I'm monitoring KKR's portfolio across $691B AUM and 300+ portfolio companies. Here's the current picture:

• PE portfolio is performing well overall — weighted average MOIC of 2.4x and IRR of 18.2%. Infrastructure is the growth engine (just closed a $19.2B fund).
• PetVet is the red flag — revenue declining 4%, EBITDA margin compressed to 20% (from 24%), staff turnover at 31%. Needs operational intervention. [PetVet Deep Dive]
• Coty remains levered at 5.2x — revenue is flat but margins are slowly expanding. Debt paydown is on track.
• Accuris is the star — 18% revenue growth, 118% net retention, 32% EBITDA margins. Classic SaaS compounder. [SaaS Exit Framework]

Ask me about any portfolio company, the overall portfolio health, or strategic scenarios. I'll link you to the relevant wiki analysis.