Adam Fitzsimmons

Koch, Inc.

Assets Managed

$921.854M

Holdings

Last Quarter

2026 - Q1

Filed Date

14d ago

Growth Rate

27.57%(2Q avg: 11.53%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Koch, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Koch, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 921.854M in assets, with a quarterly growth rate of 27.57% and a 2-quarter average growth rate of 11.53%. The portfolio is managed by Adam Fitzsimmons, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MRVL Marvell Technology Inc Recent Activity New Position	28.21%	$260.006M 2.625M shares@ $99.05 avg price	New Position
KBDC Kayne Anderson Bdc Inc Recent Activity Decreased 0%	18.13%	$167.128M 12.181M shares@ $13.73 avg price	Decreased 0%
CMP Compass Minerals Internation Recent Activity	17.82%	$164.258M 7.035M shares@ $23.35 avg price
IBTA Ibotta Inc-cl A Recent Activity	14.27%	$131.542M 4.389M shares@ $29.97 avg price
GETY Getty Images Holdings Inc Recent Activity	9.92%	$91.447M 115.259M shares@ $0.8 avg price
SLI Standard Lithium Ltd Recent Activity	4.99%	$45.967M 13.48M shares@ $3.41 avg price
CMTG Claros Mortgage Trust Inc Recent Activity	3.91%	$36.002M 15.127M shares@ $2.38 avg price
VIA Via Transportation Inc-cl A Recent Activity	2.77%	$25.503M 1.7M shares@ $15.0 avg price

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