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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BENTLEY SYS INC 20,011,000.0 $20.0M 0.32% NEW $1.00
2 GUIDEWIRE SOFTWARE INC 4,095,000.0 $4.5M 0.07% NEW $1.10
3 BLACKSTONE MORTGAGE TRUST IN 4,542,000.0 $4.5M 0.07% NEW $0.99
4 FUBOTV INC 2,000,000.0 $2.0M 0.03% NEW $1.00
5 NUTANIX INC 1,904,000.0 $1.8M 0.03% NEW $0.97
6 OMNICELL COM 1,405,000.0 $1.5M 0.02% NEW $1.08
7 COGENT BIOSCIENCES INC 990,000.0 $1.2M 0.02% NEW $1.18
8 DATADOG INC 1,160,000.0 $1.2M 0.02% NEW $1.00
9 BILL HOLDINGS INC 870,000.0 $802K 0.01% NEW $0.92
10 LIVE NATION ENTERTAINMENT IN 460,000.0 $484K 0.01% NEW $1.05
11 GRANITE CONSTR INC 250,000.0 $400K 0.01% NEW $1.60
12 SOLARIS ENERGY INFRAS INC 350,000.0 $380K 0.01% NEW $1.08
13 FLUENCE ENERGY INC 310,000.0 $376K 0.01% NEW $1.21
14 SYNAPTICS INC 320,000.0 $339K 0.01% NEW $1.06
15 MICROCHIP TECHNOLOGY INC. 240,000.0 $236K 0.00% NEW $0.98
16 LEMAITRE VASCULAR INC 200,000.0 $200K 0.00% NEW $1.00

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%