Fund HoldingsKopion Asset Management, LLC

Total Portfolio Value
$140.75M
Total Bought
$9.64M
Total Sold
$9.05M
Net Transaction
+$588.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SOUNDTHINKING INC125,369411,214+285,8453,2026,5304.64%+3,328
BORGWARNER INC299,260373,375+74,11510,72812,9719.22%+2,243
MIX TELEMATICS LTD1,025,321759,866-265,4558,82811,0567.86%+2,228
TECHNIPFMC PLC(FTI)552,468519,523-32,94511,12713,0459.27%+1,919
TRUPANION INC(TRUP)329,105430,879+101,77410,04111,8978.45%+1,856
COGNEX CORP(CGNX)173,663203,696+30,0337,2498,6416.14%+1,392
MAGNITE INC(MGNI)1,087,0411,024,311-62,73010,15311,0117.82%+858
TENNANT CO(TNC)50,90441,078-9,8264,7184,9953.55%+277
SPDR SER TR
ST STR BLO 1 ETF
28,57131,137+2,5662,6112,8582.03%+247
STRATASYS LTD659,499821,112+161,6139,4189,5416.78%+124
TYLER TECHNOLOGIES INC(TYL)1,1921,193+14985070.36%+9
ACI WORLDWIDE INC308,706277,409-31,2979,4469,2136.55%-234
ANSYS INC15,60215,593-95,6625,4133.85%-248
PROS HOLDINGS INC135,307135,297-105,2494,9153.49%-333
SIMULATIONS PLUS INC122,709122,715+65,4915,0503.59%-442
HEXCEL CORP NEW(HXL)79,82770,421-9,4065,8875,1303.64%-757
VARONIS SYS INC(VRNS)201,272174,654-26,6189,1148,2385.85%-875
COHERENT CORP(COHR)254,024160,618-93,40611,0589,7376.92%-1,321
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