Fund Universe

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☆Koch, Inc.

CIK 0002027344 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.927
AUM ($M)
1,094
Positions
10
Turnover
0.10
Top-10 wt
100%
Herfindahl
0.164
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 10 positions · portfolio value $1,094M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 27.2% -1.0% 297.9 1,000,000 -1,625,000 2 —
☆CMP funds › COMPASS MINERALS INTL INC HOLD — 20.0% +2.2% 219.0 7,034,609 +0 5 —
☆IBTA funds › IBOTTA INC HOLD — 13.7% -0.6% 149.9 4,389,129 +0 5 —
☆KBDC funds › KAYNE ANDERSON BDC INC TRIM — 13.0% -5.2% 141.9 10,485,004 -1,696,347 5 —
☆GETY funds › GETTY IMAGES HOLDINGS INC HOLD — 9.1% -0.9% 99.1 115,259,246 +0 5 —
☆OCTV funds › OCTAVE INTELLIGENCE PLC NEW — 4.5% +4.5% 48.9 3,000,000 +3,000,000 1 —
☆SLI funds › STANDARD LITHIUM CORP HOLD — 3.4% -1.6% 37.1 13,480,083 +0 5 —
☆CMTG funds › CLAROS MTG TR INC HOLD — 3.2% -0.7% 35.5 15,126,917 +0 5 —
☆GMRS funds › GMR SOLUTIONS INC NEW — 3.1% +3.1% 34.1 2,204,449 +2,204,449 1 —
☆VIA funds › VIA TRANSN INC HOLD — 2.8% +0.1% 30.8 1,700,231 +0 4 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,094 10 0.10 100% 0.164 0.926 — in
2026Q1 922 8 0.29 100% 0.179 0.711 — in
2025Q4 723 7 0.07 100% 0.175 0.915 — in
2025Q3 757 7 0.15 100% 0.168 0.847 — in
2025Q2 691 6 0.33 100% 0.211 0.570 — entered
2025Q1 464 5 0.00 100% 0.286 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status