Asset Manager
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Koch, Inc.
Market Value
$1.1B
+18.7%
Holdings
10
+2
New Purchases
2
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
20.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $298M | 27.2% |
| Mid Cap | 2 | $80M | 7.3% |
| Small Cap | 5 | $582M | 53.2% |
| Micro Cap | 2 | $135M | 12.3% |
Portfolio Analytics
Avg Market Cap
$25.0B
Median Market Cap
$886M
Avg P/E
50.5
Median P/E
50.5
Avg Dividend Yield
0.02%
Avg Beta
0.41
# Stocks
10
# ETFs / Funds
0
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | 27.22% | 1,000,000 | $298M | $297.89 | $38M | -1,625,000 | -61.9% | |
| 2 | CMP | 20.01% | 7,034,609 | $219M | $31.13 | $55M | — | — | |
| 3 | IBTA | 13.70% | 4,389,129 | $150M | $34.16 | $18M | — | — | |
| 4 | KBDC | 12.96% | 10,485,004 | $142M | $13.53 | -$25M | -1,696,347 | -13.9% | |
| 5 | GETY | 9.06% | 115,259,246 | $99M | $0.86 | $8M | — | — | |
| 6 | OCTV | 4.47% | 3,000,000 | $49M | $16.30 | — | +3,000,000 | — | NEW |
| 7 | SLI | 3.39% | 13,480,083 | $37M | $2.75 | -$9M | — | — | |
| 8 | CMTG | 3.25% | 15,126,917 | $36M | $2.35 | -$454K | — | — | |
| 9 | GMRS | 3.11% | 2,204,449 | $34M | $15.46 | — | +2,204,449 | — | NEW |
| 10 | VIA | 2.82% | 1,700,231 | $31M | $18.14 | $5M | — | — |