Fund HoldingsKnollwood Investment Advisory, LLC

Total Portfolio Value
$214.12M
Total Bought
$16.27M
Total Sold
$98.72M
Net Transaction
-$82.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0283,300+283,30007,5163.51%+7,516
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
0103,200+103,20003,7601.76%+3,760
SALESFORCE INC(CRM)6,33013,630+7,3001,3372,7641.29%+1,427
SELECT SECTOR SPDR TR
ST STR INDL ETF
09,630+9,63009760.46%+976
CHEVRON CORP NEW(CVX)15,54018,540+3,0002,4453,1261.46%+681
LYFT INC(LYFT)567,575567,57505,4435,9822.79%+539
CHENIERE ENERGY INC(LNG)15,32017,220+1,9002,3342,8581.33%+524
TARGA RES CORP(TRGP)46,00046,00003,5013,9431.84%+443
META PLATFORMS INC(META)29,94329,94308,5938,9894.20%+396
ISHARES INC06,925+6,92503740.17%+374
ENERGY TRANSFER L P(ET)270,000270,00003,4293,7881.77%+359
NVIDIA CORPORATION(NVDA)28,97928,979012,25912,6065.89%+347
INTUIT(INTU)6,4416,44102,9513,2911.54%+340
ALPHABET INC(GOOG)28,66028,66003,4673,7791.76%+312
ALPHABET INC(GOOG)26,78026,78003,2063,5041.64%+299
CROWDSTRIKE HLDGS INC(CRWD)14,23814,23802,0912,3831.11%+292
SELECT SECTOR SPDR TR
ST STR ENERG ETF
29,72029,72002,4122,6861.25%+274
ISHARES TR
MSCI QATAR ETF
012,683+12,68302210.10%+221
WESTERN MIDSTREAM PARTNERS L(WES)301,032301,03207,9838,1973.83%+214
OKTA INC(OKTA)16,24116,24101,1261,3240.62%+197
ISHARES TR
MSCI INDIA ETF
77,32080,825+3,5053,3793,5741.67%+195
ENTERPRISE PRODS PARTNERS L(EPD)189,935189,93505,0055,1992.43%+194
BOOKING HOLDINGS INC(BKNG)48548501,3101,4960.70%+186
ISHARES TR
MSCI UAE ETF
021,638+21,63803310.15%+331
ISHARES TR
MSCI SAUDI ARBIA
20,96225,942+4,9808661,0050.47%+139
GLOBAL PMTS INC(GPN)8,0978,09707989340.44%+137
ISHARES INC
MSCI MLY ETF NEW
017,000+17,00003500.16%+350
SPDR GOLD TR(GLD)52,80555,607+2,8029,4149,5344.45%+120
ONEOK INC NEW(OKE)39,49739,49702,4382,5051.17%+68
MASTERCARD INCORPORATED(MA)6,0006,125+1252,3602,4251.13%+65
GOLAR LNG LTD
SHS
014,900+14,90003610.17%+361
ADOBE INC(ADBE)2,3112,31101,1301,1780.55%+48
BERKSHIRE HATHAWAY INC DEL3301,5531,5940.74%+41
INVESCO DB COMMDY INDX TRCK(DBC)018,116+18,11604520.21%+452
ISHARES TR
MSCI INDIA SM CP
05,000+5,00003160.15%+316
NEUBERGER BERMAN ENERGY INFR75,85377,116+1,2635225310.25%+9
PAGERDUTY INC40,00040,00008999000.42%0
RIO TINTO PLC(RIO)03,950+3,95002510.12%+251
VALE S A50,00050,00006716700.31%-1
HYPERFINE INC020,000+20,0000410.02%+41
ISHARES TR42,90042,90009929900.46%-2
UNITED STS COMMODITY INDEX F(CPER)54,91854,91801,2741,2640.59%-10
BHP GROUP LTD04,150+4,15002360.11%+236
ISHARES TR04,150+4,15003420.16%+342
VANGUARD INDEX FDS02,718+2,71802060.10%+206
