Fund HoldingsKIM, LLC

Total Portfolio Value
$1.17B
Total Bought
$214.46M
Total Sold
$538.36M
Net Transaction
-$323.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
BLUE OWL CAPITAL INC(OBDC)04,800,594+4,800,594055,9274.78%+55,927
VISHAY INTERTECHNOLOGY INC(VSH)5,770,9385,770,9380130,539169,66614.52%+39,127
INVESTCORP INDIA ACQUISTN CO01,045,200+1,045,200011,1890.96%+11,189
ELLIOTT OPPORTUNITY II CORP0754,666+754,66607,8180.67%+7,818
INFLECTION PT ACQUISITN CRP0750,000+750,00007,5900.65%+7,590
ARES ACQUISITION CORP II0700,000+700,00007,2450.62%+7,245
JAGUAR GLOBAL GROWTH CORP I0976,182+976,182010,3280.88%+10,328
ASPEN AEROGELS INC15,780,42615,780,4260117,564124,50810.65%+6,943
PROJECT ENERGY REIMAGINED AC0593,114+593,11406,1450.53%+6,145
TKB CRITICAL TECHNOLOGIES 10550,000+550,00005,8360.50%+5,836
ARTEMIS STRATEGIC INVT CORP0525,000+525,00005,5600.48%+5,560
CARTESIAN GROWTH CORP II(REEUF)440,000939,087+499,0874,61610,0290.86%+5,414
FREYR BATTERY11,500,00011,500,0000102,235107,5259.20%+5,290
XPAC ACQUISITION CORP0445,920+445,92004,6200.40%+4,620
BLACK SPADE ACQUISITION CO0405,455+405,45504,1920.36%+4,192
TMT ACQUISITION CORP0400,000+400,00004,1040.35%+4,104
PATRIA LATIN AMRCN OPPRNTY A0450,000+450,00004,8330.41%+4,833
ISRAEL ACQUISITIONS CORP(ISLUF)0350,000+350,00003,6450.31%+3,645
SOCIAL CAP SUVRETTA HLDS CRP0473,604+473,60404,9020.42%+4,902
SMARTRENT INC2,656,1732,656,17306,77310,1730.87%+3,400
INFINITE ACQUISITION CORP0657,500+657,50006,9500.59%+6,950
SK GROWTH OPPORTUNITIES CORP400,000700,000+300,0004,1727,4130.63%+3,241
LAMF GLOBAL VENTURES CORP I0550,000+550,00005,7700.49%+5,770
WAVERLEY CAPITAL ACQUIS CORP0481,947+481,94704,9980.43%+4,998
TRAILBLAZER MERGER CORP I0275,000+275,00002,8020.24%+2,802
VAHANNA TECH EDGE ACQSTN I C0358,419+358,41903,8170.33%+3,817
HEALTHWELL ACQUISITION CORP0591,600+591,60006,0820.52%+6,082
VALUENCE MERGER CORP I0350,000+350,00003,7490.32%+3,749
SOCIAL CAP SUVRETTA HLDS CP0285,000+285,00002,9500.25%+2,950
SDCL EDGE ACQUISITION CORP453,000679,583+226,5834,6527,0910.61%+2,439
UTA ACQUISITION CORPORATION0424,784+424,78404,4810.38%+4,481
TENX KEANE ACQUISITION0325,000+325,00003,4220.29%+3,422
ALCHEMY INVTS ACQUISITN CORP
UNIT 11/30/2027
0200,000+200,00002,0490.18%+2,049
ARYA SCIENCES ACQUISITN CORP0340,506+340,50603,5280.30%+3,528
TWIN RIDGE CAPITAL ACQUIS CO0185,000+185,00001,9800.17%+1,980
TECHNOLOGY & TELECOM ACQ COR0175,000+175,00001,9160.16%+1,916
L CATTERTON ASIA ACQUISITION0174,900+174,90001,8290.16%+1,829
DENALI CAPITAL ACQUISITN COR0159,752+159,75201,7110.15%+1,711
BATTERY FUTURE ACQUISITION C400,000550,000+150,0004,1765,8300.50%+1,654
MOUNTAIN CREST ACQUSITN CRP0150,000+150,00001,5770.13%+1,577
OMNILIT ACQUISITION CORP0150,000+150,00001,5710.13%+1,571
AQUARON ACQUISITION CORP0150,000+150,00001,5650.13%+1,565
SPDR S&P 500 ETF TR(SPY)03,500+3,50001,5510.13%+1,551
OAK WOODS ACQUISITION CORP0137,078+137,07801,4080.12%+1,408
CHENGHE ACQUISITION CO0130,226+130,22601,3930.12%+1,393
FINTECH ECOSYSTEM DEVE0107,684+107,68401,1370.10%+1,137
BLOCKCHAIN COINVSTRS ACQ CRP0250,000+250,00002,6630.23%+2,663
LATAMGROWTH SPAC0250,000+250,00002,6700.23%+2,670
