§ 13F · FUND PROFILE
Knuff & Co LLC.
AUM · $395M (13F)Positions · 142Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 162K | $47M | 11.9% | +3% |
| 2 | MSFT | MICROSOFT CORP | 65K | $24M | 6.1% | +9% |
| 3 | CAT | CATERPILLAR INC | 20K | $22M | 5.5% | −1% |
| 4 | PG | PROCTER & GAMBLE CO | 126K | $19M | 4.7% | −4% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | 37K | $18M | 4.5% | ±0% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 48K | $17M | 4.3% | +19% |
| 7 | FTNT | FORTINET INC | 106K | $16M | 4.1% | +2% |
| 8 | MELI | MERCADOLIBRE INC | 9K | $16M | 4.0% | +64% |
| 9 | NFLX | NETFLIX INC. | 183K | $13M | 3.3% | +5% |
| 10 | NVO | NOVO-NORDISK A S | 243K | $12M | 2.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KNUFF SIGNAL
AC read
Knuff & Co LLC is a Other fund managing $395 million in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →