Knollwood Investment Advisory, LLC
HUNT VALLEY MD · SEC CIK 0001999346
$9.92亿2026Q1 申报市值
303持仓数
34.4%前十大占比 · 第一大 8.3%
2 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMD 加仓+$369.51万
AVGO 加仓+$114.18万
CDNS 加仓+$102.81万
LNG 加仓+$86.77万
MDB 加仓+$33.12万
2026Q1 卖出最多 按季末市值估算
CRCL 清仓-$424.07万
OMDA 清仓-$332.58万
ADBE 清仓-$253.74万
NTSK 清仓-$244.30万
HSAI 减仓-$184.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAI | CARIS LIFE SCIENCES INC | $18.68万 | 0.02% | 10,445 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $14.55万 | 0.01% | 10,208 | 0 | 0.0% | — | 不变 |
| — | HYPERFINE INC | $2.16万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -53,477 | -100.0% | -$424.07万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -210,763 | -100.0% | -$332.58万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -7,250 | -100.0% | -$253.74万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -139,279 | -100.0% | -$244.30万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -25,110 | -100.0% | -$181.37万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -5,244 | -100.0% | -$108.98万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -8,425 | -100.0% | -$58.27万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -9,511 | -100.0% | -$51.87万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,546 | -100.0% | -$41.28万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -3,809 | -100.0% | -$32.94万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$27.43万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,800 | -100.0% | -$22.95万 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$22.79万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,301 | -100.0% | -$22.58万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -800 | -100.0% | -$20.90万 | 清仓 |