Knuff & Co LLC
Hedge Fund • Event Driven
Knuff & Co LLC is an Event Driven Hedge Fund based in Foster City, CA led by William G. Knuff, reporting $385.0M in AUM as of Q3 2025 with 34% Technology concentration and 51% concentrated in top 10 holdings.
Managing PartnerWilliam G. Knuff
- Portfolio Value
- $345.1M
- Positions
- 122
- Top Holding
- AAPL at 11.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Knuff & Co LLC's portfolio (50.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $39.7M | 11.51% | +$2.4M Bought | 0.00% 156.0K shares | |
Software - Infrastructure Technology | $30.7M | 8.90% | -$4.1K Sold | 0.00% 59.3K shares | |
Household & Personal Products Consumer Defensive | $20.6M | 5.97% | +$81.6K Bought | 0.01% 134.1K shares | |
Entertainment Communication Services | $20.2M | 5.84% | -$563.5K Sold | 0.00% 16.8K shares | |
Unknown Unknown | $14.2M | 4.10% | +$7.1M Bought | — 255.0K shares | |
Specialty Retail Consumer Cyclical | $10.3M | 3.00% | +$53.7K Bought | 0.01% 4.4K shares | |
Internet Content & Information Communication Services | $9.8M | 2.85% | +$91.3K Bought | 0.00% 40.4K shares | |
Discount Stores Consumer Defensive | $9.8M | 2.85% | +$259.2K Bought | 0.00% 10.6K shares | |
Agricultural - Machinery Industrials | $9.8M | 2.84% | — | 0.00% 20.6K shares | |
Unknown Unknown | $9.7M | 2.82% | +$9.7M Bought | — 54.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Knuff & Co LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+626.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Knuff & Co LLC
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