Fund Holdings — Comprehensive Financial Management LLC

Total Portfolio Value
$3.62B
Total Bought
$1.17M
Total Sold
$17.50M
Net Transaction
-$16.32M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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EBAY INC.(EBAY)10,034,00010,034,0000747,132912,59225.24%+165,461
SPDR GOLD TR(GLD)1,267,5291,267,5290386,365450,53812.46%+64,172
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195091,33096,6242.67%+5,294
ISHARES TR230,481230,481036,36140,7511.13%+4,391
VANGUARD INDEX FDS184,376184,376036,12338,6521.07%+2,529
ISHARES TR210,233210,233040,83442,8011.18%+1,968
NU HLDGS LTD(NU)4,400,2823,854,648-545,63460,37261,7131.71%+1,341
ALPHABET INC(GOOG)14,95114,95102,6353,6350.10%+1,000
SPDR S&P 500 ETF TR(SPY)21,14221,142013,10014,0840.39%+985
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,4582,2580.06%+800
VICTORY CAP HLDGS INC(VCTR)012,119+12,11907850.02%+785
VANGUARD INDEX FDS328,338328,338029,24230,0170.83%+775
BIOAGE LABS INC(BIOA)271,842271,84201,1231,5980.04%+476
FISCALNOTE HOLDINGS INC(NOTE)084,248+84,24803900.01%+390
VANGUARD INDEX FDS26,06725,075-9927,9468,2520.23%+305
DELL TECHNOLOGIES INC(DELL)23,07122,096-9752,8293,1330.09%+304
NAUTILUS BIOTECHNOLOGY INC(NAUT)2,207,6192,207,61901,6001,8650.05%+265
VANGUARD STAR FDS38,56838,56802,6652,8330.08%+169
MAUI LD & PINEAPPLE INC(MLP)344,828344,82806,2726,4280.18%+155
UNITEDHEALTH GROUP INC(UNH)3,0743,07409591,0610.03%+102
SNOWFLAKE INC(SNOW)54,63154,631012,22512,3220.34%+97
AURORA INNOVATION INC569,036569,03602,9823,0670.08%+85
WORKDAY INC(WDAY)96,19496,194023,08723,1570.64%+70
GINKGO BIOWORKS HOLDINGS INC(DNA)17,65617,65601992570.01%+59
COUPANG INC(CPNG)20,57120,57106166620.02%+46
JPMORGAN CHASE & CO.(JPM)1,0531,05303053320.01%+27
COMMERCE.COM INC(CMRC)17,50017,500088870.00%-0
AON PLC(AON)3,1973,19701,1411,1400.03%-1
SNAP INC(SNAP)10,30110,301090790.00%-10
PALO ALTO NETWORKS INC(PANW)18,80418,80403,8483,8290.11%-19
DOCUSIGN INC(DOCU)6,5936,59305144750.01%-38
META PLATFORMS INC(META)11,61511,61508,5738,5300.24%-43
SERVICETITAN INC(TTAN)15,23615,23601,6331,5360.04%-97
VICARIOUS SURGICAL INC(RBOT)69,04369,04305183800.01%-137
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89504,7664,5960.13%-170
TWIST BIOSCIENCE CORP(TWST)26,27326,27309677390.02%-227
PDD HOLDINGS INC(PDD)13,1258,143-4,9821,3741,0760.03%-297
JOBY AVIATION INC(JOBY)378,067228,067-150,0003,9893,6810.10%-308
FISCALNOTE HOLDINGS INC(NOTE)1,010,9880-1,010,9885420—-542
RIGETTI COMPUTING INC(RGTI)153,1620-153,1621,8170—-1,817
PLANET LABS PBC(PL)444,2330-444,2332,7100—-2,710
ALPHABET INC(GOOG)25,8880-25,8884,5920—-4,592
MICROSOFT CORP(MSFT)10,6140-10,6145,2800—-5,280
CHIME FINL INC(CHYM)552,751552,751019,07511,1490.31%-7,926
PAYPAL HLDGS INC(PYPL)27,119,11827,119,11802,015,4931,818,60850.30%-196,885
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Comprehensive Financial Management LLC — 13F Holdings — Q3 2025 | TickerTrail