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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 76 项建仓 17增持 16减持 15清仓 28

方向

标的

Δ市值

现股数(环比)

减持

SPY STATE STR SPDR S&P 500 ETF T

-$77.7M

300,000 -25%

清仓

— MARRIOTT VACATIONS WORLDWIDE

-$27.0M

0 -100%

清仓

— JETBLUE AIRWAYS CORP

-$25.7M

0 -100%

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。

建仓

— PROGRESS SOFTWARE CORP

+$25.5M

25,500,000

清仓

— VAIL RESORTS INC

-$25.2M

0 -100%

清仓

— CABLE ONE INC

-$24.7M

0 -100%

建仓

— ENERGY TRANSFER L P

+$24.0M

2,074,034

清仓

— MITEK SYS INC

-$19.8M

0 -100%

减持

RSSY TIDAL TRUST II

-$19.1M

1,585,000 -44%

清仓

— AIRBNB INC

-$18.9M

0 -100%

建仓

— COINBASE GLOBAL INC

+$16.6M

16,693,000

清仓

— EXACT SCIENCES CORP

-$16.1M

0 -100%

清仓

— FORD MTR CO

-$15.6M

0 -100%

清仓

— GUESS INC

-$14.9M

0 -100%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$13.5M

700,000 +40%

建仓

— LCI INDS

+$12.1M

10,000,000

减持

— SNOWFLAKE INC

-$11.3M

3,000,000 -70%

减持

RSBY TIDAL TRUST II

-$11.1M

2,510,000 -33%

增持

— NUTANIX INC

+$11.0M

17,500,000 +250%

建仓

— VARONIS SYS INC

+$10.5M

12,000,000

减持

— CSG SYS INTL INC

-$10.5M

6,000,000 -60%

减持

VSH VISHAY INTERTECHNOLOGY INC

-$9.9M

1,944,835 -37%

清仓

TE T1 ENERGY INC

-$8.7M

0 -100%

增持

— HAEMONETICS CORP MASS

+$8.4M

17,000,000 +127%

清仓

— CMS ENERGY CORP

-$8.0M

0 -100%

建仓

— LIVE NATION ENTERTAINMENT IN

+$7.6M

5,000,000

清仓

— AKAMAI TECHNOLOGIES INC

-$7.5M

0 -100%

增持

— TETRA TECH INC NEW

+$7.3M

12,089,000 +142%

增持

— LYFT INC

+$7.2M

10,000,000 +300%

增持

— ON SEMICONDUCTOR CORP

+$7.0M

10,000,000 +100%

清仓

— ALARM COM HLDGS INC

-$6.9M

0 -100%

清仓

— WESTERN DIGITAL CORP

-$6.9M

0 -100%

建仓

— AKAMAI TECHNOLOGIES INC

+$6.9M

6,000,000

建仓

— BLOCK INC

+$6.4M

6,400,000

增持

— PG&E CORP

+$6.3M

12,000,000 +100%

清仓

— SPOTIFY USA INC

-$6.1M

0 -100%

增持

— ITRON INC

+$5.8M

9,439,000 +156%

减持

— EVERGY INC

-$5.6M

4,000,000 -56%

建仓

— WISDOMTREE INC

+$5.4M

4,000,000

建仓

— CHEESECAKE FACTORY INC

+$5.1M

5,000,000

减持

— RAPID7 INC

-$5.0M

4,690,000 -53%

减持

— UBER TECHNOLOGIES INC

-$5.0M

11,800,000 -20%

清仓

— DAYFORCE INC

-$5.0M

0 -100%

清仓

— ITRON INC

-$5.0M

0 -100%

减持

— ENVISTA HOLDINGS CORPORATION

-$4.8M

658,000 -88%

清仓

— WISDOMTREE INC

-$4.6M

0 -100%

清仓

— CHEFS WHSE INC

-$4.6M

0 -100%

建仓

— BILL HOLDINGS INC

+$4.4M

5,000,000

增持

— MARRIOTT VACATIONS WORLDWIDE

+$4.1M

6,285,000 +214%

减持

— BOX INC

-$4.0M

2,000,000 -67%

清仓

— TRIPADVISOR INC

-$3.9M

0 -100%

建仓

— SNOWFLAKE INC

+$3.7M

3,000,000

建仓

— GUIDEWIRE SOFTWARE INC

+$3.5M

3,500,000

建仓

— LIVE NATION ENTERTAINMENT IN

+$3.2M

3,000,000

增持

— DRAFTKINGS INC NEW

+$3.1M

7,500,000 +88%

减持

— PROGRESS SOFTWARE CORP

-$2.6M

5,000,000 -29%

减持

— PPL CAP FDG INC

-$2.6M

3,410,000 -43%

清仓

— DROPBOX INC

-$2.5M

0 -100%

清仓

— LEMAITRE VASCULAR INC

-$2.5M

0 -100%

清仓

— CAPITAL SOUTHWEST CORP

-$2.5M

0 -100%

增持

— ZIFF DAVIS INC

+$2.4M

9,165,000 +38%

清仓

— AMPHASTAR PHARMACEUTICALS IN

-$2.3M

0 -100%

清仓

— BLACKLINE INC

-$2.1M

0 -100%

建仓

— SYNAPTICS INC

+$2.1M

2,000,000

清仓

— ETSY INC

-$1.9M

0 -100%

增持

— GLOBAL PMTS INC

+$1.6M

10,030,000 +25%

建仓

— ALNYLAM PHARMACEUTICALS INC

+$1.3M

1,000,000

清仓

XMYDX BLACKROCK MUNIYIELD FD INC

-$1.2M

0 -100%

建仓

MQY BLACKROCK MUNIYILD QULT FD I

+$1.2M

108,577

减持

— OSI SYSTEMS INC

-$1.1M

6,563,000 -12%

增持

— LIBERTY MEDIA CORP DEL

+$876.5K

15,400,000 +3%

增持

— ALARM COM HLDGS INC

+$631.2K

10,000,000 +11%

减持

— PENGUIN SOLUTIONS INC

-$447.1K

7,650,000 -4%

增持

— GLADSTONE CAP CORP

+$410.4K

2,000,000 +33%

增持

MMLP MARTIN MIDSTREAM PRTNRS L P

+$175.9K

1,002,819 +1%

清仓

— OUSTER INC

-$17.5K

0 -100%