Comprehensive Financial Management LLC Long-Term Concentrated

Location: Los Gatos, CA

CIK: 0001799802 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value: $10.08B (100.0% shares, 0.0% debt)

Holdings (31)

PYPL PAYPAL HLDGS INC 75.4%
Value $7.597B Shares 31,282,208 Est. Cost $103.97 Unrealized +142.3%
EBAY EBAY INC. 13.2%
Value $1.327B Shares 21,667,618 Est. Cost $32.64 Unrealized +63.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 4.2%
Value $425M Shares 1,324,195 Est. Cost $68.82 Unrealized +434.8%
GLD SPDR GOLD TR 2.0%
Value $206M Shares 1,289,754 Est. Cost $152.39 Unrealized
CONTEXTLOGIC INC 1.4%
Value $144M Shares 9,086,350 Est. Cost $18.24 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.7%
Value $66.09M Shares 809,296 Est. Cost $69.58 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value $62.48M Shares 377,268 Est. Cost $165.26 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value $43.18M Shares 188,316 Est. Cost $284.55 Unrealized -6.2%
VNQ VANGUARD INDEX FDS 0.4%
Value $41.3M Shares 449,575 Est. Cost $92.79 Unrealized
IWN ISHARES TR 0.4%
Value $36.76M Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.3%
Value $31.86M Shares 210,233 Est. Cost $136.48 Unrealized
BERKELEY LTS INC 0.3%
Value $26.01M Shares 517,793 Est. Cost $89.41 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value $16.03M Shares 89,931 Est. Cost $133.16 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $14.01M Shares 35,242 Est. Cost $323.43 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $5.6M Shares 27,096 Est. Cost $163.61 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value $4.914M Shares 120,947 Est. Cost $23.26 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $4.249M Shares 48,197 Est. Cost $23.85 Unrealized +57.5%
MLP MAUI LD & PINEAPPLE INC 0.0%
Value $3.983M Shares 344,828 Est. Cost $10.65 Unrealized +10.5%
TWST TWIST BIOSCIENCE CORP 0.0%
Value $3.254M Shares 26,273 Est. Cost $23.40 Unrealized +548.9%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $3.242M Shares 428,864 Est. Cost $11.28 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $2.865M Shares 12,634 Est. Cost $212.13 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $2.418M Shares 38,568 Est. Cost $55.68 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $1.709M Shares 86,687 Est. Cost $14.41 Unrealized +55.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value $1.461M Shares 4,535 Est. Cost $59.44 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value $1.335M Shares 6,593 Est. Cost $68.71 Unrealized +237.5%
CPNG COUPANG INC 0.0%
Value $1.015M Shares 20,571 Est. Cost $46.22 Unrealized 0.0%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value $1.012M Shares 17,500 Est. Cost $87.41 Unrealized -24.0%
WDAY WORKDAY INC 0.0%
Value $621K Shares 2,500 Est. Cost $166.02 Unrealized +48.8%
CSCO CISCO SYS INC 0.0%
Value $590K Shares 11,409 Est. Cost $38.56 Unrealized +5.3%
ALLAKOS INC 0.0%
Value $539K Shares 4,699 Est. Cost $114.71 Unrealized
PINS PINTEREST INC 0.0%
Value $307K Shares 4,145 Est. Cost $59.99 Unrealized +24.0%