Koch, Inc.
CIK
2027344
Location
WICHITA, KS
Portfolio Value
Small
$921,807,893
Diversification
Moderately concentrated
Filing Date
Global Rank
#1,593
/ 8,232
▲ 399
Top Industry
Semiconductors
28.2%
3Y Alpha vs SPY
-31.4%
Period ended 2 months ago
Filed May 12, 2026 · 33d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-18.4%
SPY
+23.4%
Annualised alpha
-31.4%
Max drawdown
−40.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.2%
+4.1 pts
Top 5
88.3%
+1.6 pts
Top 10
100.0%
0.0 pts
HHI
1,792
Moderately concentrated+39
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.2% | $417,051,911 |
| Basic Materials | 22.8% | $210,225,203 |
| Financial Services | 18.1% | $167,128,135 |
| Communication Services | 9.9% | $91,400,582 |
| Real Estate | 3.9% | $36,002,062 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KBDC | Kayne Anderson BDC, Inc. | −1 | 12,181,351 | $167,128,135 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 2,625,000 | $260,006,250 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
8 positions ·
$921,807,893 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 2,625,000 | $260,006,250 | 28.21% | |
| KBDC |
Kayne Anderson BDC, Inc.
Financial Services
|
Reduced | 12,181,351 | $167,128,135 | 18.13% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
Held | 7,034,609 | $164,258,120 | 17.82% | |
| IBTA |
Ibotta, Inc.
Technology
|
Held | 4,389,129 | $131,542,196 | 14.27% | |
| GETY |
Getty Images Holdings, Inc.
Communication Services
|
Held | 115,259,246 | $91,400,582 | 9.92% | |
| SLI |
Standard Lithium Ltd.
Basic Materials
|
Held | 13,480,083 | $45,967,083 | 4.99% | |
| CMTG |
Claros Mortgage Trust, Inc.
Real Estate
|
Held | 15,126,917 | $36,002,062 | 3.91% | |
| VIA |
Via Transportation, Inc.
Technology
|
Held | 1,700,231 | $25,503,465 | 2.77% |