account_balance
Investment manager · 13F filer · SEC CIK 1758811
Compass Rose Asset Management, LP
Reported value$272Mas of Sep 30, 2026
Positions17 7 new, 7 sold out
Top 10 weight87.4%Jd.com Inc alone is 33%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Jd.com Inc
33.5%
AZULAzul SA
15.8%New
ORCLPRDOracle Corp
9.2%Added +40%
BTDRBitdeer Technologies Group
5.4%New
SUZSuzano S.A.
5.4%
WULFTeraWulf Inc.
4.5%New
AEROGrupo Aeromexico, S.a.b. de C.V.
3.6%Added +16%
ECHOEchoStar CORP
3.5%Trimmed −14%
HUTHut 8 Corp.
3.4%Added +388%
RKTRocket Companies, Inc.
3.0%
PCGPG&E Corp
2.9%
SHAZ2.4%Jd.com Inc
33.5%
AZULAzul SA
15.8%New
ORCLPRDOracle Corp
9.2%Added +40%
BTDRBitdeer Technologies Group
5.4%
SUZSuzano S.A.
5.4%
WULF4.5%AERO3.6%ECHO3.5%HUT3.4%RKTPCGSHAZBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Jd.com Inc 33.5% Held
AZUL Azul SA 15.8% NewORCLPRD Oracle Corp 9.2% Added +40%
BTDR Bitdeer Technologies Group 5.4% NewSUZ Suzano S.A. 5.4% HeldWULF TeraWulf Inc. 4.5% NewAERO Grupo Aeromexico, S.a.b. de C.V. 3.6% Added +16%ECHO EchoStar CORP 3.5% Trimmed −14%HUT Hut 8 Corp. 3.4% Added +388%RKT Rocket Companies, Inc. 3.0% HeldPCG PG&E Corp 2.9% NewSHAZ SharonAI Holdings Inc. 2.4% Added +64%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.