Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $2,759,091 (100.0% shares, 0.0% debt)

Holdings (47)

PYPL PAYPAL HLDGS INC 62.6%
Value ($000) $1,727,588 Shares 29,551,618 Est. Cost $105.79 Unrealized -38.6%
EBAY EBAY INC. 16.0%
Value ($000) $442,400 Shares 10,034,010 Est. Cost $32.64 Unrealized +30.7%
GLD SPDR GOLD TR 8.0%
Value ($000) $221,128 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 3.0%
Value ($000) $81,913 Shares 1,171,195 Est. Cost $68.82 Unrealized +0.9%
VBR VANGUARD INDEX FDS 2.2%
Value ($000) $60,170 Shares 377,268 Est. Cost $165.26 Unrealized
NU NU HLDGS LTD 1.3%
Value ($000) $35,842 Shares 4,943,765 Est. Cost $5.76 Unrealized +30.0%
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $34,247 Shares 448,338 Est. Cost $92.79 Unrealized
IWD ISHARES TR 1.2%
Value ($000) $32,125 Shares 210,233 Est. Cost $136.48 Unrealized
IWN ISHARES TR 1.1%
Value ($000) $31,459 Shares 230,481 Est. Cost $128.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $10,316 Shares 24,042 Est. Cost $323.43 Unrealized
S SENTINELONE INC 0.3%
Value ($000) $8,904 Shares 528,098 Est. Cost $28.06 Unrealized -43.7%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $8,346 Shares 54,631 Est. Cost $279.43 Unrealized -41.7%
WDAY WORKDAY INC 0.3%
Value ($000) $7,789 Shares 36,253 Est. Cost $199.03 Unrealized +16.5%
RXRX RECURSION PHARMACEUTICALS IN 0.3%
Value ($000) $7,205 Shares 941,895 Est. Cost $29.60 Unrealized -66.3%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.3%
Value ($000) $6,976 Shares 2,207,619 Est. Cost $10.83 Unrealized -69.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $5,703 Shares 26,851 Est. Cost $169.36 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.2%
Value ($000) $4,569 Shares 344,828 Est. Cost $10.65 Unrealized +32.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $3,321 Shares 48,197 Est. Cost $23.85 Unrealized +140.0%
VMWARE INC 0.1%
Value ($000) $2,785 Shares 16,729 Est. Cost $115.91 Unrealized
VACASA INC 0.1%
Value ($000) $2,511 Shares 5,446,548 Est. Cost $5.69 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $2,439 Shares 378,067 Est. Cost $10.08 Unrealized -21.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,204 Shares 9,402 Est. Cost $80.72 Unrealized +46.6%
FISCALNOTE HOLDINGS INC 0.1%
Value ($000) $2,103 Shares 1,010,988 Est. Cost $6.37 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,064 Shares 38,568 Est. Cost $55.68 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $1,558 Shares 39,000 Est. Cost $69.05 Unrealized -48.6%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $1,337 Shares 569,036 Est. Cost $11.09 Unrealized -72.1%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1,278 Shares 706,302 Est. Cost $1.69 Unrealized
CONTEXTLOGIC INC 0.0%
Value ($000) $1,236 Shares 280,225 Est. Cost $6.58 Unrealized
VICARIOUS SURGICAL INC 0.0%
Value ($000) $1,224 Shares 2,071,362 Est. Cost $14.96 Unrealized
PL PLANET LABS PBC 0.0%
Value ($000) $1,155 Shares 444,233 Est. Cost $9.47 Unrealized -66.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,096 Shares 12,634 Est. Cost $134.19 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $979 Shares 736,462 Est. Cost $8.90 Unrealized -78.5%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $675 Shares 148,414 Est. Cost $15.05 Unrealized
AKILI INC 0.0%
Value ($000) $584 Shares 1,063,422 Est. Cost $2.26 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $532 Shares 26,273 Est. Cost $23.40 Unrealized -6.1%
PHENOMEX INC 0.0%
Value ($000) $517 Shares 517,793 Est. Cost $89.41 Unrealized
ALLAKOS INC 0.0%
Value ($000) $500 Shares 220,163 Est. Cost $2.27 Unrealized
MATTERPORT INC 0.0%
Value ($000) $489 Shares 225,268 Est. Cost $13.85 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $350 Shares 20,571 Est. Cost $46.22 Unrealized -61.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $304 Shares 700 Est. Cost $44.77 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $277 Shares 6,593 Est. Cost $68.71 Unrealized -28.7%
BVS BIOVENTUS INC 0.0%
Value ($000) $267 Shares 80,838 Est. Cost $3.51 Unrealized 0.0%
ASTRA SPACE INC 0.0%
Value ($000) $235 Shares 126,800 Est. Cost $1.85 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $173 Shares 17,500 Est. Cost $18.29 Unrealized -43.1%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $119 Shares 12,158 Est. Cost $9.32 Unrealized +19.1%
SNAP SNAP INC 0.0%
Value ($000) $92 Shares 10,301 Est. Cost $56.28 Unrealized -81.4%
TMPOQ TEMPO AUTOMATION HOLDINGS IN 0.0%
Value ($000) $7 Shares 47,738 Est. Cost $0.78 Unrealized