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Size ($ in 1000's)
At 12/31/2023: $165,367 At 09/30/2023: $152,153
Kopp Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kopp Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Kopp Family Office LLC top holdings by largest position size, as per the latest 13f filing made by Kopp Family Office LLC.
In the Kopp Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kopp Family Office LLC in that top holding, then the share count change between reporting periods, and finally the Kopp Family Office LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD TAX MANAGED FDS (VEA) |
612,185 |
-29,360 |
$29,324 | VEA | 612,185 | -29,360 | $29,324 | ISHARES TR (IWM) |
113,455 |
-9,720 |
$22,772 | IWM | 113,455 | -9,720 | $22,772 | Five9 Inc |
237,492 |
-12,230 |
$18,688 | FIVN | 237,492 | -12,230 | $18,688 | Vericel Corporation |
459,415 |
UNCH |
$16,360 | VCEL | 459,415 | UNCH | $16,360 | VANGUARD INTL EQUITY INDEX F (VWO) |
397,465 |
-19,800 |
$16,336 | VWO | 397,465 | -19,800 | $16,336 | NeoGenomics Inc |
894,909 |
-151,730 |
$14,480 | NEO | 894,909 | -151,730 | $14,480 | Atlassian Corp PLC |
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$11,815 | CL A | 49,670 | UNCH | $11,815 | Workiva Inc |
76,386 |
UNCH |
$7,755 | WK | 76,386 | UNCH | $7,755 | JAMF HOLDING CORP |
402,451 |
-74,575 |
$7,268 | JAMF | 402,451 | -74,575 | $7,268 | Inspire Med Sys Inc |
33,225 |
+15,113 |
$6,759 | INSP | 33,225 | +15,113 | $6,759 | Model N Inc |
214,335 |
-10,000 |
$5,772 | MODN | 214,335 | -10,000 | $5,772 | Viridian Therapeutics Inc |
205,600 |
-8,690 |
$4,478 | VRDN | 205,600 | -8,690 | $4,478 | MITEK SYS INC |
236,855 |
-11,150 |
$3,089 | MITK | 236,855 | -11,150 | $3,089 | ISHARES TR (IEFA) |
1,400 |
UNCH |
$98 | IEFA | 1,400 | UNCH | $98 | ISHARES TR (ISTB) |
2,015 |
-55 |
$96 | ISTB | 2,015 | -55 | $96 | ISHARES TR (IVV) |
197 |
-26 |
$94 | IVV | 197 | -26 | $94 | ISHARES TR (IEMG) |
1,150 |
UNCH |
$58 | IEMG | 1,150 | UNCH | $58 | ISHARES TR (IAGG) |
806 |
UNCH |
$40 | IAGG | 806 | UNCH | $40 | ISHARES TR (IMTB) |
834 |
UNCH |
$36 | IMTB | 834 | UNCH | $36 | ISHARES TR (IJH) |
113 |
UNCH |
$31 | IJH | 113 | UNCH | $31 |
See Full List: All Stocks Held By Kopp Family Office LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Kopp Family Office LLC
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