Position in STM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,421,786
+$1,159,104 QoQ
Shares Held
18,985
+149.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#228
of 602 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $236,391,930 across 25 Semiconductors names. STM ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
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 STM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,786 | 18,985 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $262,682 | 7,603 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||