Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$3.59B
Total Bought
$16.74M
Total Sold
$11.49M
Net Transaction
+$5.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PAYPAL HLDGS INC(PYPL)28,164,11828,164,11801,634,3642,197,64661.17%+563,282
EBAY INC.(EBAY)10,034,00010,034,0000539,026653,31418.19%+114,287
SPDR GOLD TR(GLD)1,271,1541,271,1540273,311308,9678.60%+35,656
ZOOM VIDEO COMMUNICATIONS IN(ZM)1,171,1951,171,195069,32381,6792.27%+12,356
DOXIMITY INC(DOCS)0176,810+176,81007,7040.21%+7,704
BIOAGE LABS INC(BIOA)0271,842+271,84205,6540.16%+5,654
VANGUARD INDEX FDS324,376324,376059,53365,1281.81%+5,595
VANGUARD INDEX FDS328,338328,338027,84132,2540.90%+4,413
ISHARES TR230,481230,481035,10238,4491.07%+3,347
ISHARES TR210,233210,233036,67939,9021.11%+3,223
MERCADOLIBRE INC(MELI)01,043+1,04302,1400.06%+2,140
WORKDAY INC(WDAY)94,41494,414021,10723,0760.64%+1,969
APPLOVIN CORP(APP)39,00039,00003,2465,0920.14%+1,846
AURORA INNOVATION INC569,036569,03601,5763,3690.09%+1,792
NAUTILUS BIOTECHNOLOGY INC2,207,6202,207,62005,1666,2920.18%+1,126
SPDR S&P 500 ETF TR(SPY)21,14221,142011,54312,1670.34%+624
ALIBABA GROUP HLDG LTD(BABA)12,63412,63409311,3410.04%+410
VANGUARD INDEX FDS26,60026,060-5407,1417,4020.21%+261
VANGUARD STAR FDS38,56938,56902,3262,4970.07%+171
PLANET LABS PBC(PL)444,233444,23308269910.03%+164
NEXTDOOR HOLDINGS INC(NXDR)48,000112,000+64,0001332780.01%+144
GINKGO BIOWORKS HOLDINGS INC017,656+17,65601440.00%+144
MAUI LD & PINEAPPLE INC344,828344,82807,6037,7410.22%+138
COUPANG INC(CPNG)20,57120,57104315050.01%+74
DOCUSIGN INC(DOCU)6,5936,59303534090.01%+57
PALO ALTO NETWORKS INC(PANW)9,4029,40203,1873,2140.09%+26
JPMORGAN CHASE & CO.(JPM)1,0531,05302132220.01%+9
MATTERPORT INC225,268225,26801,0071,0140.03%+7
ALLAKOS INC20,01520,015020130.00%-7
NVIDIA CORPORATION(NVDA)4,0004,00004944860.01%-8
VICARIOUS SURGICAL INC69,04369,04304053920.01%-13
JOBY AVIATION INC(JOBY)378,068378,06801,9281,9020.05%-26
BIGCOMMERCE HLDGS INC17,50017,50001411020.00%-39
SNAP INC(SNAP)10,30110,30101711100.00%-61
ASTRA SPACE INC126,8000-126,800640-64
CONTEXTLOGIC INC280,225280,22501,6001,5270.04%-73
LUMINAR TECHNOLOGIES INC148,414148,41402211340.00%-88
TWIST BIOSCIENCE CORP(TWST)26,27326,27301,2951,1870.03%-108
FISCALNOTE HOLDINGS INC1,010,9881,010,98801,4761,2940.04%-182
RIGETTI COMPUTING INC(RGTI)736,462736,46207885770.02%-211
GINKGO BIOWORKS HOLDINGS INC706,3020-706,3022360-236
DELL TECHNOLOGIES INC(DELL)23,07123,07103,1822,7350.08%-447
AKILI INC1,063,4220-1,063,4224620-462
VACASA INC272,327272,32701,3267650.02%-561
PROCORE TECHNOLOGIES INC(PCOR)12,7520-12,7528460-846
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89507,0646,2070.17%-857
SNOWFLAKE INC(SNOW)54,63155,987+1,3567,3806,4310.18%-949
PDD HOLDINGS INC(PDD)8,0770-8,0771,0740-1,074
HASHICORP INC46,8580-46,8581,5790-1,579
NU HLDGS LTD(NU)5,200,2824,400,282-800,00067,03260,0641.67%-6,968
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