Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$2.76B
Total Bought
$5.78M
Total Sold
$260.93M
Net Transaction
-$255.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NU HLDGS LTD(NU)4,014,3094,943,765+929,45631,67335,8421.30%+4,169
ZOOM VIDEO COMMUNICATIONS IN(ZM)1,171,1951,171,195079,50181,9132.97%+2,413
SENTINELONE INC(S)528,098528,09807,9748,9040.32%+929
DELL TECHNOLOGIES INC(DELL)48,19748,19702,6083,3210.12%+713
APPLOVIN CORP(APP)39,00039,00001,0031,5580.06%+555
ALLAKOS INC0220,163+220,16305000.02%+500
VMWARE INC16,72916,72902,4042,7850.10%+381
NVIDIA CORPORATION(NVDA)0700+70003040.01%+304
BIOVENTUS INC080,838+80,83802670.01%+267
PHENOMEX INC517,793517,79302545170.02%+263
ASTRA SPACE INC0126,800+126,80002350.01%+235
RIGETTI COMPUTING INC(RGTI)736,462736,46208659790.04%+114
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,0531,0960.04%+43
BIGCOMMERCE HLDGS INC17,50017,50001741730.01%-1
ROBINHOOD MKTS INC(HOOD)12,15812,15801211190.00%-2
TWIST BIOSCIENCE CORP(TWST)26,27326,27305385320.02%-5
COUPANG INC(CPNG)20,57120,57103583500.01%-8
TEMPO AUTOMATION HOLDINGS IN47,73847,73801870.00%-11
SNAP INC(SNAP)10,30110,3010122920.00%-30
GINKGO BIOWORKS HOLDINGS INC706,302706,30201,3141,2780.05%-35
DOCUSIGN INC(DOCU)6,5936,59303372770.01%-60
VANGUARD STAR FDS38,56838,56802,1632,0640.07%-99
EMBARK TECHNOLOGY INC56,6620-56,6621620-162
PALO ALTO NETWORKS INC(PANW)9,4029,40202,4022,2040.08%-198
MATTERPORT INC225,268225,26807104890.02%-221
PLANET LABS PBC(PL)444,233444,23301,4301,1550.04%-275
LUMINAR TECHNOLOGIES INC142,322148,414+6,0929796750.02%-304
AURORA INNOVATION INC569,036569,03601,6731,3370.05%-336
MAUI LD & PINEAPPLE INC344,828344,82804,9104,5690.17%-341
SPDR S&P 500 ETF TR(SPY)24,04224,042010,69710,3160.37%-381
WORKDAY INC(WDAY)36,25336,25308,1897,7890.28%-400
AKILI INC1,063,4221,063,42201,1805840.02%-597
CONTEXTLOGIC INC280,225280,22501,8441,2360.04%-608
ASTRA SPACE INC1,901,9660-1,901,9667010-701
VANGUARD INDEX FDS30,02526,851-3,1746,6145,7030.21%-911
ISHARES TR230,481230,481032,45231,4591.14%-993
ISHARES TR210,233210,233033,18132,1251.16%-1,056
RECURSION PHARMACEUTICALS IN(RXRX)1,109,395941,895-167,5008,2877,2050.26%-1,082
VACASA INC5,446,5485,446,54803,6952,5110.09%-1,184
SNOWFLAKE INC(SNOW)54,63154,63109,6148,3460.30%-1,268
JOBY AVIATION INC(JOBY)378,067378,06703,8792,4390.09%-1,440
NAUTILUS BIOTECHNOLOGY INC2,207,6192,207,61908,5436,9760.25%-1,567
FISCALNOTE HOLDINGS INC1,010,9881,010,98803,6802,1030.08%-1,577
VICARIOUS SURGICAL INC2,071,3622,071,36203,7911,2240.04%-2,567
VANGUARD INDEX FDS379,501377,268-2,23362,76960,1702.18%-2,599
VANGUARD INDEX FDS449,695448,338-1,35737,99334,2471.24%-3,745
EBAY INC.(EBAY)10,034,01010,034,0100448,420442,40016.03%-6,020
SPDR GOLD TR(GLD)1,289,7541,289,7540229,924221,1288.01%-8,796
PAYPAL HLDGS INC(PYPL)29,661,61829,551,618-110,0001,979,3201,727,58862.61%-251,732
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