Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $3,105,196 (100.0% shares, 0.0% debt)

Holdings (52)

PYPL PAYPAL HLDGS INC 68.3%
Value ($000) $2,119,622 Shares 29,761,618 Est. Cost $105.79 Unrealized -24.5%
EBAY EBAY INC. 13.4%
Value ($000) $416,110 Shares 10,034,010 Est. Cost $32.64 Unrealized +19.4%
GLD SPDR GOLD TR 7.0%
Value ($000) $218,794 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.6%
Value ($000) $79,337 Shares 1,171,195 Est. Cost $68.82 Unrealized +10.4%
VBR VANGUARD INDEX FDS 1.9%
Value ($000) $60,265 Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $37,091 Shares 449,695 Est. Cost $92.79 Unrealized
IWN ISHARES TR 1.0%
Value ($000) $31,961 Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 1.0%
Value ($000) $31,882 Shares 210,233 Est. Cost $136.48 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value ($000) $12,358 Shares 86,091 Est. Cost $279.43 Unrealized -45.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $10,640 Shares 27,692 Est. Cost $323.43 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.3%
Value ($000) $8,553 Shares 1,109,395 Est. Cost $29.60 Unrealized -66.9%
S SENTINELONE INC 0.2%
Value ($000) $7,705 Shares 528,098 Est. Cost $28.06 Unrealized -34.0%
VACASA INC 0.2%
Value ($000) $6,863 Shares 5,446,548 Est. Cost $5.69 Unrealized
FISCALNOTE HOLDINGS INC 0.2%
Value ($000) $6,400 Shares 1,010,988 Est. Cost $6.37 Unrealized
NU NU HLDGS LTD 0.2%
Value ($000) $5,998 Shares 1,473,673 Est. Cost $4.56 Unrealized -4.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $5,740 Shares 30,020 Est. Cost $169.36 Unrealized
VICARIOUS SURGICAL INC 0.1%
Value ($000) $4,184 Shares 2,071,362 Est. Cost $14.96 Unrealized
CONTEXTLOGIC INC 0.1%
Value ($000) $4,100 Shares 8,406,736 Est. Cost $18.24 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.1%
Value ($000) $4,004 Shares 2,224,619 Est. Cost $10.83 Unrealized -82.2%
MELI KASZEK PIONEER CORP 0.1%
Value ($000) $3,988 Shares 400,000 Est. Cost $10.00 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.1%
Value ($000) $3,248 Shares 344,828 Est. Cost $10.65 Unrealized -15.7%
DDOG DATADOG INC 0.1%
Value ($000) $2,939 Shares 39,983 Est. Cost $100.71 Unrealized -22.4%
VMWARE INC 0.1%
Value ($000) $2,054 Shares 16,729 Est. Cost $115.91 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,995 Shares 38,568 Est. Cost $55.68 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,938 Shares 48,197 Est. Cost $23.85 Unrealized +55.5%
PL PLANET LABS PBC 0.1%
Value ($000) $1,932 Shares 444,233 Est. Cost $9.47 Unrealized -45.4%
JOBY JOBY AVIATION INC 0.1%
Value ($000) $1,577 Shares 470,662 Est. Cost $10.08 Unrealized -59.8%
BERKELEY LTS INC 0.0%
Value ($000) $1,388 Shares 517,793 Est. Cost $89.41 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,312 Shares 9,402 Est. Cost $80.72 Unrealized -0.5%
MUB ISHARES TR 0.0%
Value ($000) $1,268 Shares 12,012 Est. Cost $105.52 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1,194 Shares 706,302 Est. Cost $1.69 Unrealized
AKILI INC 0.0%
Value ($000) $1,191 Shares 1,063,422 Est. Cost $2.26 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,113 Shares 12,634 Est. Cost $134.19 Unrealized
ASTRA SPACE INC 0.0%
Value ($000) $825 Shares 1,901,966 Est. Cost $8.97 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $691 Shares 139,525 Est. Cost $15.67 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $689 Shares 569,036 Est. Cost $11.09 Unrealized -84.6%
MATTERPORT INC 0.0%
Value ($000) $631 Shares 225,268 Est. Cost $13.85 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $626 Shares 26,273 Est. Cost $23.40 Unrealized +23.9%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $537 Shares 736,462 Est. Cost $8.90 Unrealized -83.9%
WDAY WORKDAY INC 0.0%
Value ($000) $418 Shares 2,500 Est. Cost $181.69 Unrealized -14.2%
APP APPLOVIN CORP 0.0%
Value ($000) $411 Shares 39,000 Est. Cost $69.05 Unrealized -78.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $365 Shares 6,593 Est. Cost $68.71 Unrealized -29.1%
BNTX BIONTECH SE 0.0%
Value ($000) $315 Shares 2,100 Est. Cost $247.54 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $303 Shares 20,571 Est. Cost $46.22 Unrealized -61.8%
EMBARK TECHNOLOGY INC 0.0%
Value ($000) $186 Shares 56,662 Est. Cost $7.43 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $153 Shares 17,500 Est. Cost $18.29 Unrealized -40.8%
SNAP SNAP INC 0.0%
Value ($000) $92 Shares 10,301 Est. Cost $56.28 Unrealized -82.5%
TEAD OUTBRAIN INC 0.0%
Value ($000) $55 Shares 15,316 Est. Cost $4.86 Unrealized -19.4%
HNST HONEST CO INC 0.0%
Value ($000) $49 Shares 16,123 Est. Cost $8.79 Unrealized -64.5%
BARK BARK INC 0.0%
Value ($000) $48 Shares 32,116 Est. Cost $8.24 Unrealized -79.8%
TMPOQ TEMPO AUTOMATION HOLDINGS IN 0.0%
Value ($000) $37 Shares 47,738 Est. Cost $0.78 Unrealized
BOXED INC 0.0%
Value ($000) $25 Shares 127,151 Est. Cost $13.70 Unrealized