Knott David M Jr
Annual return
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SPY
—
Alpha
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Invested
$168M
Holdings
83
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
Alphabet Inc-Cl C
Q1 2026: Increased +235.9% (440 → 1.5k shares)
16.1%
02
$APO
Apollo Global Management, Inc.
Q1 2026: Exited (was 225.0k shares)
15.4%
03
$SNDX
Syndax Pharmaceutical, Inc.
Q1 2026: Exited (was 415.0k shares)
6.1%
04
$BBIO
Bridgebio Pharma, Inc.
Q1 2026: Exited (was 85.0k shares)
4.1%
05
$PTGX
Protagonist Therapeutics, Inc
Q1 2026: Exited (was 73.0k shares)
4.1%
06
$XERS
Xeris Biopharma Holdings, Inc.
Q1 2026: Exited (was 970.0k shares)
3.8%
07
$JPM
JPMorgan Chase & Co.
Q1 2026: Sold 95.7% (19.5k → 831 shares)
3.5%
08
$IOVA
Iovance Biotherapeutics, Inc.
Held since at least Q1 2024
3.5%
09
$JAAA
Janus Henderson AAA CLO ETF
Q1 2026: Exited (was 93.5k shares)
2.9%
10
$ALKS
Alkermes PLC
Q1 2026: Exited (was 95.0k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:55 UTC.