§ 13F · FUND PROFILE
Kopion Asset Management, LLC.
AUM · $158M (13F)Positions · 21Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRNS | VARONIS SYS INC | 382K | $16M | 10.1% | −23% |
| 2 | NICE | NICE LTD | 146K | $13M | 8.4% | +27% |
| 3 | TRUP | TRUPANION INC | 523K | $13M | 8.2% | +31% |
| 4 | MGNI | MAGNITE INC | 674K | $13M | 8.1% | −21% |
| 5 | CERT | CERTARA INC | 1.86M | $12M | 7.7% | +44% |
| 6 | SSTI | SOUNDTHINKING INC | 1.11M | $10M | 6.4% | +15% |
| 7 | AIOT | POWERFLEET INC | 2.42M | $9M | 5.9% | −1% |
| 8 | ACIW | ACI WORLDWIDE INC | 180K | $9M | 5.7% | ±0% |
| 9 | TNC | TENNANT CO | 100K | $9M | 5.5% | −42% |
| 10 | SSYS | STRATASYS LTD | 948K | $8M | 5.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOPION SIGNAL
AC read
Kopion Asset Management, LLC is a Other fund managing $158 million in assets. The fund runs a focused portfolio of just 21 positions.
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