Kohlberg Kravis Roberts & Co. L.P.

Q4 2020 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2020
Date filed
2/16/2021
Form type
13F-HR
Num holdings
60
Total value ($000)
$19,711,494
Net value change ($000)
+2,201,829 (12.6%)
New positions
3
Sold out positions
5
Turnover %
7.6%
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 Q3 2020
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)
ASO 1,276,705 NEW
BBIO 1,159,223 89.5%
IR 446,095 28.0%
BV 188,355 32.6%
COOP 128,675 39.0%
Focus Financial Partners Inc. 102,000 32.7%
PLAY 63,161 98.0%
LYFT 53,021 78.3%
CUZ 46,973 83.5%
EQR 40,441 40.4%
Top Reduces (Value $000, Stocks/ETFs)
FISV -1,151,781 -10.6%
XIFR -164,069 -100.0%
ANG-PD -24,149 -24.1%
Welbilt, Inc. -15,800 -100.0%
UXIN LTD -7,058 -100.0%
CHRS -2,915 -5.2%
OYST -2,380 -10.8%
CPT -1,712 -100.0%
Montage Resources Corp -1,501 -100.0%
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