Kim, LLC reported 69 holdings worth US$1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Kim, LLC reported 69 holdings worth US$1B as of Jun 30, 2026. Largest: Aspen Aerogels, Inc., Vishay Intertechnology, Inc. and Energy Transfer Lp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Aspen Aerogels, Inc. | 12.3M | US$77.9M | 7.8% |
| Vishay Intertechnology, Inc. | 1.11M | US$59.6M | 5.9% |
| Energy Transfer Lp | 1.24M | US$23.8M | 2.4% |
| Chime Financial, Inc. | 289K | US$5.92M | 0.59% |
| Smartrent, Inc. | 2.66M | US$3.16M | 0.32% |
| Martin Midstream Partners L.p. | 1M | US$2.32M | 0.23% |
| Ftai Infrastructure Inc. | 294K | US$1.36M | 0.14% |
| Azul S.a. | 124K | US$1.11M | 0.11% |
| Alliance Resource Partners, L.p. | 34,535 | US$828K | 0.08% |