Funds · 13F filer · Wichita, KS

Koch, Inc.

$1.1B in 10 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

Returns–Not enough quarters yet

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
MRVLMarvell Technology Inc$297.9M27.2%−61.9%
CMPCompass Minerals Intl Inc$219.0M20.0%
IBTAIbotta Inc$149.9M13.7%
KBDCKayne Anderson Bdc Inc$141.9M13.0%−13.9%
GETYGetty Images Holdings Inc$99.1M9.1%
Octave Intelligence PLCCUSIP G22845104$48.9M4.5%New
SLIStandard Lithium Corp$37.1M3.4%
CMTGClaros Mtg Tr Inc$35.5M3.2%
GMRSGmr Solutions Inc$34.1M3.1%New
VIAVia Transn Inc$30.8M2.8%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
CMPCompass Minerals Intl IncDecember 31, 2024+176.7%$219.0M
SLIStandard Lithium CorpDecember 31, 2024+88.4%$37.1M
KBDCKayne Anderson Bdc IncJune 30, 2025−11.3%$141.9M
IBTAIbotta IncDecember 31, 2024−47.5%$149.9M
CMTGClaros Mtg Tr IncDecember 31, 2024−48.0%$35.5M
GETYGetty Images Holdings IncDecember 31, 2024−60.2%$99.1M
VIAVia Transn IncSeptember 30, 2025−62.3%$30.8M

Quarter by quarter

QuarterIts picksS&P 500
March 31, 2026−8.4%−4.6%
December 31, 2025−10.6%+2.4%
September 30, 2025−2.4%+7.8%
June 30, 2025+9.0%+10.5%
March 31, 2025−26.1%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2027344
  2. 2
    Filed August 13, 2026 · accession 0002027344-26-000005