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Livermore
Livermore
ZHEN

Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
122
−11 vs. Q1 2025
Portfolio value
$317.5M
+$19.5M (+6.5%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Knuff & Co LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
JDJD.com, Inc.SPON ADS CL A159,951$5.22M1.6%+126,731+381.5%AddedHistory
CELHCelsius Holdings, Inc.COM NEW113,288$5.26M1.7%+100,398+778.9%AddedHistory
AMTAmerican Tower CorpREIT24,889$5.50M1.7%+676+2.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR26,537$6.01M1.9%+465+1.8%AddedHistory
EFXEquifax IncCOM23,500$6.10M1.9%−2,500−9.6%ReducedHistory
VRTXVertex Pharmaceuticals IncStock13,996$6.23M2.0%+171+1.2%AddedHistory
NVDANVIDIA CorpStock41,560$6.57M2.1%−7,160−14.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM62,953$6.79M2.1%−2,047−3.1%ReducedHistory
AVGOBroadcom Inc.Stock25,466$7.02M2.2%−250−1.0%ReducedHistory
GOOGAlphabet Inc.Stock40,050$7.10M2.2%−2,380−5.6%ReducedHistory
AMZNAmazon Com IncStock32,402$7.11M2.2%−2,977−8.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock16,337$7.94M2.5%−60−0.4%ReducedHistory
CATCaterpillar IncStock20,569$7.99M2.5%−500−2.4%ReducedHistory
NVONovo Nordisk A SADR127,919$8.83M2.8%+44,053+52.5%AddedHistory
TTDTrade Desk, Inc.Stock125,521$9.04M2.8%+3,097+2.5%AddedHistory
COSTCostco Wholesale CorpStock10,333$10.2M3.2%+20+0.2%AddedHistory
FTNTFortinet, Inc.Stock107,925$11.4M3.6%−1,190−1.1%ReducedHistory
MELIMercadolibre IncCOM4,401$11.5M3.6%−452−9.3%ReducedHistory
PGProcter & Gamble CoStock133,540$21.3M6.7%−552−0.4%ReducedHistory
NFLXNetflix IncStock17,286$23.1M7.3%−21−0.1%ReducedHistory
MSFTMicrosoft CorpStock59,309$29.5M9.3%+519+0.9%AddedHistory
AAPLApple Inc.Stock146,720$30.1M9.5%−6,405−4.2%ReducedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Knuff & Co LLC in Q2 2025
SecurityClassPutsCalls
TTDTrade Desk, Inc.Stock–$95.9K
CELHCelsius Holdings, Inc.COM NEW–$18.2K

Sold out since Q1 2025 (19)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BABAAlibaba Group Holding LtdADR51,176$6.77M2.3%History
UNHUnitedHealth Group IncStock1,441$754.7K0.3%History
iShares Tr46429B655FLTG RATE NT ETF10,885$555.7K0.2%–
SLBSLB LimitedStock12,272$513.0K0.2%History
SPYSPDR S&P 500 ETF TrustETF860$481.1K0.2%History
Invesco QQQ Trust Series I46090E103ETF500$234.5K0.1%–
MRNAModerna, Inc.Stock6,140$174.1K0.1%History
INTCIntel CorpStock4,500$102.2K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF250$92.7K<0.1%–
Vanguard Dividend Appreciation ETF921908844ETF400$77.6K<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF1,005$70.2K<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF1,093$63.8K<0.1%–
CPAYCorpay, Inc.COM SHS160$55.8K<0.1%History
TTWOTake Two Interactive Software IncCOM262$54.3K<0.1%History
iShares Core MSCI Emerging Markets ETF46434G103ETF902$48.7K<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF135$37.1K<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF739$29.1K<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock114$27.8K<0.1%History
iShares Tr46429B7470-5 YR TIPS ETF257$26.6K<0.1%–