Kopion Asset Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TENNANT CO(TNC) | 123,037 | 171,553 | +48,516 | 9,067,827 | 11,391,119 | 8.86% | +2,323,292 |
| CRYOPORT INC | 0 | 209,162 | +209,162 | 0 | 1,731,861 | 1.35% | +1,731,861 |
| TYLER TECHNOLOGIES INC(TYL) | 0 | 3,834 | +3,834 | 0 | 1,312,685 | 1.02% | +1,312,685 |
| ACI WORLDWIDE INC | 138,133 | 181,315 | +43,182 | 6,604,139 | 7,435,728 | 5.79% | +831,589 |
| NICE LTD(NICE) | 106,432 | 115,026 | +8,594 | 12,031,073 | 12,682,767 | 9.87% | +651,694 |
| ENERGY RECOVERY INC | 334,469 | 506,965 | +172,496 | 4,511,987 | 5,105,138 | 3.97% | +593,151 |
| MAGNITE INC(MGNI) | 614,459 | 855,904 | +241,445 | 9,972,670 | 10,168,140 | 7.91% | +195,470 |
| SIMULATIONS PLUS INC | 134,388 | 222,443 | +88,055 | 2,449,893 | 2,629,276 | 2.05% | +179,383 |
| VARONIS SYS INC(VRNS) | 331,969 | 495,694 | +163,725 | 10,888,583 | 10,642,550 | 8.28% | -246,033 |
| TRUPANION INC(TRUP) | 293,706 | 399,691 | +105,985 | 10,975,793 | 10,236,087 | 7.97% | -739,706 |
| POWERFLEET INC | 1,553,700 | 2,436,612 | +882,912 | 8,265,684 | 7,504,765 | 5.84% | -760,919 |
| STRATASYS LTD | 935,626 | 926,799 | -8,827 | 8,121,234 | 7,238,300 | 5.63% | -882,934 |
| COGNEX CORP(CGNX) | 163,138 | 96,065 | -67,073 | 5,869,705 | 4,706,224 | 3.66% | -1,163,481 |
| HEXCEL CORP NEW(HXL) | 75,785 | 54,443 | -21,342 | 5,600,512 | 4,406,072 | 3.43% | -1,194,440 |
| CERTARA INC | 982,710 | 1,288,452 | +305,742 | 8,657,675 | 7,344,176 | 5.71% | -1,313,499 |
| SOUNDTHINKING INC | 972,108 | 972,302 | +194 | 7,806,027 | 6,436,639 | 5.01% | -1,369,388 |
| SPDR SERIES TRUST | 52,855 | 32,033 | -20,822 | 4,829,890 | 2,935,504 | 2.28% | -1,894,386 |
| BORGWARNER INC | 198,327 | 121,014 | -77,313 | 8,936,615 | 6,566,220 | 5.11% | -2,370,395 |
| COHERENT CORP(COHR) | 22,628 | 2,649 | -19,979 | 4,176,450 | 631,018 | 0.49% | -3,545,432 |
| TECHNIPFMC PLC(FTI) | 248,983 | 107,166 | -141,817 | 11,094,682 | 7,408,386 | 5.76% | -3,686,296 |