Fund HoldingsKnollwood Investment Advisory, LLC

Total Portfolio Value
$933.97M
Total Bought
$11.36M
Total Sold
$7.52M
Net Transaction
+$3.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
META PLATFORMS INC(META)50,66350,663025,54529,0023.11%+3,456
APPLE INC(AAPL)149,835149,835031,55834,9123.74%+3,353
SERVICENOW INC(NOW)020,916+20,916018,7072.00%+18,707
BROADCOM INC(AVGO)1,61528,000+26,3852,5934,8300.52%+2,237
ELUTIA INC0934,617+934,61703,8320.41%+3,832
TESLA INC(TSLA)024,780+24,78006,4830.69%+6,483
SPDR GOLD TR(GLD)055,611+55,611013,5171.45%+13,517
PALANTIR TECHNOLOGIES INC(PLTR)127,200127,20003,2224,7320.51%+1,510
ISHARES TR
MSCI CHINA ETF
0171,400+171,40008,7260.93%+8,726
RUBRIK INC.(RBRK)0109,888+109,88801,3020.14%+1,302
VERTIV HOLDINGS CO(VRT)027,150+27,15002,7010.29%+2,701
TARGA RES CORP(TRGP)56,22556,22507,2418,3220.89%+1,081
FORTINET INC(FTNT)61,42561,42503,7024,7640.51%+1,061
WESTERN DIGITAL CORP.(WDC)014,300+14,30009770.10%+977
MASTERCARD INCORPORATED(MA)018,400+18,40009,0860.97%+9,086
S&P GLOBAL INC(SPGI)013,071+13,07106,7530.72%+6,753
CINTAS CORP(CTAS)7,46929,876+22,4075,2306,1510.66%+921
UNITEDHEALTH GROUP INC(UNH)10,56910,56905,3826,1790.66%+797
NVR INC(NVR)35335302,6793,4640.37%+785
VISA INC(V)058,052+58,052015,9611.71%+15,961
FAIR ISAAC CORP(FICO)1,5501,55002,3073,0120.32%+705
MONOLITHIC PWR SYS INC(MPWR)7,2287,185-435,9396,6430.71%+703
MSCI INC(MSCI)6,5976,59703,1783,8460.41%+667
ARISTA NETWORKS INC19,10019,10006,6947,3310.78%+637
UNITED RENTALS INC(URI)3,7533,75302,4273,0390.33%+612
MERCADOLIBRE INC(MELI)01,460+1,46002,9960.32%+2,996
HOME DEPOT INC(HD)09,528+9,52803,8610.41%+3,861
TRANE TECHNOLOGIES PLC(TT)9,3249,32403,0673,6250.39%+558
NETFLIX INC(NFLX)15,66215,662010,57011,1091.19%+539
OREILLY AUTOMOTIVE INC(ORLY)5,5315,53105,8416,3700.68%+528
SBA COMMUNICATIONS CORP NEW(SBAC)011,643+11,64302,8020.30%+2,802
SPOTIFY TECHNOLOGY S A(SPOT)9,4009,40002,9503,4640.37%+515
AXON ENTERPRISE INC(AXON)4,7504,75001,3981,8980.20%+500
GARTNER INC(IT)8,4248,42403,7834,2690.46%+486
EQUIFAX INC(EFX)9,2409,24002,2402,7150.29%+475
ACCENTURE PLC IRELAND
SHS CLASS A
09,372+9,37203,3130.35%+3,313
VISTRA CORP(VST)13,69413,69401,1771,6230.17%+446
BLACKROCK INC(BLK)02,724+2,72402,5860.28%+2,586
THE TRADE DESK INC(TTD)36,60036,60003,5754,0130.43%+438
TRANSUNION(TRU)013,700+13,70001,4340.15%+1,434
SALESFORCE INC(CRM)024,312+24,31206,6540.71%+6,654
DOORDASH INC(DASH)11,70011,70001,2731,6700.18%+397
HARTFORD FINL SVCS GROUP INC(HIG)22,92622,92602,3052,6960.29%+391
TRADEWEB MKTS INC(TW)21,86021,86002,3172,7030.29%+386
MOTOROLA SOLUTIONS INC(MSI)6,0586,05802,3392,7240.29%+385
ONEOK INC NEW(OKE)039,497+39,49703,5990.39%+3,599
TRANSDIGM GROUP INC(TDG)2,4782,47803,1663,5360.38%+371
HILTON WORLDWIDE HLDGS INC(HLT)30,04030,04006,5556,9240.74%+369
