Position in SE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$356,391
+$119,472 QoQ
Shares Held
3,719
+30.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 770 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $60,962,863 across 11 Internet Retail names. SE ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
220,556 | $52,567,316 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
24,658 | $2,366,674 | |
| 3 | EBAY |
Ebay Inc
|
9,971 | $1,114,259 | |
| 4 | CART |
Maplebear Inc.
|
22,665 | $1,073,187 | |
| 5 | DASH |
DoorDash, Inc.
|
4,974 | $917,851 | |
| 6 | JD |
JD.com, Inc.
|
29,272 | $745,849 | |
| 7 | MELI |
Mercadolibre Inc
|
394 | $668,771 | |
| 8 | PDD |
PDD Holdings Inc.
|
6,987 | $532,968 |
All Filings in SE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,391 | 3,719 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $236,919 | 2,861 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $535,283 | 4,196 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $801,246 | 4,483 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $640,879 | 4,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $895,030 | 6,859 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $323,605 | 3,050 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $202,230 | 2,145 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||