Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,369,530
-$530,043 QoQ
Shares Held
69,400
-7.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#319
of 1,265 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$91,780
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. KKR ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,764 | $37,273,910 | |
| 2 | ARES |
Ares Management Corp
|
135,505 | $15,083,061 | |
| 3 | ARCC |
Ares Capital Corp
|
776,654 | $14,391,398 | |
| 4 | BX |
Blackstone Inc.
|
84,136 | $9,900,281 | |
| 5 | APO |
Apollo Global Management, Inc.
|
81,294 | $9,617,892 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
498,198 | $6,416,789 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
69,400 | $6,369,530 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
251,447 | $5,961,808 |
All Filings in KKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,369,530 | 69,400 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $91,780 | 1,000 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $92,500 | 1,000 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $6,899,573 | 74,590 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $13,893,661 | 108,987 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $127,480 | 1,000 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $129,950 | 1,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $13,589,130 | 104,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $133,030 | 1,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $9,200,619 | 69,162 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,053,186 | 78,308 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,089,562 | 27,649 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $130,580 | 1,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $10,712,259 | 82,036 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $105,240 | 1,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $850,864 | 8,085 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $510,141 | 5,072 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $461,888 | 5,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $331,592 | 5,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237,440 | 4,240 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $200,363 | 3,815 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $200,767 | 4,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $203,351 | 4,393 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $240,545 | 4,114 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||