13F Filings History of Compound Global Advisors, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$1,803,281
Signature - Title
Warwick Simons - Managing Member
Location
Mercer Island, WA
Summary
This page shows a list of all the recent 13F filings made by Compound Global Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compound Global Advisors, LLC reported 15 stock holdings with total value $1,803,281 as of Q4 2025. Top holdings included SGOV, PHYS, APH, TSM, and NVDA.

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Holdings Value

List of Other Managers Reporting for Compound Global Advisors, LLC:

Name Holdings Value Location File Number
Generate Investment Management Ltd $2,192,062,411 Auckland, New Zealand 028-24257
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $1,803,281 +$61,816 -$178,641 -$116,825 SGOV, PHYS, APH, TSM, NVDA 13F-HR 04 Feb 2026, 15:56
Q3 2025 18 $1,843,043 +$756,015 -$60,659 +$695,356 SGOV, PHYS, APH, TSM, NVDA 13F-HR 15 Oct 2025, 17:57
Q2 2025 17 $1,096,928 $0 -$18,458,162 -$18,458,162 APH, NVDA, TSM, META, AMZN 13F-HR 29 Jul 2025, 10:21
Q1 2025 39 $16,928,469 +$5,635,598 -$11,609,865 -$5,974,267 NVDA, AMZN, META, MSFT, LNG 13F-HR 28 Apr 2025, 12:24
Q4 2024 39 $24,578,663 $0 $0 $0 NVDA, MSFT, META, AMZN, UNH 13F-HR 29 Jan 2025, 11:54
Q3 2024 $0 13F-NT 07 Oct 2024, 18:23
Q2 2024 $0 13F-NT 02 Aug 2024, 15:39
Q1 2024 $0 13F-NT 05 Aug 2024, 13:35
Q1 2024 39 $565,802,910 +$109,635,621 -$154,430,384 -$44,794,763 MSFT, WAL, AMZN, WSC, GOOGL 13F-HR 22 Apr 2024, 11:28
Q4 2023 $0 13F-NT 05 Aug 2024, 09:59
Q4 2023 39 $540,167,440 +$136,501,042 -$87,557,645 +$48,943,397 MSFT, META, ATKR, CRH, WSC 13F-HR 24 Jan 2024, 17:02
Q3 2023 34 $437,830,898 +$117,655,543 -$108,886,768 +$8,768,775 MSFT, WAL, BP, PHM, WSC 13F-HR 19 Oct 2023, 13:45
Q2 2023 33 $433,491,065 +$147,220,177 -$139,468,364 +$7,751,813 UNH, V, LNG, ATKR, WAL 13F-HR 31 Jul 2023, 13:25
Q1 2023 38 $393,475,011 +$95,140,589 -$83,168,800 +$11,971,789 MSFT, LNG, META, BP, PHM 13F-HR 05 May 2023, 15:59
Q4 2022 35 $351,257,575 $0 $0 $0 MSFT, AMZN, V, GOOGL, BP 13F-HR 10 Feb 2023, 11:31