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KIM, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

KIM, LLC

报告期 2026-03-31 · CIK 0001888968

持仓数

64

前50大市值合计

$952.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2

25Q3 调仓2025-03-31 → 2025-09-30 · 共 82 项建仓 36增持 8减持 15清仓 23

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$199.9M

300,000

建仓

SPMC SOUND POINT MERIDIAN CAP INC

+$187.1M

10,784,192

减持

HYG ISHARES TR

-$179.9M

700,000 -77%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

— VAIL RESORTS INC

+$22.4M

25,231,000 +845%

建仓

— MITEK SYS INC

+$19.7M

20,000,000

建仓

— WESTERN DIGITAL CORP

+$16.1M

5,000,000

建仓

— GUESS INC

+$14.9M

15,000,000

清仓

— SOUTHWEST AIRLS CO

-$14.8M

0 -100%

清仓

— NICE LTD

-$14.7M

0 -100%

清仓

— AIRBNB INC

-$13.9M

0 -100%

清仓

— FORD MTR CO

-$13.7M

0 -100%

清仓

— WIX COM LTD

-$12.3M

0 -100%

建仓

— SNOWFLAKE INC

+$10.6M

7,000,000

建仓

— PROGRESS SOFTWARE CORP

+$10.1M

10,000,000

建仓

— CABLE ONE INC

+$9.8M

10,000,000

建仓

— SNAP INC

+$9.6M

10,000,000

建仓

— BOX INC

+$9.6M

9,500,000

建仓

— PENGUIN SOLUTIONS INC

+$9.5M

8,000,000

清仓

— LYFT INC

-$9.5M

0 -100%

清仓

— WAYFAIR INC

-$9.4M

0 -100%

清仓

— EXPEDIA GROUP INC

-$8.9M

0 -100%

建仓

— ALARM COM HLDGS INC

+$8.7M

9,000,000

增持

— UBER TECHNOLOGIES INC

+$8.6M

10,000,000 +100%

建仓

— NOVOCURE LTD

+$8.1M

8,159,000

清仓

— AKAMAI TECHNOLOGIES INC

-$8.0M

0 -100%

清仓

TXO TXO PARTNERS LP

-$7.6M

0 -100%

建仓

— PINNACLE WEST CAP CORP

+$7.5M

7,000,000

清仓

— UBER TECHNOLOGIES INC

-$7.4M

0 -100%

建仓

— SPOTIFY USA INC

+$7.4M

5,382,000

清仓

— BENTLEY SYS INC

-$7.3M

0 -100%

清仓

— OMNICELL COM

-$7.2M

0 -100%

减持

RSSY TIDAL TRUST II

-$7.0M

4,075,000 -19%

建仓

— HAEMONETICS CORP MASS

+$7.0M

7,500,000

建仓

— LIBERTY MEDIA CORP DEL

+$6.7M

6,400,000

建仓

— OSI SYSTEMS INC

+$6.5M

4,500,000

减持

TE T1 ENERGY INC

+$6.5M

7,111,535 -1%

清仓

BZ KANZHUN LIMITED

-$6.5M

0 -100%

建仓

— MARRIOTT VACATIONS WORLDWIDE

+$6.4M

6,490,000

清仓

MNR MACH NATURAL RESOURCES LP

-$6.2M

0 -100%

建仓

— ENVISTA HOLDINGS CORPORATION

+$5.4M

5,658,000

增持

— AKAMAI TECHNOLOGIES INC

+$5.2M

7,500,000 +275%

清仓

KORE KORE GROUP HLDGS INC

-$4.9M

0 -100%

建仓

— VARONIS SYS INC

+$4.9M

4,500,000

建仓

— KORE GROUP HLDGS INC

+$4.8M

2,000,000

减持

— STARWOOD PPTY TR INC

-$4.8M

2,776,000 -62%

清仓

— GLOBAL PMTS INC

-$4.7M

0 -100%

减持

— MARRIOTT VACATIONS WORLDWIDE

-$4.6M

2,000,000 -71%

清仓

— WINNEBAGO INDS INC

-$4.4M

0 -100%

增持

— CSG SYS INTL INC

+$4.2M

15,000,000 +30%

建仓

— TRIPADVISOR INC

+$3.9M

4,000,000

增持

— EVERGY INC

+$3.9M

11,500,000 +28%

减持

— DAYFORCE INC

-$3.7M

8,000,000 -33%

建仓

— DRAFTKINGS INC NEW

+$3.6M

4,000,000

建仓

— SSR MINING IN

+$3.5M

2,500,000

建仓

— ITRON INC

+$3.4M

3,000,000

减持

— ETSY INC

-$3.4M

2,000,000 -67%

建仓

— BLACKLINE INC

+$3.1M

3,000,000

建仓

— PG&E CORP

+$3.0M

3,000,000

建仓

— ON SEMICONDUCTOR CORP

+$2.9M

2,500,000

减持

— AMPHASTAR PHARMACEUTICALS IN

-$2.6M

2,500,000 -55%

清仓

DDL DINGDONG CAYMAN LTD

-$2.5M

0 -100%

建仓

— DEXCOM INC

+$2.5M

2,500,000

建仓

— MICROCHIP TECHNOLOGY INC.

+$2.4M

2,500,000

建仓

— LCI INDS

+$2.4M

2,500,000

清仓

XPEV XPENG INC

-$2.3M

0 -100%

清仓

RIVN RIVIAN AUTOMOTIVE INC

-$2.2M

0 -100%

减持

— ON SEMICONDUCTOR CORP

-$2.2M

1,393,000 -65%

建仓

— SUPER MICRO COMPUTER INC

+$2.0M

2,000,000

建仓

MMLP MARTIN MIDSTREAM PRTNRS L P

+$1.9M

610,294

减持

— LYFT INC

-$1.6M

2,500,000 -50%

减持

— FLUOR CORP

-$1.5M

5,000,000 -29%

建仓

— GLADSTONE CAP CORP

+$1.5M

1,500,000

清仓

BLND BLEND LABS INC

-$1.2M

0 -100%

建仓

— SHIFT4 PMTS INC

+$1.0M

1,030,000

减持

— ZIFF DAVIS INC

-$937.2K

9,165,000 -13%

清仓

CMRC BIGCOMMERCE HLDGS INC

-$885.7K

0 -100%

减持

— CAPITAL SOUTHWEST CORP

-$846.3K

9,000,000 -10%

减持

— PEABODY ENGR CORP

-$582.2K

6,500,000 -35%

减持

— DROPBOX INC

-$380.8K

2,500,000 -17%

增持

MYI BLACKROCK MUNIYIELD QUALITY

+$53.3K

204,185 +2%

增持

XMYDX BLACKROCK MUNIYIELD FD INC

+$21.0K

117,981 +2%

增持

MHD BLACKROCK MUNIHOLDINGS FD IN

+$4.4K

22,805 +2%