BLUE WORLD ACQUISITION CORP0100,000+100,00001,0610.09%+1,061
YOTTA ACQUISITION CORPORATIO0100,000+100,00001,0480.09%+1,048
SILVERBOX CORP III0100,000+100,00001,0110.09%+1,011
BELLEVUE LIFE SCNCS AQSTN CO0227,693+227,69302,3360.20%+2,336
GLOBAL BLOCKCHAIN ACQUI CORP0291,227+291,22703,0550.26%+3,055
ALPHATIME ACQUISITION CORP0315,153+315,15303,2740.28%+3,274
CETUS CAP ACQUISITION CORP0255,000+255,00002,6240.22%+2,624
ENTERPRISE 4.0 TEC ACQSTN CO0419,494+419,49404,4680.38%+4,468
INCEPTION GROWTH ACQUSTN LTD070,000+70,00007250.06%+725
EVERGREEN CORPORATION064,685+64,68507010.06%+701
THUNDER BRDG CAP PRTNRS IV I069,000+69,00006980.06%+698
WORLDWIDE WEBB ACQUISITION C050,000+50,00005210.04%+521
FTAI AVIATION LTD(FTAI)218,413209,177-9,2366,1076,6230.57%+516
BLACK MOUNTAIN ACQ CORP0380,000+380,00004,0390.35%+4,039
MONTEREY CAP ACQUISITION COR040,412+40,41204230.04%+423
HENNESSY CAPITAL INVST CORP2,370,0002,370,000023,93724,3162.08%+379
PEARL HOLDINGS ACQUISITN COR520,000545,798+25,7985,4295,7580.49%+329
SLAM CORP1,000,0001,000,000010,33010,6300.91%+300
COLISEUM ACQUISITION CORP380,650400,000+19,3503,9054,1760.36%+271
AP ACQUISITION CORP0220,860+220,86002,3760.20%+2,376
XPENG INC(XPEV)0110,000+110,00001,4760.13%+1,476
TRISTAR ACQUISITION I CORP1,850,0001,850,000019,11119,3601.66%+250
CONCORD ACQUISITION CORP II2,000,0002,000,000020,28020,5201.76%+240
RIGEL RESOURCE ACQ CORP1,000,0001,000,000010,48010,7200.92%+240
COMPUTE HEALTH ACQUISITIN CO500,000500,00005,1205,3350.46%+215
ANDRETTI ACQUISITION CORP479,500493,600+14,1005,0405,2520.45%+212
RIVIAN AUTOMOTIVE INC(RIVN)0178,791+178,79102,9790.25%+2,979
FTAI INFRASTRUCTURE INC0293,901+293,90101,0840.09%+1,084
BLUE OCEAN ACQUISITION CORP0256,700+256,70002,7130.23%+2,713
BIGCOMMERCE HLDGS INC0153,767+153,76701,5300.13%+1,530
A SPAC II ACQUISITION CORP934,800934,80009,7139,8670.84%+154
COMPASS DIGITAL ACQUISITN CO980,000980,000010,00610,1480.87%+142
FTAC ZEUS ACQUISITION COR0210,000+210,00002,1890.19%+2,189
NET POWER INC037,500+37,50001260.01%+126
SCREAMING EAGLE ACQUISITN CO728,687728,68707,3967,5200.64%+124
HAINAN MANASLU ACQUISTN CORP450,000450,00004,6534,7720.41%+119
FORBION EUROPEAN ACQUSTN COR0261,522+261,52202,8060.24%+2,806
DRILLING TOOLS INTL CORP025,000+25,00001090.01%+109
HAMMERHEAD ENERGY INC075,000+75,00001070.01%+107
ARES ACQUISITION CORPORATION400,000400,00004,1284,2280.36%+100
METALS ACQUISITION LIMITED066,666+66,6660930.01%+93
DIGITAL HEALTH ACQUISITION C0241,100+241,10002,7960.24%+2,796
METAL SKY STAR ACQUISITION C0100,000+100,00001,1330.10%+1,133
GRANITE RIDGE RESOURCES INC012,500+12,5000830.01%+83
FIRST LT ACQUISITION GROUP I0356,098+356,09803,7350.32%+3,735
BIOTE CORP011,500+11,5000780.01%+78
10X CAPITAL VENTURE ACQ III400,000400,00004,1204,1920.36%+72
GENESIS UNICORN CAPITAL CORP0250,000+250,00002,6930.23%+2,693
SPRING VALLEY ACQUISTN CORP0300,000+300,00003,1700.27%+3,170
HORIZON SPACE ACQUSTN I CORP0296,542+296,54203,0970.26%+3,097
ESGEN ACQUISITION CORP0150,000+150,00001,6370.14%+1,637
LEARN CW INVESTMENT COR0250,000+250,00002,6250.22%+2,625
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