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CIK: 0002027344
Total reported value
$1.1B
$1.1B
5 檔
42.4%
During the Q1 2025 filing period, Koch, Inc. (CIK: 0002027344) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 5 reported positions.
During Q1 2025, Koch, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBTA | Ibotta Inc-cl A | Stock-Other | 39.94% | -0.57% | — | |
| 2 | GETY | Getty Images Holdings Inc | Stock-Other | 30.12% | -0.86% | — | |
| 3 | CMP | Compass Minerals Internation | Stock-Other | 14.09% | +2.19% | — | |
| 4 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 12.17% | -0.66% | — | |
| 5 | SLI | Standard Lithium LTD | Stock-Other | 3.69% | -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 Q1 2025.
During Q1 2025, Koch, Inc.'s top holdings by market value included IBTA (39.9%)、GETY (30.1%)、CMP (14.1%). The largest single position, IBTA, represented 39.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IBTA, GETY, CMP) accounted for 42.4% of total reported equity market value during Q1 2025.
In Q1 2025, 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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