Institutional
Koch, Inc.
CIK 0002027344
$921.9M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · Koch, Inc. · Q1 2026
AI · grounded in 13F
Koch, Inc. established a new position in Marvell Technology Inc MRVL valued at $260,006,250. The fund also trimmed its holding in Kayne Anderson BDC Inc KBDC. These moves bring the fund's total assets under management to $921,853,998 across 8 positions.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $163.40 | -6.34% | 119.94% | 172.04% | $260.0M | 28.20% | — | HELD |
| 2 | KBDC | KAYNE ANDERSON BDC INC | $13.52 | -2.03% | -0.63% | 7.04% | $167.1M | 18.13% | — | HELD |
| 3 | CMP | COMPASS MINERALS INTL INC | $29.32 | -1.25% | 50.10% | -53.22% | $164.3M | 17.82% | — | HELD |
| 4 | IBTA | IBOTTA INC | $26.54 | -2.57% | -23.58% | -72.68% | $131.5M | 14.27% | — | HELD |
| 5 | GETY | GETTY IMAGES HOLDINGS INC | $0.38 | -7.11% | -75.40% | -95.83% | $91.4M | 9.92% | — | HELD |
| 6 | SLI | STANDARD LITHIUM LTD | $1.93 | -4.46% | -15.72% | -62.60% | $46.0M | 4.99% | — | HELD |
| 7 | CMTG | CLAROS MTG TR INC | $2.07 | -2.36% | -25.81% | -83.46% | $36.0M | 3.91% | — | HELD |
| 8 | VIA | VIA TRANSN INC | $20.67 | 0.39% | -58.41% | -61.46% | $25.5M | 2.77% | — | HELD |
Source: SEC EDGAR · accession 0002027344-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.