Position in NVDA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$73,867,224
+$13,439,892 QoQ
Shares Held
369,170
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#940
of 5,893 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Sep 30, 2025CallValue
$373,160
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $236,391,930 across 25 Semiconductors names. NVDA ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
369,170 | $73,867,224 | |
| 2 | AVGO |
Broadcom Inc.
|
167,775 | $63,377,005 | |
| 3 | MU |
Micron Technology Inc
|
18,602 | $21,472,101 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,754 | $21,373,167 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
21,524 | $12,503,506 | |
| 6 | INTC |
Intel Corp
|
87,311 | $12,191,234 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,838 | $9,186,331 | |
| 8 | MCHP |
Microchip Technology Inc
|
29,181 | $2,661,306 |
All Filings in NVDA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,867,224 | 369,170 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $60,427,332 | 346,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,973,828 | 359,109 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $373,160 | 2,000 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $58,058,844 | 311,174 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,003,379 | 265,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,849,410 | 247,734 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $806,637 | 6,700 | Call | Sole | 2025-01-17 | |
| 2024-12-31 | $32,244,506 | 240,111 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,970,618 | 189,152 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,752,171 | 192,263 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $14,142,521 | 15,652 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,010,334 | 14,156 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,264,164 | 7,504 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $762,282 | 1,802 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $281,658 | 1,014 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||