Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kopp LeRoy C (CIK 1399913) reported $175.1M across 21 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: VEA ($31.0M, 17.73%), IWM ($28.8M, 16.43%), VCEL ($23.8M, 13.60%), VWO ($16.7M, 9.56%), FIVN ($14.8M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $31.0M | 17.73% | 618,865 | New |
| 2 | IWM | ISHARES TR | $28.8M | 16.43% | 106,250 | New |
| 3 | VCEL | Vericel Corporation | $23.8M | 13.60% | 457,615 | New |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $16.7M | 9.56% | 400,515 | New |
| 5 | FIVN | Five9 Inc | $14.8M | 8.43% | 237,492 | New |
| 6 | NEO | NeoGenomics Inc | $14.1M | 8.03% | 894,509 | New |
| 7 | TEAM | Atlassian Corp PLC | $9.7M | 5.54% | 49,683 | New |
| 8 | INSP | Inspire Med Sys Inc | $8.8M | 5.04% | 41,054 | New |
| 9 | JAMF | JAMF HOLDING CORP | $7.4M | 4.22% | 402,451 | New |
| 10 | WK | Workiva Inc | $6.5M | 3.70% | 76,427 | New |
| 11 | MODN | Model N Inc | $6.1M | 3.49% | 214,451 | New |
| 12 | VRDN | Viridian Therapeutics Inc | $3.6M | 2.06% | 205,640 | New |
| 13 | MITK | MITEK SYS INC | $3.3M | 1.91% | 236,855 | New |
| 14 | IVV | ISHARES TR | $104,000 | 0.06% | 197 | New |
| 15 | IEFA | ISHARES TR | $104,000 | 0.06% | 1,400 | New |
| 16 | ISTB | ISHARES TR | $96,000 | 0.05% | 2,015 | New |
| 17 | IEMG | ISHARES TR | $59,000 | 0.03% | 1,150 | New |
| 18 | IJH | ISHARES TR | $34,000 | 0.02% | 565 | New |
| 19 | IMTB | ISHARES TR | $36,000 | 0.02% | 834 | New |
| 20 | IAGG | ISHARES TR | $40,000 | 0.02% | 806 | New |
| 21 | IJR | ISHARES TR | $18,000 | 0.01% | 164 | New |
Source: SEC Form 13F filings · as of 2024-03-31