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Portfolio (Quarterly) Guide ↗

Compound Global Advisors, LLC

· CIK 0001962450
13F Portfolio $2M AUM 15 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LNG CHENIERE ENERGY INC Energy 318.0 $62K 3.43% NEW $194.39 +24.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 33.9%
Healthcare 14.0%
Consumer Cyclical 6.4%
Communication Services 6.0%
Energy 4.6%