KOTLER KEVIN
•CIK: 1601692•Filing: Q4 2025
**KOTLER KEVIN** manages $405M across a concentrated portfolio of 36 positions. The fund exhibits a significant overweight to broad market exposure, anchored by a $238.7M holding in SPY. Notable tactical allocations include $30.7M in NDQ and $22.0M in ANGO, suggesting a focus on market beta and specific sector opportunities. This structure indicates a mandate combining core market exposure with targeted, high-conviction bets.
Total AUM
$135.4M
+ $269.4M in options
QoQ Performance
N/A
Positions
34
+ 2 options
Top 10 Concentration
91.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NDQ
ANGO
SPY59.0%
NDQ7.6%
ANGO5.4%
AUPH4.8%
AVADEL3.9%
OMER3.8%
NPCE2.4%
MEDIWOUND1.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
ETF59.0%
Other39.8%
Consumer0.6%
Healthcare0.5%
Industrial0.1%
Financial0.1%