Institutional Fund
Oco Capital Partners, L.P.
New York, NYCIK 17645255 filings on record
Portfolio Value
$380.19M
Q1 2026
Holdings
8
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+8.3%
from $351.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Viasat Inc54.2%
- Apollo Global Mgmt Inc15.4%
- Rocket Cos Inc15.0%
- Kkr & Co Inc5.7%
- Blue Owl Capital Inc5.3%
- Ares Management Corporation2.5%
- Other1.9%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Viasat Inc | 4.50M | $206.10M | 54.2% | −1.45M | Reduced |
| 2 | Apollo Global Mgmt Inc | 525.0K | $58.50M | 15.4% | +75.0K | Added |
| 3 | Rocket Cos Inc | 4.00M | $57.00M | 15.0% | +450.0K | Added |
| 4 | Kkr & Co Inc | 235.0K | $21.74M | 5.7% | +235.0K | New |
| 5 | Blue Owl Capital Inc | 2.20M | $20.09M | 5.3% | +1.41M | Added |
| 6 | Ares Management Corporation | 87.5K | $9.55M | 2.5% | +87.5K | New |
| 7 | Affirm Hldgs Inc | 150.0K | $6.87M | 1.8% | +150.0K | New |
| 8 | Katapult Holdings Inc | 50.0K | $353.0K | 0.1% | 0 | Held |