Koch, Inc.
Portfolio value QoQ: +18.7% 13F does not disclose cash
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: 5.5 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
Performance vs S&P 500
Annualized: +32.4% · S&P 500: +28.7%
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.
Sector breakdown
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MRVL | $297,890,000 | 27.22% | 1,000,000 | $37,883,750 | Down ×1 | ||
| CMP | $218,987,378 | 20.01% | 7,034,609 | $54,729,258 | |||
| IBTA | $149,932,647 | 13.70% | 4,389,129 | $18,390,451 | |||
| KBDC | $141,862,104 | 12.96% | 10,485,004 | $-25,266,032 | Down ×2 | ||
| GETY | $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 | $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 | $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% |