Koch, Inc. — 13F Holdings & Portfolio
CIK 2027344 · latest 13F-HR filed 2026-05-12
Koch, Inc. manages $921.9M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MRVL (28.20%), KBDC (18.13%), CMP (17.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 4.
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.
$921.9M
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-12
+1 / −0 / ↑2 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- IBOTTA INC$31.8M +31.9%
- COMPASS MINERALS INTL INC$26.1M +18.9%
Top Trims
- GETTY IMAGES HOLDINGS INC-$63.0M -40.8%
- VIA TRANSN INC-$23.8M -48.3%
- STANDARD LITHIUM LTD-$14.3M -23.7%
- CLAROS MTG TR INC-$10.3M -22.2%
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 | $260.0M | 28.20% | 2,625,000 | SH |
| 2 | KAYNE ANDERSON BDC INC | KBDC | 48662X105 | $167.1M | 18.13% | 12,181,351 | SH |
| 3 | COMPASS MINERALS INTL INC | CMP | 20451N101 | $164.3M | 17.82% | 7,034,609 | SH |
| 4 | IBOTTA INC | IBTA | 451051106 | $131.5M | 14.27% | 4,389,129 | SH |
| 5 | GETTY IMAGES HOLDINGS INC | GETY | 374275105 | $91.4M | 9.92% | 115,259,246 | SH |
| 6 | STANDARD LITHIUM LTD | SLI | 853606101 | $46.0M | 4.99% | 13,480,083 | SH |
| 7 | CLAROS MTG TR INC | CMTG | 18270D106 | $36.0M | 3.91% | 15,126,917 | SH |
| 8 | VIA TRANSN INC | VIA | 92556W104 | $25.5M | 2.77% | 1,700,231 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |