Kopion Asset Management, LLC: 13F holdings
CIK 17286892026Q2
| Positions | 21 |
|---|
| Reported value | $158.2m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 21 (+1 vs prior quarter) |
|---|
| Reported value | $158.2m (+23.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VRNS VARONIS SYS INC | 382,088 | $16.0m | 10.1% |
| NICE NICE LTD | 146,272 | $13.3m | 8.4% |
| TRUP TRUPANION INC | 522,999 | $13.0m | 8.2% |
| MGNI MAGNITE INC | 674,451 | $12.8m | 8.1% |
| CERT CERTARA INC | 1,858,539 | $12.2m | 7.7% |
| SSTI SOUNDTHINKING INC | 1,114,648 | $10.1m | 6.4% |
| AIOT POWERFLEET INC | 2,424,288 | $9.3m | 5.9% |
| ACIW ACI WORLDWIDE INC | 180,470 | $9.1m | 5.7% |
| TNC TENNANT CO | 99,878 | $8.7m | 5.5% |
| STRATASYS LTD | 947,970 | $8.1m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1728689")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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