KIM, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, KIM, LLC maintained a portfolio of 93 distinct positions. The most significant new addition to the portfolio was PROGRESS SOFTWARE CO, which now represents 2.61% of the total fund value. They heavily accumulated shares in PALANTIR TECHNOLOGIE, increasing their position by 40.0%. The fund also reduced its exposure to SNOWFLAKE INC by 70.0%.
PCA Score Concentration Risk
Risk ENB
Total Positions
93
Quarter
2026 Q1
Top Holding
SPY (20.0%)
Top 10 Concentration
63.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 93
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
PUT
PUT Option 19.99% 22.09% #1
Prev: #1
6.0 -100,000 -25.0%
P
S
300,000 $195,102,000
$579.60 +13.2%
$650.34 +0.8%
2022 Q2 13F Filing 2026-03-31 2026-05-12
PLTR
PALANTIR TECHNO...
PUT
PUT Option 10.49% 7.20% #2 1
Prev: #3
8.0 200,000 40.0%
P
S
700,000 $102,396,000
$168.76 -12.0%
$146.28 +1.5%
2025 Q4 13F Filing 2026-03-31 2026-05-12
SPMC
SOUND POINT MER...
Financial Services 9.90% 12.01% #3 1
Prev: #2
6.0 no change no change
P
S
10,790,928 $96,578,804
$15.17 -38.5%
$8.78 +6.3%
2025 Q3 13F Filing 2026-03-31 2026-05-12
RSBY
TIDAL TRUST II
Unknown 4.78% 4.68% #4
Prev: #4
2.4 -1,245,000 -33.2%
P
S
2,510,000 $46,660,900 2024 Q3 13F Filing 2026-03-31 2026-05-12
ASPN
ASPEN AEROGELS ...
Industrials 4.30% 2.81% #5 2
Prev: #7
3.2 no change no change
P
S
12,280,426 $41,999,057 2022 Q2 13F Filing 2026-03-31 2026-05-12
RSSY
TIDAL TRUST II
Unknown 3.61% 4.40% #6 1
Prev: #5
1.4 -1,245,000 -44.0%
P
S
1,585,000 $35,255,631 2024 Q2 13F Filing 2026-03-31 2026-05-12
VSH
VISHAY INTERTEC...
Technology 3.59% 3.63% #7 1
Prev: #6
1.4 -1,151,619 -37.2%
P
S
1,944,835 $35,007,030 2022 Q2 13F Filing 2026-03-31 2026-05-12
N/A
PROGRESS SOFTWA...
Bond/Debt 2.61% #8
Prev: #—
4.5 25,500,000 no change
NEW
25,500,000 $25,456,013 13F Filing 2026-03-31 2026-05-12
ET/PRI
ENERGY TRANSFER...
Preferred 2.46% #9
Prev: #—
4.5 2,074,034 no change
NEW
2,074,034 $23,996,573 2026 Q1 13F Filing 2026-03-31 2026-05-12
N/A
KORE GROUP HLDG...
Unknown 1.85% 0.68% #10 18
Prev: #28
1.7 no change no change
P
S
2,000,000 $18,040,000 13F Filing 2026-03-31 2026-05-12
N/A
COINBASE GLOBAL...
Bond/Debt 1.70% #11
Prev: #—
4.2 16,693,000 no change
NEW
16,693,000 $16,561,884 13F Filing 2026-03-31 2026-05-12
N/A
HAEMONETICS COR...
Bond/Debt 1.66% 0.63% #12 19
Prev: #31
3.7 9,500,000 126.7%
P
S
17,000,000 $16,189,800 13F Filing 2026-03-31 2026-05-12
N/A
LIBERTY MEDIA C...
Bond/Debt 1.64% 1.22% #13 5
Prev: #18
1.2 400,000 2.7%
P
S
15,400,000 $15,974,020 13F Filing 2026-03-31 2026-05-12
N/A
NUTANIX INC
Bond/Debt 1.62% 0.39% #14 35
Prev: #49
3.6 12,500,000 250.0%
P
S
17,500,000 $15,829,392 13F Filing 2026-03-31 2026-05-12
N/A
FLUOR CORP
Bond/Debt 1.52% 1.11% #15 6
Prev: #21
1.6 no change no change
P
S
12,000,000 $14,799,741 13F Filing 2026-03-31 2026-05-12
N/A
UBER TECHNOLOGI...
