Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$2.83B
Total Bought
$11.68M
Total Sold
$80.47M
Net Transaction
-$68.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PAYPAL HLDGS INC(PYPL)29,551,61828,596,618-955,0001,727,5881,756,11862.01%+28,531
SPDR GOLD TR(GLD)1,289,7541,271,154-18,600221,128243,0078.58%+21,878
NU HLDGS LTD(NU)4,943,7655,436,581+492,81635,84245,2871.60%+9,444
VANGUARD INDEX FDS377,268377,147-12160,17067,8752.40%+7,705
VANGUARD INDEX FDS448,338448,338034,24739,6151.40%+5,368
ISHARES TR230,481230,481031,45935,8011.26%+4,342
ISHARES TR210,233210,233032,12534,7411.23%+2,616
SNOWFLAKE INC(SNOW)54,63154,63108,34610,8720.38%+2,526
ZOOM VIDEO COMMUNICATIONS IN(ZM)1,171,1951,171,195081,91384,2212.97%+2,307
VACASA INC0272,327+272,32702,2330.08%+2,233
WORKDAY INC(WDAY)36,25336,25307,78910,0080.35%+2,219
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89507,2059,2870.33%+2,082
SPDR S&P 500 ETF TR(SPY)24,04224,042010,31611,4730.41%+1,158
AURORA INNOVATION INC569,036569,03601,3372,4870.09%+1,149
MAUI LD & PINEAPPLE INC344,828344,82804,5695,4790.19%+910
VANGUARD INDEX FDS26,85126,598-2535,7036,3090.22%+606
PALO ALTO NETWORKS INC(PANW)9,4029,40202,2042,7720.10%+568
TWIST BIOSCIENCE CORP(TWST)26,27326,27305329680.03%+436
CONTEXTLOGIC INC280,225280,22501,2361,6670.06%+432
VANGUARD STAR FDS38,56838,56802,0642,2350.08%+171
MATTERPORT INC225,268225,26804896060.02%+117
DOCUSIGN INC(DOCU)6,5936,59302773920.01%+115
SNAP INC(SNAP)10,30110,3010921740.01%+83
JOBY AVIATION INC(JOBY)378,067378,06702,4392,5140.09%+76
ASTRA SPACE INC126,800126,80002352890.01%+55
NVIDIA CORPORATION(NVDA)70070003043470.01%+42
BIGCOMMERCE HLDGS INC17,50017,50001731700.01%-2
APPLOVIN CORP(APP)39,00039,00001,5581,5540.05%-4
TEMPO AUTOMATION HOLDINGS IN47,7380-47,73870-7
COUPANG INC(CPNG)20,57120,57103503330.01%-17
PLANET LABS PBC(PL)444,233444,23301,1551,0970.04%-58
AKILI INC1,063,4221,063,42205845180.02%-66
GINKGO BIOWORKS HOLDINGS INC706,302706,30201,2781,1940.04%-85
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,0961,0050.04%-91
ROBINHOOD MKTS INC(HOOD)12,1580-12,1581190-119
LUMINAR TECHNOLOGIES INC148,414148,41406755000.02%-175
RIGETTI COMPUTING INC(RGTI)736,462736,46209797250.03%-254
BIOVENTUS INC(BVS)80,8380-80,8382670-267
NAUTILUS BIOTECHNOLOGY INC2,207,6192,207,61906,9766,6010.23%-375
ALLAKOS INC220,16320,015-200,148500550.00%-445
VICARIOUS SURGICAL INC2,071,3622,071,36201,2247600.03%-464
PHENOMEX INC517,7930-517,7935170-517
FISCALNOTE HOLDINGS INC1,010,9881,010,98802,1031,1530.04%-950
DELL TECHNOLOGIES INC(DELL)48,19724,098-24,0993,3211,8430.07%-1,477
VACASA INC5,446,5480-5,446,5482,5110-2,511
VMWARE INC16,7290-16,7292,7850-2,785
EBAY INC.(EBAY)10,034,01010,034,000-10442,400437,68315.46%-4,716
SENTINELONE INC(S)528,0980-528,0988,9040-8,904
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