Institutional Manager · CIK 0001768089
Knuff & Co LLC
FOSTER CITY, CA · File #028-19363
Latest AUM
$339.3M
Positions
129
Top-10 Concentration
53.2%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +149,510 | +$14.0M | -$18.6M |
| ADD | MONGODB INC CL A | MDB | +13,171 | +$5.5M | +$327,272 |
| EXITED | JD.COM INC CL A | 47215P106 | -147,651 | -$5.2M | $0 |
| REDUCE | NOVO-NORDISK A S | NONOF | -83,274 | -$4.2M | -$1.2M |
| ADD | AMAZON COM INC | AMZN | +13,124 | +$3.0M | +$367,785 |
| REDUCE | THE TRADE DESK INC CL A | 88339J105 | -52,275 | -$2.0M | -$621,839 |
| REDUCE | AMERICAN TOWER CORP | 03027X100 | -6,935 | -$1.2M | -$414,478 |
| ADD | MERCADOLIBRE INC | MELI | +553 | +$1.1M | -$1.4M |
| EXITED | VERISIGN INC | 92343E102 | -3,979 | -$1.1M | $0 |
| ADD | SERVICENOW INC | NOW | +5,315 | +$814,205 | -$326,013 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025129 pos · $339.3M
- 13F HOLDINGS REPORTQ/E Sep 2025123 pos · $345.2M
- 13F HOLDINGS REPORTQ/E Jun 2025124 pos · $317.6M
- 13F HOLDINGS REPORTQ/E Mar 2025134 pos · $298.0M
- 13F HOLDINGS REPORTQ/E Dec 2024142 pos · $329.0M
- 13F HOLDINGS REPORTQ/E Sep 2024127 pos · $327.7M
- 13F HOLDINGS REPORTQ/E Jun 2024131 pos · $308.1M
- 13F HOLDINGS REPORTQ/E Mar 2024125 pos · $297.5M
- 13F HOLDINGS REPORTQ/E Dec 2023120 pos · $250.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 158,841 | $43.2M | 13.54% |
| 2 | MICROSOFT CORP | MSFT | 59,607 | $28.8M | 9.04% |
| 3 | PROCTER AND GAMBLE CO | 742718109 | 133,447 | $19.1M | 6.00% |
| 4 | NETFLIX INC | NFLX | 166,326 | $15.6M | 4.89% |
| 5 | ALPHABET INC CL C | GOOG | 40,473 | $12.7M | 3.98% |
| 6 | CATERPILLAR INC | CAT | 20,569 | $11.8M | 3.69% |
| 7 | AMAZON COM INC | AMZN | 45,816 | $10.6M | 3.32% |
| 8 | MERCADOLIBRE INC | MELI | 4,977 | $10.0M | 3.14% |
| 9 | COSTCO WHSL CORP | 22160K105 | 10,616 | $9.2M | 2.87% |
| 10 | NOVO-NORDISK A S | NONOF | 171,750 | $8.7M | 2.74% |
| 11 | BROADCOM INC | AVGO | 25,123 | $8.7M | 2.73% |
| 12 | BERKSHIRE HATHAWAY INC CL B | BRK-A | 16,913 | $8.5M | 2.67% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,728 | $8.4M | 2.64% |
| 14 | FORTINET INC | FTNT | 105,300 | $8.3M | 2.61% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 56,800 | $8.3M | 2.61% |
| 16 | NVIDIA CORPORATION | NVDA | 41,170 | $7.7M | 2.41% |
| 17 | EXXON MOBIL CORP | XOM | 62,917 | $7.6M | 2.37% |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 14,197 | $6.4M | 2.02% |
| 19 | MONGODB INC CL A | MDB | 14,171 | $5.9M | 1.86% |
| 20 | CELSIUS HLDGS INC | CELH | 127,881 | $5.8M | 1.83% |