Investor
Koch, Inc.
CIK 0002027344 · filed 2026-05-12 · SEC filing
13F book
$921.9M
Positions
8
1 new · 0 sold
Largest name
28.2%
Marvell Technology, Inc. · MRVL
Est. mark
−$60.8M
Price effect on 7 names still held. Flow $260M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Marvell Technology, Inc. | MRVL | 2.63M | $260M | 28.2% | — | New |
| Kayne Anderson BDC, Inc. | KBDC | 12.2M | $167.1M | 18.1% | −$7.31M | Cut−$7.31M |
| Compass Minerals Intl Inc | — | 7.03M | $164.3M | 17.8% | $26.1M | Held |
| Ibotta, Inc. | IBTA | 4.39M | $131.5M | 14.3% | $31.8M | Held |
| Getty Images Holdings, Inc. | GETY | 115.3M | $91.4M | 9.9% | −$63M | Held |
| Standard Lithium Ltd. | SLI | 13.5M | $46M | 5.0% | −$14.3M | Held |
| Claros Mtg Tr Inc | — | 15.1M | $36M | 3.9% | −$10.3M | Held |
| Via Transn Inc | — | 1.7M | $25.5M | 2.8% | −$23.8M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.