Arkolith/Funds/Knott David M Jr

Knott David M Jr

CIK 1892770
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Knott David M Jr holds a focused book of 84 stocks worth $189.2M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Catalyst Bancorp Inc and trimmed JPMorgan Chase & Co. Their largest long position is Alphabet Inc-CL C at 17% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
77
bought for the first time
Added to
16
already held, bought more
Trimmed
4
sold some, still holds it
Sold out
12
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+39.3%
+20.9%/yr · since Nov '24
Their reported book
+70.3%
held from quarter-end
S&P 500
+31.3%
same window
$7K$9K$11K$12K$14KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Knott David M Jr (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +70.3%, a 31.0-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Knott David M Jr's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
63%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Health Care
53%
Financials
20%
Information Technology
18%
ETF / fund or unclassified
8%
Energy
0%
Materials
0%
Industrials
0%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Knott David M Jr

Manager / fundShared namesTheir $ in those
UBS Group AG78 / 80$88.9B
MORGAN STANLEY76 / 80$361.5B
CITIGROUP INC75 / 80$39.0B
BlackRock, Inc.74 / 80$1.6T
Tower Research Capital LLC (TRC)74 / 80$584.3M
GOLDMAN SACHS GROUP INC73 / 80$164.7B
ROYAL BANK OF CANADA73 / 80$108.1B
Ken Griffin73 / 80$15.1B

Ranked by how many of Knott David M Jr's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc-Cl C
Common
$32.3M91.4K
17.1%
Held
2Apollo Global Management, Inc.
Common
$26.6M225.0K
14.1%
Held
3Syndax Pharmaceutical, Inc.
Common
$9.6M437.2K
5.1%
+3.6%
Added · +15K sh
4Xeris Biopharma Holdings, Inc.
Common
$8.4M1.06M
4.4%
Held
5Travere Therapeutics, Inc.
Common
$8.4M147.3K
4.4%
+4.7%
Added · +7K sh
6Protagonist Therapeutics, Inc
Common
$7.7M63.0K
4.1%
Held
7Bridgebio Pharma, Inc.
Common
$6.9M92.8K
3.7%
+3.2%
Added · +3K sh
8Iovance Biotherapeutics, Inc.
Common
$6.7M1.60M
3.5%
Held
9Alkermes PLC
Common
$6.4M121.8K
3.4%
+1.5%
Added · +2K sh
10JPMorgan Chase & Co.
Common
$5.9M18.1K
3.1%
−7.1%
Reduced · −1K sh
11Janus Henderson AAA CLO ETF
Common
$4.7M93.5K
2.5%
Held
12LPL Financial Holdings Inc.
Common
$4.6M16.5K
2.5%
Held
13Cogent Biosciences Inc.
Common
$4.3M111.1K
2.3%
+6.8%
Added · +7K sh
14TG Therapeutics, Inc.
Common
$3.7M66.8K
1.9%
−26%
Reduced · −23K sh
15Catalyst Pharmaceuticals, Inc.
Common
$3.6M114.0K
1.9%
New
New position
16Agios Pharmaceutical, Inc.
Common
$3.5M95.1K
1.9%
+2.1%
Added · +2K sh
17Viridian Therapeutics, Inc.
Common
$3.3M181.0K
1.8%
Held
18Relmada Therapeutics, Inc.
Common
$3.1M451.0K
1.6%
+2.7%
Added · +12K sh
19Arcus Biosciences, Inc.
Common
$2.5M81.2K
1.3%
Held
20Cybin Inc
Common
$2.4M370.0K
1.3%
+5.7%
Added · +20K sh
21SPDR S&P Biotech ETF
Common
$2.4M15.0K
1.3%
Held
22Rezolute, Inc.
Common
$1.9M370.0K
1.0%
Held
23AllianceBernstein Holding L.P.
Common
$1.7M48.0K
0.9%
Held
24Madrigal Pharmaaceuticals, Inc.
Common
$1.6M3.0K
0.9%
+50%
Added · +1K sh
25AtriCure, Inc.
Common
$1.4M51.4K
0.8%
Held
26DocGo, Inc.
Common
$1.4M2.67M
0.7%
Held
27Ardelyx, Inc.
Common
$1.3M263.2K
0.7%
+27%
Added · +56K sh
28Ultragenyx Pharmaceutical Inc.
Common
$1.3M38.1K
0.7%
+15%
Added · +5K sh
29The Panagram BBB-B CLO ETF
Common
$1.3M47.8K
0.7%
Held
30Cullinan Therapeutics, Inc.
Common
$1.3M69.2K
0.7%
+186%
Added · +45K sh
31Johnson & Johnson
Common
$1.3M4.9K
0.7%
Held
32Vera Therapeutics, Inc.
Common
$1.1M26.0K
0.6%
Held
33Orchestra Biomed Holdings, Inc.
Common
$1.1M253.7K
0.6%
Held
34Spruce Biosciences, Inc.
Common
$1.1M20.0K
0.6%
New
New position
35Connect Biopharma Holdings Limited
Common
$1.1M444.9K
0.6%
+15%
Added · +57K sh
36iShares Biotechnology ETF
Common
$1.0M5.5K
0.6%
Held
37Biogen Inc.
Common
$864K4.0K
0.5%
Held
38Pfizer Inc.
Common
$779K32.3K
0.4%
Held
39Apple Inc.
Common
$722K2.5K
0.4%
Held
40Canadian Natural Resources Limited
Common
$664K16.8K
0.4%
Held
41Pelthos Therapeutics, Inc.
Common
$624K22.1K
0.3%
+4.7%
Added · +1K sh
42International Business Machines
Common
$602K2.1K
0.3%
Held
43Microsoft Corporation
Common
$597K1.6K
0.3%
Held
44Verastem Inc.
Common
$592K155.0K
0.3%
+49%
Added · +51K sh
45Kura Oncology, Inc.
Common
$579K52.8K
0.3%
Held
46Solid Bioscience Inc.
Common
$562K56.2K
0.3%
+19%
Added · +9K sh
47DuPont de Nemours, Inc.
Common
$511K3.8K
0.3%
New
New position
48Insmed Incorporated
Common
$453K4.3K
0.2%
New
New position
49LB Pharmaceuticals, Inc.
Common
$421K13.0K
0.2%
New
New position
50CareDx, Inc.
Common
$388K13.6K
0.2%
New
New position
Showing 50 of 84 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202686$189.2M13F-HR
Q1 2026Mar 31, 2026May 14, 202688$168.0M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202691$215.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202592$248.0M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202589$220.6M13F-HR
Q1 2025Mar 31, 2025May 12, 202588$212.0M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202593$276.5M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202499$284.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.