Fund Holdings

KIM, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PROGRESS SOFTWARE CORP(PRGS)000025,456,0133.75%+25,456,013
ENERGY TRANSFER L P(ET)02,074,034+2,074,034023,996,5733.54%+23,996,573
COINBASE GLOBAL INC(COIN)000016,561,8842.44%+16,561,884
PALANTIR TECHNOLOGIES INC(PLTR)(Put)500,000700,000+200,00088,875,000102,396,000+13,521,000
LCI INDS(LCII)000012,077,6691.78%+12,077,669
NUTANIX INC(NTNX)0004,835,00015,829,3922.33%+10,994,392
VARONIS SYS INC(VRNS)000010,482,2391.55%+10,482,239
KORE GROUP HLDGS INC2,000,0002,000,00008,440,00018,040,0002.66%+9,600,000
HAEMONETICS CORP MASS(HAE)0007,805,25016,189,8002.39%+8,384,550
LIVE NATION ENTERTAINMENT IN(LYV)00007,608,6671.12%+7,608,667
TETRA TECH INC NEW(TTEK)0005,437,25012,704,1671.87%+7,266,917
ASPEN AEROGELS INC12,280,42612,280,426034,753,60641,999,0576.19%+7,245,451
LYFT INC(LYFT)0003,014,62510,176,3991.50%+7,161,774
ON SEMICONDUCTOR CORP(ON)0005,965,00012,923,9591.91%+6,958,959
AKAMAI TECHNOLOGIES INC(AKAM)00006,855,9541.01%+6,855,954
BLOCK INC(XYZ)00006,373,6890.94%+6,373,689
PG&E CORP(PCG)0006,180,60012,461,9851.84%+6,281,385
ITRON INC(ITRI)0003,737,4189,493,8421.40%+5,756,424
WISDOMTREE INC(WT)00005,384,8420.79%+5,384,842
CHEESECAKE FACTORY INC(CAKE)00005,090,7540.75%+5,090,754
BILL HOLDINGS INC(BILL)00004,448,6280.66%+4,448,628
MARRIOTT VACATIONS WORLDWIDE(VAC)0001,905,0006,051,1550.89%+4,146,155
SNOWFLAKE INC(SNOW)00003,664,5100.54%+3,664,510
GUIDEWIRE SOFTWARE INC(GWRE)00003,491,2250.51%+3,491,225
LIVE NATION ENTERTAINMENT IN(LYV)00003,243,8080.48%+3,243,808
DRAFTKINGS INC NEW(DKNG)0003,661,6006,760,1641.00%+3,098,564
ZIFF DAVIS INC(ZD)0006,536,6998,978,9121.32%+2,442,213
SYNAPTICS INC(SYNA)00002,075,5320.31%+2,075,532
GLOBAL PMTS INC(GPN)0007,196,0008,833,6271.30%+1,637,627
ALNYLAM PHARMACEUTICALS INC(ALNY)00001,286,7620.19%+1,286,762
BLACKROCK MUNIYILD QULT FD I(MQY)0108,577+108,57701,192,1750.18%+1,192,175
FLUOR CORP(FLR)00013,700,40014,799,7412.18%+1,099,341
LIBERTY MEDIA CORP DEL(SIRI)00015,097,50015,974,0202.35%+876,520
ALARM COM HLDGS INC(ALRM)0008,590,5009,221,6601.36%+631,160
GLADSTONE CAP CORP0001,470,0001,880,3750.28%+410,375
MARTIN MIDSTREAM PRTNRS L P949,9571,002,819+52,8622,479,3882,767,7800.41%+288,392
SNAP INC(SNAP)0009,695,5009,808,0001.45%+112,500
FTAI INFRASTRUCTURE INC293,901293,90101,354,8841,451,8710.21%+96,987
MICROCHIP TECHNOLOGY INC.(MCHP)0002,456,5002,475,9200.36%+19,420
LCI INDS(LCII)0002,467,5002,484,6890.37%+17,189
SHAKE SHACK INC(SHAK)0001,895,0001,894,9740.28%-26
BLACKROCK MUNIHOLDINGS FD IN22,80522,8050267,731257,2400.04%-10,491
OUSTER INC274,2000-274,20017,4940-17,494
NUVEEN QUALITY MUNCP INCOME(NAD)100,000100,00001,202,0001,150,0000.17%-52,000
BLACKROCK MUNIYIELD QUALITY204,185204,18502,219,4912,145,9840.32%-73,507
NUVEEN AMT FREE QLTY MUN INC243,700243,70002,834,2312,736,7510.40%-97,480
NUVEEN MUN CR INCOME FD(NZF)250,000250,00003,145,0003,045,0000.45%-100,000
MARTIN MIDSTREAM PRTNRS L P(Call)43,1000-43,100112,4910-112,491
PENGUIN SOLUTIONS INC(PENG)0008,164,0007,716,9221.14%-447,078
OSI SYSTEMS INC(OSIS)00011,160,00010,077,5311.49%-1,082,469
BLACKROCK MUNIYIELD FD INC117,9810-117,9811,237,6210-1,237,621
SMARTRENT INC2,656,1732,656,17305,365,4693,984,2600.59%-1,381,209
ETSY INC(ETSY)0001,854,5000-1,854,500
CHIME FINL INC(CHYM)289,032289,03207,274,9355,413,5690.80%-1,861,366
BLACKLINE INC(BL)0002,114,7000-2,114,700
AMPHASTAR PHARMACEUTICALS IN0002,317,7500-2,317,750
CAPITAL SOUTHWEST CORP(CSWC)0002,481,2500-2,481,250
LEMAITRE VASCULAR INC(LMAT)0002,506,2500-2,506,250
DROPBOX INC(DBX)0002,526,2500-2,526,250
PPL CAP FDG INC(PPL)0006,592,5003,996,7940.59%-2,595,706
PROGRESS SOFTWARE CORP(PRGS)0007,099,7504,456,6610.66%-2,643,089
TRIPADVISOR INC(TRIP)0003,935,0000-3,935,000
BOX INC(BOX)0005,850,0001,843,1020.27%-4,006,898
CHEFS WHSE INC(CHEF)0004,563,6000-4,563,600
WISDOMTREE INC(WT)0004,645,0000-4,645,000
ENVISTA HOLDINGS CORPORATION(NVST)0005,445,825654,4170.10%-4,791,408
ITRON INC(ITRI)0004,957,5000-4,957,500
DAYFORCE INC0004,962,5000-4,962,500
UBER TECHNOLOGIES INC(UBER)00019,232,60014,212,9942.10%-5,019,606
RAPID7 INC0009,475,0004,439,3490.65%-5,035,651
EVERGY INC(EVRG)00010,969,8755,401,2430.80%-5,568,632
SPOTIFY USA INC(SPOT)0006,122,0250-6,122,025
WESTERN DIGITAL CORP(WDC)0006,879,4500-6,879,450
ALARM COM HLDGS INC(ALRM)0006,884,1680-6,884,168
AKAMAI TECHNOLOGIES INC(AKAM)0007,537,5000-7,537,500
CMS ENERGY CORP(CMS)0008,040,0000-8,040,000
T1 ENERGY INC(TE)1,300,0000-1,300,0008,684,0000-8,684,000
VISHAY INTERTECHNOLOGY INC(VSH)3,096,4541,944,835-1,151,61944,867,61835,007,0305.16%-9,860,588
CSG SYS INTL INC00017,786,2507,304,7811.08%-10,481,469
TIDAL TRUST II3,755,0002,510,000-1,245,00057,786,82246,660,9006.88%-11,125,922
SNOWFLAKE INC(SNOW)00014,870,0003,540,1920.52%-11,329,808
GUESS INC00014,887,5000-14,887,500
FORD MTR CO(F)00015,615,0000-15,615,000
EXACT SCIENCES CORP00016,094,7410-16,094,741
AIRBNB INC(ABNB)00018,902,5600-18,902,560
TIDAL TRUST II2,830,0001,585,000-1,245,00054,336,00035,255,6315.20%-19,080,369
MITEK SYS INC00019,820,0000-19,820,000
CABLE ONE INC00024,687,5000-24,687,500
VAIL RESORTS INC(MTN)00025,243,6160-25,243,616
JETBLUE AIRWAYS CORP(JBLU)00025,694,9210-25,694,921
MARRIOTT VACATIONS WORLDWIDE(VAC)00026,967,6000-26,967,600
SOUND POINT MERIDIAN CAP INC(SPMA)10,790,92810,790,9280148,375,25896,578,80414.24%-51,796,454
STATE STR SPDR S&P 500 ETF T(SPY)(Put)400,000300,000-100,000272,768,000195,102,000-77,666,000
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