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CIK: 0002027344
Total reported value
$1.1B
$1.1B
6 檔
60.8%
In Q2 2025, Koch, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 6 disclosed stock positions.
During Q2 2025, 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 KBDC, IBTA, CMP) accounted for 60.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 26.89% | -5.17% | — | |
| 2 | IBTA | Ibotta Inc-cl A | Stock-Other | 23.23% | -0.57% | — | |
| 3 | CMP | Compass Minerals Internation | Stock-Other | 20.44% | +2.19% | — | |
| 4 | GETY | Getty Images Holdings Inc | Stock-Other | 19.38% | -0.86% | — | |
| 5 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 6.24% | -0.66% | — | |
| 6 | SLI | Standard Lithium LTD | Stock-Other | 3.82% | -1.60% | — |
According to official SEC Form 13F filings, Koch, Inc. reported a total U.S. public equity portfolio value of $1.1B across 6 disclosed positions in Q2 2025.
During Q2 2025, Koch, Inc.'s top holdings by market value included KBDC (26.9%)、IBTA (23.2%)、CMP (20.4%). The largest single position, KBDC, represented 26.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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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