Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Knollwood Investment Advisory, LLC (CIK 1999346) reported $991.7M across 303 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($82.5M, 8.32%), AMZN ($43.1M, 4.34%), AAPL ($38.0M, 3.83%), GOOG ($36.5M, 3.68%), MSFT ($36.1M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $82.5M | 8.32% | 472,888 | Added |
| 2 | AMZN | AMAZON COM INC | $43.1M | 4.34% | 206,729 | Hold |
| 3 | AAPL | APPLE INC | $38.0M | 3.83% | 149,835 | Hold |
| 4 | GOOG | ALPHABET INC | $36.5M | 3.68% | 127,086 | Hold |
| 5 | MSFT | MICROSOFT CORP | $36.1M | 3.64% | 97,421 | Hold |
| 6 | META | META PLATFORMS INC | $30.4M | 3.07% | 53,160 | Hold |
| 7 | GLD | SPDR GOLD TR | $23.9M | 2.41% | 55,631 | Hold |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $17.1M | 1.73% | 117,034 | Hold |
| 9 | V | VISA INC | $17.1M | 1.72% | 56,580 | Hold |
| 10 | KLAC | KLA CORP | $16.9M | 1.71% | 11,490 | Hold |
| 11 | GOOGL | ALPHABET INC | $15.9M | 1.61% | 55,393 | Hold |
| 12 | TRGP | TARGA RES CORP | $14.4M | 1.45% | 57,496 | Hold |
| 13 | AVGO | BROADCOM INC | $13.8M | 1.39% | 44,572 | Added |
| 14 | LLY | ELI LILLY & CO | $12.7M | 1.28% | 13,783 | Hold |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $12.6M | 1.27% | 62,068 | Added |
| 16 | WES | WESTERN MIDSTREAM PARTNERS L | $12.4M | 1.25% | 301,032 | Hold |
| 17 | VRT | VERTIV HOLDINGS CO | $12.3M | 1.24% | 49,155 | Hold |
| 18 | RBRK | RUBRIK INC. | $11.6M | 1.17% | 237,420 | Hold |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $11.5M | 1.16% | 29,399 | Hold |
| 20 | LNG | CHENIERE ENERGY INC | $11.5M | 1.16% | 40,552 | Added |
| 21 | NOW | SERVICENOW INC | $11.4M | 1.15% | 108,795 | Added |
| 22 | NFLX | NETFLIX INC. | $10.9M | 1.10% | 113,260 | Hold |
| 23 | PANW | PALO ALTO NETWORKS INC | $9.9M | 1.00% | 61,962 | Added |
| 24 | MCHI | ISHARES TR | $9.6M | 0.97% | 171,400 | Hold |
| 25 | ANET | ARISTA NETWORKS INC | $9.5M | 0.95% | 77,111 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31