Kopp Family Office, LLC
CIK 1683689 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- VEA20.12%
- VWO12.12%
- AGG7.46%
- FIVN6.24%
- WK5.84%
- VCEL5.59%
- NEO5.44%
- IWO5.32%
- NTNX4.71%
- INSP4.52%
Share classes counted separately77.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCELWeight decreased · -3.79 pp9.38% → 5.59%Shares -88.31K (-32.76%)
- NEOWeight decreased · -3.21 pp8.65% → 5.44%Shares 0 (0.00%)
- FIVNWeight decreased · -2.31 pp8.55% → 6.24%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $29.11M | 20.12% | 572.63K shares | 18.57% → 20.12%+1.55 pp -40.40K (-6.59%) | Reduced | ↗▾ |
| 02 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $17.54M | 12.12% | 387.51K shares | 11.09% → 12.12%+1.03 pp -9.90K (-2.49%) | Reduced | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $10.79M | 7.46% | 109.08K shares | 6.63% → 7.46%+0.83 pp +1.08K (+1.00%) | Added | ↗▾ |
| 04 | FIVNFIVE9 INC View history and evidence | $9.02M | 6.24% | 332.25K shares | 8.55% → 6.24%-2.31 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | WKWORKIVA INCCOM CL A View history and evidence | $8.45M | 5.84% | 111.33K shares | 7.74% → 5.84%-1.90 pp -260 (-0.23%) | Reduced | ↗▾ |
| 06 | VCELVERICEL CORP View history and evidence | $8.09M | 5.59% | 181.21K shares | 9.38% → 5.59%-3.79 pp -88.31K (-32.76%) | Reduced | ↗▾ |
| 07 | NEONEOGENOMICS INCCOM NEW View history and evidence | $7.86M | 5.44% | 828.58K shares | 8.65% → 5.44%-3.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $7.70M | 5.32% | 30.11K shares | Prior unavailable +30.11K | New | ↗▾ |
| 09 | NTNXNUTANIX INC - ACL A View history and evidence | $6.81M | 4.71% | 97.60K shares | 3.78% → 4.71%+0.93 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | INSPINSPIRE MEDICAL SYSTEMS INC View history and evidence | $6.54M | 4.52% | 41.04K shares | 4.82% → 4.52%-0.30 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 2207548D ATLASSIAN CORP LTD-CL A | Non-derivative | -49,634 | -$12.08M | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -33,955 | -$9.77M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1683689 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144651998
}Take these holdings further.
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