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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
NVDANvidia Corporation
Recent Activity
6.12%
$57.104M
470,220 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
4.17%
$38.906M
90,415 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
3.89%
$36.27M
194,657 shares@ $186.34 avg price
AAPLApple Inc
Recent Activity
3.74%
$34.912M
149,835 shares@ $233.0 avg price
METAMeta Platforms Inc
Recent Activity
3.11%
$29.002M
50,663 shares@ $572.45 avg price
GOOGAlphabet Inc
Recent Activity
2.28%
$21.248M
127,086 shares@ $167.19 avg price
NOWServicenow Inc
Recent Activity
2.01%
$18.707M
20,916 shares@ $894.39 avg price
VVisa Inc
Recent Activity
1.71%
$15.961M
58,052 shares@ $274.95 avg price
GLDSpdr Gold Tr
Recent Activity
1.45%
$13.517M
55,611 shares@ $243.07 avg price
WESWestern Midstream Partners L
Recent Activity
1.24%
$11.517M
301,032 shares@ $38.26 avg price