Kohlberg Kravis Roberts & Co. L.P.

Q3 2023 13F-HR/A Holdings

Location
New York, NY
Holdings as of
9/30/2023
Date filed
1/22/2024
Form type
13F-HR/A - RESTATEMENT
Num holdings
73
Total value ($000)
$2,849,241
Net value change ($000)
-380,154 (-11.8%)
New positions
0
Sold out positions
6
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BBIO 284,829 53.3%
BV 28,861 7.9%
SPHR 2,980 35.7%
DASH 2,612 4.0%
CRGY 1,271 21.3%
BHC 1,152 2.8%
TortoiseEcofin Acquisition Corp. III 6 1.0%
Top Reduces (Value $000, Stocks/ETFs)
APP -584,945 -76.7%
FSK -42,861 -11.3%
PROPERTYGURU GROUP LTD -33,868 -17.5%
TGAN -22,903 -29.7%
VSAT -21,034 -55.3%
Endeavor Group Holdings, Inc. -18,073 -16.8%
ForgeRock, Inc. -16,290 -100.0%
MSGE -10,256 -100.0%
MSGS -3,585 -6.2%
IPI Legacy Liquidation Co -3,475 -66.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type