account_balance
Investment manager · 13F filer · SEC CIK 1888968
Kim, LLC
Reported value$735Mas of Jun 30, 2026
Positions67 23 new, 18 sold out
Top 10 weight52.4%SPMC alone is 15%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPMCSound Point Meridian Cap Inc
14.5%
ASPNAspen Aerogels Inc
10.6%
VSHVishay Intertechnology Inc
8.1%Trimmed −43%
ETPRIEnergy Transfer L P
3.2%
RSBYTidal Trust II
3.2%Trimmed −50%
Doordash Inc
2.8%New
Haemonetics Corp Mass
2.8%Added +18%
Kore Group Hldgs Inc
2.5%
Fluor Corp
2.3%Added +8%
Snowflake Inc
2.3%Added +217%
Cloudflare Inc
2.2%New
Lyft Inc
2.1%Added +45%
SPMCSound Point Meridian Cap Inc
14.5%
ASPNAspen Aerogels Inc
10.6%
VSH8.1%ETPRI3.2%
RSBY3.2%
Doordash Inc2.8%
Haemonetics Corp Mass2.8%
Kore Group Hldgs Inc2.5%
Fluor Corp2.3%
Snowflake Inc2.3%
Cloudflare Inc2.2%
Lyft Inc2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPMC Sound Point Meridian Cap Inc 14.5% HeldASPN Aspen Aerogels Inc 10.6% HeldVSH Vishay Intertechnology Inc 8.1% Trimmed −43%
ETPRI Energy Transfer L P 3.2% Held
RSBY Tidal Trust II 3.2% Trimmed −50%
Doordash Inc 2.8% New
Haemonetics Corp Mass 2.8% Added +18%
Kore Group Hldgs Inc 2.5% Held
Fluor Corp 2.3% Added +8%
Snowflake Inc 2.3% Added +217%
Cloudflare Inc 2.2% New
Lyft Inc 2.1% Added +45%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- Doordash Inc $20.7M
- Cloudflare Inc $16.5M
- Ziff Davis Inc $13M
- Unity Software Inc $12.9M
arrow_upwardAdded
- Snowflake Inc +217%
- Bill Holdings Inc +100%
- Box Inc +66%
- Cheesecake Factory Inc +55%
arrow_downwardTrimmed
- RSSY −79%
- Penguin Solutions Inc −61%
- Uber Technologies Inc −58%
- Lci Inds −50%
remove_circleSold out
- Progress Software Corp $25.5M
- Coinbase Global Inc $16.6M
- Liberty Media Corp $16M
- On Semiconductor Corp $12.9M