account_balance
Investment manager · 13F filer · SEC CIK 1892770
Knott David M Jr
Reported value$183Mas of Sep 30, 2026
Positions80 8 new, 12 sold out
Top 10 weight66.7%GOOG alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc-Cl C
17.0%
APOApollo Global Management, Inc.
14.3%
IOVAIovance Biotherapeutics, Inc.
9.4%Trimmed −27%
XERSXeris Biopharma Holdings, Inc.
5.2%Trimmed −5%
SNDXSyndax Pharmaceutical, Inc.
4.4%Trimmed −2%
TVTXTravere Therapeutics, Inc.
4.2%Trimmed −12%
BBIOBridgebio Pharma, Inc.
3.6%Added +8%
JPMJPMorgan Chase & Co.
3.2%Trimmed −4%
LPL Financial Holdings Inc.
2.8%
JAAAJanus Henderson AAA CLO ETF
2.6%
ALKSAlkermes PLC
2.5%Trimmed −6%
PTGXProtagonist Therapeutics, Inc
2.5%Trimmed −48%
GOOGAlphabet Inc-Cl C
17.0%
APOApollo Global Management, Inc.
14.3%
IOVA9.4%XERS5.2%SNDX4.4%TVTX4.2%BBIO3.6%JPM3.2%LPL Financial Holdings Inc.2.8%
JAAA2.6%ALKS2.5%PTGX2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc-Cl C 17.0% HeldAPO Apollo Global Management, Inc. 14.3% HeldIOVA Iovance Biotherapeutics, Inc. 9.4% Trimmed −27%XERS Xeris Biopharma Holdings, Inc. 5.2% Trimmed −5%SNDX Syndax Pharmaceutical, Inc. 4.4% Trimmed −2%TVTX Travere Therapeutics, Inc. 4.2% Trimmed −12%BBIO Bridgebio Pharma, Inc. 3.6% Added +8%JPM JPMorgan Chase & Co. 3.2% Trimmed −4%
LPL Financial Holdings Inc. 2.8% Held
JAAA Janus Henderson AAA CLO ETF 2.6% HeldALKS Alkermes PLC 2.5% Trimmed −6%PTGX Protagonist Therapeutics, Inc 2.5% Trimmed −48%What changed