Fund Update: Knollwood Investment Advisory, LLC Just Disclosed New Holdings

Knollwood Investment Advisory, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 30,394 shares of $PANW (~$672,315). This was a increase of ~100.00% from their previous position.
• An increase of 2,200 shares of $ETR (~$44,066). This was a increase of ~100.00% from their previous position.
• A decrease of 316 shares of $NVR (~$3,160,946). This was a increase of ~-89.52% from their previous position.
• A decrease of 39,204 shares of $MCHP (~$3,546,317). This was a increase of ~-69.29% from their previous position.
• An increase of 4,250 shares of $TSM (~$1,052,950). This was a increase of ~47.39% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Knollwood Investment Advisory, LLC for more details.