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Portfolio (Quarterly) Guide ↗

Kohlberg Kravis Roberts & Co. L.P.

· CIK 0001399770
13F Portfolio $6.3B AUM 96 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 16 New 9 Added 16 Reduced 10 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WESTERN DIGITAL CORP 180,000.0 $826K 0.01% -150K -45.5% $4.59
62 AMERICAN WTR CAP CORP 826,000.0 $824K 0.01% $1.00
63 BILL HOLDINGS INC 870,000.0 $802K 0.01% NEW $0.92
64 HAEMONETICS CORP MASS 745,000.0 $775K 0.01% $1.04
65 ENVISTA HOLDINGS CORPORATION 800,000.0 $770K 0.01% $0.96
66 BENTLEY SYS INC 805,000.0 $759K 0.01% $0.94
67 AKAMAI TECHNOLOGIES INC 765,000.0 $758K 0.01% $0.99
68 SNAP INC 855,000.0 $749K 0.01% $0.88
69 PAGERDUTY INC 752,000.0 $719K 0.01% $0.96
70 WORKIVA INC 711,000.0 $703K 0.01% $0.99
71 LIBERTY MEDIA CORP DEL 531,000.0 $673K 0.01% $1.27
72 ALARM COM HLDGS INC 705,000.0 $673K 0.01% $0.95
73 BLACKLINE INC 600,000.0 $634K 0.01% -4.0M -87.0% $1.06
74 MIRUM PHARMACEUTICALS INC 244,000.0 $631K 0.01% -650K -72.7% $2.58
75 IRHYTHM TECHNOLOGIES INC 450,000.0 $630K 0.01% $1.40
76 CELCUITY INC 285,000.0 $619K 0.01% $2.17
77 ADVANCED ENERGY INDS 375,000.0 $616K 0.01% $1.64
78 VENTAS RLTY LTD PARTNERSHIP 414,000.0 $586K 0.01% $1.41
79 JBT MAREL CORPORATION 565,000.0 $580K 0.01% $1.03
80 GLOBAL PMTS INC 630,000.0 $567K 0.01% $0.90
Page 4 of 5  ·  91 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 85.0%
Industrials 5.1%
Energy 4.2%
Communication Services 3.6%
Real Estate 1.5%
Financial Services 0.3%
Consumer Cyclical 0.3%