Kopion Asset Management, LLC

data from 31/12/2025

Capitalization

$ 139.860 M -9.34 %

Average holding period

17 ans

Performance

$ 104.790 M 121.50 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kopion Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 NICE LTD 8.60% 12.031 M $ 106432 2024/12/31 -2.613 M $ -21.92 %
2025/12/31 TECHNIPFMC PLC 7.93% 11.095 M $ 248983 2019/12/31 1.478 M $ 12.95 %
2025/12/31 TRUPANION INC 7.85% 10.976 M $ 293706 2022/09/30 -1.564 M $ -13.66 %
2025/12/31 VARONIS SYS INC 7.79% 10.889 M $ 331969 2019/12/31 -4.437 M $ -42.93 %
2025/12/31 MAGNITE INC 7.13% 9.973 M $ 614459 2020/09/30 -1.369 M $ -25.48 %
2025/12/31 TENNANT CO 6.48% 9.068 M $ 123037 2019/12/31 -644.044 K $ -9.08 %
2025/12/31 BORGWARNER INC 6.39% 8.937 M $ 198327 2019/12/31 271.382 K $ 2.50 %
2025/12/31 CERTARA INC 6.19% 8.658 M $ 982710 2024/09/30 -2.236 M $ -27.91 %
2025/12/31 POWERFLEET INC 5.91% 8.266 M $ 1553700 2024/06/30 124.296 K $ 1.53 %
2025/12/31 STRATASYS LTD 5.81% 8.121 M $ 935626 2019/12/31 -1.938 M $ -22.50 %
2025/12/31 SOUNDTHINKING INC 5.58% 7.806 M $ 972108 2023/12/31 -2.575 M $ -33.42 %
2025/12/31 ACI WORLDWIDE INC 4.72% 6.604 M $ 138133 2019/12/31 -627.127 K $ -9.40 %
2025/12/31 COGNEX CORP 4.20% 5.870 M $ 163138 2019/12/31 -1.871 M $ -20.57 %
2025/12/31 HEXCEL CORP NEW 4.00% 5.601 M $ 75785 2019/12/31 1.055 M $ 17.86 %
2025/12/31 SPDR SERIES TRUST 3.45% 4.830 M $ 52855 2023/03/31 -11.698 K $ -0.40 %
2025/12/31 ENERGY RECOVERY INC 3.23% 4.512 M $ 334469 2025/06/30 -614.293 K $ -12.52 %
2025/12/31 COHERENT CORP 2.99% 4.176 M $ 22628 2022/09/30 4.063 M $ 71.34 %
2025/12/31 SIMULATIONS PLUS INC 1.75% 2.450 M $ 134388 2021/12/31 585.845 K $ 20.97 %
2025/12/31 PRO PROS HOLDINGS INC 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %