Kopp Family Office, LLC Portfolio Holdings

Kopp Family Office, LLC

  • $158 Million
  • Q4 2024

Kopp Family Office, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $29.3M, Vanguard Ftse Emerging Mkts Et with a value of $17.5M, Vericel Corp with a value of $14.8M, Neogenomics Inc with a value of $13.7M, and Five9, Inc. with a value of $13.5M.

Examining the 13F form we can see an increase of $787K in the current position value, from $157M to 158M.

Kopp Family Office, LLC is based out at Bloomington, MN

Below you can find more details about Kopp Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
ETFs: $74.1 Million
Technology: $43.8 Million
Healthcare: $40 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.3 Million 18.57% of portfolio
613,035
Q4 2024 Reduced 0.08%
$0
$17.5 Million 11.09% of portfolio
397,415
Q4 2024 Reduced 0.11%
$2.41B
$14.8 Million 9.38% of portfolio
269,518
Q4 2024 Reduced 27.73%
$1.17B
$13.7 Million 8.65% of portfolio
828,575
Q4 2024 Reduced 10.62%
$2.34B
$13.5 Million 8.55% of portfolio
332,245
Q4 2024 Reduced 5.63%
$4.24B
$12.2 Million 7.74% of portfolio
111,588
Q4 2024 Reduced 0.11%
$40.4B
$12.1 Million 7.65% of portfolio
49,634
Q4 2024 Reduced 0.12%
$0
$10.5 Million 6.63% of portfolio
108,000
Q4 2024 Added 11.34%
$0
$9.77 Million 6.19% of portfolio
33,955
Q3 2024 Reduced 61.81%
$5.21B
$7.61 Million 4.82% of portfolio
41,041
Q4 2024 Reduced 0.06%
$17.7B
$5.97 Million 3.78% of portfolio
97,604
Q4 2024 Reduced 0.06%
$608M
$3.94 Million 2.5% of portfolio
205,407
Q4 2024 Reduced 0.16%
$0
$3.39 Million 2.15% of portfolio
54,463
Q4 2024 Added 9,539.47%
$0
$3.15 Million 2.0% of portfolio
18,000
Q3 2024 New
$0
$104,000 0.07% of portfolio
2,173
Q4 2024 Added 7.84%
$0
$98,000 0.06% of portfolio
1,400
Q2 2023 Reduced 45.03%
$0
$60,000 0.04% of portfolio
1,150
Q2 2023 Reduced 20.96%
$0
$42,000 0.03% of portfolio
839
Q4 2024 Added 4.09%
$0
$39,000 0.02% of portfolio
911
Q4 2024 Added 9.23%
$0
$16,000 0.01% of portfolio
141
Q4 2024 Reduced 14.02%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $158 Million
  • Prior Value $157 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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