Comprehensive Financial Management LLC Long-Term Concentrated

Location: Los Gatos, CA

CIK: 0001799802 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $5.521B (100.0% shares, 0.0% debt)

Holdings (50)

PYPL PAYPAL HLDGS INC 67.1%
Value $3.702B Shares 32,006,618 Est. Cost $105.79 Unrealized +25.5%
EBAY EBAY INC. 19.0%
Value $1.05B Shares 18,337,000 Est. Cost $32.64 Unrealized +65.5%
GLD SPDR GOLD TR 4.2%
Value $233M Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.5%
Value $137M Shares 1,171,195 Est. Cost $68.82 Unrealized +97.6%
VBR VANGUARD INDEX FDS 1.2%
Value $66.77M Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value $48.73M Shares 449,695 Est. Cost $92.79 Unrealized
VACASA INC 0.8%
Value $45.04M Shares 5,446,548 Est. Cost $8.32 Unrealized
IWN ISHARES TR 0.7%
Value $37.2M Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.6%
Value $34.89M Shares 210,233 Est. Cost $136.48 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value $19.3M Shares 84,209 Est. Cost $284.06 Unrealized -9.0%
CONTEXTLOGIC INC 0.3%
Value $18.84M Shares 8,373,411 Est. Cost $18.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $12.54M Shares 27,692 Est. Cost $323.43 Unrealized
VICARIOUS SURGICAL INC 0.2%
Value $11.32M Shares 2,237,403 Est. Cost $14.96 Unrealized
EMBARK TECHNOLOGY INC 0.2%
Value $10.06M Shares 1,707,830 Est. Cost $8.68 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.2%
Value $9.655M Shares 2,224,619 Est. Cost $10.83 Unrealized -62.1%
RXRX RECURSION PHARMACEUTICALS IN 0.1%
Value $7.943M Shares 1,109,395 Est. Cost $29.60 Unrealized -64.1%
ASTRA SPACE INC 0.1%
Value $7.342M Shares 1,901,966 Est. Cost $8.97 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $6.833M Shares 30,010 Est. Cost $169.36 Unrealized
RGTI RIGETTI COMPUTING INC 0.1%
Value $5.224M Shares 829,207 Est. Cost $8.90 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.1%
Value $5.036M Shares 760,662 Est. Cost $10.08 Unrealized -48.8%
MELI KASZEK PIONEER CORP 0.1%
Value $4.112M Shares 400,000 Est. Cost $10.00 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $4.07M Shares 21,439 Est. Cost $195.40 Unrealized 0.0%
MLP MAUI LD & PINEAPPLE INC 0.1%
Value $3.831M Shares 344,828 Est. Cost $10.65 Unrealized -3.0%
AUR AURORA INNOVATION INC 0.1%
Value $3.772M Shares 674,719 Est. Cost $11.09 Unrealized -48.1%
BERKELEY LTS INC 0.1%
Value $3.682M Shares 517,793 Est. Cost $89.41 Unrealized
MATTERPORT INC 0.1%
Value $3.656M Shares 450,268 Est. Cost $13.85 Unrealized
PL PLANET LABS PBC 0.1%
Value $3.019M Shares 594,233 Est. Cost $9.47 Unrealized -41.8%
DIDIY DIDI GLOBAL INC 0.0%
Value $2.552M Shares 1,020,928 Est. Cost $14.14 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $2.419M Shares 48,197 Est. Cost $23.85 Unrealized +114.6%
LUMINAR TECHNOLOGIES INC 0.0%
Value $2.359M Shares 139,525 Est. Cost $15.67 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $2.304M Shares 38,568 Est. Cost $55.68 Unrealized
ZYMERGEN INC 0.0%
Value $2.224M Shares 769,477 Est. Cost $40.01 Unrealized
APP APPLOVIN CORP 0.0%
Value $2.148M Shares 39,000 Est. Cost $69.05 Unrealized -7.8%
VMWARE INC 0.0%
Value $1.905M Shares 16,729 Est. Cost $115.91 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $1.522M Shares 428,864 Est. Cost $11.28 Unrealized -74.3%
TWST TWIST BIOSCIENCE CORP 0.0%
Value $1.297M Shares 26,273 Est. Cost $23.40 Unrealized +136.8%
BOXED INC 0.0%
Value $1.291M Shares 127,151 Est. Cost $13.70 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $1.267M Shares 2,035 Est. Cost $59.44 Unrealized +50.6%
ABNB AIRBNB INC 0.0%
Value $959K Shares 5,582 Est. Cost $176.10 Unrealized -9.6%
DOCU DOCUSIGN INC 0.0%
Value $706K Shares 6,593 Est. Cost $68.71 Unrealized +67.0%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $387K Shares 92,520 Est. Cost $14.52 Unrealized -71.6%
SNAP SNAP INC 0.0%
Value $371K Shares 10,301 Est. Cost $56.28 Unrealized -35.7%
CPNG COUPANG INC 0.0%
Value $364K Shares 20,571 Est. Cost $46.22 Unrealized -53.8%
BNTX BIONTECH SE 0.0%
Value $358K Shares 2,100 Est. Cost $247.54 Unrealized
CSCO CISCO SYS INC 0.0%
Value $357K Shares 6,409 Est. Cost $38.56 Unrealized +30.4%
DLO DLOCAL LTD 0.0%
Value $355K Shares 11,351 Est. Cost $53.19 Unrealized -45.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $287K Shares 2,634 Est. Cost $212.13 Unrealized
DOCS DOXIMITY INC 0.0%
Value $202K Shares 3,883 Est. Cost $65.10 Unrealized -22.7%
BARK BARK INC 0.0%
Value $119K Shares 32,116 Est. Cost $8.24 Unrealized -56.8%
HNST HONEST CO INC 0.0%
Value $84,000 Shares 16,123 Est. Cost $8.79 Unrealized -31.5%