Knollwood Investment Advisory, LLC
Q2 2026 13F filing
Updated 28 days ago270 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $95.2M | 476.0K | 8.47% | — |
| 2 | A AMZN AMAZON COM INC | $49.3M | 206.7K | 4.38% | — |
| 3 | G GOOGN ALPHABET INC | $44.9M | 127.1K | 3.99% | — |
| 4 | A AAPL APPLE INC | $36.6M | 126.5K | 3.25% | — |
| 5 | M MSFT MICROSOFT CORP | $36.3M | 97.4K | 3.23% | — |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $36.3M | 62.5K | 3.23% | — |
| 7 | K KLAC KLA CORP | $34.7M | 115.1K | 3.09% | — |
| 8 | M META META PLATFORMS INC | $30.9M | 54.8K | 2.74% | — |
| 9 | A AVGO BROADCOM INC | $25.7M | 68.1K | 2.29% | — |
| 10 | C CRWD CROWDSTRIKE HLDGS INC | $22.4M | 29.4K | 2.00% | — |
| 11 | P PANW PALO ALTO NETWORKS INC | $21.1M | 62.0K | 1.88% | — |
| 12 | G GLD SPDR GOLD TR | $20.5M | 55.6K | 1.82% | — |
| 13 | G GOOGN ALPHABET INC | $19.8M | 55.4K | 1.76% | — |
| 14 | V V VISA INC | $19.4M | 56.6K | 1.73% | — |
| 15 | L LRCX LAM RESEARCH CORP | $18.7M | 43.1K | 1.66% | — |
| 16 | L LLY ELI LILLY & CO | $16.5M | 13.8K | 1.47% | — |
| 17 | V VRT VERTIV HOLDINGS CO | $16.5M | 49.2K | 1.46% | — |
| 18 | T TRGP TARGA RES CORP | $15.4M | 57.5K | 1.37% | — |
| 19 | P PLTR PALANTIR TECHNOLOGIES INC | $13.7M | 117.0K | 1.21% | — |
| 20 | W WES WESTERN MIDSTREAM PARTNERS L | $13.2M | 301.0K | 1.17% | — |
| 21 | A ANET ARISTA NETWORKS INC | $13.1M | 77.1K | 1.17% | — |
| 22 | A AMAT APPLIED MATLS INC | $13.1M | 18.1K | 1.16% | — |
| 23 | A APH AMPHENOL CORP | $11.3M | 64.0K | 1.00% | — |
| 24 | ? N/A FRANKLIN TEMPLETON ETF TR | $10.9M | 103.2K | 0.97% | — |
| 25 | N NOW SERVICENOW INC | $10.8M | 108.8K | 0.96% | — |
| 26 | T TSLA TESLA INC | $10.6M | 25.1K | 0.94% | — |
| 27 | H HLT HILTON WORLDWIDE HLDGS INC | $10.1M | 30.5K | 0.90% | — |
| 28 | D DDOG DATADOG INC | $10M | 38.5K | 0.89% | — |
| 29 | C CDNS CADENCE DESIGN SYSTEM INC | $10M | 26.6K | 0.89% | — |
| 30 | C CQP CHENIERE ENERGY INC | $9.7M | 40.6K | 0.86% | — |
| 31 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $9.3M | 19.6K | 0.83% | — |
| 32 | M MA MASTERCARD INCORPORATED | $9.1M | 17.8K | 0.81% | — |
| 33 | E ETHA ISHARES TR | $8.7M | 171.4K | 0.78% | — |
| 34 | N NFLX NETFLIX INC. | $8.1M | 113.3K | 0.72% | — |
| 35 | M MPWR MONOLITHIC PWR SYS INC | $7.9M | 5.7K | 0.70% | — |
| 36 | H HOOD ROBINHOOD MKTS INC | $7.5M | 75.0K | 0.67% | — |
| 37 | E EPDU ENTERPRISE PRODS PARTNERS L | $7.2M | 197.0K | 0.64% | — |
| 38 | G GEV GE VERNOVA INC | $7.2M | 6.1K | 0.64% | — |
| 39 | F FTNT FORTINET INC | $6.6M | 42.8K | 0.58% | — |
| 40 | O ORLY OREILLY AUTOMOTIVE INC | $6.5M | 70.6K | 0.58% | — |
| 41 | I INTC INTEL CORP | $6.2M | 44.7K | 0.56% | — |
| 42 | I IAU ISHARES GOLD TR | $5.7M | 75.2K | 0.50% | — |
| 43 | A ABNB AIRBNB INC | $5.4M | 38.0K | 0.48% | — |
| 44 | E ET-PI ENERGY TRANSFER L P | $5.4M | 282.7K | 0.48% | — |
| 45 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $5.2M | 20.7K | 0.46% | — |
| 46 | C CVX CHEVRON CORPORATION | $5.2M | 31.1K | 0.46% | — |
| 47 | M MCK MCKESSON CORP | $5M | 6.6K | 0.44% | — |
| 48 | M MU MICRON TECHNOLOGY INC | $4.9M | 4.2K | 0.43% | — |
| 49 | K KEYS KEYSIGHT TECHNOLOGIES INC | $4.8M | 13.7K | 0.43% | — |
| 50 | A APOS APOLLO GLOBAL MGMT INC | $4.6M | 39.2K | 0.41% | — |