Comprehensive Financial Management LLC Long-Term Concentrated

Location: Los Gatos, CA

CIK: 0001799802 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $3.593B (100.0% shares, 0.0% debt)

Holdings (44)

PYPL PAYPAL HLDGS INC 61.2%
Value $2.198B Shares 28,164,118 Est. Cost $105.79 Unrealized -36.9%
EBAY EBAY INC. 18.2%
Value $653M Shares 10,034,000 Est. Cost $32.64 Unrealized +72.5%
GLD SPDR GOLD TR 8.6%
Value $309M Shares 1,271,154 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.3%
Value $81.68M Shares 1,171,195 Est. Cost $68.82 Unrealized -9.2%
VBR VANGUARD INDEX FDS 1.8%
Value $65.13M Shares 324,376 Est. Cost $165.26 Unrealized
NU NU HLDGS LTD 1.7%
Value $60.06M Shares 4,400,282 Est. Cost $5.97 Unrealized +125.5%
IWD ISHARES TR 1.1%
Value $39.9M Shares 210,233 Est. Cost $136.48 Unrealized
IWN ISHARES TR 1.1%
Value $38.45M Shares 230,481 Est. Cost $128.58 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value $32.25M Shares 328,338 Est. Cost $92.79 Unrealized
WDAY WORKDAY INC 0.6%
Value $23.08M Shares 94,414 Est. Cost $224.73 Unrealized +5.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value $12.17M Shares 21,142 Est. Cost $323.43 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.2%
Value $7.741M Shares 344,828 Est. Cost $10.65 Unrealized +116.1%
DOCS DOXIMITY INC 0.2%
Value $7.704M Shares 176,810 Est. Cost $33.35 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value $7.402M Shares 26,060 Est. Cost $169.36 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value $6.431M Shares 55,987 Est. Cost $275.64 Unrealized -55.4%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.2%
Value $6.292M Shares 2,207,620 Est. Cost $10.83 Unrealized -76.1%
RXRX RECURSION PHARMACEUTICALS IN 0.2%
Value $6.207M Shares 941,895 Est. Cost $29.60 Unrealized -75.8%
BIOA BIOAGE LABS INC 0.2%
Value $5.654M Shares 271,842 Est. Cost $20.04 Unrealized 0.0%
APP APPLOVIN CORP 0.1%
Value $5.092M Shares 39,000 Est. Cost $69.05 Unrealized +32.1%
AUR AURORA INNOVATION INC 0.1%
Value $3.369M Shares 569,036 Est. Cost $11.09 Unrealized -62.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value $3.214M Shares 9,402 Est. Cost $80.72 Unrealized +108.5%
DELL DELL TECHNOLOGIES INC 0.1%
Value $2.735M Shares 23,071 Est. Cost $23.85 Unrealized +377.6%
VXUS VANGUARD STAR FDS 0.1%
Value $2.497M Shares 38,569 Est. Cost $55.68 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $2.14M Shares 1,043 Est. Cost $1882.53 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.1%
Value $1.902M Shares 378,068 Est. Cost $10.08 Unrealized -46.1%
CONTEXTLOGIC INC 0.0%
Value $1.527M Shares 280,225 Est. Cost $6.58 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1.341M Shares 12,634 Est. Cost $134.19 Unrealized
FISCALNOTE HOLDINGS INC 0.0%
Value $1.294M Shares 1,010,988 Est. Cost $6.37 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value $1.187M Shares 26,273 Est. Cost $23.40 Unrealized +103.3%
MATTERPORT INC 0.0%
Value $1.014M Shares 225,268 Est. Cost $13.85 Unrealized
PL PLANET LABS PBC 0.0%
Value $991K Shares 444,233 Est. Cost $9.47 Unrealized -76.6%
VACASA INC 0.0%
Value $765K Shares 272,327 Est. Cost $8.20 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $577K Shares 736,462 Est. Cost $8.90 Unrealized -89.7%
CPNG COUPANG INC 0.0%
Value $505K Shares 20,571 Est. Cost $46.22 Unrealized -51.9%
NVDA NVIDIA CORPORATION 0.0%
Value $486K Shares 4,000 Est. Cost $91.20 Unrealized +29.5%
DOCU DOCUSIGN INC 0.0%
Value $409K Shares 6,593 Est. Cost $68.71 Unrealized -18.4%
RBOT VICARIOUS SURGICAL INC 0.0%
Value $392K Shares 69,043 Est. Cost $8.95 Unrealized -25.8%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value $278K Shares 112,000 Est. Cost $2.46 Unrealized +4.5%
JPM JPMORGAN CHASE & CO. 0.0%
Value $222K Shares 1,053 Est. Cost $173.61 Unrealized +18.1%
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value $144K Shares 17,656 Est. Cost $10.02 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value $134K Shares 148,414 Est. Cost $15.05 Unrealized
SNAP SNAP INC 0.0%
Value $110K Shares 10,301 Est. Cost $56.28 Unrealized -79.7%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value $102K Shares 17,500 Est. Cost $18.29 Unrealized -63.9%
ALLAKOS INC 0.0%
Value $13,074 Shares 20,015 Est. Cost $2.27 Unrealized