Position in S
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$218,556
+$46,223 QoQ
Shares Held
12,879
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 484 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. S ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
|
8,590 | $1,772,373 |
All Filings in S
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,556 | 12,879 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $172,333 | 13,380 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $167,265 | 11,151 | Shares | Defined | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||