Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 122
- 0 vs. Q2 2025
- Portfolio value
- $345.1M
- +$27.6M (+8.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 72,477 | $4.88M | 1.4% | −7,685−9.6% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 147,651 | $5.16M | 1.5% | −12,300−7.7% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,184 | $5.56M | 1.6% | +188+1.3% | Added | History |
| EFXEquifax Inc | COM | 23,500 | $6.03M | 1.7% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 119,364 | $6.86M | 2.0% | +6,076+5.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 62,932 | $7.10M | 2.1% | −210.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 32,692 | $7.18M | 2.1% | +290+0.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,327 | $7.35M | 2.1% | −210−0.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 41,605 | $7.76M | 2.2% | +45+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 25,068 | $8.27M | 2.4% | −398−1.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,773 | $8.43M | 2.4% | +436+2.7% | Added | History |
| FTNTFortinet, Inc. | Stock | 104,975 | $8.83M | 2.6% | −2,950−2.7% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 54,392 | $9.72M | 2.8% | +54,392 | New | History |
| CATCaterpillar Inc | Stock | 20,569 | $9.81M | 2.8% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 10,613 | $9.82M | 2.8% | +280+2.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 40,425 | $9.85M | 2.9% | +375+0.9% | Added | History |
| MELIMercadolibre Inc | COM | 4,424 | $10.3M | 3.0% | +23+0.5% | Added | History |
| NVONovo Nordisk A S | ADR | 255,024 | $14.2M | 4.1% | +127,105+99.4% | Added | History |
| NFLXNetflix Inc | Stock | 16,816 | $20.2M | 5.8% | −470−2.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 134,071 | $20.6M | 6.0% | +531+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 59,301 | $30.7M | 8.9% | −80.0% | Reduced | History |
| AAPLApple Inc. | Stock | 156,038 | $39.7M | 11.5% | +9,318+6.4% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| MDBMongoDB, Inc. | CL A | – | $92.4K |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 13,437 | $1.24M | 0.4% | – |
| LMTLockheed Martin Corp | Stock | 598 | $277.0K | 0.1% | History |
| Roche Hldg Ltd ADR771195104 | COM | 6,260 | $255.2K | 0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 5,000 | $97.8K | <0.1% | – |
| ProShares Ultrapro Short S&P50074349Y845 | ETF | 4,000 | $67.2K | <0.1% | – |
| SJMJ M SMUCKER Co | Stock | 677 | $66.5K | <0.1% | History |
| ACNAccenture plc | Stock | 147 | $43.9K | <0.1% | History |
| FISVFiserv Inc | Stock | 220 | $37.9K | <0.1% | History |