13F HOLDINGS REPORT
Kopion Asset Management, LLC
Quarter ended Q1 2025 · Filed April 8, 2025 · Accession 0001728689-25-000005
Total Value
$128.5M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRUPANION INC | TRUP | 281,072 | $10.5M | 8.15% |
| 2 | BORGWARNER INC | BWA | 365,620 | $10.5M | 8.15% |
| 3 | TECHNIPFMC PLC | FTI | 320,600 | $10.2M | 7.91% |
| 4 | SOUNDTHINKING INC | SSTI | 541,676 | $9.2M | 7.15% |
| 5 | NICE LTD | NCSYF | 56,812 | $8.8M | 6.82% |
| 6 | VARONIS SYS INC | VRNS | 207,992 | $8.4M | 6.55% |
| 7 | STRATASYS LTD | SSYS | 822,786 | $8.1M | 6.27% |
| 8 | PROS HOLDINGS INC | 74346Y103 | 397,059 | $7.6M | 5.88% |
| 9 | COGNEX CORP | CGNX | 244,302 | $7.3M | 5.67% |
| 10 | ANSYS INC | 03662Q105 | 21,848 | $6.9M | 5.38% |
| 11 | MAGNITE INC | MGNI | 599,000 | $6.8M | 5.32% |
| 12 | CERTARA INC | CERT | 600,159 | $5.9M | 4.62% |
| 13 | ACI WORLDWIDE INC | ACIW | 98,670 | $5.4M | 4.20% |
| 14 | HEXCEL CORP NEW | 428291108 | 88,179 | $4.8M | 3.76% |
| 15 | COHERENT CORP | COHR | 66,106 | $4.3M | 3.34% |
| 16 | POWERFLEET INC | AIOT | 769,774 | $4.2M | 3.29% |
| 17 | TENNANT CO | TNC | 40,225 | $3.2M | 2.50% |
| 18 | SIMULATIONS PLUS INC | SLP | 127,421 | $3.1M | 2.43% |
| 19 | SPDR SER TR | 78468R663 | 29,978 | $2.7M | 2.14% |
| 20 | TYLER TECHNOLOGIES INC | TYL | 1,038 | $603,483 | 0.47% |