Kopp Family Office, LLC
Family OfficeTop Portfolio Positions
11 positions ·
$47,671,491 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
29,889 | $19,438,012 | 40.77% | |
| VCEL |
Vericel Corp
Healthcare
|
163,355 | $5,255,130 | 11.02% | |
| HWKN |
Hawkins Inc
Basic Materials
|
26,957 | $4,140,595 | 8.69% | |
| ATEC |
Alphatec Holdings, Inc.
Healthcare
|
328,680 | $3,576,038 | 7.50% | |
| WK |
Workiva Inc
Technology
|
55,866 | $3,331,289 | 6.99% | |
| XMTR |
Xometry, Inc.
Industrials
|
72,440 | $2,958,449 | 6.21% | |
| TCMD |
Tactile Systems Technology Inc
Healthcare
|
85,009 | $2,221,285 | 4.66% | |
| MANH |
Manhattan Associates Inc
Technology
|
16,330 | $2,173,849 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
4,981 | $1,843,816 | 3.87% | |
| NTNX |
Nutanix, Inc.
Technology
|
43,448 | $1,651,458 | 3.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATEC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,576,038 | 328,680 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,915,427 | 328,680 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,307,899 | 365,055 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,099,840 | 369,355 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,755,450 | 370,360 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||