Warwick Simons

Compound Global Advisors, Llc

Assets Managed

$3.223M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 7d ago

Growth Rate

78.72%(2Q avg: 38.28%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Compound Global Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Compound Global Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.223M in assets, with a quarterly growth rate of 78.72% and a 2-quarter average growth rate of 38.28%. The portfolio is managed by Warwick Simons, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
META Meta Platforms Inc-class A Recent Activity Increased 309.84%	8.88%	$286,065 500 shares@ $572.13 avg price	Increased 309.84%
NVDA Nvidia Corp Recent Activity Increased 153.57%	8.66%	$279,040 1,600 shares@ $174.4 avg price	Increased 153.57%
MU Micron Technology Inc Recent Activity New Position	7.87%	$253,380 750 shares@ $337.84 avg price	New Position
AMZN Amazon.com Inc Recent Activity Increased 183.02%	6.79%	$218,684 1,050 shares@ $208.28 avg price	Increased 183.02%
MSFT Microsoft Corp Recent Activity Increased 221.16%	5.76%	$185,455 501 shares@ $370.17 avg price	Increased 221.16%
AGI Alamos Gold Inc-class A Recent Activity New Position	4.83%	$155,549 3,501 shares@ $44.43 avg price	New Position
AEM Agnico Eagle Mines Ltd Recent Activity New Position	4.73%	$152,235 750 shares@ $202.98 avg price	New Position
NEM Newmont Corp Recent Activity New Position	4.71%	$151,550 1,400 shares@ $108.25 avg price	New Position
AVGO Broadcom Inc Recent Activity New Position	4.33%	$139,280 450 shares@ $309.52 avg price	New Position
ORCL Oracle Corp Recent Activity New Position	4.11%	$132,399 900 shares@ $147.11 avg price	New Position

1-10 of 31