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Compass Rose Asset Management, LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1758811) · Explore on the interactive board

Compass Rose Asset Management, LP disclosed 17 US equity positions worth $360.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is JD.COM INC at 25.5% of the reported book, followed by PG&E CORP, WBD. The top ten holdings are 88.5% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 9 new positions, added to 2, reduced 6 and exited 7. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$360.3mreported US equity book
17positions
25.5%largest position
88.5%top 10 weight
7.35effective positions (1/HHI)
2quarters on file since Q1 2026

What does Compass Rose Asset Management, LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 9 new, 2 added, 6 reduced, 7 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 JD.COM INC 25.5%$92.0m92,500,000 -10% reduced
2 PG&E CORP 21.3%$76.9m75,000,000 88% added
3 WBD WARNER BROS DISCOVERY INC Communication Services 6.9%$24.8m930,000 new
4 KWEB KRANESHARES TRUST 6.6%$23.7m970,000 -21% reduced
5 CMCSA COMCAST CORP NEW Communication Services 6.5%$23.4m955,000 new
6 ORACLE CORP 5.0%$18.2m404,000 -19% reduced
7 MSTR STRATEGY INC Technology 4.9%$17.6m202,500 new
8 CHTR CHARTER COMMUNICATIONS INC Communication Services 4.5%$16.4m115,000 new
9 SUZ SUZANO S A Basic Materials 3.7%$13.3m1,715,000 102% added
10 ECHO ECHOSTAR CORP Communication Services 3.5%$12.7m125,000 new
11 RKT ROCKET COS INC Financial Services 3.1%$11.1m705,000 -35% reduced
12 GRUPO AEROMEXICO SAB DE CV 2.6%$9.5m530,000 -3% reduced
13 SHAZ SHARONAI HOLDINGS INC Technology 1.7%$6.2m72,748 new
14 LION LIONSGATE STUDIOS CORP 1.6%$5.6m365,000 new
15 NFLX NETFLIX INC. Communication Services 1.4%$5.0m70,000 new
16 HUT HUT 8 CORP Financial Services 0.7%$2.5m22,000 -14% reduced
17 CAN CANAAN INC Technology 0.4%$1.4m4,769,310 new

What did Compass Rose Asset Management, LP sell? Positions exited since the previous filing

StockPrior weightPrior value
AMERICAN WTR CAP CORP34.2%$24.9m
NVT NVENT ELEC PLC20.4%$14.9m
KMB KIMBERLY-CLARK CORP13.9%$10.1m
SAN BANCO SANTANDER SA9.8%$7.2m
RIOT RIOT PLATFORMS INC8.4%$6.1m
FDS FACTSET RESH SYS INC7.4%$5.4m
MARA MARA HOLDINGS INC5.8%$4.2m

Sector mix

SectorWeight
Communication Services22.8%
Technology7.0%
Financial Services3.8%
Basic Materials3.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202617$360.3m
Q1 202615$307.1m

How concentrated is Compass Rose Asset Management, LP's portfolio?

Across every quarter Compass Rose Asset Management, LP has filed, its median largest position is 29.4% of the book and its median top-ten weight is 90.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 7.0 completed holding spells, the median lasted 1.0 quarters; 17.0 positions are still open and their final length is unknown.