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CIK: 0002027344
Total reported value
$1.1B
$1.1B
7 檔
60.4%
The Q3 2025 SEC filing reveals that Koch, Inc. held a total portfolio value of $1.1B, covering 7 public equity positions.
In Q3 2025, Koch, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KBDC, GETY, CMP) accounted for 60.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 21.44% | -5.17% | — | |
| 2 | GETY | Getty Images Holdings Inc | Stock-Other | 21.12% | -0.86% | — | |
| 3 | CMP | Compass Minerals Internation | Stock-Other | 17.85% | +2.19% | — | |
| 4 | IBTA | Ibotta Inc-cl A | Stock-Other | 16.15% | -0.57% | — | |
| 5 | VIA | Via Transportation Inc-cl A | Stock-Other | 10.80% | +0.05% | — | |
| 6 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 6.64% | -0.66% | — | |
| 7 | SLI | Standard Lithium LTD | Stock-Other | 6.00% | -1.60% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals Internation | +3.8% | — | Unchanged |
| 2 | SLI | Standard Lithium LTD | +2.3% | — | Unchanged |
| 3 | CMTG | Claros Mortgage Trust Inc | -5.5% | — | Unchanged |
| 4 | GETY | Getty Images Holdings Inc | -9% | — | Unchanged |
| 5 | IBTA | Ibotta Inc-cl A | -23.8% | — | Unchanged |
| 6 | KBDC | Kayne Anderson Bdc Inc | — | NEW | New buy |
| 7 | VIA | Via Transportation Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Koch, Inc. reported a total U.S. public equity portfolio value of $1.1B across 7 disclosed positions in Q3 2025.
During Q3 2025, Koch, Inc.'s top holdings by market value included KBDC (21.4%)、GETY (21.1%)、CMP (17.9%). The largest single position, KBDC, represented 21.4% 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.
Top New Position Initiated
KBDC
市值: $162.3M
In Q3 2025, Koch, Inc. made 2 total portfolio adjustments, initiating 2 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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