Knuff & Co LLC

Q3 2025 13F-HR Holdings

Location
Foster City, CA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
123
Total value ($000)
$345,174
Net value change ($000)
+27,580 (8.7%)
New positions
8
Sold out positions
8
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BABA 9,721 NEW
AAPL 9,629 32.0%
NVO 5,322 60.3%
MDB 3,578 NEW
GOOGL 2,742 38.6%
CAT 1,829 22.9%
CELH 1,607 30.6%
TSM 1,343 22.3%
AVGO 1,250 17.8%
TMO 1,228 45.4%
Top Reduces (Value $000, Stocks/ETFs)
TTD -6,278 -69.5%
NFLX -2,987 -12.9%
FTNT -2,584 -22.6%
IWR -1,236 -100.0%
MELI -1,164 -10.1%
FIS -1,033 -91.3%
AMT -742 -13.5%
PG -676 -3.2%
VRTX -676 -10.8%
ABT -440 -34.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 92 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type