Institutions / Knollwood Investment Advisory, LLC

Knollwood Investment Advisory, LLC

CIK 1999346 · Institution · as of Dec 31, 2025
Portfolio value
$1.06B
Positions
319
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 319 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$88.14M472,6088.3%
Amazon.com Inc$47.72M206,7294.5%
Microsoft Corp$47.11M97,4214.4%
Apple Inc.$40.73M149,8353.8%
Alphabet Inc.$39.88M127,0863.7%
Meta Platforms Inc$35.09M53,1603.3%
SPDR Gold Tr$22.05M55,6312.1%
Palantir Technologies Inc$20.80M117,0342.0%
Visa Inc$19.84M56,5801.9%
Rubrik, Inc.$18.16M237,4201.7%
Alphabet Inc.$17.34M55,3931.6%
ServiceNow Inc$16.20M105,7451.5%
ELI LILLY & Co$14.81M13,7831.4%
Broadcom Inc.$14.15M40,8831.3%
Kla Corp$13.96M11,4901.3%
CrowdStrike Holdings, Inc.$13.78M29,3991.3%
Western Midstream Partners LP$11.89M301,0321.1%
Tesla Inc$11.30M25,1171.1%
Palo Alto Networks Inc$11.27M61,1601.1%
Netflix Inc$10.62M113,2601.0%
Targa Resources Corp$10.61M57,4961.0%
iShares Tr$10.30M171,4001.0%
Mastercard Inc$10.14M17,7551.0%
Arista Networks, Inc.ANETCommon Stock$10.10M77,1110.9%
Advanced Micro Devices Inc$9.40M43,9040.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.