Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $2,840,753 (100.0% shares, 0.0% debt)

Holdings (46)

PYPL PAYPAL HLDGS INC 57.5%
Value ($000) $1,634,364 Shares 28,164,118 Est. Cost $105.79 Unrealized -40.0%
EBAY EBAY INC. 19.0%
Value ($000) $539,026 Shares 10,034,000 Est. Cost $32.64 Unrealized +55.4%
GLD SPDR GOLD TR 9.6%
Value ($000) $273,311 Shares 1,271,154 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.4%
Value ($000) $69,323 Shares 1,171,195 Est. Cost $68.82 Unrealized -10.7%
NU NU HLDGS LTD 2.4%
Value ($000) $67,032 Shares 5,200,282 Est. Cost $5.97 Unrealized +95.2%
VBR VANGUARD INDEX FDS 2.1%
Value ($000) $59,533 Shares 324,376 Est. Cost $165.26 Unrealized
IWD ISHARES TR 1.3%
Value ($000) $36,679 Shares 210,233 Est. Cost $136.48 Unrealized
IWN ISHARES TR 1.2%
Value ($000) $35,102 Shares 230,481 Est. Cost $128.58 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $27,841 Shares 328,338 Est. Cost $92.79 Unrealized
WDAY WORKDAY INC 0.7%
Value ($000) $21,107 Shares 94,414 Est. Cost $224.73 Unrealized +7.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $11,543 Shares 21,142 Est. Cost $323.43 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.3%
Value ($000) $7,603 Shares 344,828 Est. Cost $10.65 Unrealized +93.5%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $7,380 Shares 54,631 Est. Cost $279.43 Unrealized -47.1%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $7,141 Shares 26,600 Est. Cost $169.36 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.2%
Value ($000) $7,064 Shares 941,895 Est. Cost $29.60 Unrealized -70.5%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.2%
Value ($000) $5,166 Shares 2,207,620 Est. Cost $10.83 Unrealized -75.9%
APP APPLOVIN CORP 0.1%
Value ($000) $3,246 Shares 39,000 Est. Cost $69.05 Unrealized +12.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $3,187 Shares 9,402 Est. Cost $80.72 Unrealized +85.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $3,182 Shares 23,071 Est. Cost $23.85 Unrealized +447.9%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,326 Shares 38,569 Est. Cost $55.68 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $1,928 Shares 378,068 Est. Cost $10.08 Unrealized -50.6%
CONTEXTLOGIC INC 0.1%
Value ($000) $1,600 Shares 280,225 Est. Cost $6.58 Unrealized
HASHICORP INC 0.1%
Value ($000) $1,579 Shares 46,858 Est. Cost $33.69 Unrealized
AUR AURORA INNOVATION INC 0.1%
Value ($000) $1,576 Shares 569,036 Est. Cost $11.09 Unrealized -75.0%
FISCALNOTE HOLDINGS INC 0.1%
Value ($000) $1,476 Shares 1,010,988 Est. Cost $6.37 Unrealized
VACASA INC 0.0%
Value ($000) $1,326 Shares 272,327 Est. Cost $8.20 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $1,295 Shares 26,273 Est. Cost $23.40 Unrealized +74.3%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $1,074 Shares 8,077 Est. Cost $132.95 Unrealized
MATTERPORT INC 0.0%
Value ($000) $1,007 Shares 225,268 Est. Cost $13.85 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $931 Shares 12,634 Est. Cost $134.19 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $846 Shares 12,752 Est. Cost $69.38 Unrealized 0.0%
PL PLANET LABS PBC 0.0%
Value ($000) $826 Shares 444,233 Est. Cost $9.47 Unrealized -79.8%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $788 Shares 736,462 Est. Cost $8.90 Unrealized -87.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $494 Shares 4,000 Est. Cost $91.20 Unrealized +10.8%
AKILI INC 0.0%
Value ($000) $462 Shares 1,063,422 Est. Cost $2.26 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $431 Shares 20,571 Est. Cost $46.22 Unrealized -53.1%
RBOT VICARIOUS SURGICAL INC 0.0%
Value ($000) $405 Shares 69,043 Est. Cost $8.95 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $353 Shares 6,593 Est. Cost $68.71 Unrealized -17.9%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $236 Shares 706,302 Est. Cost $1.69 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 148,414 Est. Cost $15.05 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $213 Shares 1,053 Est. Cost $173.61 Unrealized +9.0%
SNAP SNAP INC 0.0%
Value ($000) $171 Shares 10,301 Est. Cost $56.28 Unrealized -74.5%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $141 Shares 17,500 Est. Cost $18.29 Unrealized -60.9%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $133 Shares 48,000 Est. Cost $2.31 Unrealized 0.0%
ASTRA SPACE INC 0.0%
Value ($000) $64 Shares 126,800 Est. Cost $1.85 Unrealized
ALLAKOS INC 0.0%
Value ($000) $20 Shares 20,015 Est. Cost $2.27 Unrealized