Data as of Q4 2025 (Dec 31, 2025)
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Showing Q1 2024 data
Kopp LeRoy C's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Kopp LeRoy C

โ€ขCIK: 1399913โ€ขFiling: Q1 2024

**Kopp LeRoy C** manages $175M across a concentrated portfolio of 21 positions. The strategy exhibits significant international and sector tilts, evidenced by top holdings including VEA at $31.0M and IWM at $28.8M. Further allocations are notable in VCEL ($23.8M) and VWO ($16.7M), suggesting a focus on global equity exposure. The fund maintains substantial exposure across diverse markets, with the top ten holdings accounting for over $150M of its current assets.

Total AUM
$175.1M
QoQ Performance
N/A
Positions
13
Top 10 Concentration
92.3%
Latest Filing
Q1 2024

Top Holdings Allocation

VEA
IWM
VCEL
VWO
FIVN
NEO
TEAM
INSP
VEA17.7%
IWM16.4%
VCEL13.6%
VWO9.6%
FIVN8.4%
NEO8.0%
TEAM5.5%
INSP5.0%

๐Ÿ“ˆ Biggest Buys

VEA
VANGUARD TAX-MANAGED FDS
NEW
17.7% of portfolio
IWM
ISHARES TR
NEW
16.4% of portfolio
VCEL
Vericel Corporation
NEW
13.6% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
NEW
9.6% of portfolio
FIVN
Five9 Inc
NEW
8.4% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other99.9%
ETF0.1%