1y return+62.8%S&P 500 +20.9%
3y return+261.4%S&P 500 +68.5%
5y return+139.6%S&P 500 +74.5%
10y return+349.4%S&P 500 +256.5%
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.
$100 invested in its stock picks
Since June 30, 2016: $449 against $357 in the S&P 500.2
Kohlberg Kravis Roberts & Co. L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BTSGBrightspring Health Svcs Inc | $1.9B | 34.3% | −35.9% |
| HSICSchein Henry Inc | $1.3B | 23.9% | |
| BBIOBridgebio Pharma Inc | $987.7M | 18.1% | |
| BVBrightview Hldgs Inc | $308.9M | 5.7% | |
| CRGYCrescent Energy Company | $281.4M | 5.2% | |
| Niq Global Intelligence PLCCUSIP G63755105 | $280.7M | 5.1% | |
| GMRSGmr Solutions Inc | $228.6M | 4.2% | New |
| KREFKkr Real Estate Fin Tr Inc | $68.4M | 1.3% | |
| SKYDParamount Skydance Corp | $54.6M | 1.0% | |
| BHCBausch Health Cos Inc | $25.8M | 0.5% | |
| OXLCOxford Lane Cap Corp | $15.5M | 0.3% | −44.4% |
| FSKFs Kkr Cap Corp | $10.3M | 0.2% | |
| TEMTempus Ai Inc | $6.8M | 0.1% | |
| Norwegian Cruise Line HldgsCUSIP G66721104 | $5.8M | 0.1% | |
| SPYState Str Spdr S&p 500 Etf T | $4.4M | 0.1% | New |
| CHRSCoherus Oncology Inc | $4.2M | 0.1% | |
| Vse CorpCUSIP 918284209 | $461K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BTSGBrightspring Health Svcs Inc | March 31, 2024 | +541.6% | $1.9B |
| BBIOBridgebio Pharma Inc | June 30, 2020 | +128.4% | $987.7M |
| BVBrightview Hldgs Inc | June 30, 2020 | +26.5% | $308.9M |
| HSICSchein Henry Inc | March 31, 2025 | +21.9% | $1.3B |
| Vse CorpCUSIP 918284209 | March 31, 2026 | +14.7% | $461K |
| Norwegian Cruise Line HldgsCUSIP G66721104 | March 31, 2025 | +11.3% | $5.8M |
| OXLCOxford Lane Cap Corp | March 31, 2026 | −10.4% | $15.5M |
| FSKFs Kkr Cap Corp | June 30, 2020 | −25.0% | $10.3M |
| CRGYCrescent Energy Company | September 30, 2022 | −27.1% | $281.4M |
| TEMTempus Ai Inc | September 30, 2025 | −28.2% | $6.8M |
Sold off last quarter
- Ppl CorpCUSIP 69351T866 was $323K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +23.2% | +14.8% |
| March 31, 2026 | +2.9% | −4.6% |
| December 31, 2025 | +17.7% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +21.8% | +10.5% |
| March 31, 2025 | +5.3% | −4.6% |
| December 31, 2024 | −4.3% | +2.1% |
| September 30, 2024 | +18.7% | +5.4% |
| June 30, 2024 | −1.7% | +4.0% |
| March 31, 2024 | +2.4% | +10.0% |
| December 31, 2023 | +23.4% | +11.2% |
| September 30, 2023 | +22.7% | −3.6% |
| June 30, 2023 | +23.1% | +8.3% |
| March 31, 2023 | +22.2% | +7.0% |
| December 31, 2022 | −13.0% | +7.1% |
| September 30, 2022 | −15.3% | −5.3% |
| June 30, 2022 | −22.9% | −16.5% |
| March 31, 2022 | −24.2% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −3.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kohlberg Kravis Roberts & Co. L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1399770&type=13F-HR&dateb=&owner=include&count=40CIK 1399770
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1399770/000139977026000008/Filed August 14, 2026 · accession 0001399770-26-000008