Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $3,039,520 (100.0% shares, 0.0% debt)

Holdings (45)

PYPL PAYPAL HLDGS INC 65.1%
Value ($000) $1,979,320 Shares 29,661,618 Est. Cost $105.79 Unrealized -35.7%
EBAY EBAY INC. 14.8%
Value ($000) $448,420 Shares 10,034,010 Est. Cost $32.64 Unrealized +29.4%
GLD SPDR GOLD TR 7.6%
Value ($000) $229,924 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.6%
Value ($000) $79,501 Shares 1,171,195 Est. Cost $68.82 Unrealized -2.8%
VBR VANGUARD INDEX FDS 2.1%
Value ($000) $62,769 Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $37,993 Shares 449,695 Est. Cost $92.79 Unrealized
IWD ISHARES TR 1.1%
Value ($000) $33,181 Shares 210,233 Est. Cost $136.48 Unrealized
IWN ISHARES TR 1.1%
Value ($000) $32,452 Shares 230,481 Est. Cost $128.58 Unrealized
NU NU HLDGS LTD 1.0%
Value ($000) $31,673 Shares 4,014,309 Est. Cost $5.36 Unrealized +14.7%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $10,697 Shares 24,042 Est. Cost $323.43 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value ($000) $9,614 Shares 54,631 Est. Cost $279.43 Unrealized -41.8%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.3%
Value ($000) $8,543 Shares 2,207,619 Est. Cost $10.83 Unrealized -73.4%
RXRX RECURSION PHARMACEUTICALS IN 0.3%
Value ($000) $8,287 Shares 1,109,395 Est. Cost $29.60 Unrealized -76.4%
WDAY WORKDAY INC 0.3%
Value ($000) $8,189 Shares 36,253 Est. Cost $199.03 Unrealized +0.6%
S SENTINELONE INC 0.3%
Value ($000) $7,974 Shares 528,098 Est. Cost $28.06 Unrealized -39.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $6,614 Shares 30,025 Est. Cost $169.36 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.2%
Value ($000) $4,910 Shares 344,828 Est. Cost $10.65 Unrealized +17.9%
JOBY JOBY AVIATION INC 0.1%
Value ($000) $3,879 Shares 378,067 Est. Cost $10.08 Unrealized -46.3%
VICARIOUS SURGICAL INC 0.1%
Value ($000) $3,791 Shares 2,071,362 Est. Cost $14.96 Unrealized
VACASA INC 0.1%
Value ($000) $3,695 Shares 5,446,548 Est. Cost $5.69 Unrealized
FISCALNOTE HOLDINGS INC 0.1%
Value ($000) $3,680 Shares 1,010,988 Est. Cost $6.37 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $2,608 Shares 48,197 Est. Cost $23.85 Unrealized +84.0%
VMWARE INC 0.1%
Value ($000) $2,404 Shares 16,729 Est. Cost $115.91 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,402 Shares 9,402 Est. Cost $80.72 Unrealized +28.9%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,163 Shares 38,568 Est. Cost $55.68 Unrealized
CONTEXTLOGIC INC 0.1%
Value ($000) $1,844 Shares 280,225 Est. Cost $6.58 Unrealized
AUR AURORA INNOVATION INC 0.1%
Value ($000) $1,673 Shares 569,036 Est. Cost $11.09 Unrealized -84.9%
PL PLANET LABS PBC 0.0%
Value ($000) $1,430 Shares 444,233 Est. Cost $9.47 Unrealized -58.2%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1,314 Shares 706,302 Est. Cost $1.69 Unrealized
AKILI INC 0.0%
Value ($000) $1,180 Shares 1,063,422 Est. Cost $2.26 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,053 Shares 12,634 Est. Cost $134.19 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $1,003 Shares 39,000 Est. Cost $69.05 Unrealized -70.1%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $979 Shares 142,322 Est. Cost $15.50 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $865 Shares 736,462 Est. Cost $8.90 Unrealized -91.6%
MATTERPORT INC 0.0%
Value ($000) $710 Shares 225,268 Est. Cost $13.85 Unrealized
ASTRA SPACE INC 0.0%
Value ($000) $701 Shares 1,901,966 Est. Cost $8.97 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $538 Shares 26,273 Est. Cost $23.40 Unrealized -36.0%
CPNG COUPANG INC 0.0%
Value ($000) $358 Shares 20,571 Est. Cost $46.22 Unrealized -64.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $337 Shares 6,593 Est. Cost $68.71 Unrealized -22.9%
PHENOMEX INC 0.0%
Value ($000) $254 Shares 517,793 Est. Cost $89.41 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $174 Shares 17,500 Est. Cost $18.29 Unrealized -54.4%
EMBARK TECHNOLOGY INC 0.0%
Value ($000) $162 Shares 56,662 Est. Cost $7.43 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $122 Shares 10,301 Est. Cost $56.28 Unrealized -82.1%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $121 Shares 12,158 Est. Cost $9.32 Unrealized 0.0%
TMPOQ TEMPO AUTOMATION HOLDINGS IN 0.0%
Value ($000) $18 Shares 47,738 Est. Cost $0.78 Unrealized