1y return+15.1%S&P 500 +20.9%
3y return+76.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $206 against $195 in the S&P 500.2
Knollwood Investment Advisory, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $95.2M | 8.5% | |
| AMZNAmazon Com Inc | $49.3M | 4.4% | |
| GOOGAlphabet Inc | $44.9M | 4.0% | |
| AAPLApple Inc | $36.6M | 3.3% | −15.6% |
| MSFTMicrosoft Corp | $36.3M | 3.2% | |
| AMDAdvanced Micro Devices Inc | $36.3M | 3.2% | |
| KLACKla Corp | $34.7M | 3.1% | +901.9% |
| METAMeta Platforms Inc | $30.9M | 2.7% | +3.0% |
| AVGOBroadcom Inc | $25.7M | 2.3% | +52.7% |
| CRWDCrowdstrike Hldgs Inc | $22.4M | 2.0% | |
| PANWPalo Alto Networks Inc | $21.1M | 1.9% | |
| GLDSpdr Gold Tr | $20.5M | 1.8% | |
| GOOGLAlphabet Inc | $19.8M | 1.8% | |
| VVisa Inc | $19.4M | 1.7% | |
| LRCXLam Research Corp | $18.7M | 1.7% | |
| LLYEli Lilly & Co | $16.5M | 1.5% | |
| VRTVertiv Holdings Co | $16.5M | 1.5% | |
| TRGPTarga Res Corp | $15.4M | 1.4% | |
| PLTRPalantir Technologies Inc | $13.7M | 1.2% | |
| WESWestern Midstream Partners L | $13.2M | 1.2% | |
| ANETArista Networks Inc | $13.1M | 1.2% | |
| AMATApplied Matls Inc | $13.1M | 1.2% | |
| APHAmphenol Corp | $11.3M | 1.0% | |
| FLTWFranklin Templeton Etf Tr | $10.9M | 1.0% | |
| NOWServicenow Inc | $10.8M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $95.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $36.3M |
| AMATApplied Matls Inc | December 31, 2022 | +642.5% | $13.1M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2022 | +624.8% | $22.4M |
| VRTVertiv Holdings Co | December 31, 2023 | +597.1% | $16.5M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $7.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $18.7M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $21.1M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $30.9M |
| PLTRPalantir Technologies Inc | June 30, 2024 | +360.6% | $13.7M |
Sold off last quarter
- RBRKRubrik Inc. was $11.6M
- CRMSalesforce Inc was $5.1M
- INTUIntuit was $4.5M
- PAYXPaychex Inc was $1.8M
- RMDResmed Inc was $1.4M
- HUBSHubspot Inc was $1.4M
- Arch Cap Group LtdCUSIP G0450A105 was $1.4M
- DRIDarden Restaurants Inc was $1.2M
- OMCOmnicom Group Inc was $1.1M
- BJBjs Whsl Club Hldgs Inc was $1.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −6.0% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +14.9% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | +4.5% | +2.1% |
| September 30, 2024 | +3.4% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | +12.5% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +8.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Knollwood Investment Advisory, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1999346&type=13F-HR&dateb=&owner=include&count=40CIK 1999346
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1999346/000199934626000004/Filed August 13, 2026 · accession 0001999346-26-000004