Knuff & CO LLC Portfolio Holdings

Knuff & CO LLC

  • $315 Million
  • Q2 2025

Knuff & CO LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $315 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1M, Microsoft Corp with a value of $29.5M, Netflix Inc with a value of $23.1M, Procter & Gamble CO with a value of $21.3M, and Mercadolibre Inc with a value of $11.5M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $295M to 315M.

Knuff & CO LLC is based out at Foster City, CA

Below you can find more details about Knuff & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
Technology: $111 Million
Consumer Defensive: $46 Million
Communication Services: $34.1 Million
Consumer Cyclical: $29.5 Million
Healthcare: $29 Million
Industrials: $24.3 Million
Financial Services: $19.2 Million
Energy: $9.08 Million
Other: $13.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.21T
$30.1 Million 9.55% of portfolio
146,720
Q2 2025 Reduced 4.18%
$3.85T
$29.5 Million 9.36% of portfolio
59,309
Q2 2025 Added 0.88%
$551B
$23.1 Million 7.34% of portfolio
17,286
Q2 2025 Reduced 0.12%
$360B
$21.3 Million 6.75% of portfolio
133,540
Q2 2025 Reduced 0.41%
$106B
$11.5 Million 3.65% of portfolio
4,401
Q2 2025 Reduced 9.31%
$66.9B
$11.4 Million 3.62% of portfolio
107,925
Q2 2025 Reduced 1.09%
$414B
$10.2 Million 3.24% of portfolio
10,333
Q2 2025 Added 0.19%
$23.3B
$9.04 Million 2.87% of portfolio
125,521
Q2 2025 Added 2.53%
$126B
$8.83 Million 2.8% of portfolio
127,919
Q2 2025 Added 52.53%
$280B
$7.99 Million 2.53% of portfolio
20,569
Q2 2025 Reduced 2.37%
$646B
$7.94 Million 2.52% of portfolio
16,337
Q2 2025 Reduced 0.37%
$1.56T
$7.1 Million 2.25% of portfolio
40,050
Q2 2025 Reduced 5.61%
$2.21T
$7.11 Million 2.25% of portfolio
32,402
Q2 2025 Reduced 8.41%
$141B
$7.02 Million 2.23% of portfolio
25,466
Q2 2025 Reduced 0.97%
$470B
$6.79 Million 2.15% of portfolio
62,953
Q2 2025 Reduced 3.15%
$455B
$6.57 Million 2.08% of portfolio
41,560
Q2 2025 Reduced 14.7%
$28.3B
$6.1 Million 1.93% of portfolio
23,500
Q2 2025 Reduced 9.62%
$1.54T
$6.01 Million 1.91% of portfolio
26,537
Q2 2025 Added 1.78%
$89.9B
$5.5 Million 1.74% of portfolio
24,889
Q2 2025 Added 2.79%
$4.88B
$5.26 Million 1.67% of portfolio
113,288
Q2 2025 Added 778.88%
$52.7B
$5.22 Million 1.66% of portfolio
159,951
Q2 2025 Added 381.49%
$36.8B
$5.02 Million 1.59% of portfolio
80,162
Q2 2025 Reduced 2.23%
$129B
$3.75 Million 1.19% of portfolio
17,881
Q2 2025 Added 0.68%
$398B
$3.2 Million 1.02% of portfolio
8,731
Q2 2025 Reduced 0.47%
$261B
$3.14 Million 1.0% of portfolio
9,844
Q1 2025 Added 0.28%
$213B
$2.7 Million 0.86% of portfolio
6,669
Q2 2025 Reduced 34.8%
$68.7B
$2.67 Million 0.85% of portfolio
25,325
Q2 2025 Reduced 0.39%
$331B
$2.57 Million 0.82% of portfolio
9,999
Q2 2025 Reduced 2.44%
$37.1B
$2.56 Million 0.81% of portfolio
36,372
Q2 2025 Reduced 2.83%
$167B
$2.46 Million 0.78% of portfolio
35,483
Q2 2025 Reduced 8.99%
$1.5T
$2.2 Million 0.7% of portfolio
12,471
Q2 2025 Added 0.28%
$65.7B
$2.16 Million 0.69% of portfolio
23,805
Q1 2024 Added 14.42%
$302B
$2.09 Million 0.66% of portfolio
14,588
Q2 2025 Reduced 23.25%
$563B
$1.85 Million 0.59% of portfolio
5,200
Q2 2025 Reduced 8.13%
$747B
$1.8 Million 0.57% of portfolio
8,252
Q3 2022 Reduced 15.81%
$204B
$1.62 Million 0.51% of portfolio
13,057
Q2 2025 Reduced 7.32%
$139B
$1.55 Million 0.49% of portfolio
63,930
Q2 2025 Added 0.11%
$410B
$1.41 Million 0.45% of portfolio
7,580
Q2 2025 Reduced 3.98%
$154B
$1.37 Million 0.43% of portfolio
12,362
Q1 2025 Reduced 1.59%
$296B
$1.37 Million 0.43% of portfolio
19,300
Q1 2025 Reduced 0.34%
$11.3B
$1.32 Million 0.42% of portfolio
21,000
Q2 2025 Reduced 23.86%
$326B
$1.34 Million 0.42% of portfolio
16,692
Q2 2024 Reduced 3.54%
$227B
$1.29 Million 0.41% of portfolio
9,502
Q2 2025 Added 2.59%
$188B
$1.27 Million 0.4% of portfolio
7,944
Q2 2025 Reduced 1.17%
$0
$1.24 Million 0.39% of portfolio
13,437
Q2 2025 Reduced 19.21%
$506B
$1.22 Million 0.39% of portfolio
7,957
Q1 2025 Reduced 15.3%
$152B
$1.21 Million 0.38% of portfolio
6,135
Q2 2025 Reduced 2.15%
$41.3B
$1.13 Million 0.36% of portfolio
13,900
Q1 2025 Reduced 3.47%
$0
$1.12 Million 0.36% of portfolio
40,638
Q2 2025 Reduced 2.36%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $315 Million
  • Prior Value $295 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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