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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OSI SYSTEMS INC 375,000.0 $558K 0.01% -200K -34.8% $1.49
82 BIOMARIN PHARMACEUTICAL INC 534,000.0 $513K 0.01% $0.96
83 LIVE NATION ENTERTAINMENT IN 460,000.0 $484K 0.01% NEW $1.05
84 DEXCOM INC 505,000.0 $465K 0.01% $0.92
85 GRANITE CONSTR INC 250,000.0 $400K 0.01% NEW $1.60
86 SOLARIS ENERGY INFRAS INC 350,000.0 $380K 0.01% NEW $1.08
87 FLUENCE ENERGY INC 310,000.0 $376K 0.01% NEW $1.21
88 SYNAPTICS INC 320,000.0 $339K 0.01% NEW $1.06
89 SHIFT4 PMTS INC 265,000.0 $255K 0.00% $0.96
90 MICROCHIP TECHNOLOGY INC. 240,000.0 $236K 0.00% NEW $0.98
91 LEMAITRE VASCULAR INC 200,000.0 $200K 0.00% NEW $1.00
Page 5 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%