Bond/Debt 1.46% 1.56% #16 3
Prev: #13
0.6 -3,000,000 -20.3%
P
S
11,800,000 $14,212,994 13F Filing 2026-03-31 2026-05-12
N/A
ON SEMICONDUCTO...
Bond/Debt 1.32% 0.48% #17 25
Prev: #42
3.5 5,000,000 100.0%
P
S
10,000,000 $12,923,959 13F Filing 2026-03-31 2026-05-12
N/A
TETRA TECH INC ...
Unknown 1.30% 0.44% #18 27
Prev: #45
3.5 7,089,000 141.8%
P
S
12,089,000 $12,704,167 13F Filing 2026-03-31 2026-05-12
N/A
PG&E CORP
Bond/Debt 1.28% 0.50% #19 21
Prev: #40
3.5 6,000,000 100.0%
P
S
12,000,000 $12,461,985 13F Filing 2026-03-31 2026-05-12
N/A
LCI INDS
Bond/Debt 1.24% #20
Prev: #—
4.0 10,000,000 no change
NEW
10,000,000 $12,077,669 13F Filing 2026-03-31 2026-05-12
N/A
VARONIS SYS INC
Bond/Debt 1.07% #21
Prev: #—
3.9 12,000,000 no change
NEW
12,000,000 $10,482,239 13F Filing 2026-03-31 2026-05-12
N/A
LYFT INC
Bond/Debt 1.04% 0.24% #22 34
Prev: #56
3.4 7,500,000 300.0%
P
S
10,000,000 $10,176,399 13F Filing 2026-03-31 2026-05-12
N/A
OSI SYSTEMS INC
Bond/Debt 1.03% 0.90% #23 1
Prev: #22
0.9 -937,000 -12.5%
P
S
6,563,000 $10,077,531 13F Filing 2026-03-31 2026-05-12
N/A
SNAP INC
Bond/Debt 1.01% 0.79% #24
Prev: #24
1.4 no change no change
P
S
10,000,000 $9,808,000 13F Filing 2026-03-31 2026-05-12
N/A
ITRON INC
Bond/Debt 0.97% 0.30% #25 28
Prev: #53
3.4 5,750,000 155.9%
P
S
9,439,000 $9,493,842 13F Filing 2026-03-31 2026-05-12
N/A
ALARM COM HLDGS...
Bond/Debt 0.94% 0.70% #26 1
Prev: #27
2.4 1,000,000 11.1%
P
S
10,000,000 $9,221,660 13F Filing 2026-03-31 2026-05-12
N/A
ZIFF DAVIS INC
Bond/Debt 0.92% 0.53% #27 12
Prev: #39
2.9 2,500,000 37.5%
P
S
9,165,000 $8,978,912 13F Filing 2026-03-31 2026-05-12
N/A
GLOBAL PMTS INC
Bond/Debt 0.91% 0.58% #28 6
Prev: #34
2.9 2,030,000 25.4%
P
S
10,030,000 $8,833,627 13F Filing 2026-03-31 2026-05-12
N/A
PENGUIN SOLUTIO...
Bond/Debt 0.79% 0.66% #29
Prev: #29
0.8 -350,000 -4.4%
P
S
7,650,000 $7,716,922 13F Filing 2026-03-31 2026-05-12
N/A
LIVE NATION ENT...
Bond/Debt 0.78% #30
Prev: #—
3.8 5,000,000 no change
NEW
5,000,000 $7,608,667 13F Filing 2026-03-31 2026-05-12
N/A
CSG SYS INTL IN...
Bond/Debt 0.75% 1.44% #31 16
Prev: #15
0.3 -9,000,000 -60.0%
P
S
6,000,000 $7,304,781 13F Filing 2026-03-31 2026-05-12
N/A
AKAMAI TECHNOLO...
Bond/Debt 0.70% #32
Prev: #—
3.8 6,000,000 no change
NEW
6,000,000 $6,855,954 13F Filing 2026-03-31 2026-05-12
N/A
DRAFTKINGS INC ...
