StockDriftsStockDriftsTop 50 Knott David M Jr Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc-Cl C | 17.07% | 91.4K | $32.3M | +0.00%(+0) | $138.91(+146.67%) | 2026-06-30 | |
| APO | Apollo Global Management, Inc. | 14.07% | 225.0K | $26.6M | +0.00%(+0) | $67.01(+110.06%) | 2026-06-30 | |
| SNDX | Syndax Pharmaceutical, Inc. | 5.05% | 437.2K | $9.6M | +3.61%(+15.24K) | $15.01(+32.16%) | 2026-06-30 | |
| XERS | Xeris Biopharma Holdings, Inc. | 4.44% | 1.06M | $8.4M | +0.00%(+0) | $2.84(+203.16%) | 2026-06-30 | |
| TVTX | Travere Therapeutics, Inc. | 4.42% | 147.3K | $8.4M | +4.73%(+6.65K) | $12.32(+404.55%) | 2026-06-30 | |
| PTGX | Protagonist Therapeutics, Inc | 4.08% | 63.0K | $7.7M | +0.00%(+0) | $31.06(+399.29%) | 2026-06-30 | |
| BBIO | Bridgebio Pharma, Inc. | 3.66% | 92.8K | $6.9M | +3.17%(+2.85K) | $39.11(+101.28%) | 2026-06-30 | |
| IOVA | Iovance Biotherapeutics, Inc. | 3.52% | 1.60M | $6.7M | +0.00%(+0) | $3.12(+123.72%) | 2026-06-30 | |
| ALKS | Alkermes PLC | 3.37% | 121.8K | $6.4M | +1.47%(+1.76K) | $30.02(+63.41%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 3.13% | 18.1K | $5.9M | -7.08%(-1.38K) | $155.16(+135.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.85% | +108.99% | — | — | +116.76% |
| Top 20 Holdings Unweighted | +18.74% | +67.40% | — | — | +68.67% |
Knott David M Jr reports $189.18M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (17.1%), APO (14.1%) and SNDX (5.0%). The top 20 holdings account for 80.54% of reported assets. Its disclosed equity book has returned +108.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Knott David M Jr’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1892770). View Knott David M Jr’s 13F filings on SEC