Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$3.01B
Total Bought
$11.05M
Total Sold
$364.50M
Net Transaction
-$353.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EBAY INC.(EBAY)10,034,00010,034,0000873,961913,29530.29%+39,333
SPDR GOLD TR(GLD)1,147,5291,147,5290454,777493,77016.38%+38,993
NAUTILUS BIOTECHNOLOGY INC2,207,6192,207,61904,3058,5660.28%+4,261
VANGUARD INDEX FDS018,311+18,31103,7680.12%+3,768
CIRCLE INTERNET GROUP INC(CRCL)212,082214,537+2,45516,81820,4690.68%+3,651
STUBHUB HLDGS INC(STUB)0343,735+343,73502,1450.07%+2,145
ISHARES TR230,481230,481041,76543,6971.45%+1,931
EIKON THERAPEUTICS INC0116,276+116,27601,2300.04%+1,230
BIOAGE LABS INC(BIOA)271,842271,84203,5964,7550.16%+1,158
VANGUARD INDEX FDS184,376184,376039,04940,0561.33%+1,007
ISHARES TR210,233210,233044,22044,9201.49%+700
TWIST BIOSCIENCE CORP(TWST)26,27326,27308331,2480.04%+415
FIGURE TECHNOLOGY SOLUTIO(FGRS)07,501+7,50102550.01%+255
AURORA INNOVATION INC569,036569,03602,1852,3440.08%+159
VANGUARD INDEX FDS328,338328,338029,05529,1240.97%+69
VANGUARD STAR FDS38,56838,56802,9102,9740.10%+64
COMMERCE.COM INC17,50017,500072470.00%-25
JPMORGAN CHASE & CO(JPM)1,0531,05303393100.01%-30
SNAP INC(SNAP)10,30110,301083470.00%-36
GINKGO BIOWORKS HOLDINGS INC17,65617,65601471080.00%-38
AON PLC(AON)3,1973,19701,1281,0320.03%-96
COUPANG INC(CPNG)20,57120,57104853880.01%-97
FISCALNOTE HOLDINGS INC84,2480-84,2481240-124
DOCUSIGN INC(DOCU)6,5936,59304513130.01%-138
VICARIOUS SURGICAL INC69,0430-69,0431500-150
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,8521,5850.05%-267
PALO ALTO NETWORKS INC(PANW)18,80418,80403,4643,0150.10%-449
PDD HOLDINGS INC(PDD)7,7892,337-5,4528832390.01%-644
SERVICETITAN INC(TTAN)15,23615,23601,6239670.03%-656
STATE STR SPDR S&P 500 ETF T(SPY)21,14221,142014,41713,7490.46%-668
VANGUARD INDEX FDS54,69154,691018,33617,5450.58%-791
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89503,8522,8920.10%-961
UNITEDHEALTH GROUP INC(UNH)3,0740-3,0741,0150-1,015
JOBY AVIATION INC(JOBY)228,067228,06703,0101,8840.06%-1,127
META PLATFORMS INC(META)6,8652,665-4,2004,5321,5250.05%-3,007
CHIME FINL INC(CHYM)552,751552,751013,91310,3530.34%-3,560
SNOWFLAKE INC(SNOW)54,63154,631011,9848,2390.27%-3,744
ALPHABET INC(GOOG)14,9510-14,9514,6920-4,692
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,1950101,06294,1523.12%-6,910
WORKDAY INC(WDAY)96,19496,194020,66112,4980.41%-8,163
NU HLDGS LTD(NU)3,854,6483,854,648064,52755,3911.84%-9,136
PAYPAL HLDGS INC(PYPL)26,219,11825,996,118-223,0001,530,6721,175,80439.00%-354,868
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