Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$3.18B
Total Bought
$1.61M
Total Sold
$58.81M
Net Transaction
-$57.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EBAY INC.(EBAY)10,034,00010,034,0000621,606679,60321.40%+57,997
SPDR GOLD TR(GLD)1,271,1541,267,529-3,625307,785365,24911.50%+57,465
ISHARES TR210,233210,233038,92039,5571.25%+637
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,0711,6710.05%+599
VANGUARD INDEX FDS328,338328,338029,24829,7280.94%+479
DATADOG INC(DDOG)02,886+2,88602860.01%+286
AURORA INNOVATION INC569,036569,03603,5853,8270.12%+242
NVIDIA CORPORATION(NVDA)5,0007,500+2,5006718130.03%+141
VACASA INC272,327272,32701,3341,4650.05%+131
VANGUARD STAR FDS38,56838,56802,2732,3950.08%+122
JPMORGAN CHASE & CO.(JPM)1,0531,05302522580.01%+6
SERVICETITAN INC(TTAN)15,23515,236+11,5671,5670.05%0
COUPANG INC(CPNG)20,57120,57104524510.01%-1
BIGCOMMERCE HLDGS INC17,50017,50001071010.00%-6
CONTEXTLOGIC INC280,225280,22501,9701,9560.06%-14
ALLAKOS INC20,01520,01502450.00%-20
SNAP INC(SNAP)10,30110,3010111900.00%-21
DOCUSIGN INC(DOCU)6,5936,59305935370.02%-56
GINKGO BIOWORKS HOLDINGS INC17,65617,65601731010.00%-73
TWIST BIOSCIENCE CORP(TWST)26,27326,27301,2211,0310.03%-189
PALO ALTO NETWORKS INC(PANW)18,80418,80403,4223,2090.10%-213
FISCALNOTE HOLDINGS INC1,010,9881,010,98801,0828170.03%-265
GITLAB INC(GTLB)4,8820-4,8822750-275
PLANET LABS PBC(PL)444,233444,23301,7951,5020.05%-293
VANGUARD INDEX FDS26,06426,067+37,5547,1640.23%-390
VICARIOUS SURGICAL INC69,04369,04309094530.01%-456
SNOWFLAKE INC(SNOW)55,98755,98708,6458,1830.26%-462
NU HLDGS LTD(NU)4,400,2824,400,282045,58745,0591.42%-528
BIOAGE LABS INC(BIOA)271,842271,84201,5741,0220.03%-552
DELL TECHNOLOGIES INC(DELL)23,07123,07102,6592,1030.07%-556
SPDR S&P 500 ETF TR(SPY)21,14221,142012,43211,8620.37%-570
JOBY AVIATION INC(JOBY)377,359378,067+7083,0682,2760.07%-792
MATTERPORT INC225,2680-225,2681,0680-1,068
RIGETTI COMPUTING INC(RGTI)153,162153,16202,3371,2130.04%-1,124
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89506,3674,9830.16%-1,385
MAUI LD & PINEAPPLE INC344,828344,82807,5796,0590.19%-1,521
NAUTILUS BIOTECHNOLOGY INC2,207,6192,207,61903,7091,9010.06%-1,808
VANGUARD INDEX FDS184,376184,376036,54034,3471.08%-2,192
WORKDAY INC(WDAY)94,41494,414024,36222,0490.69%-2,313
ISHARES TR230,481230,481037,83834,7981.10%-3,040
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195095,58186,3992.72%-9,182
PAYPAL HLDGS INC(PYPL)27,119,11827,119,11802,314,6171,769,52255.72%-545,094
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