Knollwood Investment Advisory, LLC

data from 31/03/2026

Capitalization

$ 991.654 M

-6.88%

Performance

$ 287.300 M

57.56%

Average holding period

9 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Knollwood Investment Advisory, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 NVDA NVIDIA CORPORATION 8.32% 82.472 M $ 472888 2022/12/31 -5.719 M $ -6.49 %
2026/03/31 AMZN AMAZON COM INC 4.34% 43.055 M $ 206729 2022/12/31 -4.662 M $ -9.77 %
2026/03/31 AAPL APPLE INC 3.83% 38.027 M $ 149835 2022/12/31 -2.708 M $ -6.65 %
2026/03/31 GOOG ALPHABET INC 3.68% 36.456 M $ 127086 2022/12/31 -3.424 M $ -8.59 %
2026/03/31 MSFT MICROSOFT CORP 3.64% 36.062 M $ 97421 2022/12/31 -11.052 M $ -23.46 %
2026/03/31 META META PLATFORMS INC 3.07% 30.414 M $ 53160 2022/12/31 -4.676 M $ -13.33 %
2026/03/31 GLD SPDR GOLD TR 2.41% 23.937 M $ 55631 2022/12/31 1.890 M $ 8.57 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 1.73% 17.120 M $ 117034 2024/06/30 -3.683 M $ -17.70 %
2026/03/31 V VISA INC 1.72% 17.101 M $ 56580 2022/12/31 -2.742 M $ -13.82 %
2026/03/31 KLAC KLA CORP 1.71% 16.918 M $ 11490 2022/12/31 2.957 M $ 21.18 %
2026/03/31 GOOGL ALPHABET INC 1.61% 15.929 M $ 55393 2022/12/31 -1.409 M $ -8.13 %
2026/03/31 TRGP TARGA RES CORP 1.45% 14.416 M $ 57496 2022/12/31 3.808 M $ 35.90 %
2026/03/31 AVGO BROADCOM INC 1.39% 13.795 M $ 44572 2024/06/30 -1.496 M $ -10.57 %
2026/03/31 LLY ELI LILLY & CO 1.28% 12.677 M $ 13783 2023/12/31 -2.135 M $ -14.41 %
2026/03/31 AMD ADVANCED MICRO DEVICES INC 1.27% 12.626 M $ 62068 2022/12/31 -471.089 K $ -5.01 %
2026/03/31 WES WESTERN MIDSTREAM PARTNERS L 1.25% 12.393 M $ 301032 2022/12/31 502.723 K $ 4.23 %
2026/03/31 VRT VERTIV HOLDINGS CO 1.24% 12.317 M $ 49155 2023/12/31 4.354 M $ 54.67 %
2026/03/31 RBRK RUBRIK INC. 1.17% 11.626 M $ 237420 2024/09/30 -6.531 M $ -35.97 %
2026/03/31 LNG CHENIERE ENERGY INC 1.16% 11.507 M $ 40552 2022/12/31 3.351 M $ 45.97 %
2026/03/31 CRWD CROWDSTRIKE HLDGS INC 1.16% 11.478 M $ 29399 2022/12/31 -2.303 M $ -16.71 %
2026/03/31 NOW SERVICENOW INC 1.15% 11.375 M $ 108795 2022/12/31 -5.143 M $ -31.75 %
2026/03/31 NFLX NETFLIX INC. 1.10% 10.890 M $ 113260 2022/12/31 270.691 K $ 2.55 %
2026/03/31 PANW PALO ALTO NETWORKS INC 1.00% 9.934 M $ 61962 2022/12/31 -1.461 M $ -12.96 %
2026/03/31 MCHI ISHARES TR 0.97% 9.629 M $ 171400 2023/12/31 -666.746 K $ -6.48 %
2026/03/31 ANET ARISTA NETWORKS INC 0.95% 9.468 M $ 77111 2024/12/31 -636.165 K $ -6.30 %
2026/03/31 TSLA TESLA INC 0.94% 9.337 M $ 25117 2022/12/31 -1.958 M $ -17.34 %
2026/03/31 HLT HILTON WORLDWIDE HLDGS INC 0.93% 9.266 M $ 30473 2023/12/31 512.860 K $ 5.86 %
2026/03/31 LRCX LAM RESEARCH CORP 0.92% 9.144 M $ 42795 2024/12/31 1.818 M $ 24.82 %
2026/03/31 MA MASTERCARD INCORPORATED 0.89% 8.871 M $ 17755 2022/12/31 -1.265 M $ -12.48 %
2026/03/31 APH AMPHENOL CORP 0.82% 8.090 M $ 64028 2023/12/31 -562.806 K $ -6.50 %
2026/03/31 EPD ENTERPRISE PRODS PARTNERS L 0.75% 7.453 M $ 196968 2022/12/31 1.138 M $ 18.03 %
