Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$3.05B
Total Bought
$16.10M
Total Sold
$142.13M
Net Transaction
-$126.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EBAY INC.(EBAY)10,034,00010,034,0000913,2951,121,30036.80%+208,005
ISHARES TR230,481230,481043,69750,9821.67%+7,286
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195094,152101,0863.32%+6,933
ISHARES TR210,233210,233044,92050,9671.67%+6,046
SNOWFLAKE INC(SNOW)54,63154,63108,23913,9040.46%+5,664
VANGUARD INDEX FDS184,376184,376040,05644,8021.47%+4,746
PALO ALTO NETWORKS INC(PANW)18,80418,80403,0156,4130.21%+3,398
STUBHUB HLDGS INC(STUB)343,735390,543+46,8082,1455,0260.16%+2,881
VANGUARD INDEX FDS54,69155,012+32117,54520,3570.67%+2,811
VANGUARD INDEX FDS328,338328,338029,12431,6621.04%+2,538
STATE STR SPDR S&P 500 ETF T(SPY)21,14221,142013,74915,7880.52%+2,039
BIOAGE LABS INC(BIOA)271,842271,84204,7556,6630.22%+1,908
AURORA INNOVATION INC569,036569,03602,3443,8810.13%+1,536
TWIST BIOSCIENCE CORP(TWST)26,27326,27301,2482,7030.09%+1,454
CHIME FINL INC(CHYM)552,751565,976+13,22510,35311,5910.38%+1,238
VANGUARD INDEX FDS18,31118,353+423,7684,5190.15%+750
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89502,8923,4570.11%+565
NVIDIA CORPORATION(NVDA)02,000+2,00004000.01%+400
VANGUARD STAR FDS38,56838,56802,9743,2970.11%+323
EIKON THERAPEUTICS INC(EIKN)116,276116,27601,2301,5170.05%+287
VICTORY CAP HLDGS INC DEL(VCTR)03,120+3,12002620.01%+262
HINGE HEALTH INC(HNGE)02,560+2,56002120.01%+212
JOBY AVIATION INC(JOBY)228,067228,06701,8842,0340.07%+151
SERVICETITAN INC(TTAN)15,23615,23609671,0770.04%+110
GINKGO BIOWORKS HOLDINGS INC(DNA)17,65617,65601081750.01%+67
JPMORGAN CHASE & CO(JPM)1,0531,05303103450.01%+35
AON PLC(AON)3,1973,19701,0321,0600.03%+28
COMMERCE.COM INC(CMRC)17,50017,500047520.00%+5
SNAP INC(SNAP)10,30110,301047460.00%-2
DOCUSIGN INC(DOCU)6,5936,59303132930.01%-20
META PLATFORMS INC(META)2,6652,66501,5251,5010.05%-24
COUPANG INC(CPNG)20,57120,57103883570.01%-31
PDD HOLDINGS INC(PDD)2,3370-2,3372390-239
FIGURE TECHNOLOGY SOLUTIO(FGRS)7,5010-7,5012550-255
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,5851,2130.04%-372
WORKDAY INC(WDAY)96,19497,724+1,53012,49811,9630.39%-534
NU HLDGS LTD(NU)3,854,6483,854,648055,39151,4981.69%-3,893
NAUTILUS BIOTECHNOLOGY INC(NAUT)2,207,6192,207,61908,5664,1280.14%-4,437
CIRCLE INTERNET GROUP INC(CRCL)214,537214,926+38920,46913,4610.44%-7,008
SPDR GOLD TR(GLD)1,147,5291,147,5290493,770422,72713.87%-71,044
PAYPAL HLDGS INC(PYPL)25,996,11823,950,118-2,046,0001,175,8041,034,16633.94%-141,638
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Comprehensive Financial Management LLC — 13F Holdings — Q2 2026 | TickerTrail