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CIK: 0001683689
Total reported value
$163.2M
$163.2M
28 檔
45.9%
In Q1 2025, Kopp Family Office, LLC's U.S. equity holdings reached a combined market value of $163.2M, distributed across 28 disclosed stock positions.
In Q1 2025, Kopp Family Office, LLC displayed an active expansion posture, initiating 28 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.12% | -0.22% | -6.59% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 12.12% | -0.19% | -2.49% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.46% | +1.68% | +1.00% | |
| 4 | FIVN | Five9 Inc | Stock-Tech | 6.24% | — | — | |
| 5 | WK | Workiva Inc | Stock-Tech | 5.84% | -0.63% | -0.23% | |
| 6 | VCEL | Vericel CORP | Stock-Other | 5.59% | -2.23% | -32.76% | |
| 7 | NEO | Neogenomics Inc | Stock-Healthcare | 5.44% | — | — | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.32% | — | — | |
| 9 | NTNX | Nutanix Inc - A | Stock-Tech | 4.71% | +0.22% | — | |
| 10 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 4.52% | — | — | |
| 11 | TEAM | Atlassian Corp-cl A | Stock-Tech | 3.88% | — | — | |
| 12 | ATEC | Alphatec Holdings Inc | Stock-Other | 2.60% | -0.72% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.26% | +0.19% | +3.03% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.23% | -0.04% | +3.22% | |
| 15 | MANH | Manhattan Associates Inc | Stock-Tech | 2.03% | -0.10% | — | |
| 16 | VRDN | Viridian Therapeutics Inc | Stock-Other | 1.91% | -0.74% | EXIT | |
| 17 | XMTR | Xometry Inc-a | Stock-Other | 1.90% | +0.07% | — | |
| 18 | VMEO* | Vimeo Inc | Stock-Other | 1.87% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.13% | — | |
| 20 | HWKN | Hawkins Inc | Stock-Other | 1.09% | -1.84% | — | |
| 21 | TCMD | Tactile Systems Technology I | Stock-Other | 0.83% | -0.01% | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.07% | +0.02% | NEW | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.07% | -0.01% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.03% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.04% | +0.01% | NEW | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.03% | — | — | |
| 27 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.03% | -0.01% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 2 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 3 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 4 | FIVN | Five9 Inc | — | NEW | New buy |
| 5 | WK | Workiva Inc | — | NEW | New buy |
| 6 | VCEL | Vericel CORP | — | NEW | New buy |
| 7 | NEO | Neogenomics Inc | — | NEW | New buy |
| 8 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 9 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 10 | INSP | Inspire Medical Systems Inc | — | NEW | New buy |
| 11 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 12 | ATEC | Alphatec Holdings Inc | — | NEW | New buy |
| 13 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 14 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 15 | MANH | Manhattan Associates Inc | — | NEW | New buy |
| 16 | VRDN | Viridian Therapeutics Inc | — | NEW | New buy |
| 17 | XMTR | Xometry Inc-a | — | NEW | New buy |
| 18 | VMEO* | Vimeo Inc | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | HWKN | Hawkins Inc | — | NEW | New buy |
| 21 | TCMD | Tactile Systems Technology I | — | NEW | New buy |
| 22 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | New buy |
| 24 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 25 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 26 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 27 | IMTB | Ishares Core 5-10 Year Usd | — | NEW | New buy |
| 28 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
According to official SEC Form 13F filings, Kopp Family Office, LLC reported a total U.S. public equity portfolio value of $163.2M across 28 disclosed positions in Q1 2025.
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, AGG) accounted for 45.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $29.1M
During Q1 2025, Kopp Family Office, LLC's top holdings by market value included VEA (20.1%)、VWO (12.1%)、AGG (7.5%). The largest single position, VEA, represented 20.1% of total portfolio value.
In Q1 2025, Kopp Family Office, LLC made 28 total portfolio adjustments, initiating 28 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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