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Portfolio (Quarterly) Guide ↗

Kohlberg Kravis Roberts & Co. L.P.

· CIK 0001399770
13F Portfolio $6.0B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 85 New
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPECTRUM BRANDS INC 892,000.0 $831K 0.01% NEW $0.93
62 AMERICAN WTR CAP CORP 826,000.0 $828K 0.01% NEW $1.00
63 BENTLEY SYS INC 805,000.0 $760K 0.01% NEW $0.94
64 ENVISTA HOLDINGS CORPORATION 800,000.0 $756K 0.01% NEW $0.95
65 PAGERDUTY INC 752,000.0 $738K 0.01% NEW $0.98
66 SNAP INC 855,000.0 $735K 0.01% NEW $0.86
67 AKAMAI TECHNOLOGIES INC 765,000.0 $719K 0.01% NEW $0.94
68 LIBERTY MEDIA CORP DEL 531,000.0 $705K 0.01% NEW $1.33
69 WORKIVA INC 711,000.0 $703K 0.01% NEW $0.99
70 HAEMONETICS CORP MASS 745,000.0 $691K 0.01% NEW $0.93
71 ALARM COM HLDGS INC 705,000.0 $678K 0.01% NEW $0.96
72 LUMENTUM HLDGS INC 465,000.0 $649K 0.01% NEW $1.40
73 LUMENTUM HLDGS INC 260,000.0 $628K 0.01% NEW $2.42
74 IRHYTHM TECHNOLOGIES INC 450,000.0 $620K 0.01% NEW $1.38
75 GLOBAL PMTS INC 630,000.0 $578K 0.01% NEW $0.92
76 JBT MAREL CORPORATION 565,000.0 $571K 0.01% NEW $1.01
77 LANTHEUS HLDGS INC 528,000.0 $557K 0.01% NEW $1.05
78 VENTAS RLTY LTD PARTNERSHIP 414,000.0 $536K 0.01% NEW $1.29
79 ADVANCED ENERGY INDS 375,000.0 $521K 0.01% NEW $1.39
80 BIOMARIN PHARMACEUTICAL INC 534,000.0 $508K 0.01% NEW $0.95
Page 4 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 79.9%
Communication Services 7.2%
Industrials 5.7%
Energy 4.7%
Real Estate 1.8%
Financial Services 0.3%
Consumer Cyclical 0.3%