account_balance
Investment manager · 13F filer · SEC CIK 1728689
Kopion Asset Management, LLC
Reported value$158Mas of Jun 30, 2026
Positions21 1 new, 0 sold out
Top 10 weight71.1%VRNS alone is 10%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRNSVaronis Sys Inc
10.1%Trimmed −23%
NICENice Ltd
8.4%Added +27%
TRUPTrupanion Inc
8.2%Added +31%
MGNIMagnite Inc
8.1%Trimmed −21%
CERTCertara Inc
7.7%Added +44%
SSTISoundthinking Inc
6.4%Added +15%
AIOTPowerfleet Inc
5.9%
ACIWAci Worldwide Inc
5.7%
TNCTennant Co
5.5%Trimmed −42%
SSYSStratasys Ltd
5.1%Added +2%
CGNXCognex Corp
4.2%Trimmed −5%
FTITechnipfmc PLC
4.2%Trimmed −8%
VRNSVaronis Sys Inc
10.1%Trimmed −23%
NICE8.4%TRUP8.2%MGNI8.1%CERT7.7%SSTI6.4%AIOT5.9%ACIW5.7%TNC5.5%SSYS5.1%CGNX4.2%FTI4.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VRNS Varonis Sys Inc 10.1% Trimmed −23%NICE Nice Ltd 8.4% Added +27%TRUP Trupanion Inc 8.2% Added +31%MGNI Magnite Inc 8.1% Trimmed −21%CERT Certara Inc 7.7% Added +44%SSTI Soundthinking Inc 6.4% Added +15%AIOT Powerfleet Inc 5.9% HeldACIW Aci Worldwide Inc 5.7% HeldTNC Tennant Co 5.5% Trimmed −42%SSYS Stratasys Ltd 5.1% Added +2%CGNX Cognex Corp 4.2% Trimmed −5%FTI Technipfmc PLC 4.2% Trimmed −8%
What changed