KI

Knollwood Investment Advisory, LLC

13F
Knollwood Investment Advisory, LLC
Last update 2025-02-14 353 Stocks (12 new)
Value $956.00 Mil Turnover 2 %
Countries:
Top Holdings: NVDA(6.61%)AMZN(4.73%)MSFT(4.02%)AAPL(3.93%)META(3.21%)
Summary Stock Picks Current Portfolio
Knollwood Investment Advisory,... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
470,220
63,145.8
0%
6.610
0%
0.000
-12.51%
-19.41%
2,640,336.2
Semiconductors
AMZN 		Amazon.com Inc
206,157
45,228.8
+5.91%
4.730
+0.26%
0.000
-21.95%
-15.66%
1,963,711.8
Retail - Cyclical
MSFT 		Microsoft Corp
91,105
38,400.8
+0.76%
4.020
+0.03%
0.000
-11.28%
-6.90%
2,911,519.1
Software
AAPL 		Apple Inc
149,835
37,521.7
0%
3.930
0%
0.000
-12.53%
-16.40%
3,141,566.1
Hardware
META 		Meta Platforms Inc
52,463
30,717.6
+3.55%
3.210
+0.11%
0.000
-18.88%
-6.27%
1,384,180.9
Interactive Media
GOOG 		Alphabet Inc
127,086
24,202.3
0%
2.530
0%
0.000
-18.31%
-15.42%
1,940,390.8
Interactive Media
NOW 		ServiceNow Inc
20,916
22,173.5
0%
2.320
0%
0.010
-18.26%
-11.82%
193,478.8
Software
V 		Visa Inc
58,052
18,346.8
0%
1.920
0%
0.000
+0.74%
+7.07%
651,639.2
Credit Services
NFLX 		Netflix Inc
15,662
13,959.9
0%
1.460
0%
0.000
+12.80%
+23.79%
469,562.6
Media - Diversified
GLD 		SPDR Gold Shares ETF
55,611
13,465.1
0%
1.410
0%
0.020
+21.59%
+27.65%
101,962.2
 

Knollwood Investment Advisory, LLC's Historical Top Holdings Breakdowns

Knollwood Investment Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MCK 		McKesson Corp2024-12-31Reduce
-0.58%
●
482.27 ($561.01) 628.5
$699.73
24.73%
Reduce -62.7%
6,583
-11,064
UNH 		UnitedHealth Group Inc2024-12-31Reduce
-0.38%
●
485.52 ($567.94) 625.25
$419.26
-26.18%
Reduce -56.9%
4,555
-6,014
MCHP 		Microchip Technology Inc2024-12-31Reduce
-0.34%
●
55.51 ($68.61) 79.05
$47.01
-31.48%
Reduce -69.29%
17,377
-39,204
NVR 		NVR Inc2024-12-31Reduce
-0.33%
●
8101.21 ($9094.16) 9924.4
$7,040.35
-22.58%
Reduce -89.52%
37
-316
HOOD 		Robinhood Markets Inc2024-12-31New Buy
+0.29%
●
22.43 ($32.45) 43.2
$48.93
50.79%
New holding
74,877
74,877
AMZN 		Amazon.com Inc2024-12-31Add
+0.26%
●
180.8 ($204.89) 232.93
$187.70
-8.39%
Add 5.91%
206,157
11,500
MMC 		Marsh & McLennan Companies Inc2024-12-31Sold Out
-0.20%
●
209.89 ($221.84) 233.24
$218.09
-1.69%
Sold Out
0
-8,430
REGN 		Regeneron Pharmaceuticals Inc2024-12-31Sold Out
-0.16%
●
701.85 ($835.93) 1040.27
$610.86
-26.92%
Sold Out
0
-1,396
MPWR 		Monolithic Power Systems Inc2024-12-31Reduce
-0.15%
●
560.06 ($721.48) 943.21
$585.21
-18.89%
Reduce -20.88%
5,685
-1,500
OKTA 		Okta Inc2024-12-31Sold Out
-0.15%
●
71.81 ($77.6) 86.11
$104.79
35.04%
Sold Out
0
-18,369

Knollwood Investment Advisory, LLC Total Holding History ($B)

To

Knollwood Investment Advisory, LLC's Asset Allocation

To

Knollwood Investment Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Knollwood Investment Advisory, LLC's Hypothetical Growth since 2024-12-31

Knollwood Investment Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Knollwood Investment Advisory, LLC's Holdings Heat Map

Size field:

Knollwood Investment Advisory, LLC's Holdings Bubble Chart

Knollwood Investment Advisory, LLC News

  • 1

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