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  Name: Roberts Foundation
  City: San Mateo
  State: CA
  Zip: 94402
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $155,057,000
  Total Value Change : $-53,748,000
  Securities Held Change : -1
   
All Securities Held : 2
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 1
  Unchanged Positions : 1
  Decreased Positions : 0

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Holdings Found : 3     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 1 - $139.22 $115,610,000 1,000,000 74.56% -32,300,000 0 0.179    Asset Management
   (PG)1 Year Chart         PG Procter & Gamble Co 2 - $157.52 $39,447,000 231,472 25.44% 877,000 1,410 0.009    Cleaning Products
   (APP)1 Year Chart         APP Applovin Corp 3 Closed $352.74 $0 0 0% -22,325,000 -68,941 0    N/A

      3 Records Found
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