Terry Ledbetter, Jr.
@Kopion Asset Management, Llc
Latest period2024 - Q4ReportedManaged Assets$142.437MTotal holdings20
Assets growth rate2.56%Assets growth rate (2-Q avg)0.57%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Kopion Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 20 positions.
Assets under management
The assets under management (AUM) of Kopion Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 142.437M in assets, with a quarterly growth rate of 2.56% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by Terry Ledbetter, Jr., and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
COHRCoherent Corp
| 4.08% | $5.81M 61,328 shares@ $94.73 avg price | Decreased -40.66% |
ACIWAci Worldwide Inc
| 3.76% | $5.352M 103,106 shares@ $51.91 avg price | Decreased -20.21% |
TNCTennant Co
| 1.86% | $2.642M 32,402 shares@ $81.53 avg price | Decreased -1.95% |
TYLTyler Technologies Inc
| 0.44% | $625,078 1,084 shares@ $576.65 avg price | Decreased -3.04% |