Fund HoldingsKopion Asset Management, LLC

Total Portfolio Value
$130.48M
Total Bought
$19.68M
Total Sold
$11.83M
Net Transaction
+$7.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MIX TELEMATICS LTD971,3581,025,321+53,9635,3628,8286.77%+3,466
SIMULATIONS PLUS INC50,087122,709+72,6222,0895,4914.21%+3,403
SOUNDTHINKING INC0125,369+125,36903,2022.45%+3,202
ACI WORLDWIDE INC309,789308,706-1,0836,9899,4467.24%+2,458
BORGWARNER INC205,975299,260+93,2858,31510,7288.22%+2,413
MAGNITE INC(MGNI)1,027,6151,087,041+59,4267,74810,1537.78%+2,405
COHERENT CORP(COHR)279,883254,024-25,8599,13511,0588.47%+1,922
COGNEX CORP(CGNX)131,310173,663+42,3535,5737,2495.56%+1,676
STRATASYS LTD575,039659,499+84,4607,8269,4187.22%+1,591
ANSYS INC14,13415,602+1,4684,2065,6624.34%+1,456
HEXCEL CORP NEW(HXL)80,08379,827-2565,2175,8874.51%+671
TRUPANION INC(TRUP)349,217329,105-20,1129,84810,0417.70%+193
TYLER TECHNOLOGIES INC(TYL)1,1891,192+34594980.38%+39
TECHNIPFMC PLC(FTI)545,700552,468+6,76811,10011,1278.53%+27
SPDR SER TR
ST STR BLO 1 ETF
33,09928,571-4,5283,0392,6112.00%-428
VARONIS SYS INC(VRNS)317,656201,272-116,3849,7019,1146.98%-588
PROS HOLDINGS INC172,164135,307-36,8575,9605,2494.02%-712
TENNANT CO(TNC)85,83550,904-34,9316,3654,7183.62%-1,646
DENBURY INC32,7960-32,7963,2140-3,214
Page 1 of 1