2026 Q2 Portfolio Activity
In 2026 Q2, Koch, Inc. maintained a portfolio of 10 distinct positions. The most significant new addition was OCTAVE INTELLIGENCE PLC, now representing 4.47% of the total fund value. The fund also reduced its exposure to MARVELL TECHNOLOGY INC by 61.9%.
Position History
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Koch, Inc.
AUM $1,094M
Total Positions
10
Quarter
2026 Q2
Top Holding
MRVL (27.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Koch, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MRVL
MARVELL TECHNOL...
|
Technology | 27.22% | 28.20% |
#1
Prev: #1
|
6.0 |
—
|
-1,625,000 | -61.9% |
P
S
|
1,000,000 | $297,890,000 |
$98.98
+136.4%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
CMP
COMPASS MINERAL...
|
Basic Materials | 20.01% | 17.82% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
7,034,609 | $218,987,378 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IBTA
IBOTTA INC
|
ETF | 13.70% | 14.27% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
4,389,129 | $149,932,647 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KBDC
KAYNE ANDERSON ...
|
Financial Services | 12.96% | 18.13% |
#4
2
Prev: #2
|
5.0 |
—
|
-1,696,347 | -13.9% |
P
S
|
10,485,004 | $141,862,104 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GETY
GETTY IMAGES HO...
|
Communication Services | 9.06% | 9.92% |
#5
Prev: #5
|
5.1 |
—
|
no change | no change |
P
S
|
115,259,246 | $99,122,952 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
OCTAVE INTELLIG...
|
|
Unknown | 4.47% | — |
#6
Prev: #—
|
5.3 |
—
|
3,000,000 | — |
NEW
|
3,000,000 | $48,900,000 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
SLI
STANDARD LITHIU...
|
Basic Materials | 3.39% | 4.99% |
#7
1
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
13,480,083 | $37,070,228 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CMTG
CLAROS MTG TR I...
|
Real Estate | 3.25% | 3.91% |
#8
1
Prev: #7
|
2.3 |
—
|
no change | no change |
P
S
|
15,126,917 | $35,548,255 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
GMR SOLUTIONS I...
|
|
Unknown | 3.11% | — |
#9
Prev: #—
|
4.7 |
—
|
2,204,449 | — |
NEW
|
2,204,449 | $34,080,782 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
VIA
VIA TRANSN INC
|
Technology | 2.82% | 2.77% |
#10
2
Prev: #8
|
2.1 |
—
|
no change | no change |
P
S
|
1,700,231 | $30,842,190 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-10 of 10 holdings