Compound Global Advisors, LLC — 13F Holdings & Portfolio

CIK 1962450 · latest 13F-HR filed 2026-08-03

Compound Global Advisors, LLC manages $4.0M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.90%), META (8.35%), AMZN (7.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 8, added to 14, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7570 SE 71ST STREET
MERCER ISLAND, WA 98040
Phone
(206) 432-2899
Filing Manager
Compound Global Advisors, LLC
MERCER ISLAND, WA
Signatory
Warwick Simons
Managing Member
Loading holdings…
AUM

$4.0M

Long-equity book

Holdings

38

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+15 / −8 / ↑14 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$81.3K +29.1%
  • VISA INC$80.9K +89.2%
  • AMAZON COM INC$79.2K +36.2%
  • TAIWAN SEMICONDUCTOR MANUFAC$75.3K +74.3%
  • BROADCOM INC$68.5K +49.2%
Show all 14 →

Top Trims

  • ALAMOS GOLD INC-$119.1K -76.6%
  • NEWMONT CORP-$114.2K -75.3%
  • AGNICO EAGLE MINES LTD-$113.3K -74.4%
  • MICRON TECHNOLOGY INC-$57.2K -22.6%
  • NETFLIX INC.-$48.4K -62.9%
Show all 9 →

New Positions

  • APPLE INC$202.6K
  • TRANSDIGM GROUP INC$166.5K
  • ASML HLDG NV$99.5K
  • VERTIV HOLDINGS CO$83.7K
  • DOORDASH INC$73.8K
Show all 15 →

Exited Positions

  • ADVANCED MICRO DEVICES INC$101.7K
  • GE VERNOVA INC$69.8K
  • BP PLC$56.4K
  • BOSTON SCIENTIFIC CORP$47.1K
  • MAPLEBEAR INC$35.6K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $360.4K 8.90% 1,801 SH
2 META PLATFORMS INC META 30303M102 $338.0K 8.35% 600 SH
3 AMAZON COM INC AMZN 023135106 $297.9K 7.36% 1,250 SH
4 MICROSOFT CORP MSFT 594918104 $224.2K 5.54% 601 SH
5 BROADCOM INC AVGO 11135F101 $207.8K 5.13% 550 SH
6 APPLE INC AAPL 037833100 $202.6K 5.00% 700 SH
7 MICRON TECHNOLOGY INC MU 595112103 $196.2K 4.85% 170 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $176.7K 4.36% 370 SH
9 VISA INC V 92826C839 $171.5K 4.24% 500 SH
10 TRANSDIGM GROUP INC TDG 893641100 $166.5K 4.11% 125 SH
11 ALPHABET INC GOOGL 02079K305 $160.8K 3.97% 450 SH
12 AMPHENOL CORP APH 032095101 $123.8K 3.06% 702 SH
13 ELI LILLY & CO LLY 532457108 $107.9K 2.67% 90 SH
14 ASML HLDG NV ASML N07059210 $99.5K 2.46% 50 SH
15 ORACLE CORP ORCL 68389X105 $87.9K 2.17% 600 SH
16 VERTIV HOLDINGS CO VRT 92537N108 $83.7K 2.07% 250 SH
17 MASTERCARD INCORPORATED MA 57636Q104 $77.0K 1.90% 150 SH
18 DOORDASH INC DASH 25809K105 $73.8K 1.82% 400 SH
19 NOVO-NORDISK A S NVO 670100205 $71.9K 1.78% 1,500 SH
20 CORPAY INC CPAY 219948106 $66.7K 1.65% 200 SH
21 REGENERON PHARMACEUTICALS REGN 75886F107 $62.4K 1.54% 100 SH
22 S&P GLOBAL INC SPGI 78409V104 $61.1K 1.51% 150 SH
23 VULCAN MATLS CO VMC 929160109 $53.1K 1.31% 180 SH
24 LUMENTUM HLDGS INC LITE 55024U109 $51.5K 1.27% 60 SH
25 THERMO FISHER SCIENTIFIC INC TMO 883556102 $50.1K 1.24% 100 SH
26 CHENIERE ENERGY INC LNG 16411R208 $47.8K 1.18% 200 SH
27 ARES MANAGEMENT CORPORATION ARES 03990B101 $44.5K 1.10% 400 SH
28 LAM RESEARCH CORP LRCX 512807306 $43.3K 1.07% 100 SH
29 WESTERN ALLIANCE BANCORP WAL 957638109 $41.1K 1.01% 500 SH
30 INTUITIVE SURGICAL INC ISRG 46120E602 $39.8K 0.98% 100 SH
31 ALASKA AIR GROUP INC ALK 011659109 $39.1K 0.97% 750 SH
32 AGNICO EAGLE MINES LTD AEM 008474108 $38.9K 0.96% 251 SH
33 NEWMONT CORP NEM 651639106 $37.4K 0.92% 400 SH
34 ALAMOS GOLD INC AGI 011532108 $36.4K 0.90% 1,200 SH
35 MSCI INC MSCI 55354G100 $33.6K 0.83% 60 SH
36 APPLIED MATLS INC AMAT 038222105 $28.9K 0.71% 40 SH
37 NETFLIX INC. NFLX 64110L106 $28.6K 0.71% 400 SH
38 WHEATON PRECIOUS METALS CORP WPM 962879102 $16.8K 0.42% 150 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $4.0M 38 0001962450-26-000005
2026-03-31 2026-05-07 $3.2M 31 0001962450-26-000003
2025-12-31 2026-02-04 $1.8M 15 0001962450-26-000002