Kopp Family Office’s Alphatec Holdings ATEC Stock Holding History

Kopp Family Office’s Portfolio ATEC Stock Details ATEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Buy	328,963 +283	+0.1%	+$2.58K	1.74%	8
2026 Q1	$3.58M	Hold	328,680	–	–	2.46%	9
2025 Q4	$6.92M	Sell	328,680 -36,375	-10%	-$673K	4.41%	7
2025 Q3	$5.31M	Sell	365,055 -4,300	-1%	-$59.9K	3.46%	10
2025 Q2	$4.1M	Sell	369,355 -1,005	-0.3%	-$11.5K	2.65%	14
2025 Q1	$3.76M	Buy	+370,360	New	+$3.98M	2.6%	12

Other funds holding ATEC

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kopp Family Office's ATEC Position: Q2 2026 in Review

Kopp Family Office increased its Alphatec Holdings (ATEC) stake by 0.09% in Q2 2026, buying an estimated $2.58K and bringing the position to 328,963 shares worth $2.85M. The position accounts for 1.74% of the portfolio, ranked #8.

Kopp Family Office first reported a position in ATEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.92M in Q4 2025. 56 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Kopp Family Office held 328,963 shares of Alphatec Holdings worth $2.85M as of Q2 2026.
Kopp Family Office bought 283 Alphatec Holdings shares in Q2 2026, an estimated $2.58K.
Alphatec Holdings made up 1.74% of Kopp Family Office's portfolio in Q2 2026, its #8 holding.
Kopp Family Office first reported a position in Alphatec Holdings in Q1 2025 and has held it in 6 quarters since.
Kopp Family Office's Alphatec Holdings position peaked at $6.92M in Q4 2025.
56 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.