Fund HoldingsKIM, LLC

Total Portfolio Value
$1.12B
Total Bought
$225.78M
Total Sold
$121.73M
Net Transaction
+$104.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TIDAL TR II
RETU S YIEL ETF
05,000,000+5,000,0000105,5149.43%+105,514
SPDR S&P 500 ETF TR(SPY)(Put)250,000350,000+100,000130,768190,477+59,710
ASPEN AEROGELS INC15,780,42612,280,426-3,500,000277,735292,88826.17%+15,153
KORE GROUP HLDGS INC10,000,00010,000,00007,87121,2001.89%+13,329
GP-ACT III ACQUISITION CORP01,153,120+1,153,120011,5661.03%+11,566
LEGATO MERGER CORP III01,006,000+1,006,000010,1740.91%+10,174
TXO PARTNERS LP0500,000+500,000010,0800.90%+10,080
CENTURION ACQUISITION CORP0800,000+800,00007,9920.71%+7,992
AIRBNB INC(ABNB)00004,5750.41%+4,575
DEXCOM INC(DXCM)00003,9280.35%+3,928
SOUTHWEST AIRLS CO(LUV)00003,0140.27%+3,014
DROPBOX INC(DBX)00002,7430.25%+2,743
ARES ACQUISITION CORP II1,963,6002,188,700+225,10020,75523,3532.09%+2,598
LIONHEART HOLDINGS0250,000+250,00002,4970.22%+2,497
STARWOOD PPTY TR INC(STWD)00002,0500.18%+2,050
CHURCHILL CAPITAL CORP IX
UNIT 99/99/9999
0200,000+200,00002,0220.18%+2,022
SPARK I ACQUISITION CORP150,000341,990+191,9901,5393,5400.32%+2,001
GRAF GLOBAL CORP0200,000+200,00002,0000.18%+2,000
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
0200,000+200,00002,0000.18%+2,000
AKAMAI TECHNOLOGIES INC(AKAM)00001,9420.17%+1,942
ON SEMICONDUCTOR CORP(ON)00001,9240.17%+1,924
MARRIOTT VACATIONS WORLDWIDE(VAC)00001,8300.16%+1,830
NUVEEN AMT FREE QLTY MUN INC100,000243,700+143,7001,1072,7930.25%+1,686
ETSY INC(ETSY)0001,6843,3510.30%+1,667
ARRAY TECHNOLOGIES INC00001,6210.14%+1,621
RF ACQUISITION CORP II0150,000+150,00001,5090.13%+1,509
NUVEEN QUALITY MUNCP INCOME(NAD)0100,000+100,00001,1740.10%+1,174
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
0100,000+100,00001,0060.09%+1,006
BLACKROCK MUNIYIELD QUALITY125,000201,003+76,0031,4332,2470.20%+815
DINGDONG CAYMAN LTD0928,008+928,00801,8470.16%+1,847
FTAI INFRASTRUCTURE INC293,901293,90101,8462,5360.23%+691
NUVEEN MUNICIPAL CREDIT INC(NZF)200,000250,000+50,0002,4483,0880.28%+640
RIVIAN AUTOMOTIVE INC(RIVN)0178,791+178,79102,3990.21%+2,399
KANZHUN LIMITED(BZ)336,552336,55205,9006,3310.57%+431
BLACKROCK MUNIHOLDINGS FD IN(MHD)022,450+22,45002710.02%+271
FREYR BATTERY INC(TE)11,500,00011,500,000019,32019,5501.75%+230
NABORS ENERGY TRANSITION COR1,500,0001,500,000015,60015,7951.41%+195
RIGEL RESOURCE ACQ CORP1,150,0001,150,000012,84613,0301.16%+184
BIGCOMMERCE HLDGS INC0153,767+153,76701,2390.11%+1,239
MONTANA TECHNOLOGIES CORP200,000200,00001102880.03%+178
INFLECTION PT ACQUISITN CRP1,245,0001,245,000013,02913,1971.18%+168
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
1,675,6001,675,600017,01617,1581.53%+142
CARTESIAN GROWTH CORP II(REEUF)0792,652+792,65208,9370.80%+8,937
HAYMAKER ACQUISITION CORP IV
CLASS A
1,106,7721,106,772011,53311,6321.04%+100
