Fund HoldingsCompound Global Advisors, LLC

Total Portfolio Value
$439.24M
Total Bought
$128.86M
Total Sold
$111.36M
Net Transaction
+$17.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ROYALTY PHARMA PLC(RPRX)(Call)0626,412+626,412017,001+17,001
ALPHABET INC(GOOG)0116,052+116,052015,1873.46%+15,187
AUTOZONE INC(AZO)04,053+4,053010,2952.34%+10,295
ULTA BEAUTY INC(ULTA)025,479+25,479010,1782.32%+10,178
ASTRAZENECA PLC(AZN)0113,058+113,05807,6561.74%+7,656
INMODE LTD(INMD)328,295620,900+292,60512,26218,9134.31%+6,651
META PLATFORMS INC(META)35,15655,249+20,09310,08916,5863.78%+6,497
WILLSCOT MOBIL MINI HLDNG CO(WSC)307,582504,490+196,90814,69920,9824.78%+6,282
NVIDIA CORPORATION(NVDA)22,52535,806+13,2819,52915,5753.55%+6,047
COCA-COLA EUROPACIFIC PARTNE
SHS
108,944198,327+89,3837,01912,3912.82%+5,372
BOSTON SCIENTIFIC CORP(BSX)095,755+95,75505,0561.15%+5,056
S&P GLOBAL INC(SPGI)013,255+13,25504,8441.10%+4,844
PROLOGIS INC.(PLD)041,314+41,31404,6361.06%+4,636
MICROSOFT CORP(MSFT)59,83378,859+19,02620,37624,9005.67%+4,524
AMAZON COM INC(AMZN)75,878110,578+34,7009,89114,0573.20%+4,165
WESTERN ALLIANCE BANCORP(WAL)571,530541,248-30,28220,84424,8815.66%+4,037
BP PLC(BP)570,502624,169+53,66720,13324,1685.50%+4,035
NOVO-NORDISK A S(NVO)042,688+42,68803,8820.88%+3,882
IQVIA HLDGS INC(IQV)32,01147,693+15,6827,1959,3842.14%+2,188
AGNICO EAGLE MINES LTD(AEM)189,217239,292+50,0759,45710,8762.48%+1,419
ELI LILLY & CO(LLY)08,238+8,23801,4100.32%+1,410
PULTE GROUP INC(PHM)262,006288,069+26,06320,35321,3324.86%+979
ASML HOLDING N V
N Y REGISTRY SHS
7,92210,707+2,7855,7416,3031.43%+561
WHEATON PRECIOUS METALS CORP(WPM)111,070111,07004,8004,5041.03%-297
CRH PLC247,420237,449-9,97113,78912,9962.96%-793
APPLE INC(AAPL)52,17752,177010,1218,9332.03%-1,188
TAIWAN SEMICONDUCTOR MFG LTD(TSM)96,02496,02409,6918,3441.90%-1,346
ATKORE INC138,648135,891-2,75721,62120,2744.62%-1,347
FRANCO NEV CORP(FNV)85,60979,351-6,25812,20810,5932.41%-1,615
CHENIERE ENERGY INC(LNG)145,960123,962-21,99822,23820,5734.68%-1,666
MASTERCARD INCORPORATED(MA)51,47446,066-5,40820,24518,2384.15%-2,007
THERMO FISHER SCIENTIFIC INC(TMO)21,92613,990-7,93611,4407,0811.61%-4,359
JPMORGAN CHASE & CO(JPM)30,9910-30,9914,5070-4,507
VISA INC(V)102,37875,892-26,48624,31317,4563.97%-6,857
CONOCOPHILLIPS(COP)68,4990-68,4997,0970-7,097
DANAHER CORPORATION(DHR)29,6340-29,6347,1120-7,112
PROCTER AND GAMBLE CO(PG)47,0410-47,0417,1380-7,138
UNITEDHEALTH GROUP INC(UNH)56,42438,759-17,66527,12019,5424.45%-7,578
EQT CORP(EQT)371,829177,894-193,93515,2937,2191.64%-8,074
INTERCONTINENTAL EXCHANGE IN(ICE)81,4920-81,4929,2150-9,215
DIAGEO PLC(DEO)57,5550-57,5559,9850-9,985
WYNDHAM HOTELS & RESORTS INC(WH)164,0730-164,07311,2500-11,250
ROYALTY PHARMA PLC(RPRX)543,9200-543,92016,7200-16,720
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