Knuff & Co LLC
- SEC CIK
- 0001768089
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 151
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.34 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 17,165 | $108.4 萬 | 0.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 8,845 | $117.3 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,538 | $117.7 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 10,080 | $120.8 萬 | 0.5% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 6,324 | $127.5 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 636 | $131.2 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,001 | $131.5 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,360 | $131.5 萬 | 0.6% | – | – | 歷史 |
| AFLAflac Inc | Stock | 26,850 | $137.4 萬 | 0.6% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 9,855 | $139.4 萬 | 0.6% | – | – | 歷史 |
| COHRCoherent Corp. | COM | 20,390 | $139.4 萬 | 0.6% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 115,222 | $151.3 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 28,100 | $163.4 萬 | 0.7% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 7,409 | $166.8 萬 | 0.7% | – | – | 歷史 |
| FSLYFastly, Inc. | CL A | 26,694 | $179.6 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 13,210 | $186.9 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,611 | $199.8 萬 | 0.9% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 15,599 | $211.2 萬 | 0.9% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 41,101 | $265.6 萬 | 1.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 17,691 | $274.6 萬 | 1.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 9,074 | $277.0 萬 | 1.2% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 15,865 | $288.3 萬 | 1.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 40,559 | $306.7 萬 | 1.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $320.7 萬 | 1.4% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 8,601 | $330.3 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,341 | $340.8 萬 | 1.5% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 16,174 | $356.5 萬 | 1.5% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,773 | $360.4 萬 | 1.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 99,988 | $362.3 萬 | 1.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 20,415 | $376.7 萬 | 1.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 28,427 | $377.8 萬 | 1.6% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 17,304 | $392.3 萬 | 1.7% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 2,778 | $409.0 萬 | 1.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,036 | $424.2 萬 | 1.8% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 18,137 | $440.4 萬 | 1.9% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,326 | $451.8 萬 | 1.9% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 51,319 | $467.5 萬 | 2.0% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 26,241 | $481.5 萬 | 2.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 13,613 | $489.2 萬 | 2.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 28,623 | $527.9 萬 | 2.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,676 | $553.6 萬 | 2.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 103,941 | $580.3 萬 | 2.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,088 | $597.4 萬 | 2.6% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 9,310 | $606.7 萬 | 2.6% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,073 | $671.1 萬 | 2.9% | – | – | 歷史 |
| BABoeing Co | Stock | 27,300 | $695.4 萬 | 3.0% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 32,200 | $746.6 萬 | 3.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,582 | $798.9 萬 | 3.4% | – | – | 歷史 |
| EFXEquifax Inc | COM | 45,800 | $829.6 萬 | 3.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 174,701 | $2,134 萬 | 9.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 159,218 | $2,156 萬 | 9.2% | – | – | 歷史 |