SPRING VALLEY ACQUISTN CORP730,000730,00008,0238,1180.73%+95
VEREN INC011,854+11,8540930.01%+93
SILVERBOX CORP III657,600657,60006,8926,9710.62%+79
LEGATO MERGER CORP III0600,000+600,0000780.01%+78
DRILLING TOOLS INTL CORP025,000+25,00001410.01%+141
SCHMID GROUP N.V.0137,500+137,5000620.01%+62
ILEARNINGENGINES INC080,000+80,0000540.00%+54
ANEW MED INC019,999+19,9990500.00%+50
HENNESSY CAPITAL INVST CORP956,666956,6660961440.01%+48
ANEW MED INC0400,000+400,0000470.00%+47
LUMENTUM HLDGS INC(LITE)0001,7651,8110.16%+47
VSEE HEALTH INC0200,000+200,0000430.00%+43
CHURCHILL CAPITAL CORP VII600,000600,00006,4206,4620.58%+42
INVESTCORP INDIA ACQUISTN CO225,006225,00602,5182,5580.23%+41
DENALI CAPITAL ACQUISITN COR0247,252+247,25202,7670.25%+2,767
HENNESSY CAPITAL INVST CORP0250,000+250,00002,6380.24%+2,638
ALPHAVEST ACQUISITION CORP0200,000+200,0000190.00%+19
CARTICA ACQUISITION CORP199,200198,800-40020390.00%+19
TENX KEANE ACQUISITION0125,000+125,0000400.00%+40
TRISTAR ACQUISITION I CORP925,000675,000-250,00064810.01%+17
ESH ACQUISITION CORP237,500237,50002,4582,4750.22%+17
AEON BIOPHARMA INC015,560+15,5600160.00%+16
ZURA BIO LTD125,000125,000034500.00%+16
RIGEL RESOURCE ACQ CORP350,000350,000082970.01%+14
CF ACQUISITION CORP VII187,719187,71902,0482,0610.18%+13
SLAM CORP175,000175,000032440.00%+12
MURANO GLOBAL INVTS PLC
*W EXP 03/19/202
200,000200,000021330.00%+12
INVESTCORP EUROPE ACQUISITIO0274,950+274,9500200.00%+20
MARIADB PLC0166,666+166,6660250.00%+25
KERNEL GROUP HOLDINGS INC0112,500+112,5000150.00%+15
BURTECH ACQUISITION CORP295,000245,000-50,00053610.01%+8
GLOBAL STAR ACQUISITION INC0150,100+150,1000190.00%+19
SPRING VALLEY ACQUISTN CORP300,000300,000036430.00%+7
SDCL EDGE ACQUISITION CORP075,000+75,0000180.00%+18
ATLANTIC COASTAL AQSTN CORP250,000250,000013200.00%+7
VAST RENEWABLES LIMITED0100,000+100,0000130.00%+13
FLYEXCLUSIVE INC50,00050,000022280.00%+6
LOTUS TECHNOLOGY INC016,666+16,666060.00%+6
DIGIASIA CORP0100,000+100,000060.00%+6
METAL SKY STAR ACQUISITION C0100,000+100,000060.00%+6
ZAPATA COMPUTING HLDGS INC0162,500+162,500060.00%+6
GOLDENSTONE ACQUISITION LTD0150,000+150,000080.00%+8
PEARL HOLDINGS ACQUISITN COR0135,000+135,000050.00%+5
ZOOZ PWR LTD0175,000+175,000050.00%+5
CSLM ACQUISITION CORP225,000225,000027320.00%+5
TLGY ACQUISITION CORPORATION062,500+62,500040.00%+4
RF ACQUISITION CORP300,000300,000026300.00%+4
DP CAP ACQUISITION CORP I0112,500+112,500030.00%+3
CHURCHILL CAPITAL CORP VII100,000100,000032350.00%+3
WESTERN ACQSTN VENTURES CORP0450,000+450,0000160.00%+16
RF ACQUISITION CORP0300,000+300,000060.00%+6
GOLDENSTONE ACQUISITION LTD031,740+31,740060.00%+6
BUZZFEED INC033,333+33,333040.00%+4
KEEN VISION ACQUISITION CORP0100,000+100,000070.00%+7
GLOBAL PARTNER ACQISTN CORP022,295+22,295040.00%+4
MOUNTAIN & CO I ACQUISITN CO0100,000+100,000090.00%+9
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