We are live on ! Find out more
KL

Knox Lane Portfolio holdings

AUM $478M
This Fund
S&P 500
This Quarter Est. Return
+7.71%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$325M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTRN
1
Pattern Group Inc
PTRN
$3.8B
$325M 100%
28,176,542
– –

Similar funds

BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
MHC
May Hill Capital Cohasset, Massachusetts $479M AUM 31.88% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return

Knox Lane's Q1 2026 Portfolio in Review

As of Q1 2026, Knox Lane held 1 position worth $325M, unchanged from the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Knox Lane opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • Knox Lane's ten largest holdings make up 100% of its $325M portfolio in Q1 2026.
  • Knox Lane opened 0 new positions and closed 0 in Q1 2026.
  • Knox Lane's portfolio value was unchanged quarter-over-quarter at $325M.

Based on Knox Lane's 13F filing for Q1 2026, filed 15 May 2026.