Knollwood Investment Advisory, LLC

CIK: 0001999346SEC EDGAR →

Portfolio Value

$1.1T

Holdings

319

As of

Q4 2025

New Positions

348

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

40,883$0
0.00%
2

TOAST INC

12,609$0
0.00%
3

BLUE OWL CAPITAL INC

22,762$0
0.00%
4

DUKE ENERGY CORP NEW

4,055$0
0.00%
5

DRAFTKINGS INC NEW

25,750$0
0.00%
6

DATADOG INC

24,961$0
0.00%
7

ZEBRA TECHNOLOGIES CORPORATI

1,174$0
0.00%
8

NU HLDGS LTD

59,800$0
0.00%
9

CORPAY INC

5,867$0
0.00%
10

SHOPIFY INC

10,930$0
0.00%

Quarterly Changes

Top Buys

NVDA↑ Increased
$88.0M
MSFT↑ Increased
$47.3M
META↑ Increased
$38.8M
NOW↑ Increased
$19.4M
NFLX↑ Increased
$18.8M

Top Sells

AMZN↓ Decreased
$45.4M
PLTR↓ Decreased
$23.2M
V↓ Decreased
$19.7M
APH↓ Decreased
$11.3M
MA↓ Decreased
$10.5M

New Positions (6)

$0 · 10K shares
$0 · 211K shares
$0 · 800 shares
$0 · 10K shares
$0 · 6K shares
$0 · 53K shares

Closed Positions (36)

$8.8M · 400K shares
$2.8M · 20K shares
$2.3M · 985 shares
$2.3M · 14K shares
$2.1M · 9K shares
$1.9M · 4K shares
$1.4M · 11K shares
$1.3M · 16K shares
$1.2M · 20K shares
$1.2M · 14K shares
$1.1M · 3K shares
$1.0M · 43K shares
$965K · 2K shares
$916K · 7K shares
$895K · 2K shares
$869K · 2K shares
$863K · 2K shares
$817K · 14K shares
$726K · 880 shares
$664K · 4K shares
$640K · 6K shares
$634K · 6K shares
$633K · 6K shares
$573K · 3K shares
$555K · 3K shares
$494K · 3K shares
$482K · 9K shares
$474K · 2K shares
$445K · 16K shares
$403K · 2K shares
$374K · 4K shares
$364K · 966 shares
$289K · 36 shares
$278K · 6K shares
$238K · 3K shares
$230K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology72$00.0%
Financial Services50$00.0%
Utilities10$00.0%
Consumer Cyclical33$00.0%
Basic Materials10$00.0%
Unknown17$00.0%
Healthcare36$00.0%
Industrials42$00.0%
Energy18$00.0%
Communication Services10$00.0%
Real Estate10$00.0%
Consumer Defensive11$00.0%