Kopp Family Office, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Kopp Family Office, LLC disclosed 21 US equity positions worth $157.8m in its Q4 2024 13F filing. The largest position was VEA at 18.6% of the reported book, followed by VWO and VCEL. Against the Q3 2024 filing, it opened 0 new positions, added to 5 and reduced 5 among the top 21 holdings.
What did Kopp Family Office, LLC own in Q4 2024? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VEA VANGUARD TAX-MANAGED FDS | 18.6% | $29.3m | 613,035 | -0% | held | |
| 2 | VWO VANGUARD INTL EQUITY INDEX F | 11.1% | $17.5m | 397,415 | -0% | held | |
| 3 | VCEL Vericel Corporation | Healthcare | 9.4% | $14.8m | 269,518 | -28% | reduced |
| 4 | NEO NeoGenomics Inc | Healthcare | 8.7% | $13.7m | 828,575 | -11% | reduced |
| 5 | FIVN Five9 Inc | Technology | 8.6% | $13.5m | 332,245 | -6% | reduced |
| 6 | WK Workiva Inc | Technology | 7.7% | $12.2m | 111,588 | -0% | held |
| 7 | TEAM Atlassian Corp PLC | Technology | 7.7% | $12.1m | 49,634 | -0% | held |
| 8 | AGG ISHARES TR | 6.6% | $10.5m | 108,000 | 11% | added | |
| 9 | IWM ISHARES TR | 6.2% | $9.8m | 33,955 | 0% | held | |
| 10 | INSP Inspire Med Sys Inc | Healthcare | 4.8% | $7.6m | 41,041 | -0% | held |
| 11 | NTNX Nutanix, Inc. | Technology | 3.8% | $6.0m | 97,604 | -0% | held |
| 12 | VRDN Viridian Therapeutics Inc | Healthcare | 2.5% | $3.9m | 205,407 | -0% | held |
| 13 | IJH ISHARES TR | 2.2% | $3.4m | 54,463 | 9539% | added | |
| 14 | RSP Invesco Exchange Traded | 2.0% | $3.2m | 18,000 | 0% | held | |
| 15 | ISTB ISHARES TR | 0.1% | $104.0k | 2,173 | 8% | added | |
| 16 | IEFA ISHARES TR | 0.1% | $98.0k | 1,400 | 0% | held | |
| 17 | IVV ISHARES TR | 0.1% | $94.0k | 159 | -19% | reduced | |
| 18 | IEMG ISHARES TR | 0.0% | $60.0k | 1,150 | 0% | held | |
| 19 | IAGG ISHARES TR | 0.0% | $42.0k | 839 | 4% | added | |
| 20 | ISHARES TR | 0.0% | $39.0k | 911 | 9% | added | |
| 21 | IJR ISHARES TR | 0.0% | $16.0k | 141 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.