Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $7,790,535 (100.0% shares, 0.0% debt)

Holdings (53)

PYPL PAYPAL HLDGS INC 72.6%
Value ($000) $5,655,195 Shares 29,988,308 Est. Cost $103.97 Unrealized +107.6%
EBAY EBAY INC. 15.7%
Value ($000) $1,219,411 Shares 18,337,014 Est. Cost $32.64 Unrealized +102.2%
GLD SPDR GOLD TR 2.8%
Value ($000) $220,496 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.8%
Value ($000) $215,394 Shares 1,171,195 Est. Cost $68.82 Unrealized +241.7%
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $67,874 Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $52,169 Shares 449,695 Est. Cost $92.79 Unrealized
VACASA INC 0.6%
Value ($000) $45,315 Shares 5,446,548 Est. Cost $8.32 Unrealized
IWN ISHARES TR 0.5%
Value ($000) $38,271 Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $35,304 Shares 210,233 Est. Cost $136.48 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value ($000) $27,991 Shares 82,631 Est. Cost $284.55 Unrealized +22.5%
CONTEXTLOGIC INC 0.3%
Value ($000) $26,041 Shares 8,373,411 Est. Cost $18.24 Unrealized
VICARIOUS SURGICAL INC 0.3%
Value ($000) $23,761 Shares 2,237,403 Est. Cost $14.96 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.2%
Value ($000) $19,004 Shares 1,109,395 Est. Cost $29.60 Unrealized -36.4%
EMBARK TECHNOLOGY INC 0.2%
Value ($000) $14,824 Shares 1,707,830 Est. Cost $8.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $14,008 Shares 29,392 Est. Cost $323.43 Unrealized
ASTRA SPACE INC 0.2%
Value ($000) $13,181 Shares 1,901,966 Est. Cost $8.97 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.1%
Value ($000) $11,524 Shares 2,224,619 Est. Cost $10.83 Unrealized -50.6%
BERKELEY LTS INC 0.1%
Value ($000) $9,413 Shares 517,793 Est. Cost $89.41 Unrealized
MATTERPORT INC 0.1%
Value ($000) $8,365 Shares 405,279 Est. Cost $14.49 Unrealized
AUR AURORA INNOVATION INC 0.1%
Value ($000) $7,597 Shares 674,719 Est. Cost $11.09 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $7,246 Shares 30,010 Est. Cost $169.36 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $5,553 Shares 760,662 Est. Cost $10.08 Unrealized -17.5%
ZYMERGEN INC 0.1%
Value ($000) $5,148 Shares 769,477 Est. Cost $40.01 Unrealized
DIDIY DIDI GLOBAL INC 0.1%
Value ($000) $5,084 Shares 1,020,928 Est. Cost $14.14 Unrealized
MELI KASZEK PIONEER CORP 0.1%
Value ($000) $4,624 Shares 400,000 Est. Cost $10.00 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $3,676 Shares 39,000 Est. Cost $69.05 Unrealized +34.9%
PL PLANET LABS PBC 0.0%
Value ($000) $3,655 Shares 594,233 Est. Cost $9.47 Unrealized 0.0%
MLP MAUI LD & PINEAPPLE INC 0.0%
Value ($000) $3,434 Shares 344,828 Est. Cost $10.65 Unrealized -4.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2,707 Shares 48,197 Est. Cost $23.85 Unrealized +114.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $2,452 Shares 38,568 Est. Cost $55.68 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $2,359 Shares 139,525 Est. Cost $15.67 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $2,033 Shares 26,273 Est. Cost $23.40 Unrealized +338.6%
VMWARE INC 0.0%
Value ($000) $1,939 Shares 16,729 Est. Cost $115.91 Unrealized
YMM FULL TRUCK ALLIANCE CO LTD 0.0%
Value ($000) $1,847 Shares 220,650 Est. Cost $8.37 Unrealized
BOXED INC 0.0%
Value ($000) $1,742 Shares 127,151 Est. Cost $13.70 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $1,595 Shares 428,864 Est. Cost $11.28 Unrealized -45.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,501 Shares 12,634 Est. Cost $212.13 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,133 Shares 2,035 Est. Cost $59.44 Unrealized +45.5%
ABNB AIRBNB INC 0.0%
Value ($000) $1,010 Shares 6,069 Est. Cost $176.10 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1,004 Shares 6,593 Est. Cost $68.71 Unrealized +231.8%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $696 Shares 92,520 Est. Cost $14.52 Unrealized -30.1%
WDAY WORKDAY INC 0.0%
Value ($000) $683 Shares 2,500 Est. Cost $166.02 Unrealized +67.2%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $619 Shares 17,500 Est. Cost $87.41 Unrealized -46.2%
CPNG COUPANG INC 0.0%
Value ($000) $604 Shares 20,571 Est. Cost $46.22 Unrealized -39.1%
BNTX BIONTECH SE 0.0%
Value ($000) $541 Shares 2,100 Est. Cost $247.54 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $484 Shares 10,301 Est. Cost $56.28 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $406 Shares 6,409 Est. Cost $38.56 Unrealized +30.9%
DLO DLOCAL LTD 0.0%
Value ($000) $405 Shares 11,351 Est. Cost $53.19 Unrealized -22.5%
23ANDME HOLDING CO 0.0%
Value ($000) $395 Shares 91,198 Est. Cost $4.33 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $282 Shares 1,969 Est. Cost $152.82 Unrealized 0.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $274 Shares 5,460 Est. Cost $65.10 Unrealized 0.0%
BARK BARK INC 0.0%
Value ($000) $136 Shares 32,116 Est. Cost $8.24 Unrealized -30.5%
HNST HONEST CO INC 0.0%
Value ($000) $130 Shares 16,123 Est. Cost $8.79 Unrealized 0.0%