Kopion Asset Management, LLC reported 20 holdings worth US$156M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Kopion Asset Management, LLC reported 20 holdings worth US$156M as of Sep 30, 2026. Largest: Nice Ltd., Certara, Inc. and Magnite, Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nice Ltd. | 153K | US$17M | 10.8% |
| Certara, Inc. | 1.53M | US$14.1M | 9.0% |
| Magnite, Inc. | 519K | US$13.1M | 8.4% |
| Varonis Systems, Inc. | 263K | US$12.5M | 8.0% |
| Trupanion, Inc. | 521K | US$12.2M | 7.8% |
| Soundthinking, Inc. | 1.28M | US$10.6M | 6.8% |
| Tyler Technologies, Inc. | 30,545 | US$9.73M | 6.2% |
| Powerfleet, Inc. | 3.3M | US$9.38M | 6.0% |
| Aci Worldwide, Inc. | 169K | US$8.28M | 5.3% |
| Tennant Company | 122K | US$8.2M | 5.2% |
| Energy Recovery, Inc. | 1.02M | US$6.79M | 4.3% |
| Cognex Corporation | 69,510 | US$4.22M | 2.7% |
| Borgwarner Inc. | 67,249 | US$4.04M | 2.6% |
| Cryoport, Inc. | 201K | US$3.5M | 2.2% |
| Hexcel Corporation | 39,913 | US$3.35M | 2.1% |
| Trex Company, Inc. | 28,058 | US$1.22M | 0.78% |
| Coherent Corp. | 1,625 | US$468K | 0.30% |
| Simulations Plus, Inc. | 0 | US$0 | 0.00% |