Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $3,294,996 (100.0% shares, 0.0% debt)

Holdings (51)

PYPL PAYPAL HLDGS INC 68.4%
Value ($000) $2,252,503 Shares 29,661,618 Est. Cost $105.79 Unrealized -27.4%
EBAY EBAY INC. 13.5%
Value ($000) $445,209 Shares 10,034,010 Est. Cost $32.64 Unrealized +32.7%
GLD SPDR GOLD TR 7.2%
Value ($000) $236,309 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.6%
Value ($000) $86,481 Shares 1,171,195 Est. Cost $68.82 Unrealized +4.7%
VBR VANGUARD INDEX FDS 1.8%
Value ($000) $60,250 Shares 379,501 Est. Cost $165.26 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $37,343 Shares 30,023 Est. Cost $169.36 Unrealized
IWN ISHARES TR 1.0%
Value ($000) $32,010 Shares 230,481 Est. Cost $128.58 Unrealized
MUB ISHARES TR 1.0%
Value ($000) $31,581 Shares 12,012 Est. Cost $105.52 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value ($000) $13,283 Shares 86,091 Est. Cost $279.43 Unrealized -47.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $11,379 Shares 27,692 Est. Cost $323.43 Unrealized
NU NU HLDGS LTD 0.3%
Value ($000) $9,360 Shares 1,966,488 Est. Cost $4.53 Unrealized -1.7%
S SENTINELONE INC 0.3%
Value ($000) $8,640 Shares 528,098 Est. Cost $28.06 Unrealized -46.2%
RXRX RECURSION PHARMACEUTICALS IN 0.2%
Value ($000) $7,400 Shares 1,109,395 Est. Cost $29.60 Unrealized -73.2%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.2%
Value ($000) $6,162 Shares 2,224,619 Est. Cost $10.83 Unrealized -80.6%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $6,128 Shares 449,695 Est. Cost $92.79 Unrealized
VACASA INC 0.2%
Value ($000) $5,241 Shares 5,446,548 Est. Cost $5.69 Unrealized
VICARIOUS SURGICAL INC 0.1%
Value ($000) $4,702 Shares 2,071,362 Est. Cost $14.96 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.1%
Value ($000) $4,124 Shares 344,828 Est. Cost $10.65 Unrealized -10.4%
MELI KASZEK PIONEER CORP 0.1%
Value ($000) $4,080 Shares 400,000 Est. Cost $10.00 Unrealized
CONTEXTLOGIC INC 0.1%
Value ($000) $3,748 Shares 8,406,736 Est. Cost $18.24 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $2,438 Shares 33,557 Est. Cost $100.71 Unrealized -27.1%
FISCALNOTE HOLDINGS INC 0.1%
Value ($000) $2,255 Shares 1,010,988 Est. Cost $6.37 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,129 Shares 38,568 Est. Cost $55.68 Unrealized
VMWARE INC 0.1%
Value ($000) $2,089 Shares 16,729 Est. Cost $115.91 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $2,043 Shares 470,662 Est. Cost $10.08 Unrealized -59.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,938 Shares 48,197 Est. Cost $23.85 Unrealized +59.7%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,878 Shares 9,402 Est. Cost $80.72 Unrealized +5.0%
PL PLANET LABS PBC 0.1%
Value ($000) $1,746 Shares 444,233 Est. Cost $9.47 Unrealized -52.7%
AKILI INC 0.1%
Value ($000) $1,701 Shares 1,063,422 Est. Cost $2.26 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,294 Shares 210,233 Est. Cost $136.48 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,291 Shares 12,634 Est. Cost $134.19 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $939 Shares 706,302 Est. Cost $1.69 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $906 Shares 139,525 Est. Cost $15.67 Unrealized
ASTRA SPACE INC 0.0%
Value ($000) $808 Shares 1,901,966 Est. Cost $8.97 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $791 Shares 569,036 Est. Cost $11.09 Unrealized -86.7%
MATTERPORT INC 0.0%
Value ($000) $615 Shares 225,268 Est. Cost $13.85 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $614 Shares 39,000 Est. Cost $69.05 Unrealized -81.0%
PHENOMEX INC 0.0%
Value ($000) $601 Shares 517,793 Est. Cost $89.41 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $533 Shares 736,462 Est. Cost $8.90 Unrealized -90.9%
WDAY WORKDAY INC 0.0%
Value ($000) $516 Shares 2,500 Est. Cost $181.69 Unrealized +0.1%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $396 Shares 26,273 Est. Cost $23.40 Unrealized -5.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $384 Shares 6,593 Est. Cost $68.71 Unrealized -13.2%
CPNG COUPANG INC 0.0%
Value ($000) $329 Shares 20,571 Est. Cost $46.22 Unrealized -66.5%
BNTX BIONTECH SE 0.0%
Value ($000) $262 Shares 2,100 Est. Cost $247.54 Unrealized
EMBARK TECHNOLOGY INC 0.0%
Value ($000) $159 Shares 56,662 Est. Cost $7.43 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $156 Shares 17,500 Est. Cost $18.29 Unrealized -44.6%
SNAP SNAP INC 0.0%
Value ($000) $115 Shares 10,301 Est. Cost $56.28 Unrealized -81.3%
BARK BARK INC 0.0%
Value ($000) $47 Shares 32,116 Est. Cost $8.24 Unrealized -80.8%
TMPOQ TEMPO AUTOMATION HOLDINGS IN 0.0%
Value ($000) $39 Shares 47,738 Est. Cost $0.78 Unrealized
HNST HONEST CO INC 0.0%
Value ($000) $29 Shares 16,123 Est. Cost $8.79 Unrealized -68.9%
BOXED INC 0.0%
Value ($000) $24 Shares 127,151 Est. Cost $13.70 Unrealized