Comprehensive Financial Management LLC Long-Term Concentrated

Location: Los Gatos, CA

CIK: 0001799802 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $3.047B (100.0% shares, 0.0% debt)

Holdings (39)

EBAY EBAY INC. 36.8%
Value $1.121B Shares 10,034,000 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 33.9%
Value $1.034B Shares 23,950,118 Est. Cost Unrealized
GLD SPDR GOLD TR 13.9%
Value $423M Shares 1,147,529 Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 3.3%
Value $101M Shares 1,171,195 Est. Cost Unrealized
NU NU HLDGS LTD 1.7%
Value $51.5M Shares 3,854,648 Est. Cost Unrealized
IWN ISHARES TR 1.7%
Value $50.98M Shares 230,481 Est. Cost Unrealized
IWD ISHARES TR 1.7%
Value $50.97M Shares 210,233 Est. Cost Unrealized
VBR VANGUARD INDEX FDS 1.5%
Value $44.8M Shares 184,376 Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value $31.66M Shares 328,338 Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $20.36M Shares 55,012 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $15.79M Shares 21,142 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.5%
Value $13.9M Shares 54,631 Est. Cost Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.4%
Value $13.46M Shares 214,926 Est. Cost Unrealized
WDAY WORKDAY INC 0.4%
Value $11.96M Shares 97,724 Est. Cost Unrealized
CHYM CHIME FINL INC 0.4%
Value $11.59M Shares 565,976 Est. Cost Unrealized
BIOA BIOAGE LABS INC 0.2%
Value $6.663M Shares 271,842 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $6.413M Shares 18,804 Est. Cost Unrealized
STUB STUBHUB HLDGS INC 0.2%
Value $5.026M Shares 390,543 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $4.519M Shares 18,353 Est. Cost Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.1%
Value $4.128M Shares 2,207,619 Est. Cost Unrealized
AUR AURORA INNOVATION INC 0.1%
Value $3.881M Shares 569,036 Est. Cost Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.1%
Value $3.457M Shares 941,895 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $3.297M Shares 38,568 Est. Cost Unrealized
TWST TWIST BIOSCIENCE CORP 0.1%
Value $2.703M Shares 26,273 Est. Cost Unrealized
JOBY JOBY AVIATION INC 0.1%
Value $2.034M Shares 228,067 Est. Cost Unrealized
EIKN EIKON THERAPEUTICS INC 0.0%
Value $1.517M Shares 116,276 Est. Cost Unrealized
META META PLATFORMS INC 0.0%
Value $1.501M Shares 2,665 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1.213M Shares 12,634 Est. Cost Unrealized
TTAN SERVICETITAN INC 0.0%
Value $1.077M Shares 15,236 Est. Cost Unrealized
AON AON PLC 0.0%
Value $1.06M Shares 3,197 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $400K Shares 2,000 Est. Cost Unrealized
CPNG COUPANG INC 0.0%
Value $357K Shares 20,571 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $345K Shares 1,053 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $293K Shares 6,593 Est. Cost Unrealized
VCTR VICTORY CAP HLDGS INC DEL 0.0%
Value $262K Shares 3,120 Est. Cost Unrealized
HNGE HINGE HEALTH INC 0.0%
Value $212K Shares 2,560 Est. Cost Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value $175K Shares 17,656 Est. Cost Unrealized
CMRC COMMERCE.COM INC 0.0%
Value $51,800 Shares 17,500 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $45,736 Shares 10,301 Est. Cost Unrealized