EdgeMarket › What Knollwood Investment Advisory, Llc reported owning
What Knollwood Investment Advisory, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
991.7MPositions
303Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 82.5M | 8.3% | 472.9K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 43.1M | 4.3% | 206.7K | 258.63 | +15.6% |
| AAPL Apple Inc. | 38.0M | 3.8% | 149.8K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 36.5M | 3.7% | 127.1K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 36.1M | 3.6% | 97.4K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 30.4M | 3.1% | 53.2K | 549.90 | -26.5% |
| GLD SPDR GOLD TRUST | 23.9M | 2.4% | 55.6K | 423.36 | +37.3% |
| PLTR Palantir Technologies Inc. | 17.1M | 1.7% | 117.0K | 179.94 | +15.3% |
| V VISA INC. | 17.1M | 1.7% | 56.6K | 371.04 | +7.9% |
| KLAC KLA CORP | 16.9M | 1.7% | 11.5K | 183.99 | +109.5% |
| GOOGL Alphabet Inc. | 15.9M | 1.6% | 55.4K | 344.82 | +73.0% |
| TRGP Targa Resources Corp. | 14.4M | 1.5% | 57.5K | 299.10 | +83.6% |
| AVGO Broadcom Inc. | 13.8M | 1.4% | 44.6K | 368.45 | +26.5% |
| LLY ELI LILLY & Co | 12.7M | 1.3% | 13.8K | 1,255.40 | +78.0% |
| AMD ADVANCED MICRO DEVICES INC | 12.6M | 1.3% | 62.1K | 473.25 | +186.5% |
| WES Western Midstream Partners, LP | 12.4M | 1.2% | 301.0K | 48.36 | +27.1% |
| VRT Vertiv Holdings Co | 12.3M | 1.2% | 49.2K | 261.95 | +105.4% |
| RBRK Rubrik, Inc. | 11.6M | 1.2% | 237.4K | 100.09 | +17.6% |
| LNG Cheniere Energy, Inc. | 11.5M | 1.2% | 40.6K | 277.51 | +17.6% |
| CRWD CrowdStrike Holdings, Inc. | 11.5M | 1.2% | 29.4K | 191.95 | +83.2% |
| NOW ServiceNow, Inc. | 11.4M | 1.1% | 108.8K | 128.48 | -27.8% |
| NFLX NETFLIX INC | 10.9M | 1.1% | 113.3K | 79.59 | -34.4% |
| PANW Palo Alto Networks Inc | 9.9M | 1.0% | 62.0K | 357.87 | +94.0% |
| MCHI iShares MSCI China ETF | 9.6M | 1.0% | 171.4K | 55.66 | -7.1% |
| ANET Arista Networks, Inc. | 9.5M | 1.0% | 77.1K | 188.65 | +43.5% |
| TSLA Tesla, Inc. | 9.3M | 0.9% | 25.1K | 362.86 | +12.0% |
| HLT Hilton Worldwide Holdings Inc. | 9.3M | 0.9% | 30.5K | 326.63 | +21.0% |
| LRCX LAM RESEARCH CORP | 9.1M | 0.9% | 42.8K | 314.00 | +216.7% |
| MA Mastercard Inc | 8.9M | 0.9% | 17.8K | 580.63 | -2.0% |
| APH AMPHENOL CORP /DE/ | 8.1M | 0.8% | 64.0K | 157.01 | +44.5% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 7.5M | 0.8% | 197.0K | 38.01 | +20.6% |
| CDNS CADENCE DESIGN SYSTEMS INC | 7.3M | 0.7% | 26.3K | 319.02 | -7.7% |
| FLTW Franklin FTSE Taiwan ETF | 7.0M | 0.7% | 103.2K | 100.04 | +85.3% |
| IAU ISHARES GOLD TRUST | 6.6M | 0.7% | 75.2K | 86.79 | +37.5% |
| ORLY O REILLY AUTOMOTIVE INC | 6.5M | 0.7% | 70.6K | 89.11 | -14.3% |
| CVX CHEVRON CORP | 6.4M | 0.6% | 31.1K | 205.27 | +34.0% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 6.2M | 0.6% | 5.7K | 1,316.28 | +59.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.2M | 0.6% | 18.4K | 418.95 | +83.3% |
| AMAT APPLIED MATERIALS INC /DE | 6.1M | 0.6% | 17.9K | 492.32 | +205.9% |
| MCK MCKESSON CORP | 5.7M | 0.6% | 6.6K | 858.90 | +22.2% |
| XOM ExxonMobil Holdings Corp | 5.6M | 0.6% | 33.2K | 165.11 | +52.1% |
| ET Energy Transfer LP | 5.5M | 0.6% | 282.7K | 21.19 | +22.3% |
| GEV GE Vernova Inc. | 5.3M | 0.5% | 6.1K | 956.85 | +58.3% |
| HOOD Robinhood Markets, Inc. | 5.2M | 0.5% | 75.0K | 108.13 | +2.6% |
| CRM Salesforce, Inc. | 5.1M | 0.5% | 27.3K | 209.17 | -15.1% |
| ABNB Airbnb, Inc. | 4.8M | 0.5% | 38.0K | 187.30 | +49.9% |
| COR Cencora, Inc. | 4.8M | 0.5% | 15.2K | 318.04 | +4.7% |
| ROST ROSS STORES, INC. | 4.7M | 0.5% | 21.8K | 239.04 | +63.3% |
| SPGI S&P Global Inc. | 4.5M | 0.5% | 10.6K | 431.29 | -22.6% |
| INTU INTUIT INC. | 4.5M | 0.5% | 10.4K | 367.00 | -47.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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