Koch Industries Inc 13F annual report
Koch Industries Inc is an investment fund managing more than $853 billion ran by Michael Zundel. There are currently 8 companies in Mr. Zundel’s portfolio. The largest investments include Ibotta Inc and Getty Images Holdings Inc, together worth $593 billion.
$853 billion Assets Under Management (AUM)
As of 2nd August 2024, Koch Industries Inc’s top holding is 4,389,129 shares of Ibotta Inc currently worth over $330 billion and making up 38.7% of the portfolio value.
In addition, the fund holds 80,733,607 shares of Getty Images Holdings Inc worth $263 billion.
The third-largest holding is Claros Mtg Tr Inc worth $121 billion and the next is Compass Minerals International Inc worth $72.7 billion, with 7,034,609 shares owned.
Currently, Koch Industries Inc's portfolio is worth at least $853 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Koch Industries Inc
The Koch Industries Inc office and employees reside in Wichita, Kansas. According to the last 13-F report filed with the SEC, Michael Zundel serves as the Assistant Secretary at Koch Industries Inc.
Recent trades
In the most recent 13F filing, Koch Industries Inc revealed that it had opened a new position in
Ibotta Inc and bought 4,389,129 shares worth $330 billion.
On the other hand, there are companies that Koch Industries Inc is getting rid of from its portfolio.
Koch Industries Inc closed its position in Desktop Metal on 9th August 2024.
It sold the previously owned 9,384,282 shares for $8.26 billion.
One of the average hedge funds
The two most similar investment funds to Koch Industries Inc are Gds Wealth Management and Stokes Family Office. They manage $853 billion and $853 billion respectively.
Michael Zundel investment strategy
Koch Industries Inc’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Materials — making up 8.5% of
the total portfolio value.
The fund focuses on investments in the United States as
37.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
13% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $739 million.
The complete list of Koch Industries Inc trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ibotta Inc |
Opened
4,389,129
|
$329,886,936,000 | 38.66% |
| Getty Images Holdings Inc |
No change
80,733,607
|
$263,191,559,000 | 30.85% |
| Claros Mtg Tr Inc |
No change
15,126,917
|
$121,317,874,000 | 14.22% |
| Compass Minerals International Inc |
No change
7,034,609
|
$72,667,511,000 | 8.52% |
| Ladder Cap Corp |
No change
4,000,000
|
$45,160,000,000 | 5.29% |
| Standard Lithium Ltd |
No change
13,480,083
|
$16,850,104,000 | 1.97% |
| Desktop Metal, Inc. |
Closed
9,384,282
|
$8,258,168,000 | |
| Desktop Metal, Inc. |
Opened
938,428
|
$3,875,708,000 | 0.45% |
| MetLife, Inc. |
No change
3,788
|
$265,880,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 9 holdings | |||
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