Roberts Foundation

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Roberts Foundation reported 3 stock positions worth $208.8 million. Its top holding was KKR (KKR) at 70.8% of the portfolio, followed by Procter & Gamble (PG, 18.5%) and AppLovin Class A (APP, 10.7%).

Most Recent 13F
Q2 2026
Location
San Mateo, CA
CIK
0001595747
Portfolio Value
$208.8M (Q4 2024)
SEC Filing
0000950123-25-000906 ↗ filed Feb 5, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $208.8M $208.8M Q4 2024 Q1 2025: $155.1M Q1 2025 Q2 2025: $34.9M Q2 2025 Q3 2025: $37.6M Q3 2025 Q4 2025: $36.9M Q4 2025 Q1 2026: $34.4M Q1 2026 Q2 2026: $35.1M Q2 2026

Holdings 3 stocks · $208.8M
KKR KKR & Co. Inc. 70.84% 1,000,000 $147.9M —
PG The Procter & Gamble Co. 18.47% 230,062 $38.6M —
APP AppLovin Corp. Class A 10.69% 68,941 $22.3M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$35.1MPG
Q1 2026 1$34.4MPG
Q4 2025 2$36.9MPG, BTSG
Q3 2025 2$37.6MPG, BTSG
Q2 2025 2$34.9MPG, BTSG
Q1 2025 2$155.1MKKR, PG
Q4 2024 3$208.8MKKR, PG, APP