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Stacy Landsman

@Knollwood Investment Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$933.966MTotal holdings356
Assets growth rate3.89%Assets growth rate (2-Q avg)33.18%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Knollwood Investment Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 356 positions.

Assets under management

The assets under management (AUM) of Knollwood Investment Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 933.966M in assets, with a quarterly growth rate of 3.89% and a 2-quarter average growth rate of 33.18%. The portfolio is managed by Stacy Landsman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NFLXNetflix Inc
Recent Activity
1.19%
$11.109M
15,662 shares@ $709.28 avg price
PANWPalo Alto Networks Inc
Recent Activity
1.12%
$10.389M
30,394 shares@ $341.8 avg price
LLYEli Lilly & Co
Recent Activity
1.04%
$9.675M
10,921 shares@ $885.95 avg price
MAMastercard Incorporated
Recent Activity
0.98%
$9.086M
18,400 shares@ $493.8 avg price
GOOGLAlphabet Inc
Recent Activity
0.97%
$8.972M
54,100 shares@ $165.85 avg price
KLACKla Corp
Recent Activity
0.96%
$8.898M
11,490 shares@ $774.42 avg price
MCHIIshares Tr
Recent Activity
0.94%
$8.726M
171,400 shares@ $50.91 avg price
MCKMckesson Corp
Recent Activity
Decreased -10.63%
0.94%
$8.725M
17,647 shares@ $494.43 avg price
TRGPTarga Res Corp
Recent Activity
0.9%
$8.322M
56,225 shares@ $148.01 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
0.88%
$8.212M
29,281 shares@ $280.47 avg price