Koch, Inc.
CIK 2027344 · View on SEC EDGAR ↗
- Portfolio value
- $1.1B
- Positions
- 10
- As of
- June 30, 2026
Portfolio value QoQ: +18.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 10
- Effective number of positions
- 6.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.23% Est. buys $82,980,782 · sells $507,022,825
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 2
- Increased
- 0
- Decreased
- 2
- Closed
- 0
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +2.9% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 94.9% · Options excluded: 0.0%
Sector breakdown
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology, Inc. - Common Stock | $297,890,000 | 27.22% | 1,000,000 | $37,883,750 | Down ×1 | ||
| CMP Compass Minerals Intl Inc Common Stock | $218,987,378 | 20.01% | 7,034,609 | $54,729,258 | |||
| IBTA Ibotta, Inc. Class A Common Stock | $149,932,647 | 13.70% | 4,389,129 | $18,390,451 | |||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $141,862,104 | 12.96% | 10,485,004 | $-25,266,032 | Down ×2 | ||
| GETY Getty Images Holdings, Inc. Class A Common Stock | $99,122,952 | 9.06% | 115,259,246 | $7,676,266 | |||
| Unknown issuer (CUSIP: G22845104) | $48,900,000 | 4.47% | 3,000,000 | Up ×1 | |||
| SLI | $37,070,228 | 3.39% | 13,480,083 | $-8,896,855 | |||
| CMTG Claros Mortgage Trust, Inc. Common Stock | $35,548,255 | 3.25% | 15,126,917 | $-453,807 | |||
| Unknown issuer (CUSIP: 38013D106) | $34,080,782 | 3.11% | 2,204,449 | Up ×1 | |||
| VIA Via Transportation, Inc. Class A Common Stock | $30,842,190 | 2.82% | 1,700,231 | $5,338,725 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: G22845104) | $48,900,000 | 3,000,000 | 4.47% |
| Unknown issuer (CUSIP: 38013D106) | $34,080,782 | 2,204,449 | 3.11% |