Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $3,566,237 (100.0% shares, 0.0% debt)

Holdings (55)

PYPL PAYPAL HLDGS INC 62.4%
Value ($000) $2,223,819 Shares 31,841,618 Est. Cost $105.79 Unrealized -18.2%
EBAY EBAY INC. 19.5%
Value ($000) $695,764 Shares 16,697,010 Est. Cost $32.64 Unrealized +39.2%
GLD SPDR GOLD TR 6.1%
Value ($000) $217,272 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 3.5%
Value ($000) $126,454 Shares 1,171,195 Est. Cost $68.82 Unrealized +53.2%
VBR VANGUARD INDEX FDS 1.6%
Value ($000) $56,857 Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $40,972 Shares 449,695 Est. Cost $92.79 Unrealized
IWN ISHARES TR 0.9%
Value ($000) $31,380 Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.9%
Value ($000) $30,477 Shares 210,233 Est. Cost $136.48 Unrealized
VACASA INC 0.4%
Value ($000) $15,686 Shares 5,446,548 Est. Cost $8.32 Unrealized
CONTEXTLOGIC INC 0.4%
Value ($000) $13,451 Shares 8,406,736 Est. Cost $18.24 Unrealized
S SENTINELONE INC 0.3%
Value ($000) $12,268 Shares 528,098 Est. Cost $28.06 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $12,158 Shares 87,433 Est. Cost $279.43 Unrealized -43.3%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $10,490 Shares 27,692 Est. Cost $323.43 Unrealized
BZ KANZHUN LIMITED 0.3%
Value ($000) $9,512 Shares 361,944 Est. Cost $26.28 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.3%
Value ($000) $9,030 Shares 1,109,395 Est. Cost $29.60 Unrealized -77.4%
VICARIOUS SURGICAL INC 0.2%
Value ($000) $6,453 Shares 2,194,943 Est. Cost $14.96 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.2%
Value ($000) $5,984 Shares 2,224,619 Est. Cost $10.83 Unrealized -65.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $5,661 Shares 30,013 Est. Cost $169.36 Unrealized
MELI KASZEK PIONEER CORP 0.1%
Value ($000) $3,960 Shares 400,000 Est. Cost $10.00 Unrealized
MLP MAUI LD & PINEAPPLE INC 0.1%
Value ($000) $3,266 Shares 344,828 Est. Cost $10.65 Unrealized +1.9%
RGTI RIGETTI COMPUTING INC 0.1%
Value ($000) $3,043 Shares 829,207 Est. Cost $8.90 Unrealized -28.6%
PL PLANET LABS PBC 0.1%
Value ($000) $2,573 Shares 594,233 Est. Cost $9.47 Unrealized -45.5%
BERKELEY LTS INC 0.1%
Value ($000) $2,573 Shares 517,793 Est. Cost $89.41 Unrealized
ASTRA SPACE INC 0.1%
Value ($000) $2,473 Shares 1,901,966 Est. Cost $8.97 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $2,311 Shares 470,662 Est. Cost $10.08 Unrealized -47.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $2,227 Shares 48,197 Est. Cost $23.85 Unrealized +82.6%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,991 Shares 38,568 Est. Cost $55.68 Unrealized
VMWARE INC 0.1%
Value ($000) $1,907 Shares 16,729 Est. Cost $115.91 Unrealized
HASHICORP INC 0.0%
Value ($000) $1,521 Shares 51,659 Est. Cost $29.44 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,436 Shares 12,634 Est. Cost $134.19 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $1,343 Shares 39,000 Est. Cost $69.05 Unrealized -41.8%
MATTERPORT INC 0.0%
Value ($000) $1,329 Shares 363,160 Est. Cost $13.85 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $1,087 Shares 569,036 Est. Cost $11.09 Unrealized -66.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,005 Shares 2,035 Est. Cost $59.44 Unrealized +49.2%
ZYMERGEN INC 0.0%
Value ($000) $946 Shares 769,477 Est. Cost $40.01 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $919 Shares 26,273 Est. Cost $23.40 Unrealized +51.4%
EMBARK TECHNOLOGY INC 0.0%
Value ($000) $863 Shares 1,707,830 Est. Cost $8.68 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $827 Shares 139,525 Est. Cost $15.67 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $764 Shares 204,353 Est. Cost $5.07 Unrealized 0.0%
FRSH FRESHWORKS INC 0.0%
Value ($000) $721 Shares 54,830 Est. Cost $15.56 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $378 Shares 6,593 Est. Cost $68.71 Unrealized +17.8%
WDAY WORKDAY INC 0.0%
Value ($000) $349 Shares 2,500 Est. Cost $181.69 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $336 Shares 25,987 Est. Cost $16.57 Unrealized 0.0%
BNTX BIONTECH SE 0.0%
Value ($000) $313 Shares 2,100 Est. Cost $247.54 Unrealized
DLO DLOCAL LTD 0.0%
Value ($000) $298 Shares 11,351 Est. Cost $53.19 Unrealized -54.1%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $284 Shares 17,500 Est. Cost $18.29 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $273 Shares 6,409 Est. Cost $38.56 Unrealized +11.1%
CPNG COUPANG INC 0.0%
Value ($000) $262 Shares 20,571 Est. Cost $46.22 Unrealized -70.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $252 Shares 5,360 Est. Cost $195.40 Unrealized -51.3%
BOXED INC 0.0%
Value ($000) $235 Shares 127,151 Est. Cost $13.70 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $149 Shares 13,596 Est. Cost $13.21 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $135 Shares 10,301 Est. Cost $56.28 Unrealized -59.5%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $112 Shares 92,520 Est. Cost $14.52 Unrealized -85.9%
HNST HONEST CO INC 0.0%
Value ($000) $47 Shares 16,123 Est. Cost $8.79 Unrealized -58.9%
BARK BARK INC 0.0%
Value ($000) $41 Shares 32,116 Est. Cost $8.24 Unrealized -69.4%