Fund HoldingsKIM, LLC

Total Portfolio Value
$945.96M
Total Bought
$260.76M
Total Sold
$334.87M
Net Transaction
-$74.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)3,000250,000+247,0001,426130,768+129,342
ASPEN AEROGELS INC15,780,42615,780,4260249,015277,73529.36%+28,720
FREYR BATTERY INC(TE)011,500,000+11,500,000019,3202.04%+19,320
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
01,675,600+1,675,600017,0161.80%+17,016
LEGATO MERGER CORP III01,200,000+1,200,000012,1621.29%+12,162
ARES ACQUISITION CORP II954,6001,963,600+1,009,0009,96620,7552.19%+10,789
SCREAMING EAGLE ACQUISITN CO1,703,6872,678,687+975,00018,05928,6623.03%+10,603
COLOMBIER ACQUISITION CORP I0838,770+838,77008,6140.91%+8,614
KORE GROUP HLDGS INC010,000,000+10,000,00007,8710.83%+7,871
CONCORD ACQUISITION CORP II0725,100+725,10007,6240.81%+7,624
CHURCHILL CAPITAL CORP VII0600,000+600,00006,4200.68%+6,420
HAYMAKER ACQUISITION CORP IV
CLASS A
500,0001,106,772+606,7725,13811,5331.22%+6,395
SK GROWTH OPPORTUNITIES CORP0402,499+402,49904,4480.47%+4,448
FORD MTR CO DEL(F)00004,1540.44%+4,154
EXPEDIA GROUP INC(EXPE)00003,7040.39%+3,704
INFINERA CORP00002,7780.29%+2,778
SIMPLIFY EXCHANGE TRADED FUN
MULTI QIS ALTERN
04,000,000+4,000,0000101,52010.73%+101,520
SPRING VALLEY ACQUISTN CORP510,000730,000+220,0005,5138,0230.85%+2,510
AP ACQUISITION CORP21,078225,078+204,0002352,5390.27%+2,304
UBER TECHNOLOGIES INC(UBER)00002,2550.24%+2,255
TORTOISEECOFIN ACQUISITION C650,000850,231+200,2316,9039,1570.97%+2,254
CF ACQUISITION CORP VII0187,719+187,71902,0480.22%+2,048
ALCHEMY INVTS ACQUISITN CORP
CL A ORD SHS
405,000575,000+170,0004,2956,0840.64%+1,788
LUMENTUM HLDGS INC(LITE)00001,7650.19%+1,765
ETSY INC(ETSY)00001,6840.18%+1,684
INFLECTION PT ACQUISITN CRP1,100,0001,245,000+145,00011,36313,0291.38%+1,666
BLACKROCK MUNIYIELD QUALITY0125,000+125,00001,4330.15%+1,433
NUVEEN MUNICIPAL CREDIT INC(NZF)90,000200,000+110,0001,0642,4480.26%+1,384
BLACKROCK MUNIYIELD FD INC0115,529+115,52901,2780.14%+1,278
FTAI INFRASTRUCTURE INC293,901293,90101,1431,8460.20%+702
PATRIA LATIN AMRCN OPPRNTY A805,000840,860+35,8608,9369,4931.00%+558
ESH ACQUISITION CORP187,500237,500+50,0001,9192,4580.26%+539
NABORS ENERGY TRANSITION COR1,450,0001,500,000+50,00015,08715,6001.65%+513
SLAM CORP316,268341,601+25,3333,4323,8020.40%+371
KANZHUN LIMITED(BZ)336,552336,55205,5905,9000.62%+310
BLEND LABS INC370,786370,78609461,2050.13%+260
RIGEL RESOURCE ACQ CORP1,150,0001,150,000012,60412,8461.36%+242
SABLE OFFSHORE CORP080,000+80,00002060.02%+206
SOUNDHOUND AI INC(SOUN)0100,292+100,29205910.06%+591
INVESTCORP EUROPE ACQUISITIO552,000552,00006,0836,2210.66%+138
NUVEEN AMT FREE QLTY MUN INC90,000100,000+10,0009901,1070.12%+117
MONTANA TECHNOLOGIES CORP0200,000+200,00001100.01%+110
SDCL EDGE ACQUISITION CORP0630,004+630,00406,8920.73%+6,892
AFRICAN AGRICULTURE HOLDINGS0253,786+253,78601000.01%+100
ALVOTECH(ALVO)030,000+30,0000990.01%+99