Bond/Debt 0.69% 0.30% #33 21
Prev: #54
3.3 3,500,000 87.5%
P
S
7,500,000 $6,760,164 13F Filing 2026-03-31 2026-05-12
N/A
BLOCK INC
Bond/Debt 0.65% #34
Prev: #—
3.8 6,400,000 no change
NEW
6,400,000 $6,373,689 13F Filing 2026-03-31 2026-05-12
N/A
MARRIOTT VACATI...
Bond/Debt 0.62% 0.15% #35 32
Prev: #67
3.2 4,285,000 214.2%
P
S
6,285,000 $6,051,155 13F Filing 2026-03-31 2026-05-12
CHYM
CHIME FINL INC
Technology 0.55% 0.59% #36 3
Prev: #33
1.2 no change no change
P
S
289,032 $5,413,569 2025 Q4 13F Filing 2026-03-31 2026-05-12
N/A
EVERGY INC
Bond/Debt 0.55% 0.89% #37 14
Prev: #23
0.2 -5,000,000 -55.6%
P
S
4,000,000 $5,401,243 13F Filing 2026-03-31 2026-05-12
N/A
WISDOMTREE INC
Bond/Debt 0.55% #38
Prev: #—
3.7 4,000,000 no change
NEW
4,000,000 $5,384,842 13F Filing 2026-03-31 2026-05-12
N/A
CHEESECAKE FACT...
Bond/Debt 0.52% #39
Prev: #—
3.7 5,000,000 no change
NEW
5,000,000 $5,090,754 13F Filing 2026-03-31 2026-05-12
N/A
PROGRESS SOFTWA...
Bond/Debt 0.46% 0.57% #40 5
Prev: #35
0.2 -2,000,000 -28.6%
P
S
5,000,000 $4,456,661 13F Filing 2026-03-31 2026-05-12
N/A
BILL HOLDINGS I...
Bond/Debt 0.46% #41
Prev: #—
3.7 5,000,000 no change
NEW
5,000,000 $4,448,628 13F Filing 2026-03-31 2026-05-12
N/A
RAPID7 INC
Bond/Debt 0.45% 0.77% #42 17
Prev: #25
0.2 -5,310,000 -53.1%
P
S
4,690,000 $4,439,349 13F Filing 2026-03-31 2026-05-12
N/A
PPL CAP FDG INC
Bond/Debt 0.41% 0.53% #43 5
Prev: #38
0.2 -2,590,000 -43.2%
P
S
3,410,000 $3,996,794 13F Filing 2026-03-31 2026-05-12
SMRT
SMARTRENT INC
Technology 0.41% 0.43% #44 2
Prev: #46
1.2 no change no change
P
S
2,656,173 $3,984,260 2022 Q2 13F Filing 2026-03-31 2026-05-12
N/A
SNOWFLAKE INC
Bond/Debt 0.38% #45
Prev: #—
3.7 3,000,000 no change
NEW
3,000,000 $3,664,510 13F Filing 2026-03-31 2026-05-12
N/A
SNOWFLAKE INC
Bond/Debt 0.36% 1.20% #46 26
Prev: #20
0.1 -7,000,000 -70.0%
P
S
3,000,000 $3,540,192 13F Filing 2026-03-31 2026-05-12
N/A
GUIDEWIRE SOFTW...
Bond/Debt 0.36% #47
Prev: #—
3.6 3,500,000 no change
NEW
3,500,000 $3,491,225 13F Filing 2026-03-31 2026-05-12
N/A
LIVE NATION ENT...
Bond/Debt 0.33% #48
Prev: #—
3.6 3,000,000 no change
NEW
3,000,000 $3,243,808 13F Filing 2026-03-31 2026-05-12
NZF
NUVEEN MUN CR I...
Bond/Debt 0.31% 0.25% #49 6
Prev: #55
1.1 no change no change
P
S
250,000 $3,045,000 2023 Q4 13F Filing 2026-03-31 2026-05-12
MMLP
MARTIN MIDSTREA...
Bond/Debt 0.28% 0.20% #50 11
Prev: #61
2.1 52,862 5.6%
P
S
1,002,819 $2,767,780 2025 Q3 13F Filing 2026-03-31 2026-05-12
Showing 1-50 of 93 holdings

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