Koch, Inc.
Top Portfolio Positions
8 positions ·
$921,807,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRVL |
Marvell Technology, Inc.
Technology
|
2,625,000 | $260,006,250 | 28.21% | |
| KBDC |
Kayne Anderson BDC, Inc.
Financial Services
|
12,181,351 | $167,128,135 | 18.13% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
7,034,609 | $164,258,120 | 17.82% | |
| IBTA |
Ibotta, Inc.
Technology
|
4,389,129 | $131,542,196 | 14.27% | |
| GETY |
Getty Images Holdings, Inc.
Communication Services
|
115,259,246 | $91,400,582 | 9.92% | |
| SLI |
Standard Lithium Ltd.
Basic Materials
|
13,480,083 | $45,967,083 | 4.99% | |
| CMTG |
Claros Mortgage Trust, Inc.
Real Estate
|
15,126,917 | $36,002,062 | 3.91% | |
| VIA |
Via Transportation, Inc.
Technology
|
1,700,231 | $25,503,465 | 2.77% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,542,196 | 4,389,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $99,764,902 | 4,389,129 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $122,237,242 | 4,389,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $160,642,121 | 4,389,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $185,221,243 | 4,389,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $285,644,515 | 4,389,129 | Shares | Sole | 2025-02-27 | |
| No 13F history on record for this holder in this stock. | ||||||