Kim, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sound Point Meridian Capital, Inc.SPMC | $148.38M | 17.0% |
| TIDAL TRUST II | $57.79M | 6.6% |
| TIDAL TRUST II | $54.34M | 6.2% |
| Vishay Intertechnology Inc | $44.87M | 5.1% |
| ASPEN AEROGELS INC | $34.75M | 4.0% |
| MARRIOTT VACATIONS WORLDWIDE | $26.97M | 3.1% |
| JETBLUE AIRWAYS CORP | $25.69M | 2.9% |
| VAIL RESORTS INC | $25.24M | 2.9% |
| CABLE ONE INC | $24.69M | 2.8% |
| MITEK SYS INC | $19.82M | 2.3% |
| UBER TECHNOLOGIES INC | $19.23M | 2.2% |
| AIRBNB INC | $18.90M | 2.2% |
| CSG SYS INTL INC | $17.79M | 2.0% |
| EXACT SCIENCES CORP | $16.09M | 1.8% |
| FORD MTR CO | $15.62M | 1.8% |
| LIBERTY MEDIA CORP DEL | $15.10M | 1.7% |
| GUESS INC | $14.89M | 1.7% |
| SNOWFLAKE INC | $14.87M | 1.7% |
| FLUOR CORP | $13.70M | 1.6% |
| OSI SYSTEMS INC | $11.16M | 1.3% |
| EVERGY INC | $10.97M | 1.3% |
| SNAP INC | $9.70M | 1.1% |
| RAPID7 INC | $9.47M | 1.1% |
| T1 ENERGY INC | $8.68M | 1.0% |
| ALARM COM HLDGS INC | $8.59M | 1.0% |
| KORE GROUP HLDGS INC | $8.44M | 1.0% |
| PENGUIN SOLUTIONS INC | $8.16M | 0.9% |
| CMS ENERGY CORP | $8.04M | 0.9% |
| HAEMONETICS CORP MASS | $7.81M | 0.9% |
| AKAMAI TECHNOLOGIES INC | $7.54M | 0.9% |
| Chime Financial, Inc. | $7.27M | 0.8% |
| GLOBAL PMTS INC | $7.20M | 0.8% |
| PROGRESS SOFTWARE CORP | $7.10M | 0.8% |
| ALARM COM HLDGS INC | $6.88M | 0.8% |
| WESTERN DIGITAL CORP | $6.88M | 0.8% |
| PPL CAP FDG INC | $6.59M | 0.8% |
| ZIFF DAVIS INC | $6.54M | 0.7% |
| PG&E CORP | $6.18M | 0.7% |
| SPOTIFY USA INC | $6.12M | 0.7% |
| ON SEMICONDUCTOR CORP | $5.96M | 0.7% |
| BOX INC | $5.85M | 0.7% |
| ENVISTA HOLDINGS CORPORATION | $5.45M | 0.6% |
| TETRA TECH INC NEW | $5.44M | 0.6% |
| SmartRent, Inc. | $5.37M | 0.6% |
| DAYFORCE INC | $4.96M | 0.6% |
| ITRON INC | $4.96M | 0.6% |
| NUTANIX INC | $4.83M | 0.6% |
| WISDOMTREE INC | $4.64M | 0.5% |
| CHEFS WHSE INC | $4.56M | 0.5% |
| TRIPADVISOR INC | $3.94M | 0.5% |