13F HOLDINGS REPORT
Kopion Asset Management, LLC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001728689-25-000007
Total Value
$148.3M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRUPANION INC | TRUP | 219,009 | $12.1M | 8.17% |
| 2 | BORGWARNER INC | BWA | 338,736 | $11.3M | 7.65% |
| 3 | TECHNIPFMC PLC | FTI | 321,513 | $11.1M | 7.47% |
| 4 | VARONIS SYS INC | VRNS | 208,105 | $10.6M | 7.12% |
| 5 | MAGNITE INC | MGNI | 423,178 | $10.2M | 6.88% |
| 6 | PROS HOLDINGS INC | 74346Y103 | 644,440 | $10.1M | 6.80% |
| 7 | NICE LTD | NCSYF | 56,843 | $9.6M | 6.47% |
| 8 | STRATASYS LTD | SSYS | 823,236 | $9.4M | 6.37% |
| 9 | COGNEX CORP | CGNX | 284,193 | $9.0M | 6.08% |
| 10 | SOUNDTHINKING INC | SSTI | 586,652 | $7.7M | 5.16% |
| 11 | CERTARA INC | CERT | 588,890 | $6.9M | 4.65% |
| 12 | TENNANT CO | TNC | 84,109 | $6.5M | 4.39% |
| 13 | COHERENT CORP | COHR | 71,413 | $6.4M | 4.30% |
| 14 | ANSYS INC | 03662Q105 | 17,560 | $6.2M | 4.16% |
| 15 | HEXCEL CORP NEW | 428291108 | 103,776 | $5.9M | 3.95% |
| 16 | ENERGY RECOVERY INC | ERII | 302,837 | $3.9M | 2.61% |
| 17 | ACI WORLDWIDE INC | ACIW | 80,871 | $3.7M | 2.50% |
| 18 | POWERFLEET INC | AIOT | 770,199 | $3.3M | 2.24% |
| 19 | SIMULATIONS PLUS INC | SLP | 156,401 | $2.7M | 1.84% |
| 20 | SPDR SERIES TRUST | 78468R663 | 19,085 | $1.8M | 1.18% |