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CIK: 0001683689
Total reported value
$163.2M
$163.2M
21 檔
70.5%
The Q1 2024 SEC filing reveals that Kopp Family Office, LLC held a total portfolio value of $163.2M, covering 21 public equity positions.
During Q1 2024, Kopp Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IWM, VCEL) accounted for 70.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 17.73% | -0.22% | +1.09% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 16.43% | — | -6.35% | |
| 3 | VCEL | Vericel CORP | Stock-Other | 13.60% | -2.23% | -0.39% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.56% | -0.19% | +0.77% | |
| 5 | FIVN | Five9 Inc | Stock-Tech | 8.43% | — | — | |
| 6 | NEO | Neogenomics Inc | Stock-Healthcare | 8.03% | — | -0.04% | |
| 7 | TEAM | Atlassian Corporation | Stock-Tech | 5.54% | — | +0.03% | |
| 8 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 5.04% | — | +23.56% | |
| 9 | JAMF | Jamf Holding CORP | Stock-Other | 4.22% | — | — | |
| 10 | WK | Workiva Inc | Stock-Tech | 3.70% | -0.63% | +0.05% | |
| 11 | MODNEUR | Model N Inc | Stock-Other | 3.49% | — | +0.05% | |
| 12 | VRDN | Viridian Therapeutics Inc | Stock-Other | 2.06% | -0.74% | EXIT | |
| 13 | MITK | Mitek Systems Inc | Stock-Other | 1.91% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | +0.02% | NEW | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.03% | — | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.05% | -0.01% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.03% | +0.01% | NEW | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.02% | — | — | |
| 19 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.02% | -0.01% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.02% | +0.19% | +400.00% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | +0.02% | — |
According to official SEC Form 13F filings, Kopp Family Office, LLC reported a total U.S. public equity portfolio value of $163.2M across 21 disclosed positions in Q1 2024.
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During Q1 2024, Kopp Family Office, LLC's top holdings by market value included VEA (17.7%)、IWM (16.4%)、VCEL (13.6%). The largest single position, VEA, represented 17.7% of total portfolio value.
In Q1 2024, Kopp Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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