Knuff & Co LLC
•CIK: 1768089•Filing: Q4 2025
Knuff & Co LLC manages $339M in assets across 129 positions, with a tech-heavy portfolio allocating 12.7% to AAPL and 8.5% to MSFT. The fund's top 10 holdings account for 51.5% of AUM, with notable positions including PG at $19.1M and NFLX at $15.6M. GOOG and AMZN also feature prominently, with allocations of $12.7M and $10.6M, respectively. The fund's largest position, AAPL, represents 12.7% of total AUM, at $43.2M.
Total AUM
$339.3M
QoQ Performance
-0.7%
Positions
129
Top 10 Concentration
50.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
PG
AAPL12.7%
MSFT8.5%
PG5.6%
NFLX4.6%
GOOGL3.7%
CAT3.5%
AMZN3.1%
MELI3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.8%
Technology32.2%
Consumer7.3%
Industrial5.8%
Communication5.0%
Healthcare4.7%
Energy2.9%
Financial2.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW14 new positions
↑42 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022