INC | 74346Y103 | 452,617 | $9.9M | 6.98% |
| 6 | STRATASYS LTD | SSYS | 1,096,047 | $9.7M | 6.84% |
| 7 | SOUNDTHINKING INC | SSTI | 727,144 | $9.5M | 6.67% |
| 8 | ANSYS INC | 03662Q105 | 22,825 | $7.7M | 5.41% |
| 9 | NICE LTD | NCSYF | 43,766 | $7.4M | 5.22% |
| 10 | POWERFLEET INC | AIOT | 1,105,205 | $7.4M | 5.17% |
| 11 | VARONIS SYS INC | VRNS | 161,796 | $7.2M | 5.05% |
| 12 | COGNEX CORP | CGNX | 190,618 | $6.8M | 4.80% |
| 13 | HEXCEL CORP NEW | 428291108 | 97,960 | $6.1M | 4.31% |
| 14 | CERTARA INC | CERT | 555,643 | $5.9M | 4.15% |
| 15 | COHERENT CORP | COHR | 61,328 | $5.8M | 4.08% |
| 16 | ACI WORLDWIDE INC | ACIW | 103,106 | $5.4M | 3.76% |
| 17 | SIMULATIONS PLUS INC | SLP | 116,044 | $3.2M | 2.27% |
| 18 | SPDR SER TR | 78468R663 | 35,116 | $3.2M | 2.25% |
| 19 | TENNANT CO | TNC | 32,402 | $2.6M | 1.85% |
| 20 | TYLER TECHNOLOGIES INC | TYL | 1,084 | $625,078 | 0.44% |