Koch
Latest statistics and disclosures from Koch's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MRVL, CMP, IBTA, KBDC, GETY, and represent 82.96% of Koch's stock portfolio.
- Added to shares of these 2 stocks: Octave Intelligence (+$49M), Gmr Solutions (+$34M).
- Started 2 new stock positions in Octave Intelligence, Gmr Solutions.
- Reduced shares in these 2 stocks: MRVL (-$484M), KBDC (-$23M).
- Koch was a net seller of stock by $-424M.
- Koch has $1.1B in assets under management (AUM), dropping by 18.70%.
- Central Index Key (CIK): 0002027344
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Portfolio Holdings for Koch
Koch holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 27.2 | $298M | -61% | 1.0M | 297.89 |
|
| Compass Minerals International (CMP) | 20.0 | $219M | 7.0M | 31.13 |
|
|
| Ibotta Class A Com Shs (IBTA) | 13.7 | $150M | 4.4M | 34.16 |
|
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| Kayne Anderson Bdc Com Shs (KBDC) | 13.0 | $142M | -13% | 11M | 13.53 |
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| Getty Images Holdings Cl A Com (GETY) | 9.1 | $99M | 115M | 0.86 |
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| Octave Intelligence Ord Shs Cl B | 4.5 | $49M | NEW | 3.0M | 16.30 |
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| Standard Lithium Corp equities (SLI) | 3.4 | $37M | 14M | 2.75 |
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| Claros Mtg Tr Common Stock (CMTG) | 3.2 | $36M | 15M | 2.35 |
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| Gmr Solutions Com Cl A | 3.1 | $34M | NEW | 2.2M | 15.46 |
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| Via Transn Com Cl A (VIA) | 2.8 | $31M | 1.7M | 18.14 |
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Past Filings by Koch
SEC 13F filings are viewable for Koch going back to 2024
- Koch 2026 Q2 filed Aug. 13, 2026
- Koch 2026 Q1 filed May 12, 2026
- Koch 2025 Q4 filed Feb. 11, 2026
- Koch 2025 Q3 filed Nov. 12, 2025
- Koch 2025 Q2 filed Aug. 14, 2025
- Koch 2025 Q1 filed May 9, 2025
- Koch 2024 Q4 restated filed Feb. 27, 2025