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Knollwood Investment Advisory, LLC

Q1 2024 · 13F-HR

Knollwood Investment Advisory, LLCholdings as filed

Filed 2024-05-14 · accession 0001085146-24-002463

$553.4M
Reported value
207
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$43.5M7.87%48,172CommonNONE
594918104MSFTMICROSOFT CORP$37.8M6.84%89,945CommonNONE
023135106AMZNAMAZON COM INC$34.9M6.31%193,540CommonNONE
037833100AAPLAPPLE INC$25.5M4.62%148,955CommonNONE
30303M102METAMETA PLATFORMS INC$24.2M4.37%49,843CommonNONE
02079K107GOOGALPHABET INC$18.9M3.42%124,310CommonNONE
92826C839VVISA INC$16.1M2.90%57,535CommonNONE
81762P102NOWSERVICENOW INC$15.9M2.88%20,916CommonNONE
78463V107GLDSPDR GOLD TR$11.4M2.07%55,611CommonNONE
55087P104LYFTLYFT INC$11.0M1.98%567,575CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$10.7M1.93%301,032CommonNONE
64110L106NFLXNETFLIX INC$9.4M1.70%15,526CommonNONE
79466L302CRMSALESFORCE INC$9.1M1.65%30,380CommonNONE
57636Q104MAMASTERCARD INCORPORATED$8.9M1.60%18,400CommonNONE
02079K305GOOGLALPHABET INC$8.0M1.45%53,280CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$7.4M1.34%41,180CommonNONE
46429B671MCHIISHARES TR$6.8M1.23%171,400CommonNONE
532457108LLYELI LILLY & CO$6.8M1.23%8,730CommonNONE
482480100KLACKLA CORP$6.7M1.20%9,521CommonNONE
461202103INTUINTUIT$6.6M1.20%10,200CommonNONE
00509G209ABOSACUMEN PHARMACEUTICALS INC$6.6M1.19%1,628,510CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$5.5M1.00%189,935CommonNONE
697435105PANWPALO ALTO NETWORKS INC$5.5M1.00%19,394CommonNONE
78409V104SPGIS&P GLOBAL INC$5.2M0.95%12,305CommonNONE
87612G101TRGPTARGA RES CORP$5.2M0.93%46,000CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.9M0.88%15,138CommonNONE
35473P686FLTWFRANKLIN TEMPLETON ETF TR$4.5M0.82%103,200CommonNONE
46429B598INDAISHARES TR$4.5M0.81%86,625CommonNONE
88160R101TSLATESLA INC$4.4M0.79%24,780CommonNONE
29273V100ETENERGY TRANSFER L P$4.2M0.77%270,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.76%8,495CommonNONE
009066101ABNBAIRBNB INC$4.1M0.74%24,985CommonNONE
512807108LRCXEURLAM RESEARCH CORP$3.8M0.69%3,940CommonNONE
166764100CVXCHEVRON CORP NEW$3.7M0.67%23,350CommonNONE
038222105AMATAPPLIED MATLS INC$3.6M0.65%17,534CommonNONE
00724F101ADBEADOBE INC$3.6M0.65%7,150CommonNONE
437076102HDHOME DEPOT INC$3.6M0.65%9,336CommonNONE
16411R208LNGCHENIERE ENERGY INC$3.2M0.59%20,095CommonNONE
682680103OKEONEOK INC NEW$3.2M0.57%39,497CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.1M0.55%8,820CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.9M0.52%795CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.8M0.51%29,720CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.50%18,830CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2.5M0.46%11,643CommonNONE
871607107SNPSSYNOPSYS INC$2.4M0.43%4,191CommonNONE
747525103QCOMQUALCOMM INC$2.2M0.39%12,725CommonNONE
679295105OKTAOKTA INC$1.9M0.35%18,369CommonNONE
907818108UNPUNION PAC CORP$1.9M0.35%7,764CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.9M0.34%3CommonNONE
032095101APHAMPHENOL CORP NEW$1.9M0.34%16,476CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.8M0.33%5,860CommonNONE
12572Q105CMECME GROUP INC$1.8M0.33%8,457CommonNONE
26884L109EQTEQT CORP$1.8M0.33%49,000CommonNONE
464285204IAUISHARES GOLD TR$1.8M0.33%42,851CommonNONE
09247X101BLKCHFBLACKROCK INC$1.8M0.32%2,153CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.8M0.32%8,400CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.8M0.32%611CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.7M0.31%4,160CommonNONE
713448108PEPPEPSICO INC$1.7M0.31%9,861CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.31%2,935CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.31%10,501CommonNONE
464287556IBBISHARES TR$1.7M0.30%12,034CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M0.29%10,942CommonNONE
443573100HUBSHUBSPOT INC$1.6M0.29%2,580CommonNONE
74340W103PLDPROLOGIS INC.$1.6M0.28%12,093CommonNONE
29444U700EQIXEQUINIX INC$1.5M0.28%1,875CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.28%32,800CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.5M0.28%2,270CommonNONE
