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Kohlberg Kravis Roberts & Co. L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$5.1B
+17.1%
Holdings
14
+1
New Purchases
2
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
99.4%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PSKY 5.83% 0.00% +5.83% $296M
BTSG 44.93% 41.97% +2.96% $2.3B
BBIO 13.58% 13.21% +0.36% $689M
TEM 0.19% 0.00% +0.19% $9M
CHRS 0.10% 0.05% +0.05% $5M
INSM 0.01% 0.01% +0.00% $473K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HSIC 20.48% 26.38% -5.91% $1.0B
BV 5.74% 7.91% -2.17% $291M
CRGY 4.71% 5.31% -0.60% $239M
KREF 1.77% 2.02% -0.25% $90M
FSK 0.29% 0.47% -0.18% $15M
BHC 0.67% 0.80% -0.14% $34M
MSGS 1.37% 1.47% -0.11% $69M
NCLH 0.35% 0.39% -0.04% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $3.3B 64.3%
Mid Cap 7 $1.4B 28.0%
Small Cap 2 $381M 7.5%
Micro Cap 1 $5M 0.1%

Portfolio Analytics

Avg Market Cap
$7.4B
Median Market Cap
$7.8B
Avg P/E
24.8
Median P/E
23.7
Avg Dividend Yield
0.03%
Avg Beta
1.27
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BTSG 44.93% 77,096,337 $2.3B $29.56 $460M -1
2 HSIC 20.48% 15,652,032 $1.0B $66.37 -$105M
3 BBIO 13.58% 13,260,971 $689M $51.94 $116M
4 PSKY 5.83% 15,635,842 $296M $18.92 +15,635,842 NEW
5 BV 5.74% 21,533,123 $291M $13.53 -$51M
6 CRGY 4.71% 26,758,127 $239M $8.92 $9M
7 KREF 1.77% 10,000,001 $90M $9.00 $2M
8 MSGS 1.37% 305,068 $69M $227.00 $6M
9 BHC 0.67% 5,235,000 $34M $6.45 -$1M
10 NCLH 0.35% 719,004 $18M $24.63 $856K -111,996 -13.5%
11 FSK 0.29% 980,587 $15M $14.93 -$6M
12 TEM 0.19% 117,652 $9M $80.71 +117,652 NEW
13 CHRS 0.10% 3,036,076 $5M $1.62 $3M
14 INSM 0.01% 3,284 $473K $144.01 $142K

New Positions

SymbolValue% Port
PSKY $296M 5.83%
TEM $9M 0.19%
View SEC EDGAR Filings for Kohlberg Kravis Roberts & Co. L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms