MondegarAI
KIM, LLC

Q3 2025 · 13F-HR

KIM, LLCholdings as filed

Filed 2025-11-12 · accession 0001888968-25-000007

$1.15B
Reported value
72
Positions
2025-09-30
Period end
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The Brief · KIM, LLC · Q3 2025

AI · grounded in 13F

KIM, LLC established a new position in SPY valued at $199.9M. The fund also initiated new stakes in SPMC for $187.1M and ASPN for $85.5M. Other new additions include RSSY at $82M and RSBY at $81.8M. Total assets under management stand at $1.15B across 71 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$199.9M17.5%300,000PUTSHARED
83617A108SPMCSOUND POINT MERIDIAN CAP INC$187.1M16.3%10,784,192CommonSHARED
04523Y105ASPNASPEN AEROGELS INC$85.5M7.46%12,280,426CommonSHARED
88636J345RSSYTIDAL TRUST II$82.0M7.16%4,075,000CommonSHARED
88636J352RSBYTIDAL TRUST II$81.8M7.14%5,000,000CommonSHARED
464288513HYGISHARES TR$56.8M4.96%700,000PUTSHARED
928298108VSHVISHAY INTERTECHNOLOGY INC$48.3M4.22%3,159,384CommonSHARED
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$24.9M2.18%25,231,000CommonSHARED
606710AA9MITK 0.75 02/01/26MITEK SYS INC$19.7M1.72%20,000,000CommonSHARED
126349AH2CSGS 3.875 09/15/28CSG SYS INTL INC$16.7M1.46%15,000,000CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$16.1M1.40%5,000,000CommonSHARED
35834F104TET1 ENERGY INC$15.5M1.35%7,111,535CommonSHARED
401617AF2GES 3.75 04/15/28GUESS INC$14.9M1.30%15,000,000CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$14.7M1.29%10,000,000CommonSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$14.5M1.26%11,500,000CommonSHARED
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$10.6M0.93%7,000,000CommonSHARED
743312AD2PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP$10.1M0.88%10,000,000CommonSHARED
12685JAE5CABO 0 03/15/26CABLE ONE INC$9.8M0.85%10,000,000CommonSHARED
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$9.8M0.85%6,500,000CommonSHARED
83304AAB2SNAP 0.75 08/01/26SNAP INC$9.6M0.84%10,000,000CommonSHARED
10316TAD6BOX 1.5 09/15/29BOX INC$9.6M0.84%9,500,000CommonSHARED
83205YAE4PENG 2 08/15/30PENGUIN SOLUTIONS INC$9.5M0.83%8,000,000CommonSHARED
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$8.9M0.78%9,000,000CommonSHARED
48123VAH5ZD 3.625 03/01/28ZIFF DAVIS INC$8.9M0.77%9,165,000CommonSHARED
011642AD7ALRM 2.25 06/01/29ALARM COM HLDGS INC$8.7M0.76%9,000,000CommonSHARED
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$8.1M0.71%8,159,000CommonSHARED
163086AE1CHEF 2.375 12/15/28CHEFS WHSE INC$8.0M0.70%5,500,000CommonSHARED
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$7.8M0.68%8,000,000CommonSHARED
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAP CORP$7.5M0.66%7,000,000CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$7.4M0.64%5,382,000CommonSHARED
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$7.2M0.63%7,500,000CommonSHARED
405024AD2HAE 2.5 06/01/29HAEMONETICS CORP MASS$7.0M0.61%7,500,000CommonSHARED
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$6.7M0.58%6,400,000CommonSHARED
671044AF2OSIS 2.25 08/01/29OSI SYSTEMS INC$6.5M0.57%4,500,000CommonSHARED
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$6.4M0.56%6,490,000CommonSHARED
343412AJ1FLR 1.125 08/15/29FLUOR CORP$5.9M0.52%5,000,000CommonSHARED
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$5.9M0.52%6,000,000CommonSHARED
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$5.4M0.47%5,658,000CommonSHARED
922280AD4VRNS 1 09/15/29VARONIS SYS INC$4.9M0.42%4,500,000CommonSHARED
50066V107KOREKORE GROUP HLDGS INC$4.8M0.42%2,000,000CommonSHARED
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$3.9M0.34%4,000,000CommonSHARED
83193G107SMRTSMARTRENT INC$3.7M0.33%2,656,173CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$3.6M0.31%4,000,000CommonSHARED
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$3.5M0.31%2,500,000CommonSHARED
465741AQ9ITRI 1.375 07/15/30ITRON INC$3.4M0.30%3,000,000CommonSHARED
55087PAD6LYFT 0.625 03/01/29LYFT INC$3.2M0.28%2,500,000CommonSHARED
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$3.1M0.27%250,000CommonSHARED
09239BAF6BL 1 06/01/29BLACKLINE INC$3.1M0.27%3,000,000CommonSHARED
69331CAL2PCG 4.25 12/01/27PG&E CORP$3.0M0.27%3,000,000CommonSHARED
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$2.9M0.26%2,776,000CommonSHARED
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$2.9M0.25%2,500,000CommonSHARED
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$2.8M0.24%243,700CommonSHARED
465741AN6ITRI 0 03/15/26ITRON INC$2.6M0.23%2,500,000CommonSHARED
26210CAD6DBX 0 03/01/28DROPBOX INC$2.6M0.23%2,500,000CommonSHARED
252131AK3DXCM 0.25 11/15/25DEXCOM INC$2.5M0.22%2,500,000CommonSHARED
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$2.4M0.21%2,500,000CommonSHARED
501812AB7LCII 1.125 05/15/26LCI INDS$2.4M0.21%2,500,000CommonSHARED
03209RAB9AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN$2.3M0.20%2,500,000CommonSHARED
09254E103MYIBLACKROCK MUNIYIELD QUALITY$2.3M0.20%204,185CommonSHARED
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$2.0M0.18%2,000,000CommonSHARED
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$1.9M0.17%2,000,000CommonSHARED
29786AAL0ETSY 0.125 09/01/27ETSY INC$1.8M0.16%2,000,000CommonSHARED
573331105MMLPMARTIN MIDSTREAM PRTNRS L P$1.5M0.14%506,394CommonSHARED
376535AG5GLAD 5.875 10/01/30GLADSTONE CAP CORP$1.5M0.13%1,500,000CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$1.3M0.11%1,393,000CommonSHARED
35953C106FIPFTAI INFRASTRUCTURE INC$1.3M0.11%293,901CommonSHARED
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$1.2M0.11%117,981CommonSHARED
67066V101NADNUVEEN QUALITY MUNCP INCOME$1.2M0.10%100,000CommonSHARED
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$1.0M0.09%1,030,000CommonSHARED
573331105MMLPMARTIN MIDSTREAM PRTNRS L P$317,9340.03%103,900CALLSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$267,9590.02%22,805CommonSHARED
68989M111OUSTER INC$14,1490.00%274,200CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.