2026/03/31 CDNS CADENCE DESIGN SYSTEM INC 0.74% 7.300 M $ 26273 2023/12/31 -783.508 K $ -11.10 %
2026/03/31 FLTW FRANKLIN TEMPLETON ETF TR 0.71% 7.029 M $ 103200 2023/09/30 750.263 K $ 11.95 %
2026/03/31 IAU ISHARES GOLD TR 0.67% 6.626 M $ 75160 2022/12/31 525.221 K $ 8.61 %
2026/03/31 ORLY OREILLY AUTOMOTIVE INC 0.66% 6.516 M $ 70590 2023/12/31 77.649 K $ 1.21 %
2026/03/31 CVX CHEVRON CORPORATION 0.65% 6.443 M $ 31142 2022/12/31 1.615 M $ 35.75 %
2026/03/31 MPWR MONOLITHIC PWR SYS INC 0.63% 6.216 M $ 5685 2023/12/31 1.063 M $ 20.63 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 0.63% 6.212 M $ 18380 2022/12/31 626.022 K $ 11.21 %
2026/03/31 AMAT APPLIED MATLS INC 0.62% 6.115 M $ 17890 2022/12/31 1.517 M $ 33.00 %
2026/03/31 MCK MCKESSON CORP 0.57% 5.685 M $ 6569 2023/12/31 296.064 K $ 5.49 %
2026/03/31 XOM EXXON MOBIL CORP 0.57% 5.639 M $ 33237 2023/12/31 1.639 M $ 40.98 %
2026/03/31 ET ENERGY TRANSFER L P 0.55% 5.457 M $ 282726 2022/12/31 794.460 K $ 17.04 %
2026/03/31 GEV GE VERNOVA INC 0.54% 5.319 M $ 6093 2024/06/30 1.336 M $ 33.56 %
2026/03/31 HOOD ROBINHOOD MKTS INC 0.52% 5.197 M $ 74996 2024/12/31 -3.285 M $ -38.73 %
2026/03/31 CRM SALESFORCE INC 0.51% 5.098 M $ 27312 2023/03/31 -2.137 M $ -29.53 %
2026/03/31 ABNB AIRBNB INC 0.48% 4.797 M $ 37985 2022/12/31 -358.578 K $ -6.96 %
2026/03/31 COR CENCORA INC 0.48% 4.791 M $ 15250 2024/06/30 -360.052 K $ -6.99 %
2026/03/31 ROST ROSS STORES INC 0.48% 4.713 M $ 21755 2023/12/31 793.839 K $ 20.26 %
2026/03/31 SPGI S&P GLOBAL INC 0.45% 4.511 M $ 10605 2022/12/31 -1.031 M $ -18.61 %
2026/03/31 INTU INTUIT 0.45% 4.480 M $ 10361 2022/12/31 -2.383 M $ -34.73 %
2026/03/31 APO APOLLO GLOBAL MGMT INC 0.44% 4.368 M $ 39200 2023/12/31 -1.307 M $ -23.03 %
2026/03/31 INDA ISHARES TR 0.42% 4.163 M $ 88875 2022/12/31 -640.788 K $ -13.34 %
2026/03/31 SPOT SPOTIFY TECHNOLOGY S A 0.40% 3.918 M $ 8079 2024/06/30 -773.968 K $ -16.50 %
2026/03/31 VST VISTRA CORP 0.39% 3.906 M $ 25983 2024/06/30 -285.813 K $ -6.82 %
2026/03/31 KEYS KEYSIGHT TECHNOLOGIES INC 0.39% 3.869 M $ 13703 2024/06/30 1.085 M $ 38.97 %
2026/03/31 ABOS ACUMEN PHARMACEUTICALS INC 0.39% 3.843 M $ 1628510 2022/12/31 407.127 K $ 11.85 %
2026/03/31 CTAS CINTAS CORP 0.37% 3.703 M $ 21896 2023/12/31 -414.491 K $ -10.07 %
2026/03/31 SNPS SYNOPSYS INC 0.37% 3.680 M $ 9281 2023/12/31 -650.444 K $ -15.59 %
2026/03/31 BKNG BOOKING HOLDINGS INC 0.37% 3.676 M $ 873 2022/12/31 -4.528 M $ -96.86 %
2026/03/31 XLE SELECT SECTOR SPDR TR 0.37% 3.641 M $ 59440 2022/12/31 983.731 K $ 37.02 %
2026/03/31 TT TRANE TECHNOLOGIES PLC 0.37% 3.621 M $ 8690 2023/12/31 239.322 K $ 7.08 %
2026/03/31 OKE ONEOK INC NEW 0.36% 3.570 M $ 39497 2022/12/31 667.104 K $ 22.98 %
2026/03/31 MSCI MSCI INC 0.36% 3.556 M $ 6597 2023/12/31 -229.047 K $ -6.05 %
2026/03/31 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.36% 3.541 M $ 17928 2022/12/31 -1.049 M $ -22.86 %
2026/03/31 FTNT FORTINET INC 0.35% 3.495 M $ 42771 2023/12/31 98.801 K $ 2.91 %
2026/03/31 NET CLOUDFLARE INC 0.35% 3.467 M $ 16800 2024/06/30 154.391 K $ 4.66 %
