KOHLBERG KRAVIS ROBERTS & CO. L.P.

PrivateCIK: 1399770
Location

NEW YORK, NY

92
Positions
$5.35B
Total AUM (reported)
410.02M
Total Shares

Allocation by class

TOTAL AUM$5.35B92 positions
COM$4.31B80.7%
CL A COM$386.85M7.2%
ORDINARY SHARES$341.36M6.4%
COM CL B$49.93M0.9%
NOTE 3.625% 6/1$34.46M0.6%
NOTE 5/0$31.70M0.6%
NOTE 3.625% 4/1$21.09M0.4%

Portfolio Concentration

Top 373.3%4–1021.8%11–253.6%Rest1.3%TOP 1095.1%0%100%
Top 3$3.92B73.3%
4–10$1.16B21.8%
11–25$191.78M3.6%
Rest$71.04M1.3%

Top 3 weight

73.3%

Top 10 weight

95.1%

Voting Authority Distribution

Total shares with voting rights: 410.02M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

410.02M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other92
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings92
Rows:

BRIGHTSPRING HEALTH SVCS INC

OTR
COM
Shares41.82M
TypeSH
Market value$1.78B
33.33%
Sole
0.00
Shared
41.82M
None
0.00

SCHEIN HENRY INC

OTR
COM
Shares15.65M
TypeSH
Market value$1.15B
21.58%
Sole
0.00
Shared
15.65M
None
0.00

BRIDGEBIO PHARMA INC

OTR
COM
Shares13.26M
TypeSH
Market value$984.76M
18.42%
Sole
0.00
Shared
13.26M
None
0.00

CRESCENT ENERGY COMPANY

OTR
CL A COM
Shares28.66M
TypeSH
Market value$386.85M
7.24%
Sole
0.00
Shared
28.66M
None
0.00

NIQ GLOBAL INTELLIGENCE PLC

OTR
ORDINARY SHARES
Shares30.02M
TypeSH
Market value$341.36M
6.38%
Sole
0.00
Shared
30.02M
None
0.00

BRIGHTVIEW HLDGS INC

OTR
COM
Shares21.53M
TypeSH
Market value$257.61M
4.82%
Sole
0.00
Shared
21.53M
None
0.00

KKR REAL ESTATE FIN TR INC

OTR
COM
Shares10M
TypeSH
Market value$61.20M
1.14%
Sole
0.00
Shared
10M
None
0.00

PARAMOUNT SKYDANCE CORP

OTR
COM CL B
Shares5.54M
TypeSH
Market value$49.93M
0.93%
Sole
0.00
Shared
5.54M
None
0.00

AMERICAN WTR CAP CORP

OTR
NOTE 3.625% 6/1
Shares34.52M
TypePRN
Market value$34.46M
0.64%
Sole
0.00
Shared
34.52M
None
0.00

BLOCK INC

OTR
NOTE 5/0
Shares31.82M
TypePRN
Market value$31.70M
0.59%
Sole
0.00
Shared
31.82M
None
0.00

OXFORD LANE CAP CORP

OTR
COM
Shares3.19M
TypeSH
Market value$31.17M
0.58%
Sole
0.00
Shared
3.19M
None
0.00

BAUSCH HEALTH COS INC

OTR
COM
Shares5.24M
TypeSH
Market value$28.27M
0.53%
Sole
0.00
Shared
5.24M
None
0.00

NORTHERN OIL & GAS INC

OTR
NOTE 3.625% 4/1
Shares19.16M
TypePRN
Market value$21.09M
0.39%
Sole
0.00
Shared
19.16M
None
0.00

IMMUNOCORE HLDGS PLC

OTR
NOTE 2.500% 2/0
Shares20.13M
TypePRN
Market value$18.15M
0.34%
Sole
0.00
Shared
20.13M
None
0.00

SABRE GLBL INC

OTR
NOTE 7.320% 8/0
Shares13.22M
TypePRN
Market value$13.25M
0.25%
Sole
0.00
Shared
13.22M
None
0.00

PPL CAP FDG INC

OTR
NOTE 2.875% 3/1
Shares10.80M
TypePRN
Market value$12.67M
0.24%
Sole
0.00
Shared
10.80M
None
0.00

BLACKSTONE MORTGAGE TRUST IN

OTR
NOTE 5.500% 3/1
Shares10.63M
TypePRN
Market value$10.58M
0.20%
Sole
0.00
Shared
10.63M
None
0.00

FS KKR CAP CORP

OTR
COM
Shares980.59K
TypeSH
Market value$9.98M
0.19%
Sole
0.00
Shared
980.59K
None
0.00

WEC ENERGY GROUP INC

OTR
NOTE 4.375% 6/0
Shares8M
TypePRN
Market value$9.88M
0.18%
Sole
0.00
Shared
8M
None
0.00

REDFIN CORP

OTR
NOTE 0.500% 4/0
Shares7.56M
TypePRN
Market value$7.25M
0.14%
Sole
0.00
Shared
7.56M
None
0.00

LCI INDS

OTR
NOTE 3.000% 3/0
Shares5.82M
TypePRN
Market value$7.01M
0.13%
Sole
0.00
Shared
5.82M
None
0.00

JD.COM INC

OTR
NOTE 0.250% 6/0
Shares7M
TypePRN
Market value$6.98M
0.13%
Sole
0.00
Shared
7M
None
0.00

TEMPUS AI INC

OTR
CL A
Shares117.65K
TypeSH
Market value$5.32M
0.10%
Sole
0.00
Shared
117.65K
None
0.00

NORWEGIAN CRUISE LINE HLDGS

OTR
SHS
Shares273.74K
TypeSH
Market value$5.12M
0.10%
Sole
0.00
Shared
273.74K
None
0.00

COHERUS ONCOLOGY INC

OTR
COM
Shares3.04M
TypeSH
Market value$5.07M
0.09%
Sole
0.00
Shared
3.04M
None
0.00
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