Latest KOCH INDUSTRIES INC Stock Portfolio
KOCH INDUSTRIES INC Performance:
2024 Q2: -20.24%YTD: -39.53%2023: -1.79%
Performance for 2024 Q2 is -20.24%, and YTD is -39.53%, and 2023 is -1.79%.
About KOCH INDUSTRIES INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, KOCH INDUSTRIES INC reported an equity portfolio of $853.2 Millions as of 30 Jun, 2024.
The top stock holdings of KOCH INDUSTRIES INC are , GETY, CMTG. The fund has invested 38.7% of it's portfolio in IBOTTA INC and 30.9% of portfolio in GETTY IMAGES HOLDINGS INC.
The fund managers got completely rid off DESKTOP METAL INC (DM) stocks. KOCH INDUSTRIES INC opened new stock positions in IBOTTA INC and DESKTOP METAL INC (DM).
The top stock holdings of KOCH INDUSTRIES INC are , GETY, CMTG. The fund has invested 38.7% of it's portfolio in IBOTTA INC and 30.9% of portfolio in GETTY IMAGES HOLDINGS INC.
The fund managers got completely rid off DESKTOP METAL INC (DM) stocks. KOCH INDUSTRIES INC opened new stock positions in IBOTTA INC and DESKTOP METAL INC (DM).
KOCH INDUSTRIES INC Annual Return Estimates Vs S&P 500
Our best estimate is that KOCH INDUSTRIES INC made a return of -20.24% in the last quarter. In trailing 12 months, it's portfolio return was -39.43%.
New Buys
| Ticker | $ Bought |
|---|---|
| ibotta inc | 329,887,000 |
| desktop metal inc | 3,875,710 |
New stocks bought by KOCH INDUSTRIES INC
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| desktop metal inc | -8,258,170 |
KOCH INDUSTRIES INC got rid off the above stocks
Sector Distribution
KOCH INDUSTRIES INC has about 40.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 40.6 |
| Communication Services | 30.8 |
| Real Estate | 19.5 |
| Basic Materials | 8.5 |
Market Cap. Distribution
KOCH INDUSTRIES INC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| SMALL-CAP | 58.9 |
| UNALLOCATED | 40.6 |
Stocks belong to which Index?
About 28.5% of the stocks held by KOCH INDUSTRIES INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 71.5 |
| RUSSELL 2000 | 28.5 |
KOCH INDUSTRIES INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of KOCH INDUSTRIES INC
KOCH INDUSTRIES INC has 8 stocks in it's portfolio. GETY proved to be the most loss making stock for the portfolio. DM was the most profitable stock for KOCH INDUSTRIES INC last quarter.
Last Reported on: 09 Aug, 2024| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ibotta inc | 38.66 | 4,389,130 | 329,887,000 | new | ||||
| GETY | getty images holdings inc | 30.85 | 80,733,600 | 263,192,000 | unchanged | 0.00 | ||
| CMTG | claros mtg tr inc | 14.22 | 15,126,900 | 121,318,000 | unchanged | 0.00 | ||
| CMP | compass minerals intl inc | 8.52 | 7,034,610 | 72,667,500 | unchanged | 0.00 | ||
| LADR | ladder cap corp | 5.29 | 4,000,000 | 45,160,000 | unchanged | 0.00 | ||
| standard lithium ltd | 1.98 | 13,480,100 | 16,850,100 | unchanged | 0.00 | |||
| DM | desktop metal inc | 0.45 | 938,428 | 3,875,710 | new | |||
| MET | metlife inc | 0.03 | 3,788 | 265,880 | unchanged | 0.00 | ||
| DM | desktop metal inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
