Position in SNPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$538,405
-$104,289 QoQ
Shares Held
1,207
-25.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#878
of 1,440 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Derivatives in SNPS
reported options exposure · as of Jun 30, 2026CallValue
$446,070
CallShares
1,000
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 Software - Infrastructure
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. SNPS ranks #13 (0.6% 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 SNPS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,070 | 1,000 | Call | Sole | 2026-08-04 | |
| 2026-06-30 | $538,405 | 1,207 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $642,694 | 1,621 | Shares | Other | 2026-05-14 | |
| 2026-03-31 | $396,480 | 1,000 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $699,412 | 1,489 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $664,102 | 1,346 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $986,780 | 2,000 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $491,660 | 959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,922 | 746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,504 | 512 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $364,094 | 719 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $459,386 | 772 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $361,188 | 632 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $211,628 | 411 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||