25243Q205DEODIAGEO PLC$1.5M0.27%10,137CommonNONE
58733R102MELIMERCADOLIBRE INC$1.5M0.26%960CommonNONE
337738108FISVFISERV INC$1.4M0.26%9,050CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.26%3,581CommonNONE
82509L107SHOPSHOPIFY INC$1.4M0.26%18,390CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.4M0.26%1,250CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.25%13,895CommonNONE
22822V101CCICROWN CASTLE INC$1.4M0.25%13,173CommonNONE
911718104CPERUNITED STS COMMODITY INDEX F$1.4M0.25%54,918CommonNONE
036752103ELVELEVANCE HEALTH INC$1.4M0.25%2,650CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.4M0.25%19,255CommonNONE
244199105DEDEERE & CO$1.3M0.24%3,255CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.3M0.23%14,486CommonNONE
78464A870XBISPDR SER TR$1.3M0.23%13,673CommonNONE
05479K106ELUTELUTIA INC$1.3M0.23%409,223CommonNONE
615369105MCOMOODYS CORP$1.2M0.22%3,150CommonNONE
29362U104ENTGENTEGRIS INC$1.2M0.22%8,770CommonNONE
94106B101WCNWASTE CONNECTIONS INC$1.2M0.22%7,105CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.2M0.22%4,210CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.22%6,049CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.2M0.22%14,600CommonNONE
98138H101WDAYWORKDAY INC$1.2M0.21%4,290CommonNONE
428050108HSAIHESAI GROUP$1.1M0.21%227,192CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.21%2,140CommonNONE
46434V423KSAISHARES TR$1.1M0.21%25,942CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.21%5,541CommonNONE
37940X102GPNGLOBAL PMTS INC$1.1M0.20%8,097CommonNONE
855244109SBUXSTARBUCKS CORP$1.1M0.19%11,782CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.19%3,020CommonNONE
654106103NKENIKE INC$1.0M0.19%11,000CommonNONE
125523100CITHE CIGNA GROUP$1.0M0.18%2,818CommonNONE
366651107ITGARTNER INC$1.0M0.18%2,100CommonNONE
46436E866ISHARES TR$996,5670.18%42,900CommonNONE
98978V103ZTSZOETIS INC$992,5860.18%5,866CommonNONE
172908105CTASCINTAS CORP$979,0180.18%1,425CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$955,0710.17%7,020CommonNONE
G54950103LINLINDE PLC$947,2130.17%2,040CommonNONE
893641100TDGTRANSDIGM GROUP INC$924,9320.17%751CommonNONE
69553P100PDPAGERDUTY INC$907,2000.16%40,000CommonNONE
23804L103DDOGDATADOG INC$895,7290.16%7,247CommonNONE
052769106ADSKAUTODESK INC$888,2930.16%3,411CommonNONE
217204106CPRTCOPART INC$887,3340.16%15,320CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$885,4910.16%920CommonNONE
427866108HSYHERSHEY CO$874,8610.16%4,498CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$869,7010.16%2,450CommonNONE
55354G100MSCIMSCI INC$865,8950.16%1,545CommonNONE
12514G108CDWCDW CORP$851,7470.15%3,330CommonNONE
053332102AZOAUTOZONE INC$835,1870.15%265CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$824,1420.15%3,300CommonNONE
40412C101HCAHCA HEALTHCARE INC$820,4840.15%2,460CommonNONE
929160109VMCVULCAN MATLS CO$818,7600.15%3,000CommonNONE
34959E109FTNTFORTINET INC$793,0790.14%11,610CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$751,2720.14%4,089CommonNONE
22160N109CSGPCOSTAR GROUP INC$742,8540.13%7,690CommonNONE
743315103PGRPROGRESSIVE CORP$731,1090.13%3,535CommonNONE
90384S303ULTAULTA BEAUTY INC$723,1430.13%1,383CommonNONE
723787107PXDEURPIONEER NAT RES CO$708,7500.13%2,700CommonNONE
550021109LULULULULEMON ATHLETICA INC$701,9980.13%1,797CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$701,1640.13%11,828CommonNONE
N3167Y103RACEFERRARI N V$697,5040.13%1,600CommonNONE
256677105DGDOLLAR GEN CORP NEW$673,3990.12%4,315CommonNONE
808513105SCHWSCHWAB CHARLES CORP$651,0600.12%9,000CommonNONE
888787108TOSTTOAST INC$648,4180.12%26,020CommonNONE
776696106ROPROPER TECHNOLOGIES INC$616,9240.11%1,100CommonNONE
91912E105VALEVALE S A$609,5000.11%50,000CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$595,7040.11%1,450CommonNONE
74765K105QSIQUANTUM SI INC$591,0000.11%300,000CommonNONE
21036P108STZCONSTELLATION BRANDS INC$586,4580.11%2,158CommonNONE
64129H104NMLNEUBERGER BERMAN ENERGY INFR$568,3450.10%77,116CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$554,3280.10%7,200CommonNONE
