Kopion Asset Management, LLC
Top Portfolio Positions
19 positions ·
$125,577,142 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NICE |
NICE Ltd.
Technology
|
115,026 | $12,682,766 | 10.10% |
| TNC |
Tennant Co
Industrials
|
171,553 | $11,391,119 | 9.07% |
| VRNS |
Varonis Systems Inc
Technology
|
495,694 | $10,642,550 | 8.47% |
| TRUP |
Trupanion, Inc.
Financial Services
|
399,691 | $10,236,086 | 8.15% |
| MGNI |
Magnite, Inc.
Communication Services
|
855,904 | $10,168,139 | 8.10% |
| AIOT |
Powerfleet, Inc.
Technology
|
2,436,612 | $7,504,764 | 5.98% |
| ACIW |
Aci Worldwide, Inc.
Technology
|
181,315 | $7,435,728 | 5.92% |
| FTI |
TechnipFMC plc
Energy
|
107,166 | $7,408,385 | 5.90% |
| CERT |
Certara, Inc.
Healthcare
|
1,288,452 | $7,344,176 | 5.85% |
| SSYS |
Stratasys Ltd.
Technology
|
926,799 | $7,238,300 | 5.76% |
Holdings in FTI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,408,385 | 107,166 | Shares | Sole | 2026-04-10 | |
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