Kopp Family Office, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Kopp Family Office, LLC disclosed 28 US equity positions worth $144.7m in its Q1 2025 13F filing. The largest position was VEA at 20.1% of the reported book, followed by VWO and AGG. Against the Q4 2024 filing, it opened 9 new positions, added to 3 and reduced 3 among the top 28 holdings.
What did Kopp Family Office, LLC own in Q1 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VEA VANGUARD TAX-MANAGED FDS | 20.1% | $29.1m | 572,635 | -7% | reduced | |
| 2 | VWO VANGUARD INTL EQUITY INDEX F | 12.1% | $17.5m | 387,515 | -2% | reduced | |
| 3 | AGG ISHARES TR | 7.5% | $10.8m | 109,080 | 1% | added | |
| 4 | FIVN FIVE9 INC | Technology | 6.2% | $9.0m | 332,245 | 0% | held |
| 5 | WK WORKIVA INC | Technology | 5.8% | $8.5m | 111,328 | -0% | held |
| 6 | VCEL VERICEL CORP | Healthcare | 5.6% | $8.1m | 181,211 | -33% | reduced |
| 7 | NEO NEOGENOMICS INC | Healthcare | 5.4% | $7.9m | 828,575 | 0% | held |
| 8 | IWO ISHARES TR | 5.3% | $7.7m | 30,115 | – | new | |
| 9 | NTNX NUTANIX INC | Technology | 4.7% | $6.8m | 97,604 | 0% | held |
| 10 | INSP INSPIRE MED SYS INC | Healthcare | 4.5% | $6.5m | 41,041 | 0% | held |
| 11 | TEAM ATLASSIAN CORPORATION | Technology | 3.9% | $5.6m | 26,445 | – | new |
| 12 | ATEC ALPHATEC HLDGS INC | Healthcare | 2.6% | $3.8m | 370,360 | – | new |
| 13 | IJH ISHARES TR | 2.3% | $3.3m | 56,113 | 3% | added | |
| 14 | RSP INVESCO EXCHANGE TRADED FD T | 2.2% | $3.2m | 18,580 | 3% | added | |
| 15 | MANH MANHATTAN ASSOCIATES INC | Technology | 2.0% | $2.9m | 16,969 | – | new |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.9% | $2.8m | 205,407 | 0% | held |
| 17 | XMTR XOMETRY INC | 1.9% | $2.7m | 110,228 | – | new | |
| 18 | VMEO* VIMEO INC | 1.9% | $2.7m | 514,873 | – | new | |
| 19 | MSFT MICROSOFT CORP | Technology | 1.7% | $2.5m | 6,652 | – | new |
| 20 | HWKN HAWKINS INC | Basic Materials | 1.1% | $1.6m | 14,891 | – | new |
| 21 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 0.8% | $1.2m | 90,485 | – | new |
| 22 | IEFA ISHARES TR | 0.1% | $105.9k | 1,400 | 0% | held | |
| 23 | ISTB ISHARES TR | 0.1% | $105.1k | 2,173 | 0% | held | |
| 24 | IVV ISHARES TR | 0.1% | $89.3k | 159 | 0% | held | |
| 25 | IEMG ISHARES INC | 0.0% | $62.1k | 1,150 | 0% | held | |
| 26 | IAGG ISHARES TR | 0.0% | $41.9k | 839 | 0% | held | |
| 27 | ISHARES TR | 0.0% | $39.5k | 911 | 0% | held | |
| 28 | IJR ISHARES TR | 0.0% | $14.7k | 141 | 0% | held |
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.