294429105EFXEQUIFAX INC$539,5880.10%2,017CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$538,4930.10%1,125CommonNONE
032654105ADIANALOG DEVICES INC$537,7910.10%2,719CommonNONE
817565104SCISERVICE CORP INTL$512,0490.09%6,900CommonNONE
88339J105TTDTHE TRADE DESK INC$502,6650.09%5,750CommonNONE
444859102HUMHUMANA INC$493,7290.09%1,424CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$492,5770.09%370CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$488,1840.09%2,226CommonNONE
45168D104IDXXIDEXX LABS INC$485,9370.09%900CommonNONE
778296103ROSTROSS STORES INC$480,7860.09%3,276CommonNONE
464288224ICLNISHARES TR$476,7880.09%34,105CommonNONE
892356106TSCOTRACTOR SUPPLY CO$468,4790.08%1,790CommonNONE
988498101YUMYUM BRANDS INC$458,7930.08%3,309CommonNONE
231021106CMICUMMINS INC$441,9750.08%1,500CommonNONE
464286632EISISHARES INC$441,6070.08%6,925CommonNONE
235851102DHRDANAHER CORPORATION$424,5240.08%1,700CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$418,9730.08%18,240CommonNONE
252131107DXCMDEXCOM INC$418,8740.08%3,020CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$412,7750.07%1,375CommonNONE
892672106TWTRADEWEB MKTS INC$412,2010.07%3,957CommonNONE
G29183103ETNEATON CORP PLC$406,4840.07%1,300CommonNONE
911363109URIUNITED RENTALS INC$396,6110.07%550CommonNONE
G3421J106FERG1GBXFERGUSON PLC NEW$393,1740.07%1,800CommonNONE
62944T105NVRNVR INC$388,7980.07%48CommonNONE
464288281EMBISHARES TR$372,1310.07%4,150CommonNONE
46434G814EWMISHARES INC$370,4300.07%17,000CommonNONE
009158106APDAIR PRODS & CHEMS INC$360,2550.07%1,487CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$359,8400.07%3,200CommonNONE
G9456A100GLNGGOLAR LNG LTD$358,4940.06%14,900CommonNONE
46429B614SMINISHARES TR$351,3500.06%5,000CommonNONE
25754A201DPZDOMINOS PIZZA INC$349,8040.06%704CommonNONE
833445109SNOWSNOWFLAKE INC$348,5710.06%2,157CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$345,5330.06%813CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$343,6940.06%1,458CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$340,9600.06%1,600CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$332,3960.06%840CommonNONE
311900104FASTFASTENAL CO$331,7020.06%4,300CommonNONE
126408103CSXCSX CORP$326,4750.06%8,807CommonNONE
46434V761UAEISHARES TR$320,0260.06%21,638CommonNONE
922475108VEEVVEEVA SYS INC$309,3060.06%1,335CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$309,1500.06%3,000CommonNONE
760759100RSGREPUBLIC SVCS INC$300,5610.05%1,570CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$295,3850.05%2,030CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$282,1440.05%3,200CommonNONE
219948106CPAYCORPAY INC$277,6860.05%900CommonNONE
681919106OMCOMNICOM GROUP INC$276,7340.05%2,860CommonNONE
285512109EAELECTRONIC ARTS INC$274,7600.05%2,071CommonNONE
942622200WSOWATSCO INC$272,1410.05%630CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$262,1850.05%3,300CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$260,9930.05%3,450CommonNONE
775711104ROLROLLINS INC$260,2690.05%5,625CommonNONE
69370C100PTCPTC INC$256,9580.05%1,360CommonNONE
127097103CTRACOTERRA ENERGY INC$253,7080.05%9,100CommonNONE
767204100RIORIO TINTO PLC$251,7730.05%3,950CommonNONE
075887109BDXBECTON DICKINSON & CO$247,4500.04%1,000CommonNONE
088606108BHPBHP GROUP LTD$239,4140.04%4,150CommonNONE
922908553VNQVANGUARD INDEX FDS$239,2900.04%2,767CommonNONE
46434G772EWTISHARES INC$233,6640.04%4,800CommonNONE
09075V102BNTXBIONTECH SE$226,0130.04%2,450CommonNONE
46434V779QATISHARES TR$223,7280.04%12,683CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$219,7060.04%670CommonNONE
372303206GMABGENMAB A/S$218,3430.04%7,300CommonNONE
49271V100KDPKEURIG DR PEPPER INC$217,6040.04%7,095CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$216,7480.04%2,001CommonNONE
46436E817KWTISHARES TR$213,1530.04%6,343CommonNONE
464287200IVVISHARES TR$207,1380.04%394CommonNONE
65339F101NEENEXTERA ENERGY INC$204,5120.04%3,200CommonNONE
44916K106HYPRHYPERFINE INC$20,0000.00%20,000CommonNONE
05479L104AZITRA INC$8,5360.00%41,537CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.