Knollwood Investment Advisory, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $899 Billion distributed in 350 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $58.1B, Microsoft Corp with a value of $40.4B, Amazon Com Inc with a value of $37.6B, Apple Inc. with a value of $31.6B, and Meta Platforms, Inc. with a value of $25.5B.

Examining the 13F form we can see an increase of $346B in the current position value, from $553B to 899B.

Knollwood Investment Advisory, LLC is based out at Hunt Valley, MD

Below you can find more details about Knollwood Investment Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $899 Billion
Technology: $337 Billion
Consumer Cyclical: $117 Billion
Healthcare: $83.2 Billion
Communication Services: $79.5 Billion
Financial Services: $71.5 Billion
Industrials: $62.4 Billion
Energy: $54 Billion
ETFs: $45.6 Billion
Other: $42.1 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 350
  • Current Value $899 Billion
  • Prior Value $553 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 149 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Knollwood Investment Advisory, LLC Portfolio

Follow Knollwood Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Knollwood Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Knollwood Investment Advisory, LLC with notifications on news.