Fund HoldingsComprehensive Financial Management LLC

Total Portfolio Value
$3.63B
Total Bought
$2.39M
Total Sold
$166.64M
Net Transaction
-$164.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PAYPAL HLDGS INC(PYPL)28,164,11827,119,118-1,045,0002,197,6462,314,61763.73%+116,971
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195081,67995,5812.63%+13,902
SNOWFLAKE INC(SNOW)55,98755,98706,4318,6450.24%+2,214
RIGETTI COMPUTING INC(RGTI)736,462153,162-583,3005772,3370.06%+1,761
SERVICETITAN INC(TTAN)015,235+15,23501,5670.04%+1,567
WORKDAY INC(WDAY)94,41494,414023,07624,3620.67%+1,286
JOBY AVIATION INC(JOBY)378,068377,359-7091,9023,0680.08%+1,166
PLANET LABS PBC(PL)444,233444,23309911,7950.05%+804
VACASA INC272,327272,32707651,3340.04%+569
VICARIOUS SURGICAL INC69,04369,04303929090.03%+516
CONTEXTLOGIC INC280,225280,22501,5271,9700.05%+443
GITLAB INC(GTLB)04,882+4,88202750.01%+275
SPDR S&P 500 ETF TR(SPY)21,14221,142012,16712,4320.34%+265
AURORA INNOVATION INC569,036569,03603,3693,5850.10%+216
PALO ALTO NETWORKS INC(PANW)9,40218,804+9,4023,2143,4220.09%+208
NVIDIA CORPORATION(NVDA)4,0005,000+1,0004866710.02%+186
DOCUSIGN INC(DOCU)6,5936,59304095930.02%+184
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89506,2076,3670.18%+160
VANGUARD INDEX FDS26,06026,064+47,4027,5540.21%+152
MATTERPORT INC225,268225,26801,0141,0680.03%+54
TWIST BIOSCIENCE CORP(TWST)26,27326,27301,1871,2210.03%+34
JPMORGAN CHASE & CO.(JPM)1,0531,05302222520.01%+30
GINKGO BIOWORKS HOLDINGS INC17,65617,65601441730.00%+29
ALLAKOS INC20,01520,015013240.00%+11
BIGCOMMERCE HLDGS INC17,50017,50001021070.00%+5
SNAP INC(SNAP)10,30110,30101101110.00%+1
COUPANG INC(CPNG)20,57120,57105054520.01%-53
DELL TECHNOLOGIES INC(DELL)23,07123,07102,7352,6590.07%-76
LUMINAR TECHNOLOGIES INC148,4140-148,4141340-134
MAUI LD & PINEAPPLE INC344,828344,82807,7417,5790.21%-162
FISCALNOTE HOLDINGS INC1,010,9881,010,98801,2941,0820.03%-212
VANGUARD STAR FDS38,56938,568-12,4972,2730.06%-224
ALIBABA GROUP HLDG LTD(BABA)12,63412,63401,3411,0710.03%-269
NEXTDOOR HOLDINGS INC(NXDR)112,0000-112,0002780-278
ISHARES TR230,481230,481038,44937,8381.04%-611
ISHARES TR210,233210,233039,90238,9201.07%-982
SPDR GOLD TR(GLD)1,271,1541,271,1540308,967307,7858.47%-1,182
MERCADOLIBRE INC(MELI)1,0430-1,0432,1400-2,140
NAUTILUS BIOTECHNOLOGY INC2,207,6202,207,619-16,2923,7090.10%-2,583
VANGUARD INDEX FDS328,338328,338032,25429,2480.81%-3,005
BIOAGE LABS INC(BIOA)271,842271,84205,6541,5740.04%-4,080
APPLOVIN CORP(APP)39,0000-39,0005,0920-5,092
DOXIMITY INC(DOCS)176,8100-176,8107,7040-7,704
NU HLDGS LTD(NU)4,400,2824,400,282060,06445,5871.26%-14,477
VANGUARD INDEX FDS324,376184,376-140,00065,12836,5401.01%-28,589
EBAY INC.(EBAY)10,034,00010,034,0000653,314621,60617.11%-31,707
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