Koch portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 6, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Koch reported a $1.1 bn portfolio of 10 positions to the SEC as of the end of Q2 2026. Its largest positions are MRVL, CMP, IBTA.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Koch has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
2 positions with a change (2 trimmed); also, 2 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedOctave IntelligenceOCTV4.5% of the portfolio
- Newly listedGMR SolutionsGMRS3.1% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Marvell Technology−62%fewer sharesReduced28.2% → 27.2%
- Kayne Anderson BDC−14%fewer sharesReduced18.1% → 13.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Marvell TechnologyMRVL27.2%
- Compass Minerals InternationalCMP20.0%
- IbottaIBTA13.7%
- Kayne Anderson BDCKBDC13.0%
- Getty Images HoldingsGETY9.1%
- Octave IntelligenceOCTV4.5%
- Standard LithiumSLI3.4%
- Claros Mortgage TrustCMTG3.2%
- GMR SolutionsGMRS3.1%
- Via TransportationVIA2.8%
Portfolio by sector
- ● Information Technology 35%
- ● Industrials 26%
- ● Materials 23%
- ● No sector 13%
- ● Real Estate 3%
13F filings with amendments or confidential positions
- 13F Q4 2024 ↗filed Feb 11, 2025Amendment of Feb 27, 2025 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: it has fewer than 8 quarters of history. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Vivo CapitalInvestment firm · $1.1 bn
- Octagon Capital Advisors$1.1 bn
- Heron Bay Capital Management$1.1 bn
- Opaleye ManagementInvestment firm · $1.1 bn
- Euro Pacific Asset ManagementInvestment firm · $1.1 bn
- Dock Street Asset Management$1.1 bn