Investor
Knott David M Jr
CIK 0001892770 · filed 2026-05-14 · SEC filing
13F book
$168M
Positions
85
10 new · 12 sold
Largest name
15.6%
Alphabet Inc
Est. mark
−$15.2M
Price effect on 75 names still held. Flow −$32.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 91.4K | $26.2M | 15.6% | −$2.46M | Held |
| Apollo Global Mgmt Inc | — | 225K | $25.1M | 14.9% | −$7.5M | Held |
| Syndax Pharmaceuticals Inc | SNDX | 422K | $9.86M | 5.9% | $975.2K | Added$1.14M |
| BridgeBio Pharma, Inc. | BBIO | 90K | $6.68M | 4.0% | −$189.5K | Added$181.8K |
| Protagonist Therapeutics, Inc | PTGX | 63K | $6.64M | 4.0% | $1.14M | Cut$264.4K |
| Xeris Biopharma Holdings, Inc. | XERS | 1.06M | $6.15M | 3.7% | −$1.99M | Added−$1.47M |
| Jpmorgan Chase & Co. | — | 19.5K | $5.73M | 3.4% | −$546.5K | Held |
| Iovance Biotherapeutics, Inc. | IOVA | 1.6M | $5.62M | 3.3% | — | New |
| LPL Financial Holdings Inc. | LPLA | 16.5K | $4.96M | 3.0% | — | New |
| Janus Detroit Str Tr | — | 93.5K | $4.71M | 2.8% | −$19.6K | Held |
| Alkermes plc. | ALKS | 120K | $4.24M | 2.5% | $701.1K | Added$1.59M |
| Travere Therapeutics, Inc. | TVTX | 140.6K | $4.18M | 2.5% | −$1.2M | Cut−$2.93M |
| Cogent Biosciences, Inc. | COGT | 104K | $4M | 2.4% | $302.9K | Added$379.9K |
| Viridian Therapeutics Inc | — | 181K | $3.54M | 2.1% | −$1.68M | Added−$972K |
| Agios Pharmaceuticals, Inc. | AGIO | 93.1K | $3.15M | 1.9% | $119K | Added$2.66M |
| Relmada Therapeutics, Inc. | RLMD | 439.3K | $3.06M | 1.8% | — | New |
| Tg Therapeutics, Inc. | TGTX | 90K | $2.99M | 1.8% | $153.4K | Added$1.65M |
| Catalyst Pharmaceuticals Inc | — | 120K | $2.97M | 1.8% | $170.4K | Cut−$1.44M |
| Arcellx Inc | — | 19.4K | $2.23M | 1.3% | $964.3K | Cut$555.7K |
| Spdr Series Trust | — | 15K | $1.92M | 1.1% | $75.5K | Added$331K |
| Alliancebernstein Hldg L P | — | 48K | $1.8M | 1.1% | −$49.9K | Held |
| Arcus Biosciences, Inc. | RCUS | 81.2K | $1.75M | 1.0% | −$181.2K | Cut−$1.13M |
| DocGo Inc. | DCGO | 2.67M | $1.68M | 1.0% | −$664.2K | Held |
| Cybin Inc. | HELP | 350K | $1.68M | 1.0% | −$963.9K | Added−$652.8K |
| Cytokinetics Inc | CYTK | 23.6K | $1.56M | 0.9% | $56K | Cut−$602K |
| Centessa Pharmaceuticals Plc | — | 39K | $1.55M | 0.9% | $58.8K | Added$1.45M |
| AtriCure, Inc. | ATRC | 51.4K | $1.47M | 0.9% | −$566.9K | Held |
| Ardelyx, Inc. | ARDX | 207K | $1.24M | 0.7% | — | New |
| Series Portfolios Tr | — | 47.8K | $1.23M | 0.7% | −$39.7K | Held |
| Johnson & Johnson | JNJ | 4.92K | $1.2M | 0.7% | $184.5K | Cut−$229.4K |
| Rezolute, Inc. | RZLT | 370K | $1.13M | 0.7% | $234.6K | Added$326.1K |
| Orchestra Biomed Hldgs Inc | — | 253.7K | $1.08M | 0.6% | $25K | Added$40.5K |
| Madrigal Pharmaceuticals, Inc. | MDGL | 2K | $1.05M | 0.6% | −$117.7K | Held |
| Vera Therapeutics, Inc. | VERA | 26K | $1.05M | 0.6% | −$270.7K | Held |
| Connect Biopharma Hldgs Ltd | — | 387.8K | $1.02M | 0.6% | −$40K | Added$452.1K |
| Ishares Tr | — | 5.5K | $928.7K | 0.6% | $440 | Held |
| Pfizer Inc | PFE | 32.3K | $908K | 0.5% | $102.8K | Held |
| Bristol-Myers Squibb Co | — | 13.6K | $826.2K | 0.5% | $91.4K | Cut−$360.5K |
| Canadian Nat Res Ltd | — | 16.8K | $818.7K | 0.5% | $250K | Held |
| Biogen Inc. | BIIB | 4K | $733.3K | 0.4% | $29.4K | Cut−$322.6K |
