Knollwood Investment Advisory, LLC
CIK 1999346
13F filing for Q2 2026・No. 2,389
- Holdings
- US$1.12B
- Quarter change
- +US$132.71M
- Entries
- 270
- Net bought (estimate)
- −US$32.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 46
- Cut 19
- Added 21
- Corporate actions 0
- Unchanged 217
Largest holdings
270 stocks worth US$1.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 476,023 | US$95.25M | 8.47% |
| AMZNAmazonCOM | Unchanged | 206,729 | US$49.27M | 4.38% |
| GOOGALPHABET INCCAP STK CL C | Unchanged | 127,086 | US$44.9M | 3.99% |
| AAPLAppleCOM | Cut | 126,467 | US$36.59M | 3.25% |
| MSFTMicrosoftCOM | Unchanged | 97,421 | US$36.34M | 3.23% |
| AMDAMDCOM | Added | 62,522 | US$36.32M | 3.23% |
| KLACKLA CORPCOM NEW | AddedSplit 10:1 | 115,116 | US$34.73M | 3.09% |
| METAMetaCL A | Added | 54,773 | US$30.85M | 2.74% |
| AVGOBroadcomCOM | Added | 68,063 | US$25.71M | 2.29% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Unchanged | 29,399 | US$22.44M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.