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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002027344
Total reported value
$1.1B
$1.1B
5 檔
57.3%
At the close of Q4 2024, Koch, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 5 reported holdings.
During Q4 2024, Koch, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IBTA, GETY, CMP) accounted for 57.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBTA | Ibotta Inc-cl A | Stock-Other | 45.54% | -0.57% | — | |
| 2 | GETY | Getty Images Holdings Inc | Stock-Other | 27.80% | -0.86% | — | |
| 3 | CMP | Compass Minerals Internation | Stock-Other | 12.62% | +2.19% | — | |
| 4 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 10.90% | -0.66% | — | |
| 5 | SLI | Standard Lithium LTD | Stock-Other | 3.14% | -1.60% | — |
According to official SEC Form 13F filings, Koch, Inc. reported a total U.S. public equity portfolio value of $1.1B across 5 disclosed positions in Q4 2024.
During Q4 2024, Koch, Inc.'s top holdings by market value included IBTA (45.5%)、GETY (27.8%)、CMP (12.6%). The largest single position, IBTA, represented 45.5% of total portfolio value.
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In Q4 2024, Koch, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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