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Oco Capital Partners L P

Portfolio Manager
Oco Capital Partners L P
Performance
+8.48% (2026 Q1)
AUM (13F)
$407.94M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100%

Oco Capital Partners L P Holdings Map

Top 8 Oco Capital Partners L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VSAT
VIASAT INC
54.21%4.50M$206.1M
-24.37%(-1.45M)
2025-Q1: 3.75M shares2025-Q2: 6.00M shares2025-Q3: 6.00M shares2025-Q4: 5.95M shares2026-Q1: 4.50M shares
$10.70(+549.49%)
2026-03-31
APO
APOLLO GLOBAL MGMT INC
15.39%525.0K$58.5M
+16.67%(+75.00K)
2025-Q1: 325.2K shares2025-Q2: 410.0K shares2025-Q3: 425.0K shares2025-Q4: 450.0K shares2026-Q1: 525.0K shares
$91.94(+47.25%)
2026-03-31
RKT
ROCKET COS INC
14.99%4.00M$57.0M
+12.68%(+450.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.55M shares2026-Q1: 4.00M shares
$19.08(-30.04%)
2026-03-31
KKR
KKR & CO INC
5.72%235.0K$21.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 235.0K shares
$109.99(-11.84%)
2026-03-31
OWL
BLUE OWL CAPITAL INC
5.28%2.20M$20.1M
+177.86%(+1.41M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 791.8K shares2026-Q1: 2.20M shares
$13.44(-29.61%)
2026-03-31
ARES
ARES MANAGEMENT CORPORATION
2.51%87.5K$9.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 87.5K shares
$135.37(-8.83%)
2026-03-31
AFRM
AFFIRM HLDGS INC
1.81%150.0K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 150.0K shares
$60.13(+9.47%)
2026-03-31
KPLT
KATAPULT HOLDINGS INC
0.09%50.0K$353K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.0K shares2026-Q1: 50.0K shares
$9.21(-26.60%)
2026-03-31

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