Knollwood Investment Advisory, LLC
Knollwood Investment Advisory, LLC is an investment advisory firm headquartered in Hunt Valley, Maryland, United States. Incorporated in Delaware, the firm manages investment portfolios and provides asset management services, with a focus on institutional strategies. According to SEC filings, it was established in or before 2023 and operates out of 217 International Circle, Hunt Valley, MD. The company manages approximately $1 billion in assets and services clients such as high-net-worth individuals and institutional investors. Employee count information is not provided in public filings.
Investment Strategy
Knollwood Investment Advisory, LLC employs a diversified, long-only equity strategy, focused on public markets in the United States. Their portfolio is concentrated in technology and large-cap growth stocks, with top holdings including Nvidia, Microsoft, Amazon, Meta Platforms, and Apple. The firm actively adjusts its positions quarterly, buys and sells across hundreds of equities, and maintains a data-driven, research-intensive approach. Their asset allocation indicates an emphasis on risk-adjusted returns and dynamic portfolio management through both core and opportunistic positions.
Top Holdings
Equity Positions (349)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.14% | $74.3M | 470,335 | $29.71 | $157.99 | +$23.3M |
M MSFT | MICROSOFT CORP | 4.36% | $45.4M | 91,230 | $348.72 | $497.41 | +$11.1M |
A AMZN | AMAZON COM INC | 4.35% | $45.3M | 206,432 | $121.37 | $219.39 | +$6.0M |
M META | META PLATFORMS INC | 3.73% | $38.8M | 52,633 | $283.63 | $738.09 | +$8.5M |
A AAPL | APPLE INC | 2.95% | $30.7M | 149,835 | $181.98 | $205.17 | -$2.5M |