Compound Global Advisors, LLC: 13F holdings
CIK 19624502026Q2
| Positions | 38 |
|---|
| Reported value | $4.0m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 38 (+7 vs prior quarter) |
|---|
| Reported value | $4.0m (+25.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,801 | $360,362 | 8.9% |
| META META PLATFORMS INC | 600 | $337,974 | 8.3% |
| AMZN AMAZON COM INC | 1,250 | $297,925 | 7.4% |
| MSFT MICROSOFT CORP | 601 | $224,185 | 5.5% |
| AVGO BROADCOM INC | 550 | $207,763 | 5.1% |
| AAPL APPLE INC | 700 | $202,552 | 5.0% |
| MU MICRON TECHNOLOGY INC | 170 | $196,229 | 4.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 370 | $176,701 | 4.4% |
| V VISA INC | 500 | $171,545 | 4.2% |
| TDG TRANSDIGM GROUP INC | 125 | $166,505 | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962450")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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