Koch, Inc. — 13F Holdings & Portfolio
CIK 2027344 · latest 13F-HR filed 2026-08-13
Koch, Inc. manages $1.09B in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MRVL (27.22%), CMP (20.01%), IBTA (13.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 5, and trimmed 2.
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.
WICHITA, KS 67220
$1.09B
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-13
+2 / −0 / ↑5 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COMPASS MINERALS INTL INC$54.7M +33.3%
- MARVELL TECHNOLOGY INC$37.9M +14.6%
- IBOTTA INC$18.4M +14.0%
- GETTY IMAGES HOLDINGS INC$7.7M +8.4%
- VIA TRANSN INC$5.3M +20.9%
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 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $297.9M | 27.22% | 1,000,000 | SH |
| 2 | COMPASS MINERALS INTL INC | CMP | 20451N101 | $219.0M | 20.01% | 7,034,609 | SH |
| 3 | IBOTTA INC | IBTA | 451051106 | $149.9M | 13.70% | 4,389,129 | SH |
| 4 | KAYNE ANDERSON BDC INC | KBDC | 48662X105 | $141.9M | 12.96% | 10,485,004 | SH |
| 5 | GETTY IMAGES HOLDINGS INC | GETY | 374275105 | $99.1M | 9.06% | 115,259,246 | SH |
| 6 | OCTAVE INTELLIGENCE PLC | OCTV | G22845104 | $48.9M | 4.47% | 3,000,000 | SH |
| 7 | STANDARD LITHIUM CORP | SLI | 853606101 | $37.1M | 3.39% | 13,480,083 | SH |
| 8 | CLAROS MTG TR INC | CMTG | 18270D106 | $35.5M | 3.25% | 15,126,917 | SH |
| 9 | GMR SOLUTIONS INC | GMRS | 38013D106 | $34.1M | 3.11% | 2,204,449 | SH |
| 10 | VIA TRANSN INC | VIA | 92556W104 | $30.8M | 2.82% | 1,700,231 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $1.09B | 10 | 0002027344-26-000005 |
| 2026-03-31 | 2026-05-12 | $921.9M | 8 | 0002027344-26-000004 |
| 2025-12-31 | 2026-02-11 | $722.7M | 7 | 0002027344-26-000002 |
| 2025-09-30 | 2025-11-12 | $756.8M | 7 | 0002027344-25-000010 |