Comprehensive Financial Management LLC

Est. AUM

$3.01B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PAYPAL HLDGS INC	COM	$1.18B	25996118	39.00%	SOLE
2	EBAY INC.	COM	$913.3M	10034000	30.29%	SOLE
3	SPDR GOLD TR	GOLD SHS	$493.8M	1147529	16.38%	SOLE
4	ZOOM COMMUNICATIONS INC	CL A	$94.2M	1171195	3.12%	SOLE
5	NU HLDGS LTD	ORD SHS CL A	$55.4M	3854648	1.84%	SOLE
6	ISHARES TR	RUS 1000 VAL ETF	$44.9M	210233	1.49%	SOLE
7	ISHARES TR	RUS 2000 VAL ETF	$43.7M	230481	1.45%	SOLE
8	VANGUARD INDEX FDS	SM CP VAL ETF	$40.1M	184376	1.33%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$29.1M	328338	0.97%	SOLE
10	CIRCLE INTERNET GROUP INC	COM CL A	$20.5M	214537	0.68%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$17.5M	54691	0.58%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.7M	21142	0.46%	SOLE
13	WORKDAY INC	CL A	$12.5M	96194	0.41%	SOLE
14	CHIME FINL INC	COM SHS CL A	$10.4M	552751	0.34%	SOLE
15	NAUTILUS BIOTECHNOLOGY INC	COM	$8.6M	2207619	0.28%	SOLE
16	SNOWFLAKE INC	COM SHS	$8.2M	54631	0.27%	SOLE
17	BIOAGE LABS INC	COM	$4.8M	271842	0.16%	SOLE
18	VANGUARD INDEX FDS	EXTEND MKT ETF	$3.8M	18311	0.12%	SOLE
19	PALO ALTO NETWORKS INC	COM	$3.0M	18804	0.10%	SOLE
20	VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	38568	0.10%	SOLE
21	RECURSION PHARMACEUTICALS IN	CL A	$2.9M	941895	0.10%	SOLE
22	AURORA INNOVATION INC	CLASS A COM	$2.3M	569036	0.08%	SOLE
23	STUBHUB HLDGS INC	CL A	$2.1M	343735	0.07%	SOLE
24	JOBY AVIATION INC	COMMON STOCK	$1.9M	228067	0.06%	SOLE
25	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.6M	12634	0.05%	SOLE
26	META PLATFORMS INC	CL A	$1.5M	2665	0.05%	SOLE
27	TWIST BIOSCIENCE CORP	COM	$1.2M	26273	0.04%	SOLE
28	EIKON THERAPEUTICS INC	COM	$1.2M	116276	0.04%	SOLE
29	AON PLC	SHS CL A	$1.0M	3197	0.03%	SOLE
30	SERVICETITAN INC	SHS CL A	$967K	15236	0.03%	SOLE
31	COUPANG INC	CL A	$388K	20571	0.01%	SOLE
32	DOCUSIGN INC	COM	$313K	6593	0.01%	SOLE
33	JPMORGAN CHASE & CO	COM	$310K	1053	0.01%	SOLE
34	FIGURE TECHNOLOGY SOLUTIO	COM CL A	$255K	7501	0.01%	SOLE
35	PDD HOLDINGS INC	SPONSORED ADS	$239K	2337	0.01%	SOLE
36	GINKGO BIOWORKS HOLDINGS INC	CL A NEW	$108K	17656	0.00%	SOLE
37	COMMERCE.COM INC	COM SER 1	$47K	17500	0.00%	SOLE
38	SNAP INC	CL A	$47K	10301	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.