HENNESSY CAPITAL INVST CORP0956,666+956,6660960.01%+96
SILVERBOX CORP III657,600657,60006,8006,8920.73%+92
AEON BIOPHARMA INC063,358+63,3580920.01%+92
COLOMBIER ACQUISITION CORP I0183,333+183,3330840.01%+84
KEYARCH ACQUISITION CORP0350,000+350,0000880.01%+88
LIFEZONE METALS LIMITED
*W EXP 07/05/202
0100,000+100,0000650.01%+65
SK GROWTH OPPORTUNITIES CORP0150,000+150,0000710.01%+71
GCT SEMICONDUCTOR HLDG INC0125,000+125,0000480.01%+48
INVESTCORP INDIA ACQUISTN CO225,006225,00602,4732,5180.27%+45
PEGASUS DIGITAL MOBILITY ACQ0137,500+137,5000520.01%+52
TRISTAR ACQUISITION I CORP0925,000+925,0000640.01%+64
RIGEL RESOURCE ACQ CORP350,000350,000044820.01%+39
GORES HOLDINGS IX INC0166,666+166,6660580.01%+58
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
0200,000+200,0000380.00%+38
D-WAVE QUANTUM INC(QBTS)0247,568+247,5680590.01%+59
ZURA BIO LTD0125,000+125,0000340.00%+34
CSLM ACQUISITION CORP0325,000+325,0000590.01%+59
PEGASUS DIGITAL MOBILITY ACQ150,000150,00001,6581,6890.18%+32
SLAM CORP0175,000+175,0000320.00%+32
ENPHYS ACQUISITION CORP200,000200,00002,1342,1640.23%+30
LEDDARTECH HLDGS INC0233,333+233,3330300.00%+30
COMPASS DIGITAL ACQUISITN CO0320,605+320,6050290.00%+29
KENSINGTON CAPITAL ACQUISITI190,556190,55602,0372,0660.22%+29
AIRSHIP AI HLDGS INC060,000+60,0000270.00%+27
CSLM ACQUISITION CORP0225,000+225,0000270.00%+27
BURTECH ACQUISITION CORP0295,000+295,0000530.01%+53
DIGITAL HEALTH ACQUISITION C0200,000+200,0000260.00%+26
ANDRETTI ACQUISITION CORP0162,500+162,5000670.01%+67
ZEO ENERGY CORP0200,000+200,0000240.00%+24
LI-CYCLE HOLDINGS CORP053,762+53,7620550.01%+55
REDWOODS ACQUISITION CORP0199,999+199,9990440.00%+44
FLYEXCLUSIVE INC050,000+50,0000220.00%+22
MURANO GLOBAL INVTS PLC
*W EXP 03/19/202
0200,000+200,0000210.00%+21
SPECTRAL AI INC0100,000+100,0000210.00%+21
REDWOODS ACQUISITION CORP0400,000+400,0000320.00%+32
HNR ACQUISITION CORP0250,000+250,0000350.00%+35
SPARK I ACQUISITION CORP150,000150,00001,5211,5390.16%+18
EVE MOBILITY ACQUISITION COR0200,000+200,0000260.00%+26
ALPHA TAU MEDICAL LTD(DRTS)063,637+63,6370160.00%+16
CHURCHILL CAPITAL CORP VII0100,000+100,0000320.00%+32
CRESCENT PT ENERGY CORP11,85411,854082970.01%+15
ARROWROOT ACQUISITION CORP0150,000+150,0000270.00%+27
ENVOY MEDICAL INC0166,666+166,6660180.00%+18
ATLANTIC COASTAL AQSTN CORP0250,000+250,0000130.00%+13
SPRING VALLEY ACQUISTN CORP0300,000+300,0000360.00%+36
TEVOGEN BIO HLDGS INC0150,000+150,0000120.00%+12
AETHERIUM ACQUISITION CORP0200,000+200,0000120.00%+12
ARES ACQUISITION CORP II0350,000+350,0000650.01%+65
INFLECTION PT ACQUISITN CRP0325,000+325,0000440.00%+44
PAPAYA GRWT OPPORTUNITY CORP0235,000+235,0000150.00%+15
CARTICA ACQUISITION CORP0199,200+199,2000200.00%+20
BIOTE CORP011,500+11,5000670.01%+67
RF ACQUISITION CORP0300,000+300,0000260.00%+26
TERRAN ORBITAL CORPORATION097,206+97,2060160.00%+16
KEYARCH ACQUISITION CORP0175,000+175,000090.00%+9
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