Kohlberg Kravis Roberts & Co. L.P. — 13F Holdings & Portfolio

CIK 1399770 · latest 13F-HR filed 2026-05-15

Kohlberg Kravis Roberts & Co. L.P. manages $5.35B in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BTSG (33.33%), HSIC (21.58%), BBIO (18.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 10, added to 17, and trimmed 38.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$5.35B

Long-equity book

Holdings

96

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+11 / −10 / ↑17 / ↓38

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CRESCENT ENERGY COMPANY$162.3M +72.3%
  • AMERICAN WTR CAP CORP$33.6M +4084.9%
  • BLACKSTONE MORTGAGE TRUST IN$6.1M +135.1%
  • COHERUS ONCOLOGY INC$818.7K +19.3%
  • PPL CAP FDG INC$799.6K +6.7%
Show all 17

Top Trims

  • BRIGHTSPRING HEALTH SVCS INC-$537.6M -23.2%
  • NIQ GLOBAL INTELLIGENCE PLC-$153.7M -31.0%
  • PARAMOUNT SKYDANCE CORP-$64.4M -56.3%
  • SEAGATE HDD CAYMAN-$39.2M -95.4%
  • KKR REAL ESTATE FIN TR INC-$21.6M -26.1%
Show all 38

New Positions

  • BLOCK INC$31.7M
  • OXFORD LANE CAP CORP$31.2M
  • LCI INDS$7.0M
  • JD.COM INC$7.0M
  • CHEESECAKE FACTORY INC$1.3M
Show all 11

