Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$2.84B
Total Bought
$16.82M
Total Sold
$24.93M
Net Transaction
-$8.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR GOLD TR(GLD)1,271,1541,271,1540261,502273,3119.62%+11,809
WORKDAY INC(WDAY)36,25394,414+58,1619,88821,1070.74%+11,219
EBAY INC.(EBAY)10,034,00010,034,0000529,595539,02618.97%+9,432
NU HLDGS LTD(NU)5,200,2825,200,282062,03967,0322.36%+4,992
HASHICORP INC046,858+46,85801,5790.06%+1,579
PDD HOLDINGS INC(PDD)08,077+8,07701,0740.04%+1,074
PROCORE TECHNOLOGIES INC(PCOR)012,752+12,75208460.03%+846
APPLOVIN CORP(APP)39,00039,00002,7003,2460.11%+546
PALO ALTO NETWORKS INC(PANW)9,4029,40202,6713,1870.11%+516
MATTERPORT INC225,268225,26805091,0070.04%+498
SPDR S&P 500 ETF TR(SPY)21,14221,142011,09211,5430.41%+451
DELL TECHNOLOGIES INC(DELL)24,09823,071-1,0272,7503,1820.11%+432
VICARIOUS SURGICAL INC069,043+69,04304050.01%+405
TWIST BIOSCIENCE CORP(TWST)26,27326,27309011,2950.05%+393
VANGUARD INDEX FDS26,60026,60006,9137,1410.25%+228
AKILI INC1,063,4221,063,42203084620.02%+154
MAUI LD & PINEAPPLE INC344,828344,82807,4697,6030.27%+134
NEXTDOOR HOLDINGS INC(NXDR)048,000+48,00001330.00%+133
FISCALNOTE HOLDINGS INC1,010,9881,010,98801,3451,4760.05%+131
COUPANG INC(CPNG)20,57120,57103664310.02%+65
SNAP INC(SNAP)10,30110,30101181710.01%+53
BIGCOMMERCE HLDGS INC17,50017,50001211410.00%+20
ALIBABA GROUP HLDG LTD(BABA)12,63412,63409149310.03%+16
CONTEXTLOGIC INC280,225280,22501,5941,6000.06%+6
JPMORGAN CHASE & CO.(JPM)1,0531,05302112130.01%+2
VANGUARD STAR FDS38,56838,569+12,3262,3260.08%0
ALLAKOS INC20,01520,015025200.00%-5
ASTRA SPACE INC126,800126,800086640.00%-23
AURORA INNOVATION INC569,036569,03601,6051,5760.06%-28
DOCUSIGN INC(DOCU)6,5936,59303933530.01%-40
LUMINAR TECHNOLOGIES INC148,414148,41402922210.01%-71
JOBY AVIATION INC(JOBY)378,067378,068+12,0261,9280.07%-98
NVIDIA CORPORATION(NVDA)7004,000+3,3006324940.02%-138
FINVOLUTION GROUP(FINV)30,8020-30,8021550-155
PLANET LABS PBC(PL)444,233444,23301,1338260.03%-307
RIGETTI COMPUTING INC(RGTI)736,462736,46201,1277880.03%-339
VACASA INC272,327272,32701,8571,3260.05%-531
GINKGO BIOWORKS HOLDINGS INC706,302706,30208192360.01%-583
VICARIOUS SURGICAL INC2,071,3620-2,071,3626250-625
ISHARES TR210,233210,233037,65536,6791.29%-975
NAUTILUS BIOTECHNOLOGY INC2,207,6192,207,620+16,4905,1660.18%-1,325
SNOWFLAKE INC(SNOW)54,63154,63108,8287,3800.26%-1,448
ISHARES TR230,481230,481036,60335,1021.24%-1,500
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89509,3917,0640.25%-2,326
ZOOM VIDEO COMMUNICATIONS IN(ZM)1,171,1951,171,195076,56169,3232.44%-7,238
VANGUARD INDEX FDS448,338328,338-120,00038,77227,8410.98%-10,932
VANGUARD INDEX FDS376,876324,376-52,50072,31559,5332.10%-12,782
PAYPAL HLDGS INC(PYPL)28,164,11828,164,11801,886,7141,634,36457.53%-252,350
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