EQT CORP(EQT)49,00049,00002,0151,9880.93%-27
LAM RESEARCH CORP(LRCX)2,0702,07001,3311,2970.61%-33
QUANTUM SI INC300,000300,00005374980.23%-39
SERVICENOW INC(NOW)15,46815,46808,6938,6464.04%-47
DATADOG INC(DDOG)6,5976,59706496010.28%-48
ELUTIA INC058,962+58,9620840.04%+84
ISHARES TR12,03412,03401,5281,4720.69%-56
TESLA INC(TSLA)5,1005,10001,3351,2760.60%-59
ISHARES GOLD TR(IAU)42,85142,85101,5591,4990.70%-60
MARVELL TECHNOLOGY INC(MRVL)10,70510,70506405790.27%-60
PROCTER AND GAMBLE CO(PG)10,50110,50101,5931,5320.72%-62
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)9,1619,16101,3481,2860.60%-62
SELECT SECTOR SPDR TR
ST STR CARE ETF
18,83018,83002,4992,4241.13%-75
FREEPORT-MCMORAN INC(FCX)32,80032,80001,3121,2230.57%-89
AZITRA INC041,537+41,5370620.03%+62
TOAST INC(TOST)26,02026,02005874870.23%-100
HUBSPOT INC(HUBS)2,5802,58001,3731,2710.59%-102
APPLIED MATLS INC17,53417,53402,5342,4281.13%-107
EQUINIX INC(EQIX)1,8751,87501,4701,3620.64%-108
PROLOGIS INC.(PLD)12,09312,09301,4831,3570.63%-126
ISHARES TR34,10534,10506284990.23%-129
SPDR SER TR
ST STR SP BIOT
13,67313,67301,1389980.47%-139
ADVANCED MICRO DEVICES INC(AMD)13,25813,25801,5101,3630.64%-147
KLA CORP(KLAC)6,1516,15102,9832,8211.32%-162
SNOWFLAKE INC(SNOW)7,1597,15901,2601,0940.51%-166
AMERICAN TOWER CORP NEW(AMT)6,0496,04901,1739950.46%-178
VISA INC(V)24,25524,25505,7605,5792.61%-181
ISHARES TR
MSCI POLAND ETF
000000
GLOBAL X FDS
LITHIUM BTRY ETF
000000
ISHARES INC
MSCI GBL GOLD MN
000000
ISHARES TR
MSCI NORWAY ETF
000000
NEXTERA ENERGY INC(NEE)000000
ASML HOLDING N V
N Y REGISTRY SHS
000000
ISHARES TR
MSCI PHILIPS ETF
000000
ISHARES TR
MSCI IRELAND ETF
000000
GLOBAL X FDS
GLB X MLP ENRG I
000000
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
000000
S&P GLOBAL INC(SPGI)7,7577,75703,1102,8341.32%-275
ARK ETF TR
ISRAEL INOVATE
000000
CROWN CASTLE INC(CCI)13,17313,17301,5011,2120.57%-289
PALO ALTO NETWORKS INC(PANW)14,27414,27403,6473,3461.56%-301
PLUG POWER INC(PLUG)000000
ISHARES TR
MSCI FINLAND ETF
000000
AMAZON COM INC(AMZN)111,260111,260014,50414,1436.61%-360
SBA COMMUNICATIONS CORP NEW(SBAC)11,64311,64302,6982,3311.09%-368
ISHARES INC000000
SONY GROUP CORPORATION(SONY)5,0900-5,0904580-458
ISHARES TR
MSCI INDONIA ETF
21,9250-21,9255050-505
ABRDN PALLADIUM ETF TRUST4,5280-4,5285150-515
ISHARES INC
MSCI ITALY ETF
16,2210-16,2215160-516
ISHARES INC18,2330-18,2335270-527
ABRDN PLATINUM ETF TRUST6,4500-6,4505400-540
DIGITAL RLTY TR INC(DLR)5,0430-5,0435740-574
MICROSOFT CORP(MSFT)22,09221,866-2267,5236,9043.22%-619
ISHARES INC
MSCI SINGPOR ETF
33,6200-33,6206220-622
Page 1 of 1