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Monashee Investment Management’s KKR & Co KKR Stock Holding History

Monashee Investment Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,000
Closed -$4.62M – 73
2025
Q1 		$4.62M Buy
+40,000
New +$5.5M 0.55% 28
2018
Q2 		– Sell
-100,000
Closed -$2.03M – 183
2018
Q1 		$2.03M Buy
+100,000
New +$2.22M 0.56% 50

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Monashee Investment Management's KKR Position: Q2 2025 in Review

Monashee Investment Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 40,000 shares — an estimated $4.62M sold.

Monashee Investment Management first reported a position in KKR in Q1 2018 and held it in 2 quarters. The position peaked at $4.62M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Monashee Investment Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Monashee Investment Management sold 40,000 KKR & Co shares in Q2 2025, an estimated $4.62M.
  • Monashee Investment Management first reported a position in KKR & Co in Q1 2018 and held it in 2 quarters.
  • Monashee Investment Management's KKR & Co position peaked at $4.62M in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Monashee Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.