Knuff & Co LLC
CIK 0001768089 · FOSTER CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$394.9M
2026 Q2
Positions
142
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
11.9%
MSFT
MICROSOFT CORP
6.1%
CAT
CATERPILLAR INC
5.5%
PG
PROCTER & GAMBLE CO
4.7%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING LTD
4.5%
GOOG
ALPHABET INC CAP STK CL C
4.3%
FTNT
FORTINET INC
4.1%
MELI
MERCADOLIBRE INC
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.