Fund Holdings — Comprehensive Financial Management LLC

Total Portfolio Value
$3.58B
Total Bought
$44.67M
Total Sold
$8.57M
Net Transaction
+$36.10M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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PAYPAL HLDGS INC(PYPL)27,119,11827,119,11801,769,5222,015,49356.22%+245,970
EBAY INC.(EBAY)10,034,00010,034,0000679,603747,13220.84%+67,529
SPDR GOLD TR(GLD)1,267,5291,267,5290365,249386,36510.78%+21,116
CHIME FINL INC(CHYM)0552,751+552,751019,0750.53%+19,075
NU HLDGS LTD(NU)4,400,2824,400,282045,05960,3721.68%+15,313
META PLATFORMS INC(META)011,615+11,61508,5730.24%+8,573
MICROSOFT CORP(MSFT)010,614+10,61405,2800.15%+5,280
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195086,39991,3302.55%+4,931
ALPHABET INC(GOOG)025,888+25,88804,5920.13%+4,592
SNOWFLAKE INC(SNOW)55,98754,631-1,3568,18312,2250.34%+4,042
ALPHABET INC(GOOG)014,951+14,95102,6350.07%+2,635
VANGUARD INDEX FDS184,376184,376034,34736,1231.01%+1,776
JOBY AVIATION INC(JOBY)378,067378,06702,2763,9890.11%+1,713
ISHARES TR230,481230,481034,79836,3611.01%+1,563
PDD HOLDINGS INC(PDD)013,125+13,12501,3740.04%+1,374
ISHARES TR210,233210,233039,55740,8341.14%+1,276
SPDR S&P 500 ETF TR(SPY)21,14221,142011,86213,1000.37%+1,237
PLANET LABS PBC(PL)444,233444,23301,5022,7100.08%+1,208
AON PLC(AON)03,197+3,19701,1410.03%+1,141
WORKDAY INC(WDAY)94,41496,194+1,78022,04923,0870.64%+1,038
UNITEDHEALTH GROUP INC(UNH)03,074+3,07409590.03%+959
VANGUARD INDEX FDS26,06726,06707,1647,9460.22%+782
DELL TECHNOLOGIES INC(DELL)23,07123,07102,1032,8290.08%+726
PALO ALTO NETWORKS INC(PANW)18,80418,80403,2093,8480.11%+639
RIGETTI COMPUTING INC(RGTI)153,162153,16201,2131,8170.05%+603
VANGUARD STAR FDS38,56838,56802,3952,6650.07%+270
MAUI LD & PINEAPPLE INC(MLP)344,828344,82806,0596,2720.17%+214
COUPANG INC(CPNG)20,57120,57104516160.02%+165
BIOAGE LABS INC(BIOA)271,842271,84201,0221,1230.03%+101
GINKGO BIOWORKS HOLDINGS INC(DNA)17,65617,65601011990.01%+98
SERVICETITAN INC(TTAN)15,23615,23601,5671,6330.05%+66
VICARIOUS SURGICAL INC(RBOT)69,04369,04304535180.01%+65
JPMORGAN CHASE & CO.(JPM)1,0531,05302583050.01%+47
SNAP INC(SNAP)10,30110,301090900.00%-0
ALLAKOS INC20,0150-20,01550—-5
BIGCOMMERCE HLDGS INC(CMRC)17,50017,5000101880.00%-13
DOCUSIGN INC(DOCU)6,5936,59305375140.01%-23
TWIST BIOSCIENCE CORP(TWST)26,27326,27301,0319670.03%-65
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,6711,4580.04%-213
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89504,9834,7660.13%-217
FISCALNOTE HOLDINGS INC(NOTE)1,010,9881,010,98808175420.02%-275
DATADOG INC(DDOG)2,8860-2,8862860—-286
NAUTILUS BIOTECHNOLOGY INC(NAUT)2,207,6192,207,61901,9011,6000.04%-300
VANGUARD INDEX FDS328,338328,338029,72829,2420.82%-486
NVIDIA CORPORATION(NVDA)7,5000-7,5008130—-813
AURORA INNOVATION INC569,036569,03603,8272,9820.08%-845
VACASA INC272,3270-272,3271,4650—-1,465
CONTEXTLOGIC INC280,2250-280,2251,9560—-1,956
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Comprehensive Financial Management LLC — 13F Holdings — Q2 2025 | TickerTrail