Knott David M 13F 持仓 · 最近申报 2021年Q3
Knott David M 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 145 只证券，申报市值合计 2.75 亿美元。前几大持仓：CLMT（10.25%）、APO（5.60%）、GOOG（5.42%）。本季前 25 大持仓中：新建仓 5 只、增持 3 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CLMT | Calumet Specialty Products Partners, LP | $28.2M | 10.25% | 3.6M | 增持 |
| 2 | APO | Apollo Global Management, Inc. | $15.4M | 5.60% | 250,000 | 减持 |
| 3 | GOOG | Alphabet Inc-Cl C | $14.9M | 5.42% | 5,600 | 持平 |
| 4 | FTAI | Fortress Trans & Infrastructure Inv. LLC | $12.6M | 4.59% | 497,700 | 持平 |
| 5 | GREEL | Greenidge Generation Holdings Inc. | $11.5M | 4.16% | 448,809 | 新建仓 |
| 6 | LGND | Ligand Pharmaceuticals Incorporated | $10.4M | 3.80% | 75,000 | 持平 |
| 7 | UPLD | Upland Software, Inc. | $10.0M | 3.65% | 300,000 | 持平 |
| 8 | MITA | Coliseum Acquisition Corp | $9.6M | 3.47% | 984,835 | 新建仓 |
| 9 | KDMN | Kadmon Holdings, Inc. | $8.6M | 3.13% | 989,450 | 增持 |
| 10 | MDWT | Midwest Holding Inc. | $6.6M | 2.40% | 170,000 | 增持 |
| 11 | GREE | Greenidge Generation Holdings Inc. | $5.7M | 2.08% | 224,000 | 新建仓 |
| 12 | RAINW | Coliseum Acquisition Corp. Wts | $5.7M | 2.07% | 495,000 | 新建仓 |
| 13 | AGAC.WS | African Gold Acquistion Corp. Warrants | $5.3M | 1.94% | 463,500 | 持平 |
| 14 | TWLV | Twelve Seas Investment Company II | $5.0M | 1.82% | 515,000 | 持平 |
| 15 | PFE | Pfizer Inc. | $4.9M | 1.79% | 114,500 | 减持 |
| 16 | GLHA | Glass Houses Acquisition Corp. | $4.9M | 1.78% | 500,000 | 持平 |
| 17 | FSK | FS KKR Capital Corp. | $4.4M | 1.60% | 199,825 | 减持 |
| 18 | KW | Kennedy-Wilson Holdings, Inc. | $4.4M | 1.60% | 210,000 | 持平 |
| 19 | EBC | Eastern Bankshares Inc | $3.9M | 1.40% | 190,000 | 减持 |
| 20 | REGN | Regeneron Pharmaceuticals, Inc. | $3.6M | 1.32% | 6,000 | 持平 |
| 21 | LOKM | Live Oak Mobility Aquisition Corp. | $3.5M | 1.27% | 360,152 | 持平 |
| 22 | TRIL | Trillium Therapeutics Inc. | $3.5M | 1.27% | 198,699 | 持平 |
| 23 | BRIV | B.Riley Principal 250 Merger Corp. | $3.4M | 1.23% | 350,000 | 新建仓 |
| 24 | KAIR | Kairos Acquisition Corp. | $3.3M | 1.21% | 345,463 | 持平 |
| 25 | DNMR | Danimer Scientific, Inc. | $3.3M | 1.19% | 200,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR