Comprehensive Financial Management LLC Long-Term Concentrated

Location: Los Gatos, CA

CIK: 0001799802 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $9.692B (100.0% shares, 0.0% debt)

Holdings (27)

PYPL PAYPAL HLDGS INC 75.6%
Value $7.327B Shares 31,286,408 Est. Cost $103.97 Unrealized +98.8%
EBAY EBAY INC. 11.2%
Value $1.089B Shares 21,667,618 Est. Cost $32.64 Unrealized +43.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 5.7%
Value $556M Shares 1,649,195 Est. Cost $68.82 Unrealized +547.8%
GLD SPDR GOLD TR 2.3%
Value $222M Shares 1,243,254 Est. Cost $152.11 Unrealized
CONTEXTLOGIC INC 1.7%
Value $166M Shares 9,086,350 Est. Cost $18.24 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.7%
Value $64.41M Shares 809,296 Est. Cost $69.58 Unrealized
SNOW SNOWFLAKE INC 0.6%
Value $56.28M Shares 200,000 Est. Cost $284.55 Unrealized 0.0%
BERKELEY LTS INC 0.5%
Value $51.39M Shares 574,793 Est. Cost $89.41 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value $38.18M Shares 449,568 Est. Cost $92.79 Unrealized
IWN ISHARES TR 0.3%
Value $30.37M Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.3%
Value $28.75M Shares 210,233 Est. Cost $136.48 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $14.23M Shares 89,931 Est. Cost $133.16 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $13.23M Shares 35,242 Est. Cost $323.43 Unrealized
TWST TWIST BIOSCIENCE CORP 0.1%
Value $5.985M Shares 42,363 Est. Cost $23.40 Unrealized +374.1%
VTI VANGUARD INDEX FDS 0.1%
Value $5.272M Shares 27,085 Est. Cost $163.61 Unrealized
SLACK TECHNOLOGIES INC 0.1%
Value $5.107M Shares 120,899 Est. Cost $23.26 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.0%
Value $3.976M Shares 344,828 Est. Cost $10.65 Unrealized +6.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value $3.532M Shares 48,197 Est. Cost $23.85 Unrealized +33.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $2.94M Shares 12,634 Est. Cost $212.13 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $2.32M Shares 38,568 Est. Cost $55.68 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $1.807M Shares 86,687 Est. Cost $14.41 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value $1.466M Shares 6,593 Est. Cost $68.71 Unrealized +226.9%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value $1.123M Shares 17,500 Est. Cost $87.41 Unrealized -8.7%
WDAY WORKDAY INC 0.0%
Value $599K Shares 2,500 Est. Cost $166.02 Unrealized +35.3%
CSCO CISCO SYS INC 0.0%
Value $511K Shares 11,409 Est. Cost $38.56 Unrealized -8.5%
VBR VANGUARD INDEX FDS 0.0%
Value $321K Shares 2,259 Est. Cost $107.50 Unrealized
PINS PINTEREST INC 0.0%
Value $273K Shares 4,145 Est. Cost $59.99 Unrealized 0.0%