Fund HoldingsCompound Global Advisors, LLC

Total Portfolio Value
$565.80M
Total Bought
$223.23M
Total Sold
$143.81M
Net Transaction
+$79.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR(Put)0500,000+500,0000105,150+105,150
ALPHABET INC(GOOG)88,600199,469+110,86912,37730,1065.32%+17,729
ROYAL CARIBBEAN GROUP
COM
073,396+73,396010,2031.80%+10,203
MCKESSON CORP(MCK)018,465+18,46509,9131.75%+9,913
SALESFORCE INC(CRM)032,633+32,63309,8281.74%+9,828
AMAZON COM INC(AMZN)145,474176,913+31,43922,10331,9125.64%+9,808
WESTERN ALLIANCE BANCORP(WAL)343,901501,071+157,17022,62532,1645.68%+9,539
WILLSCOT MOBIL MINI HLDNG CO(WSC)520,254682,376+162,12223,15131,7305.61%+8,579
PULTE GROUP INC(PHM)195,019235,588+40,56920,13028,4175.02%+8,287
NVIDIA CORPORATION(NVDA)32,48325,734-6,74916,08623,2524.11%+7,166
PEPSICO INC(PEP)039,811+39,81106,9671.23%+6,967
MERCK & CO INC(MRK)050,195+50,19506,6231.17%+6,623
EQUIFAX INC(EFX)024,472+24,47206,5471.16%+6,547
ABBVIE INC(ABBV)026,935+26,93504,9050.87%+4,905
APPLE INC(AAPL)27,17757,651+30,4745,2329,8861.75%+4,654
ATKORE INC152,016151,606-41024,32328,8605.10%+4,537
PROCTER AND GAMBLE CO(PG)027,725+27,72504,4980.80%+4,498
TAIWAN SEMICONDUCTOR MFG LTD(TSM)114,531109,608-4,92311,91114,9122.64%+3,001
MICROSOFT CORP(MSFT)86,44384,193-2,25032,50635,4226.26%+2,916
FISERV INC(FISV)106,600106,600014,16117,0373.01%+2,876
CRH PLC
ORD
349,781309,680-40,10124,19126,7134.72%+2,522
ELI LILLY & CO(LLY)10,07910,07905,8757,8411.39%+1,966
META PLATFORMS INC(META)69,95654,959-14,99724,76226,6874.72%+1,925
FRANCO NEV CORP(FNV)139,712139,712015,48116,6482.94%+1,167
NOVO-NORDISK A S(NVO)59,70552,169-7,5366,1766,6991.18%+522
MASTERCARD INCORPORATED(MA)29,96126,716-3,24512,77912,8662.27%+87
S&P GLOBAL INC(SPGI)13,25510,864-2,3915,8394,6220.82%-1,217
ROYALTY PHARMA PLC(RPRX)479,248396,342-82,90613,46212,0372.13%-1,425
CHENIERE ENERGY INC(LNG)109,709105,079-4,63018,72816,9473.00%-1,781
BOSTON SCIENTIFIC CORP(BSX)123,61576,882-46,7337,1465,2660.93%-1,881
ULTA BEAUTY INC(ULTA)17,57612,495-5,0818,6126,5331.15%-2,079
AGNICO EAGLE MINES LTD(AEM)314,011253,595-60,41617,22415,1272.67%-2,097
UNITEDHEALTH GROUP INC(UNH)24,03220,354-3,67812,65210,0691.78%-2,583
BP PLC(BP)352,700261,484-91,21612,4869,8531.74%-2,633
AUTOZONE INC(AZO)4,9913,242-1,74912,90510,2181.81%-2,687
ASML HOLDING N V
N Y REGISTRY SHS
10,7075,458-5,2498,1045,2970.94%-2,808
ADVANCED MICRO DEVICES INC(AMD)58,66629,243-29,4238,6485,2780.93%-3,370
ASTRAZENECA PLC(AZN)104,91650,771-54,1457,0663,4400.61%-3,626
VISA INC(V)69,73749,970-19,76718,15613,9462.46%-4,210
COCA-COLA EUROPACIFIC PARTNE
SHS
165,62893,442-72,18611,0546,5361.16%-4,518
Wheaton Precious Metals Ord Shs(WPM)111,0700-111,0705,4800-5,480
ProLogis(PLD)41,3140-41,3145,5070-5,507
IQVIA Holdings Inc(IQV)25,0010-25,0015,7850-5,785
Thermo Fisher Scientific Inc(TMO)11,0530-11,0535,8670-5,867
Total Energies(TTE)191,8470-191,84712,9270-12,927
GFL Environmental(GFL)441,3690-441,36915,2320-15,232
EQT Corp(EQT)409,5450-409,54515,8330-15,833
InMode Ltd(INMD)790,7000-790,70017,5850-17,585
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