Knuff & CO LLC Portfolio Holdings

Knuff & CO LLC

  • $315 Million
  • Q2 2025

Knuff & CO LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $315 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1M, Microsoft Corp with a value of $29.5M, Netflix Inc with a value of $23.1M, Procter & Gamble CO with a value of $21.3M, and Mercadolibre Inc with a value of $11.5M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $295M to 315M.

Knuff & CO LLC is based out at Foster City, CA

Below you can find more details about Knuff & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
Technology: $111 Million
Consumer Defensive: $46 Million
Communication Services: $34.1 Million
Consumer Cyclical: $29.5 Million
Healthcare: $29 Million
Industrials: $24.3 Million
Financial Services: $19.2 Million
Energy: $9.08 Million
Other: $13.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.6B
$981,000 0.31% of portfolio
4,289
Q2 2025 Added 98.29%
$27.9B
$932,000 0.3% of portfolio
3,228
Q2 2025 Added 438.0%
$203B
$925,000 0.29% of portfolio
11,688
Q2 2025 Reduced 3.44%
$135B
$842,000 0.27% of portfolio
3,660
Q2 2025 Reduced 4.79%
$108B
$861,000 0.27% of portfolio
9,402
Q2 2025 Added 14.1%
$548B
$835,000 0.26% of portfolio
1,486
Q2 2025 Reduced 30.46%
$232B
$793,000 0.25% of portfolio
2,910
Q2 2025 Reduced 0.85%
$859B
$686,000 0.22% of portfolio
2,369
Q1 2025 Added 2.33%
$56.3B
$691,000 0.22% of portfolio
2,112
Q1 2025 Reduced 4.56%
$99B
$641,000 0.2% of portfolio
13,848
Q2 2025 Reduced 10.88%
$28.1B
$576,000 0.18% of portfolio
5,465
Q2 2025 Reduced 5.56%
$202B
$525,000 0.17% of portfolio
3,982
Q2 2025 Added 0.45%
$608B
$508,000 0.16% of portfolio
652
Q2 2025 Reduced 40.46%
$152B
$502,000 0.16% of portfolio
1,800
Q2 2025 Added 4.47%
$106B
$483,000 0.15% of portfolio
1,585
Q2 2025 Added 18.73%
$142B
$484,000 0.15% of portfolio
1,816
Q4 2021 Reduced 1.63%
$70.1B
$364,000 0.12% of portfolio
2,340
Q1 2024 Added 178.57%
$39.5B
$376,000 0.12% of portfolio
515
Q2 2025 Reduced 22.79%
$95.8B
$337,000 0.11% of portfolio
2,858
Q2 2025 Added 0.21%
$8.31B
$344,000 0.11% of portfolio
5,322
Q2 2025 Reduced 1.48%
$94.4B
$300,000 0.1% of portfolio
4,225
Q2 2025 Reduced 70.87%
$86.2B
$291,000 0.09% of portfolio
1,000
Q1 2024 New
$157B
$280,000 0.09% of portfolio
725
Q2 2025 Reduced 20.85%
$182B
$279,000 0.09% of portfolio
3,000
Q2 2025 Reduced 40.0%
$113B
$276,000 0.09% of portfolio
598
Q2 2025 New
$210B
$294,000 0.09% of portfolio
1,000
Q1 2024 New
$245B
$255,000 0.08% of portfolio
6,260
Q2 2025 New
$1.19B
$245,000 0.08% of portfolio
4,375
Q2 2025 Reduced 47.76%
$152B
$210,000 0.07% of portfolio
949
Q2 2025 Reduced 3.65%
$0
$233,000 0.07% of portfolio
2,797
Q2 2025 Reduced 20.72%
$0
$206,000 0.07% of portfolio
363
Q2 2025 Reduced 9.02%
$35.1B
$209,000 0.07% of portfolio
1,000
Q1 2024 New
$155B
$190,000 0.06% of portfolio
1,544
Q2 2025 Added 46.21%
$177B
$136,000 0.04% of portfolio
700
Q2 2025 Reduced 22.22%
$83.2B
$111,000 0.04% of portfolio
526
Q2 2025 New
$124B
$127,000 0.04% of portfolio
413
Q2 2020 Added 129.44%
$0
$82,000 0.03% of portfolio
325
Q1 2024 Reduced 27.78%
$99.2B
$82,000 0.03% of portfolio
300
Q2 2025 Added 108.33%
$0
$97,000 0.03% of portfolio
5,000
Q2 2025 Added 25.0%
$78.8B
$83,000 0.03% of portfolio
309
Q4 2024 Added 54.5%
$95.8B
$102,000 0.03% of portfolio
2,252
Q4 2024 Added 12.6%
$0
$108,000 0.03% of portfolio
2,500
Q2 2025 New
$51.4B
$107,000 0.03% of portfolio
800
Q2 2025 New
$102B
$73,000 0.02% of portfolio
167
Q4 2024 New
$20.7B
$53,000 0.02% of portfolio
700
Q4 2023 Reduced 50.0%
$119B
$65,000 0.02% of portfolio
275
Q4 2023 New
$179B
$49,000 0.02% of portfolio
546
Q1 2025 Reduced 9.9%
$0
$62,000 0.02% of portfolio
100
Q2 2025 Reduced 80.0%
$11.9B
$66,000 0.02% of portfolio
677
Q1 2025 Reduced 36.01%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $315 Million
  • Prior Value $295 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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