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KI

Koch Inc Portfolio holdings

AUM $1.09B
1-Year Est. Return 59.79%
This Fund
S&P 500
This Quarter Est. Return
-7.68%
1 Year Est. Return
+59.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$723M
AUM Growth
-$34.1M
Cap. Flow
+$59.4M
Cap. Flow %
8.22%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GETY icon
Getty Images
GETY
+$59.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Materials 27.46%
2 Financials 24.14%
3 Communication Services 21.37%
4 Technology 20.63%
5 Real Estate 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KBDC
1
Kayne Anderson BDC
KBDC
$888M
$174M 24.14%
12,181,352
– –
GETY icon
2
Getty Images
GETY
$98.1M
$154M 21.37%
115,259,246
+34,525,639
+43% +$59.4M
CMP icon
3
Compass Minerals
CMP
$1.06B
$138M 19.12%
7,034,609
– –
IBTA icon
4
Ibotta
IBTA
$774M
$99.8M 13.8%
4,389,129
– –
SLI
5
Standard Lithium
SLI
$597M
$60.3M 8.34%
13,480,083
– –
VIA
6
Via Transportation Inc
VIA
$2.29B
$49.3M 6.83%
1,700,231
– –
CMTG icon
7
Claros Mortgage Trust
CMTG
$229M
$46.3M 6.41%
15,126,917
– –

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TLIC
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BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
GA
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MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
VC
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JVBC
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WAM
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Koch Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Koch Inc held 7 positions worth $723M, down 4.5% from $757M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Koch Inc deployed $59.4M of net new capital in Q4 2025, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Materials at 27% of assets, up from 24% a quarter earlier, followed by Financials and Communication Services.

  • Koch Inc added most to Getty Images in Q4 2025, an estimated $59.4M increase.
  • Koch Inc's ten largest holdings make up 100% of its $723M portfolio in Q4 2025.
  • Koch Inc opened 0 new positions and closed 0 in Q4 2025.
  • Koch Inc's portfolio value fell 4.5% quarter-over-quarter to $723M.

Based on Koch Inc's 13F filing for Q4 2025, filed 11 Feb 2026.