Kopion Asset Management, LLC reported 21 holdings worth US$158M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Kopion Asset Management, LLC reported 21 holdings worth US$158M as of Jun 30, 2026. Largest: Varonis Systems, Inc., Nice Ltd. and Trupanion, Inc. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Varonis Systems, Inc. | 382K | US$16M | 10.1% |
| Nice Ltd. | 146K | US$13.3M | 8.4% |
| Trupanion, Inc. | 523K | US$13M | 8.2% |
| Magnite, Inc. | 674K | US$12.8M | 8.1% |
| Certara, Inc. | 1.86M | US$12.2M | 7.7% |
| Soundthinking, Inc. | 1.11M | US$10.1M | 6.4% |
| Powerfleet, Inc. | 2.42M | US$9.29M | 5.9% |
| Aci Worldwide, Inc. | 180K | US$9.08M | 5.7% |
| Tennant Company | 99,878 | US$8.74M | 5.5% |
| Cognex Corporation | 91,319 | US$6.61M | 4.2% |
| Energy Recovery, Inc. | 640K | US$5.77M | 3.6% |
| Tyler Technologies, Inc. | 19,605 | US$5.73M | 3.6% |
| Hexcel Corporation | 46,856 | US$4.69M | 3.0% |
| Borgwarner Inc. | 69,428 | US$4.61M | 2.9% |
| Simulations Plus, Inc. | 185K | US$3.38M | 2.1% |
| Cryoport, Inc. | 208K | US$3.27M | 2.1% |
| Trex Company, Inc. | 28,962 | US$1.45M | 0.92% |
| Coherent Corp. | 1,680 | US$663K | 0.42% |