Exited Positions

  • JETBLUE AIRWAYS CORP$90.7M
  • MADISON SQUARE GRDN SPRT COR$78.9M
  • CABLE ONE INC$30.8M
  • BENTLEY SYS INC$20.0M
  • DROPBOX INC$3.6M
Show all 10
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BRIGHTSPRING HEALTH SVCS INC BTSG 10950A106 $1.78B 33.33% 41,824,259 SH
2 SCHEIN HENRY INC HSIC 806407102 $1.15B 21.58% 15,652,032 SH
3 BRIDGEBIO PHARMA INC BBIO 10806X102 $984.8M 18.42% 13,260,971 SH
4 CRESCENT ENERGY COMPANY CRGY 44952J104 $353.5M 6.61% 26,185,773 SH
5 NIQ GLOBAL INTELLIGENCE PLC NIQ G63755105 $341.4M 6.38% 30,022,789 SH
6 BRIGHTVIEW HLDGS INC BV 10948C107 $257.6M 4.82% 21,533,123 SH
7 KKR REAL ESTATE FIN TR INC KREF 48251K100 $56.2M 1.05% 9,187,501 SH
8 PARAMOUNT SKYDANCE CORP PSKY 69932A204 $49.9M 0.93% 5,535,928 SH
9 AMERICAN WTR CAP CORP HIPH 03040WBE4 $33.6M 0.63% 33,689,000 PRN
10 CRESCENT ENERGY COMPANY CRGY 44952J104 $33.3M 0.62% 2,469,584 SH
11 BLOCK INC XYZ 852234AJ2 $31.7M 0.59% 31,825,000 PRN
12 OXFORD LANE CAP CORP OXLC 691543847 $31.2M 0.58% 3,187,230 SH
13 BAUSCH HEALTH COS INC BHC 071734107 $28.3M 0.53% 5,235,000 SH
14 NORTHERN OIL & GAS INC NOG 665531AJ8 $21.1M 0.39% 19,165,000 PRN
15 IMMUNOCORE HLDGS PLC IMCR 45258DAB1 $18.2M 0.34% 20,127,000 PRN
16 SABRE GLBL INC SABR 78573NAK8 $13.2M 0.25% 13,223,000 PRN
17 PPL CAP FDG INC PPL 69352PAS2 $11.9M 0.22% 10,160,000 PRN
18 BLACKSTONE MORTGAGE TRUST IN BXMT 09257WAE0 $10.6M 0.20% 10,632,000 PRN
19 FS KKR CAP CORP FSK 302635206 $10.0M 0.19% 980,587 SH
20 WEC ENERGY GROUP INC WEC 92939UAR7 $9.9M 0.18% 8,000,000 PRN
21 REDFIN CORP 75737FAE8 $7.2M 0.14% 7,556,000 PRN
22 LCI INDS LCII 501812AD3 $7.0M 0.13% 5,820,000 PRN
23 JD.COM INC JD 47215PAJ5 $7.0M 0.13% 7,000,000 PRN
24 TEMPUS AI INC TEM 88023B103 $5.3M 0.10% 117,652 SH
25 NORWEGIAN CRUISE LINE HLDGS NCLH G66721104 $5.1M 0.10% 273,736 SH
26 COHERUS ONCOLOGY INC CHRS 19249H103 $5.1M 0.09% 3,036,076 SH
27 KKR REAL ESTATE FIN TR INC KREF 48251K100 $5.0M 0.09% 812,500 SH
28 TELADOC HEALTH INC TDOC 87918AAF2 $4.5M 0.08% 4,694,000 PRN
29 SNAP INC SNAP 83304AAH9 $3.6M 0.07% 3,900,000 PRN
30 MERITAGE HOMES CORP MTH 59001ABF8 $2.6M 0.05% 2,648,000 PRN
31 WINNEBAGO INDS INC WGO 974637AF7 $2.5M 0.05% 2,802,000 PRN
32 ON SEMICONDUCTOR CORP ON 682189AU9 $2.2M 0.04% 2,254,000 PRN
33 VARONIS SYS INC VRNS 922280AD4 $2.1M 0.04% 2,399,000 PRN
34 JAZZ INVESTMENTS I LTD JAZZ 472145AH4 $2.1M 0.04% 1,455,000 PRN
35 PARSONS CORP DEL 70202LAD4 $2.0M 0.04% 2,000,000 PRN
36 SEAGATE HDD CAYMAN STX 81180WBL4 $1.9M 0.04% 395,000 PRN
37 NUTANIX INC NTNX 67059NAK4 $1.7M 0.03% 1,904,000 PRN
38 LIVE NATION ENTERTAINMENT IN LYV 538034BA6 $1.6M 0.03% 1,058,000 PRN
39 UGI CORP NEW UGI 902681AB1 $1.5M 0.03% 1,085,000 PRN
40 ITRON INC ITRO 465741AQ9 $1.5M 0.03% 1,494,000 PRN
41 MKS INC. MKSI 55306NAB0 $1.4M 0.03% 859,000 PRN
42 OMNICELL COM OMCL 68213NAF6 $1.4M 0.03% 1,405,000 PRN
43 LUMENTUM HLDGS INC LITE 55024UAF6 $1.3M 0.02% 245,000 PRN
44 CHEESECAKE FACTORY INC CAKE 163072AC5 $1.3M 0.02% 1,270,000 PRN
45 WESTERN DIGITAL CORP WDC 958102AT2 $1.3M 0.02% 180,000 PRN
46 GUARDANT HEALTH INC GH 40131MAD1 $1.3M 0.02% 745,000 PRN
47 SNOWFLAKE INC SNOW 833445AD1 $1.2M 0.02% 1,010,000 PRN
48 COGENT BIOSCIENCES INC COGT 19240QAA0 $1.2M 0.02% 990,000 PRN
49 IONIS PHARMACEUTICALS INC IONS 462222AF7 $1.1M 0.02% 760,000 PRN
50 DATADOG INC DDOG 23804LAD5 $1.1M 0.02% 1,160,000 PRN
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $5.35B 96 0001399770-26-000007
2025-12-31 2026-02-17 $6.25B 96 0001399770-26-000005
2025-09-30 2025-11-14 $5.97B 92 0001463931-25-000021