Koch, Inc.
Clone Performance
Feb 2025–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.2% | $527,564,836 |
| Basic Materials | 23.4% | $256,057,606 |
| Financial Services | 13.0% | $141,862,104 |
| Communication Services | 9.1% | $99,122,951 |
| Real Estate | 3.2% | $35,548,254 |
| Healthcare | 3.1% | $34,080,781 |
Last Quarter's Activity
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Positions the filer increasedSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 1,000,000 | $297,890,000 | 27.22% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
Held | 7,034,609 | $218,987,378 | 20.01% | |
| IBTA |
Ibotta, Inc.
Technology
|
Held | 4,389,129 | $149,932,646 | 13.70% | |
| KBDC |
Kayne Anderson BDC, Inc.
Financial Services
|
Reduced | 10,485,004 | $141,862,104 | 12.96% | |
| GETY |
Getty Images Holdings, Inc.
Communication Services
|
Held | 115,259,246 | $99,122,951 | 9.06% | |
| OCTV |
Octave Intelligence plc
Technology
|
NEW | 3,000,000 | $48,900,000 | 4.47% | |
| SLI |
Standard Lithium Ltd.
Basic Materials
|
Held | 13,480,083 | $37,070,228 | 3.39% | |
| CMTG |
Claros Mortgage Trust, Inc.
Real Estate
|
Held | 15,126,917 | $35,548,254 | 3.25% | |
| GMRS |
GMR Solutions Inc.
Healthcare
|
NEW | 2,204,449 | $34,080,781 | 3.11% | |
| VIA |
Via Transportation, Inc.
Technology
|
Held | 1,700,231 | $30,842,190 | 2.82% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.