AGILENT TECHNOLOGIES INC(A)19,46019,46002,5232,8890.31%+367
OLD DOMINION FREIGHT LINE IN(ODFL)15,75415,75402,7823,1290.34%+347
TYLER TECHNOLOGIES INC(TYL)4,2714,27102,1472,4930.27%+346
ARES MANAGEMENT CORPORATION(ARES)15,10015,10002,0132,3530.25%+341
RESMED INC(RMD)6,4506,45001,2351,5750.17%+340
FISERV INC(FISV)011,056+11,05601,9860.21%+1,986
APOLLO GLOBAL MGMT INC(APO)46,61146,61105,5035,8220.62%+319
FASTENAL CO(FAST)36,15636,15602,2722,5820.28%+310
CBOE GLOBAL MKTS INC(CBOE)08,800+8,80001,8030.19%+1,803
SHERWIN WILLIAMS CO(SHW)03,669+3,66901,4000.15%+1,400
KEYSIGHT TECHNOLOGIES INC(KEYS)13,76513,76501,8822,1880.23%+305
HUBBELL INC(HUBB)4,8074,80701,7572,0590.22%+302
PAYCHEX INC(PAYX)19,13319,13302,2682,5670.27%+299
VEEVA SYS INC(VEEV)10,42010,42001,9072,1870.23%+280
EQUINIX INC(EQIX)02,118+2,11801,8800.20%+1,880
CROWN CASTLE INC(CCI)013,173+13,17301,5630.17%+1,563
CORPAY INC(CPAY)5,8975,89701,5711,8440.20%+273
AUTOZONE INC(AZO)1,4621,46204,3344,6050.49%+272
FORTUNE BRANDS INNOVATIONS I(FBIN)010,800+10,80009670.10%+967
BEIGENE LTD(ONC)01,150+1,15002580.03%+258
CME GROUP INC(CME)010,357+10,35702,2850.24%+2,285
ISHARES GOLD TR(IAU)042,851+42,85102,1300.23%+2,130
ISHARES TR
MSCI INDIA ETF
088,875+88,87505,2020.56%+5,202
BRIGHT HORIZONS FAM SOL IN D(BFAM)01,700+1,70002380.03%+238
BERKSHIRE HATHAWAY INC DEL03+302,0740.22%+2,074
SAMSARA INC(IOT)016,300+16,30007840.08%+784
KKR & CO INC(KKR)01,800+1,80002350.03%+235
AMERICAN TOWER CORP NEW(AMT)06,049+6,04901,4070.15%+1,407
TRACTOR SUPPLY CO(TSCO)11,01911,01902,9753,2060.34%+231
TE CONNECTIVITY PLC(TEL)01,500+1,50002260.02%+226
THERMO FISHER SCIENTIFIC INC(TMO)03,430+3,43002,1220.23%+2,122
LOAR HOLDINGS INC(LOAR)03,000+3,00002240.02%+224
IQVIA HLDGS INC(IQV)8,7008,70001,8402,0620.22%+222
MCDONALDS CORP(MCD)0725+72502210.02%+221
CARRIER GLOBAL CORPORATION(CARR)02,739+2,73902200.02%+220
PROGRESSIVE CORP(PGR)04,770+4,77001,2100.13%+1,210
XCEL ENERGY INC(XEL)03,323+3,32302170.02%+217
AMERICAN EXPRESS CO(AXP)0800+80002170.02%+217
BOOKING HOLDINGS INC(BKNG)0851+85103,5850.38%+3,585
FLOOR & DECOR HLDGS INC(FND)01,700+1,70002110.02%+211
BIONTECH SE(BNTX)05,479+5,47906510.07%+651
DOCUSIGN INC(DOCU)03,301+3,30102050.02%+205
PROLOGIS INC.(PLD)014,570+14,57001,8400.20%+1,840
ISHARES TR06,343+6,34302030.02%+203
GALLAGHER ARTHUR J & CO(AJG)9,2009,20002,3862,5890.28%+203
HOWMET AEROSPACE INC(HWM)08,934+8,93408960.10%+896
OMNICOM GROUP INC(OMC)014,445+14,44501,4930.16%+1,493
STARBUCKS CORP(SBUX)09,986+9,98609740.10%+974
MOODYS CORP(MCO)03,561+3,56101,6900.18%+1,690
WALMART INC(WMT)014,157+14,15701,1430.12%+1,143
UNION PAC CORP(UNP)09,013+9,01302,2220.24%+2,222
COUPANG INC(CPNG)049,900+49,90001,2250.13%+1,225
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