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CIK: 0001683689
Total reported value
$163.2M
$163.2M
21 檔
54.4%
The Q4 2024 SEC filing reveals that Kopp Family Office, LLC held a total portfolio value of $163.2M, covering 21 public equity positions.
In Q4 2024, Kopp Family Office, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.57% | -0.22% | -0.08% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.09% | -0.19% | -0.11% | |
| 3 | VCEL | Vericel CORP | Stock-Other | 9.38% | -2.23% | -27.73% | |
| 4 | NEO | Neogenomics Inc | Stock-Healthcare | 8.65% | — | -10.62% | |
| 5 | FIVN | Five9 Inc | Stock-Tech | 8.55% | — | -5.63% | |
| 6 | WK | Workiva Inc | Stock-Tech | 7.74% | -0.63% | -0.11% | |
| 7 | TEAM | Atlassian Corporation | Stock-Tech | 7.65% | — | -0.12% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.63% | +1.68% | +11.34% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.19% | — | — | |
| 10 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 4.82% | — | -0.06% | |
| 11 | NTNX | Nutanix Inc - A | Stock-Tech | 3.78% | +0.22% | -0.06% | |
| 12 | VRDN | Viridian Therapeutics Inc | Stock-Other | 2.50% | -0.74% | EXIT | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.19% | +9539.47% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.00% | -0.04% | — | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.07% | -0.01% | +7.84% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | +0.02% | NEW | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.03% | -19.29% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.04% | +0.01% | NEW | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.03% | — | +4.09% | |
| 20 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.02% | -0.01% | +9.23% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | +0.02% | -14.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corporation | +2.6% | -0.12% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +2.1% | +9539.47% | Add |
| 3 | FIVN | Five9 Inc | +2.1% | -5.63% | Trim |
| 4 | WK | Workiva Inc | +2.1% | -0.11% | Trim |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +11.34% | Add |
| 6 | NTNX | Nutanix Inc - A | +0.1% | -0.06% | Trim |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +7.84% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 10 | IJR | Ishares Core S&p Small-cap E | — | -14.02% | Trim |
| 11 | IMTB | Ishares Core 5-10 Year Usd | — | +9.23% | Add |
| 12 | IAGG | Ishares Intl Aggregate Bond | — | +4.09% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | -19.29% | Trim |
| 14 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 15 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Unchanged |
| 16 | NEO | Neogenomics Inc | -0.1% | -10.62% | Trim |
| 17 | VRDN | Viridian Therapeutics Inc | -0.5% | -0.16% | Trim |
| 18 | VCEL | Vericel CORP | -0.7% | -27.73% | Trim |
| 19 | INSP | Inspire Medical Systems Inc | -0.7% | -0.06% | Trim |
| 20 | VWO | Vanguard Ftse Emerging Marke | -1% | -0.11% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | -2.1% | -0.08% | Trim |
| 22 | JAMF | Jamf Holding CORP | -4.5% | EXIT | Sold out |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VCEL) accounted for 54.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
JAMF
前期市值: $7.0M
During Q4 2024, Kopp Family Office, LLC's top holdings by market value included VEA (18.6%)、VWO (11.1%)、VCEL (9.4%). The largest single position, VEA, represented 18.6% of total portfolio value.
In Q4 2024, Kopp Family Office, LLC made 18 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 12 holdings, and fully liquidating 1 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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