2026/03/31 EQT EQT CORP 0.34% 3.373 M $ 53000 2022/12/31 532.120 K $ 18.73 %
2026/03/31 FAST FASTENAL CO 0.34% 3.355 M $ 72312 2023/12/31 453.396 K $ 15.62 %
2026/03/31 CMG CHIPOTLE MEXICAN GRILL INC 0.34% 3.332 M $ 104106 2023/12/31 -519.488 K $ -13.49 %
2026/03/31 VMC VULCAN MATLS CO 0.33% 3.309 M $ 12153 2023/12/31 -157.016 K $ -4.53 %
2026/03/31 IDXX IDEXX LABS INC 0.33% 3.259 M $ 5800 2023/12/31 -664.911 K $ -16.95 %
2026/03/31 HD HOME DEPOT INC 0.32% 3.167 M $ 9628 2023/12/31 -146.441 K $ -4.42 %
2026/03/31 ODFL OLD DOMINION FREIGHT LINE IN 0.31% 3.078 M $ 15754 2023/12/31 608.104 K $ 24.62 %
2026/03/31 DDOG DATADOG INC 0.30% 2.947 M $ 24961 2022/12/31 -447.800 K $ -13.19 %
2026/03/31 TDG TRANSDIGM GROUP INC 0.29% 2.872 M $ 2478 2023/12/31 -423.465 K $ -12.85 %
2026/03/31 XLV SELECT SECTOR SPDR TR 0.28% 2.761 M $ 18830 2022/12/31 -154.217 K $ -5.29 %
2026/03/31 URI UNITED RENTALS INC 0.27% 2.724 M $ 3739 2023/12/31 -301.961 K $ -9.98 %
2026/03/31 TJX TJX COS INC NEW 0.27% 2.698 M $ 16893 2023/12/31 102.878 K $ 3.96 %
2026/03/31 AZYO ELUTIA INC 0.27% 2.685 M $ 2556724 2022/12/31 0.000 $ 0.00 %
2026/03/31 ENTG ENTEGRIS INC 0.27% 2.649 M $ 22595 2023/12/31 745.409 K $ 39.16 %
2026/03/31 AZO AUTOZONE INC 0.26% 2.560 M $ 758 2023/12/31 -10.399 K $ -0.40 %
2026/03/31 TSCO TRACTOR SUPPLY CO 0.25% 2.496 M $ 55095 2023/12/31 -259.497 K $ -9.42 %
2026/03/31 ROK ROCKWELL AUTOMATION INC 0.25% 2.494 M $ 6950 2024/06/30 -209.820 K $ -7.76 %
2026/03/31 CBOE CBOE GLOBAL MKTS INC 0.25% 2.473 M $ 8800 2023/12/31 264.615 K $ 11.98 %
2026/03/31 MTD METTLER TOLEDO INTERNATIONAL 0.24% 2.409 M $ 1910 2023/12/31 -254.010 K $ -9.54 %
2026/03/31 HSY HERSHEY CO 0.24% 2.330 M $ 11209 2023/12/31 290.425 K $ 14.24 %
2026/03/31 BLK BLACKROCK INC 0.23% 2.274 M $ 2365 2024/12/31 -256.909 K $ -10.15 %
2026/03/31 BURL BURLINGTON STORES INC 0.23% 2.257 M $ 6936 2024/06/30 253.372 K $ 12.65 %
2026/03/31 VRTX VERTEX PHARMACEUTICALS INC 0.22% 2.227 M $ 4988 2023/12/31 -34.018 K $ -1.50 %
2026/03/31 A AGILENT TECHNOLOGIES INC 0.22% 2.208 M $ 19373 2023/12/31 -427.949 K $ -16.23 %
2026/03/31 TER TERADYNE INC 0.22% 2.194 M $ 7400 2024/06/30 761.459 K $ 53.16 %
2026/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.22% 2.154 M $ 3 2022/12/31 -109.980 K $ -4.86 %
2026/03/31 HIG HARTFORD INSURANCE GROUP INC 0.21% 2.123 M $ 15700 2023/12/31 -40.349 K $ -1.87 %
2026/03/31 CDW CDW CORP 0.21% 2.103 M $ 17376 2023/12/31 -263.767 K $ -11.15 %
2026/03/31 PWR QUANTA SVCS INC 0.21% 2.099 M $ 3823 2024/06/30 485.368 K $ 30.08 %
2026/03/31 DE DEERE & CO 0.21% 2.098 M $ 3725 2023/12/31 364.044 K $ 20.99 %
2026/03/31 EQIX EQUINIX INC 0.21% 2.065 M $ 2107 2023/06/30 451.066 K $ 27.94 %
2026/03/31 DASH DOORDASH INC 0.21% 2.050 M $ 13655 2024/06/30 -1.042 M $ -33.70 %
2026/03/31 AXON AXON ENTERPRISE INC 0.20% 2.012 M $ 4737 2024/06/30 -678.527 K $ -25.22 %
2026/03/31 SBAC SBA COMMUNICATIONS CORP 0.20% 2.004 M $ 11643 2022/12/31 -248.228 K $ -11.02 %