| Ultragenyx Pharmaceutical In | — | 33.1K | $692.8K | 0.4% | −$41K | Added$232.7K |
| Apple Inc. | AAPL | 2.49K | $633K | 0.4% | −$45.1K | Held |
| Microsoft Corp | MSFT | 1.6K | $592.3K | 0.4% | −$181.5K | Held |
| Verastem, Inc. | VSTM | 104K | $551.2K | 0.3% | — | New |
| Adma Biologics, Inc. | ADMA | 60.2K | $542.4K | 0.3% | −$555.6K | Held |
| International Business Machs | — | 2.14K | $519.3K | 0.3% | −$115.2K | Held |
| Biohaven Pharmaceutical Holding Co. Ltd | — | 60.7K | $513.7K | 0.3% | — | New |
| Pelthos Therapeutics Inc. | PTHS | 21.1K | $442.7K | 0.3% | −$192.6K | Added−$155K |
| Kura Oncology, Inc. | KURA | 52.8K | $429K | 0.3% | −$88.6K | Added$21.6K |
| Evolus, Inc. | EOLS | 99.3K | $408.3K | 0.2% | −$252.3K | Held |
| Cullinan Therapeutics, Inc. | CGEM | 24.2K | $343.9K | 0.2% | — | New |
| Solid Biosciences Inc. | SLDB | 47.1K | $339.4K | 0.2% | $73.5K | Cut−$576.7K |
| LENZ Therapeutics, Inc. | LENZ | 33.7K | $308.6K | 0.2% | −$231.1K | Cut−$551.1K |
| Wave Life Sciences Ltd. | WVE | 40K | $290K | 0.2% | −$390K | Cut−$1.24M |
| Rain Enhancement Technologie | — | 101.7K | $258.3K | 0.2% | — | New |
| Kimberly Clark Corp | KMB | 2.4K | $231.5K | 0.1% | −$10.6K | Held |
| Nvidia Corp | NVDA | 1.28K | $223.3K | 0.1% | −$15.4K | Held |
| Ryman Hospitality Pptys Inc | — | 2.4K | $221.4K | 0.1% | −$5.64K | Held |
| Broadcom Inc. | AVGO | 710 | $219.9K | 0.1% | −$25.9K | Held |
| Mondelez Intl Inc | — | 3K | $172.9K | 0.1% | $11.5K | Held |
| DuPont de Nemours, Inc. | DD | 3.77K | $172.5K | 0.1% | $21.1K | Held |
| Jasper Therapeutics Inc | — | 160.8K | $140.9K | 0.1% | −$153.4K | Cut−$191.1K |
| Invivyd, Inc. | IVVD | 100K | $130K | 0.1% | −$117K | Held |
| Corteva, Inc. | CTVA | 1.21K | $101K | 0.1% | $20.1K | Held |
| Mereo Biopharma Group Plc | MREO | 300.3K | $99.1K | 0.1% | −$26K | Held |
| Eastern Bankshares, Inc. | EBC | 5K | $97.8K | 0.1% | $5.65K | Held |
| Quanta Svcs Inc | — | 176 | $96.6K | 0.1% | $22.3K | Held |
| Ishares Tr | — | 695 | $89K | 0.1% | −$6.13K | Held |
| Alphabet Inc | — | 300 | $86.3K | 0.1% | −$7.63K | Held |
| Legacy Housing Corp | LEGH | 4K | $81.7K | 0.0% | $3.64K | Held |
| Amazon Com Inc | AMZN | 300 | $62.5K | 0.0% | −$6.75K | Held |
| United Rentals, Inc. | URI | 78 | $56.8K | 0.0% | −$6.3K | Held |
| Dow Inc. | DOW | 1.21K | $50.2K | 0.0% | $22K | Held |
| Occidental Pete Corp | — | 663 | $34.7K | 0.0% | $11.2K | Held |
| Danaher Corporation | — | 180 | $34.1K | 0.0% | −$7.08K | Held |
| Brightstar Lottery PLC | BRSL | 2.5K | $31.9K | 0.0% | — | New |
| Fs Kkr Capital Corp | FSK | 2.88K | $29.3K | 0.0% | — | New |
| Blackstone Inc. | BX | 210 | $24.1K | 0.0% | −$8.22K | Held |
| Thermo Fisher Scientific Inc. | TMO | 45 | $22.1K | 0.0% | −$3.96K | Held |
| Unitedhealth Group Inc | UNH | 57 | $15.4K | 0.0% | −$3.39K | Held |
| Salesforce, Inc. | CRM | 77 | $14.4K | 0.0% | −$6.02K | Held |
| Starwood Ppty Tr Inc | — | 400 | $6.89K | 0.0% | −$316 | Held |
| Kyndryl Hldgs Inc | — | 428 | $5.62K | 0.0% | −$5.75K | Held |
| Ge Healthcare Technologies I | — | 50 | $3.56K | 0.0% | −$542 | Held |
| Wabtec | — | 6 | $1.5K | 0.0% | $218 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.