KIM, LLC

PrivateCIK: 1888968
Location

WICHITA, KS

69
Positions
$1.00B
Total AUM (reported)
389.50M
Total Shares

Allocation by class

TOTAL AUM$1.00B69 positions
TR UNIT$186.69M18.6%
COM$145.33M14.5%
COMMON STOCK$108.19M10.8%
CL A$81.67M8.1%
NOTE 5/1$24.77M2.5%
9.250% FXD PFD I$23.77M2.4%
RETU STAC BD ETF$23.34M2.3%

Portfolio Concentration

Top 337.4%4–1024.3%11–2519.4%Rest18.9%TOP 1061.7%0%100%
Top 3$375.19M37.4%
4–10$243.97M24.3%
11–25$194.27M19.4%
Rest$189.82M18.9%

Top 3 weight

37.4%

Top 10 weight

61.7%

Voting Authority Distribution

Total shares with voting rights: 389.50M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

389.50M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other69
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings69
Rows:

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares250K
TypeSH
Market value$186.69M
18.61%
Sole
0.00
Shared
250K
None
0.00

SOUND POINT MERIDIAN CAP INC

DFND
COMMON STOCK
Shares10.79M
TypeSH
Market value$106.83M
10.65%
Sole
0.00
Shared
10.79M
None
0.00

PALANTIR TECHNOLOGIES INC

DFND
CL A
Shares700K
TypeSH
Market value$81.67M
8.14%
Sole
0.00
Shared
700K
None
0.00

ASPEN AEROGELS INC

DFND
COM
Shares12.28M
TypeSH
Market value$77.86M
7.76%
Sole
0.00
Shared
12.28M
None
0.00

VISHAY INTERTECHNOLOGY INC

DFND
COM
Shares1.11M
TypeSH
Market value$59.58M
5.94%
Sole
0.00
Shared
1.11M
None
0.00

ENERGY TRANSFER L P

DFND
9.250% FXD PFD I
Shares2.07M
TypeSH
Market value$23.77M
2.37%
Sole
0.00
Shared
2.07M
None
0.00

TIDAL TRUST II

DFND
RETU STAC BD ETF
Shares1.26M
TypeSH
Market value$23.34M
2.33%
Sole
0.00
Shared
1.26M
None
0.00

DOORDASH INC

DFND
NOTE 5/1
Shares21M
TypePRN
Market value$20.70M
2.06%
Sole
0.00
Shared
21M
None
0.00

HAEMONETICS CORP MASS

DFND
NOTE 2.500% 6/0
Shares20M
TypePRN
Market value$20.26M
2.02%
Sole
0.00
Shared
20M
None
0.00

KORE GROUP HLDGS INC

DFND
COM NEW
Shares2M
TypeSH
Market value$18.46M
1.84%
Sole
0.00
Shared
2M
None
0.00

FLUOR CORP

DFND
NOTE 1.125% 8/1
Shares13M
TypePRN
Market value$17.24M
1.72%
Sole
0.00
Shared
13M
None
0.00

SNOWFLAKE INC

DFND
NOTE 10/0
Shares9.50M
TypePRN
Market value$16.83M
1.68%
Sole
0.00
Shared
9.50M
None
0.00

CLOUDFLARE INC

DFND
NOTE 6/1
Shares13M
TypePRN
Market value$16.52M
1.65%
Sole
0.00
Shared
13M
None
0.00

LYFT INC

DFND
NOTE 0.625% 3/0
Shares14.50M
TypePRN
Market value$15.22M
1.52%
Sole
0.00
Shared
14.50M
None
0.00

VARONIS SYS INC

DFND
NOTE 1.000% 9/1
Shares14M
TypePRN
Market value$13.67M
1.36%
Sole
0.00
Shared
14M
None
0.00

GLOBAL PMTS INC

DFND
NOTE 1.500% 3/0
Shares15.09M
TypePRN
Market value$13.60M
1.36%
Sole
0.00
Shared
15.09M
None
0.00

ZIFF DAVIS INC

DFND
DEBT 3.625% 3/0
Shares13.16M
TypePRN
Market value$13.21M
1.32%
Sole
0.00
Shared
13.16M
None
0.00

ZIFF DAVIS INC

DFND
NOTE 1.750%11/0
Shares13.10M
TypePRN
Market value$12.98M
1.29%
Sole
0.00
Shared
13.10M
None
0.00

UNITY SOFTWARE INC

DFND
NOTE 11/1
Shares13.11M
TypePRN
Market value$12.89M
1.28%
Sole
0.00
Shared
13.11M
None
0.00

ALARM COM HLDGS INC

DFND
NOTE 2.250% 6/0
Shares12M
TypePRN
Market value$11.41M
1.14%
Sole
0.00
Shared
12M
None
0.00

NUTANIX INC

DFND
NOTE 0.500%12/1
Shares11.50M
TypePRN
Market value$11.34M
1.13%
Sole
0.00
Shared
11.50M
None
0.00

AKAMAI TECHNOLOGIES INC

DFND
NOTE 0.250% 5/1
Shares7M
TypePRN
Market value$10.23M
1.02%
Sole
0.00
Shared
7M
None
0.00

SNAP INC

DFND
NOTE 0.750% 8/0
Shares10M
TypePRN
Market value$9.87M
0.98%
Sole
0.00
Shared
10M
None
0.00

CHEESECAKE FACTORY INC

DFND
NOTE 2.000% 3/1
Shares7.75M
TypePRN
Market value$9.86M
0.98%
Sole
0.00
Shared
7.75M
None
0.00

ITRON INC

DFND
NOTE 1.375% 7/1
Shares9.44M
TypePRN
Market value$9.42M
0.94%
Sole
0.00
Shared
9.44M
None
0.00
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