13F Insight
DOSSIER · 13F-HR · Q2 2026

Compound Global Advisors, LLC

$4M in tracked AUM across 38 positions as of Q2 2026.

CG
CIK 0001962450 · last filed Jun 30, 2026
Total AUM
$4M
as of Q2 2026
Holdings
38
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Compound Global Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$360K2K8.9%02
META
META PLATFORMS INC
$338K6008.3%03
AMZN
AMAZON COM INC
$298K1K7.4%04
MSFT
MICROSOFT CORP
$224K6015.5%05
AVGO
BROADCOM INC
$208K5505.1%06
AAPL
APPLE INC
$203K7005.0%07
MU
MICRON TECHNOLOGY INC
$196K1704.8%08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$177K3704.4%09
V
VISA INC
$172K5004.2%10
TDG
TRANSDIGM GROUP INC
$167K1254.1%

Filing history

2026Q2Jun 30
$4M▲ 25.6%
38 positionsView →2026Q1Mar 31
$3M▲ 78.7%
31 positionsView →2025Q4Dec 31
$2M▼ 2.2%
15 positionsView →2025Q3Sep 30
$2M▲ 68.0%
18 positionsView →2025Q2Jun 30
$1M▼ 85.5%
17 positionsLocked2025Q1Mar 31
$8M▼ 69.3%
18 positionsLocked2024Q4Dec 31
$25M▼ 96.3%
39 positionsLocked2024Q1Mar 31
$671M▲ 24.2%
40 positionsLocked2023Q4Dec 31
$540M▲ 18.4%
39 positionsLocked2023Q3Sep 30
$456M▲ 5.2%
35 positionsLocked2023Q2Jun 30
$433M▲ 10.2%
33 positionsLocked2023Q1Mar 31
$393M▲ 12.0%
38 positionsLocked
Showing 12 of 13