Skip to main content
Livermore
Livermore
ZHEN

Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

The latest 13F from Knuff & Co LLC covers Q2 2026 (filed Aug 10, 2026): 142 long positions worth $394.9M. The top 10 holdings make up 51.4% of the portfolio, and the largest is Apple Inc. (AAPL) at 11.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$23.2M
Added
40
Est. +$27.5M
Reduced
30
Est. −$7.02M
Sold out
20
Est. −$16.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    11.9%$46.8MHistory
  2. MSFTMicrosoft Corp
    6.1%$24.2MHistory
  3. CATCaterpillar Inc
    5.5%$21.8MHistory
  4. PGProcter & Gamble Co
    4.7%$18.5MHistory
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    4.5%$17.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$8.60MNewHistory
  2. MELIMercadolibre Inc
    +$6.18MAddedHistory
  3. iShares Tr46429B655
    +$4.47MNew
  4. HIMXHimax Technologies, Inc.
    +$3.82MNewHistory
  5. GOOGAlphabet Inc.
    +$2.71MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. XOMExxonMobil Holdings Corp
    +2.18 pp0.0% → 2.2%History
  2. FTNTFortinet, Inc.
    +1.55 pp2.6% → 4.1%History
  3. iShares Tr46429B655
    +1.13 pp0.0% → 1.1%
  4. MELIMercadolibre Inc
    +1.04 pp3.0% → 4.0%History
  5. HIMXHimax Technologies, Inc.
    +0.97 pp0.0% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$10.7MSold outHistory
  2. QXOQXO, Inc.
    −$2.50MSold outHistory
  3. PHMPultegroup Inc
    −$1.41MSold outHistory
  4. EFXEquifax Inc
    −$857.1KReducedHistory
  5. DISWalt Disney Co
    −$783.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −3.21 pp3.2% → 0.0%History
  2. PGProcter & Gamble Co
    −1.01 pp5.7% → 4.7%History
  3. BABAAlibaba Group Holding Ltd
    −0.91 pp2.1% → 1.2%History
  4. QXOQXO, Inc.
    −0.75 pp0.8% → 0.0%History
  5. COSTCostco Wholesale Corp
    −0.69 pp3.2% → 2.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$394.9M
+$63.0M (+19.0%) vs. prior quarter
Positions
142
+8 vs. prior quarter
Top 10 concentration
51.4%
Top 10 as share of value
Turnover
6.5%
Q2 2026, one quarter
Average holding period
19.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $394.9M (Q2 2026)

Q1 2021: $233.7MQ2 2021: $268.9MQ3 2021: $267.3MQ4 2021: $322.6MQ1 2022: $275.7MQ2 2022: $222.4MQ3 2022: $211.3MQ4 2022: $234.5MQ1 2023: $252.6MQ2 2023: $266.9MQ3 2023: $250.9MQ4 2023: $274.3MQ1 2024: $297.5MQ2 2024: $308.1MQ3 2024: $327.7MQ4 2024: $329.0MQ1 2025: $298.0MQ2 2025: $317.5MQ3 2025: $345.1MQ4 2025: $339.3MQ1 2026: $331.9MQ2 2026: $394.9M
Q1 2021Q2 2026
13F filings of Knuff & Co LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026142$394.9MAAPLMSFTCATvs. Q1 2026SEC
Q1 2026May 11, 2026134$331.9MAAPLMSFTPGvs. Q4 2025SEC
Q4 2025Feb 4, 2026129$339.3MAAPLMSFTPGvs. Q3 2025SEC
Q3 2025Nov 13, 2025122$345.1MAAPLMSFTPGvs. Q2 2025SEC
Q2 2025Aug 13, 2025122$317.5MAAPLMSFTNFLXvs. Q1 2025SEC
Q1 2025May 13, 2025133$298.0MAAPLPGMSFTvs. Q4 2024SEC
Q4 2024Feb 10, 2025142$329.0MAAPLMSFTPGvs. Q3 2024SEC
Q3 2024Nov 7, 2024127$327.7MAAPLMSFTPGvs. Q2 2024SEC
Q2 2024Aug 1, 2024131$308.1MAAPLMSFTPGvs. Q1 2024SEC
Q1 2024May 9, 2024125$297.5MAAPLMSFTPGvs. Q4 2023SEC
Q4 2023Feb 6, 2024117$274.3MAAPLMSFTPGvs. Q3 2023SEC
Q3 2023Nov 9, 2023120$250.9MAAPLPGMSFTvs. Q2 2023SEC
Q2 2023Aug 8, 2023124$266.9MAAPLPGMSFTvs. Q1 2023SEC
Q1 2023May 9, 2023129$252.6MAAPLPGMSFTvs. Q4 2022SEC
Q4 2022Feb 9, 2023131$234.5MPGAAPLMSFTvs. Q3 2022SEC
Q3 2022Nov 4, 2022130$211.3MAAPLPGMSFTvs. Q2 2022SEC
Q2 2022Aug 8, 2022136$222.4MAAPLPGMSFTvs. Q1 2022SEC
Q1 2022May 10, 2022137$275.7MAAPLPGMSFTvs. Q4 2021SEC
Q4 2021Feb 9, 2022152$322.6MAAPLPGMSFTvs. Q3 2021SEC
Q3 2021Nov 16, 2021159$267.3MAAPLPGMSFTvs. Q2 2021SEC
Q2 2021Aug 10, 2021167$268.9MAAPLPGMSFTvs. Q1 2021SEC
Q1 2021May 4, 2021151$233.7MPGAAPLEFX–SEC