Koch

Latest statistics and disclosures from Koch's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KBDC, GETY, CMP, IBTA, Via Transn, and represent 87.36% of Koch's stock portfolio.
  • Added to shares of these 1 stock: Via Transn (+$82M).
  • Started 1 new stock position in Via Transn.
  • Koch was a net buyer of stock by $82M.
  • Koch has $757M in assets under management (AUM), dropping by 9.46%.
  • Central Index Key (CIK): 0002027344

Tip: Access up to 7 years of quarterly data

Positions held by Koch consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Koch

Koch holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kayne Anderson Bdc Com Shs (KBDC) 21.4 $162M 12M 13.32
 View chart
Getty Images Holdings Cl A Com (GETY) 21.1 $160M 81M 1.98
 View chart
Compass Minerals International (CMP) 17.8 $135M 7.0M 19.20
 View chart
Ibotta Class A Com Shs (IBTA) 16.2 $122M 4.4M 27.85
 View chart
Via Transn Com Cl A 10.8 $82M NEW 1.7M 48.08
 View chart
Claros Mtg Tr Common Stock (CMTG) 6.6 $50M 15M 3.32
 View chart
Standard Lithium Corp equities (SLI) 6.0 $45M 14M 3.37
 View chart

Past Filings by Koch

SEC 13F filings are viewable for Koch going back to 2024