Koch
WICHITA, KSfiles as Koch, Inc.
$1.1bn in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 9.8% of the portfolio this quarter.
Value
$1.1bn
Stocks
10
Top 10 share
100.0%
Turnover
9.8%
What changed this quarter
New
Bought for the first time this quarter.
- Octave IntelligenceOCTV4.5% of the fund
- GMR SolutionsGMRS3.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Marvell TechnologyMRVL27.2% of the fund-62%
- Kayne Anderson BDCKBDC13.0% of the fund-14%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Octave IntelligenceOCTV
- Share
- 4.5%
- Value
- $49m
- Shares
- 3,000,000
New
- Standard LithiumSLI
- Share
- 3.4%
- Value
- $37m
- Shares
- 13,480,083
Held
- GMR SolutionsGMRS
- Share
- 3.1%
- Value
- $34m
- Shares
- 2,204,449
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Marvell TechnologyMRVL | 27.2% | $298m | 1,000,000 | -62% |
| Compass Minerals InternationalCMP | 20.0% | $219m | 7,034,609 | Held |
| IbottaIBTA | 13.7% | $150m | 4,389,129 | Held |
| Kayne Anderson BDCKBDC | 13.0% | $142m | 10,485,004 | -14% |
| Getty Images HoldingsGETY | 9.1% | $99m | 115,259,246 | Held |
| Octave IntelligenceOCTV | 4.5% | $49m | 3,000,000 | New |
| Standard LithiumSLI | 3.4% | $37m | 13,480,083 | Held |
| Claros Mortgage TrustCMTG | 3.2% | $36m | 15,126,917 | Held |
| GMR SolutionsGMRS | 3.1% | $34m | 2,204,449 | New |
| Via TransportationVIA | 2.8% | $31m | 1,700,231 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 58.3% since 30 June 2025.
Where the money is
Technology43.6%
Materials23.4%
Media & telecom13.7%
Real estate3.2%
Industrials3.1%
Other13.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.