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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
+4.39%
1 Year Est. Return
+59.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$922M
AUM Growth
+$199M
Cap. Flow
+$220M
Cap. Flow %
23.91%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$220M

Top Sells

Rank Stock Value
1
KBDC
Kayne Anderson BDC
KBDC
+$14

Sector Composition

Rank Sector Weight
1 Technology 45.24%
2 Materials 22.8%
3 Financials 18.13%
4 Communication Services 9.92%
5 Real Estate 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
1
Marvell Technology
MRVL
$199B
$260M 28.2%
+2,625,000
New +$220M
KBDC
2
Kayne Anderson BDC
KBDC
$909M
$167M 18.13%
12,181,351
-1
-0% -$14
CMP icon
3
Compass Minerals
CMP
$1.1B
$164M 17.82%
7,034,609
– –
IBTA icon
4
Ibotta
IBTA
$769M
$132M 14.27%
4,389,129
– –
GETY icon
5
Getty Images
GETY
$133M
$91.4M 9.92%
115,259,246
– –
SLI
6
Standard Lithium
SLI
$574M
$46M 4.99%
13,480,083
– –
CMTG icon
7
Claros Mortgage Trust
CMTG
$268M
$36M 3.91%
15,126,917
– –
VIA
8
Via Transportation Inc
VIA
$2.15B
$25.5M 2.77%
1,700,231
– –

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Koch Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Koch Inc held 8 positions worth $922M, up 28% from $723M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Koch Inc deployed $220M of net new capital in Q1 2026, opening 1 new position. Its largest new stake was Marvell Technology: 2,625,000 shares worth $260M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 21% a quarter earlier, followed by Materials and Financials.

On the sell side, the largest reduction was Kayne Anderson BDC, an estimated $14 trimmed.

  • Koch Inc's largest Q1 2026 buy was Marvell Technology: 2,625,000 shares worth $260M.
  • Koch Inc's biggest Q1 2026 reduction was Kayne Anderson BDC, cutting an estimated $14.
  • Koch Inc's ten largest holdings make up 100% of its $922M portfolio in Q1 2026.
  • Koch Inc opened 1 new position and closed 0 in Q1 2026.
  • Koch Inc's portfolio value rose 28% quarter-over-quarter to $922M.

Based on Koch Inc's 13F filing for Q1 2026, filed 12 May 2026.