Asset Manager
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Koch, Inc.
Market Value
$922M
+27.6%
Holdings
8
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
12.5%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $260M | 28.2% |
| Mid Cap | 1 | $26M | 2.8% |
| Small Cap | 4 | $509M | 55.2% |
| Micro Cap | 2 | $127M | 13.8% |
Portfolio Analytics
Avg Market Cap
$30.5B
Median Market Cap
$886M
Avg P/E
50.5
Median P/E
50.5
Avg Dividend Yield
0.02%
Avg Beta
1.25
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | 28.20% | 2,625,000 | $260M | $99.05 | — | +2,625,000 | — | NEW |
| 2 | KBDC | 18.13% | 12,181,351 | $167M | $13.72 | -$7M | -1 | — | |
| 3 | CMP | 17.82% | 7,034,609 | $164M | $23.35 | $26M | — | — | |
| 4 | IBTA | 14.27% | 4,389,129 | $132M | $29.97 | $32M | — | — | |
| 5 | GETY | 9.92% | 115,259,246 | $91M | $0.79 | -$63M | — | — | |
| 6 | SLI | 4.99% | 13,480,083 | $46M | $3.41 | -$14M | — | — | |
| 7 | CMTG | 3.91% | 15,126,917 | $36M | $2.38 | -$10M | — | — | |
| 8 | VIA | 2.77% | 1,700,231 | $26M | $15.00 | -$24M | — | — |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| MRVL | $260M | 28.20% |