Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 1, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 131
- +6 vs. Q1 2024
- Portfolio value
- $308.1M
- +$10.6M (+3.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALGNAlign Technology Inc | COM | 11,959 | $2.89M | 0.9% | −1,835−13.3% | Reduced | History |
| SWKSSkyworks Solutions, Inc. | Stock | 27,209 | $2.90M | 0.9% | −1,725−6.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 8,576 | $2.95M | 1.0% | −75−0.9% | Reduced | History |
| DEDeere & Co | Stock | 8,023 | $3.00M | 1.0% | −31−0.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 45,554 | $3.28M | 1.1% | +4,190+10.1% | Added | History |
| BABoeing Co | Stock | 18,160 | $3.31M | 1.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 35,237 | $3.37M | 1.1% | −1,955−5.3% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $3.43M | 1.1% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 30,318 | $3.44M | 1.1% | −2,938−8.8% | Reduced | History |
| QCOMQualcomm Inc | Stock | 18,307 | $3.65M | 1.2% | −650−3.4% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 76,320 | $3.81M | 1.2% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 21,562 | $4.19M | 1.4% | +17+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,693 | $4.32M | 1.4% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,052 | $4.53M | 1.5% | −50−0.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 10,633 | $5.88M | 1.9% | −424−3.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,841 | $6.04M | 2.0% | +33+0.2% | Added | History |
| EFXEquifax Inc | COM | 26,400 | $6.40M | 2.1% | −900−3.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 53,660 | $6.63M | 2.2% | −3,500−6.1% | ReducedConverted for a 10-for-1 split | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,343 | $6.72M | 2.2% | −70.0% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,107 | $7.03M | 2.3% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 118,840 | $7.16M | 2.3% | −1,975−1.6% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 66,313 | $7.63M | 2.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 4,679 | $7.69M | 2.5% | +22+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 42,334 | $8.18M | 2.7% | −300−0.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,359 | $8.81M | 2.9% | −51−0.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 51,125 | $9.38M | 3.0% | −600−1.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 17,882 | $12.1M | 3.9% | −734−3.9% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 127,589 | $12.5M | 4.0% | −5,840−4.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 140,028 | $23.1M | 7.5% | −2,615−1.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,456 | $26.6M | 8.6% | −240−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 167,660 | $35.3M | 11.5% | +6,010+3.7% | Added | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.