Kohlberg Kravis Roberts & Co. L.P.

Q1 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2021
Date filed
5/17/2021
Form type
13F-HR
Num holdings
101
Total value ($000)
$19,849,035
Net value change ($000)
+137,541 (0.7%)
New positions
45
Sold out positions
10
Turnover %
2.3%
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 Q4 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)
FISV 441,857 4.5%
IR 163,479 8.0%
BV 139,218 18.2%
BKLN 89,693 NEW
PLAY 75,998 59.6%
ASO 63,085 4.9%
BHC 57,271 52.6%
KKR 39,017 20.6%
FSK 32,269 49.7%
FSK 22,901 19.1%
Top Reduces (Value $000, Stocks/ETFs)
BBIO -540,719 -22.0%
Focus Financial Partners Inc. -116,943 -28.2%
ANG-PD -76,099 -100.0%
SEE -73,774 -100.0%
COOP -73,508 -16.0%
FUL -65,861 -100.0%
Six Flags Entertainment Corp/OLD -51,897 -81.9%
LYFT -42,465 -35.2%
CIRCOR INTERNATIONAL INC -36,036 -100.0%
WW -31,592 -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