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Funds / Kim, LLC
Institutional Fund

Kim, LLC

Wichita, KSCIK 18889686 filings on record

Portfolio Value
$321.68M
Q1 2026
Holdings
17
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-16.4%
from $384.64M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Sound Point Meridian Cap Inc30.0%
  • Tidal Tr II14.5%
  • Aspen Aerogels Inc13.1%
  • Tidal Trust II11.0%
  • Vishay Intertechnology Inc10.9%
  • Energy Transfer L P7.5%
  • Other13.1%

Portfolio Holdings

17 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Sound Point Meridian Cap Inc10.79M$96.58M30.0%0Held
2Tidal Tr II2.51M$46.66M14.5%1.25MReduced
3Aspen Aerogels Inc12.28M$42.00M13.1%0Held
4Tidal Trust II1.58M$35.26M11.0%1.25MReduced
5Vishay Intertechnology Inc1.94M$35.01M10.9%1.15MReduced
6Energy Transfer L P2.07M$24.00M7.5%+2.07MNew
7Kore Group Hldgs Inc2.00M$18.04M5.6%0Held
8Chime Finl Inc289.0K$5.41M1.7%0Held
9Smartrent Inc2.66M$3.98M1.2%0Held
10Nuveen Municipal Credit Inc250.0K$3.04M0.9%0Held

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