Comprehensive Financial Management LLC Long-Term Concentrated

CIK: 0001799802 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $3,845,428 (100.0% shares, 0.0% debt)

Holdings (52)

PYPL PAYPAL HLDGS INC 71.1%
Value ($000) $2,734,583 Shares 31,771,618 Est. Cost $105.79 Unrealized -16.4%
EBAY EBAY INC. 13.5%
Value ($000) $520,383 Shares 14,137,010 Est. Cost $32.64 Unrealized +27.8%
GLD SPDR GOLD TR 5.2%
Value ($000) $199,486 Shares 1,289,754 Est. Cost $152.39 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.2%
Value ($000) $86,188 Shares 1,171,195 Est. Cost $68.82 Unrealized +38.3%
VBR VANGUARD INDEX FDS 1.4%
Value ($000) $54,420 Shares 379,501 Est. Cost $165.26 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $36,052 Shares 449,695 Est. Cost $92.79 Unrealized
VACASA INC 0.9%
Value ($000) $33,442 Shares 10,893,096 Est. Cost $5.69 Unrealized
IWN ISHARES TR 0.8%
Value ($000) $29,716 Shares 230,481 Est. Cost $128.58 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $28,590 Shares 210,233 Est. Cost $136.48 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value ($000) $14,632 Shares 86,091 Est. Cost $279.43 Unrealized -40.7%
S SENTINELONE INC 0.4%
Value ($000) $13,498 Shares 528,098 Est. Cost $28.06 Unrealized -6.5%
RXRX RECURSION PHARMACEUTICALS IN 0.3%
Value ($000) $11,804 Shares 1,109,395 Est. Cost $29.60 Unrealized -65.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $9,935 Shares 27,692 Est. Cost $323.43 Unrealized
VICARIOUS SURGICAL INC 0.2%
Value ($000) $6,939 Shares 2,071,362 Est. Cost $14.96 Unrealized
FISCALNOTE HOLDINGS INC 0.2%
Value ($000) $6,440 Shares 1,010,988 Est. Cost $6.37 Unrealized
CONTEXTLOGIC INC 0.2%
Value ($000) $6,170 Shares 8,406,736 Est. Cost $18.24 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $5,387 Shares 30,016 Est. Cost $169.36 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.1%
Value ($000) $4,716 Shares 2,224,619 Est. Cost $10.83 Unrealized -76.8%
MELI KASZEK PIONEER CORP 0.1%
Value ($000) $3,948 Shares 400,000 Est. Cost $10.00 Unrealized
NU NU HLDGS LTD 0.1%
Value ($000) $3,940 Shares 895,544 Est. Cost $4.70 Unrealized -2.3%
DDOG DATADOG INC 0.1%
Value ($000) $3,550 Shares 39,983 Est. Cost $100.71 Unrealized 0.0%
MLP MAUI LD & PINEAPPLE INC 0.1%
Value ($000) $3,176 Shares 344,828 Est. Cost $10.65 Unrealized -11.5%
PL PLANET LABS PBC 0.1%
Value ($000) $2,412 Shares 444,233 Est. Cost $9.47 Unrealized -41.7%
AKILI INC 0.1%
Value ($000) $2,403 Shares 1,063,422 Est. Cost $2.26 Unrealized
ZYMERGEN INC 0.1%
Value ($000) $2,139 Shares 769,477 Est. Cost $40.01 Unrealized
JOBY JOBY AVIATION INC 0.1%
Value ($000) $2,038 Shares 470,662 Est. Cost $10.08 Unrealized -45.6%
VMWARE INC 0.0%
Value ($000) $1,781 Shares 16,729 Est. Cost $115.91 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1,765 Shares 38,568 Est. Cost $55.68 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,647 Shares 48,197 Est. Cost $23.85 Unrealized +64.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,540 Shares 9,402 Est. Cost $80.72 Unrealized +7.3%
BERKELEY LTS INC 0.0%
Value ($000) $1,481 Shares 517,793 Est. Cost $89.41 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $1,385 Shares 736,462 Est. Cost $8.90 Unrealized -57.9%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $1,258 Shares 569,036 Est. Cost $11.09 Unrealized -77.7%
ASTRA SPACE INC 0.0%
Value ($000) $1,162 Shares 1,901,966 Est. Cost $8.97 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $1,016 Shares 139,525 Est. Cost $15.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,011 Shares 12,634 Est. Cost $134.19 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $926 Shares 26,273 Est. Cost $23.40 Unrealized +81.5%
MATTERPORT INC 0.0%
Value ($000) $854 Shares 225,268 Est. Cost $13.85 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $760 Shares 39,000 Est. Cost $69.05 Unrealized -56.7%
EMBARK TECHNOLOGY INC 0.0%
Value ($000) $421 Shares 56,662 Est. Cost $7.43 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $381 Shares 2,500 Est. Cost $181.69 Unrealized -13.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $353 Shares 6,593 Est. Cost $68.71 Unrealized -8.8%
CPNG COUPANG INC 0.0%
Value ($000) $343 Shares 20,571 Est. Cost $46.22 Unrealized -62.6%
BNTX BIONTECH SE 0.0%
Value ($000) $283 Shares 2,100 Est. Cost $247.54 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $259 Shares 17,500 Est. Cost $18.29 Unrealized -6.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $256 Shares 6,409 Est. Cost $38.56 Unrealized +3.9%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $171 Shares 61,256 Est. Cost $3.29 Unrealized 0.0%
BOXED INC 0.0%
Value ($000) $117 Shares 127,151 Est. Cost $13.70 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $101 Shares 10,301 Est. Cost $56.28 Unrealized -79.3%
BARK BARK INC 0.0%
Value ($000) $58 Shares 32,116 Est. Cost $8.24 Unrealized -77.6%
TEAD OUTBRAIN INC 0.0%
Value ($000) $56 Shares 15,316 Est. Cost $4.86 Unrealized 0.0%
HNST HONEST CO INC 0.0%
Value ($000) $56 Shares 16,123 Est. Cost $8.79 Unrealized -58.2%