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What Comprehensive Financial Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
38Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| PYPL PayPal Holdings, Inc. | 1.2B | 39.0% | 26.0M | 61.55 | -9.6% |
| EBAY EBAY INC | 913.3M | 30.3% | 10.0M | 104.13 | +5.0% |
| GLD SPDR GOLD TRUST | 493.8M | 16.4% | 1.1M | 423.36 | +37.3% |
| ZM Zoom Communications, Inc. | 94.2M | 3.1% | 1.2M | 107.43 | +48.9% |
| NU Nu Holdings Ltd. | 55.4M | 1.8% | 3.9M | 14.58 | +7.0% |
| IWD iShares Russell 1000 Value ETF | 44.9M | 1.5% | 210.2K | 257.29 | +29.2% |
| IWN iShares Russell 2000 Value ETF | 43.7M | 1.4% | 230.5K | 224.81 | +35.2% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 40.1M | 1.3% | 184.4K | 249.18 | +22.7% |
| VNQ Vanguard Real Estate ETF | 29.1M | 1.0% | 328.3K | 98.50 | +8.6% |
| CRCL Circle Internet Group, Inc. | 20.5M | 0.7% | 214.5K | 87.98 | -36.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 17.5M | 0.6% | 54.7K | 378.24 | +20.5% |
| SPY SPDR S&P 500 ETF TRUST | 13.7M | 0.5% | 21.1K | 765.72 | +20.0% |
| WDAY Workday, Inc. | 12.5M | 0.4% | 96.2K | 200.01 | -12.1% |
| CHYM Chime Financial, Inc. | 10.4M | 0.3% | 552.8K | 32.78 | +23.4% |
| NAUT Nautilus Biotechnology, Inc. | 8.6M | 0.3% | 2.2M | 0.95 | +38.4% |
| SNOW Snowflake Inc. | 8.2M | 0.3% | 54.6K | 332.78 | +70.8% |
| BIOA BioAge Labs, Inc. | 4.8M | 0.2% | 271.8K | 9.48 | +113.5% |
| VXF Vanguard Extended Market ETF | 3.8M | 0.1% | 18.3K | 245.53 | +23.5% |
| PANW Palo Alto Networks Inc | 3.0M | 0.1% | 18.8K | 357.87 | +94.0% |
| VXUS Vanguard Total International Stock ETF | 3.0M | 0.1% | 38.6K | 87.71 | +22.7% |
| RXRX RECURSION PHARMACEUTICALS, INC. | 2.9M | 0.1% | 941.9K | 3.50 | -26.6% |
| AUR Aurora Innovation, Inc. | 2.3M | 0.1% | 569.0K | 6.24 | +8.1% |
| STUB StubHub Holdings, Inc. | 2.1M | 0.1% | 343.7K | 6.68 | — |
| JOBY Joby Aviation, Inc. | 1.9M | 0.1% | 228.1K | 7.53 | -48.8% |
| BABA Alibaba Group Holding Ltd | 1.6M | 0.1% | 12.6K | 119.34 | -0.1% |
| META Meta Platforms, Inc. | 1.5M | 0.1% | 2.7K | 549.90 | -26.5% |
| TWST Twist Bioscience Corp | 1.2M | 0.0% | 26.3K | 145.59 | +450.4% |
| EIKN Eikon Therapeutics, Inc. | 1.2M | 0.0% | 116.3K | 11.39 | — |
| AON Aon plc | 1.0M | 0.0% | 3.2K | 355.11 | -5.1% |
| TTAN ServiceTitan, Inc. | 966.9K | 0.0% | 15.2K | 94.87 | -7.5% |
| CPNG Coupang, Inc. | 388.4K | 0.0% | 20.6K | 16.45 | -43.0% |
| DOCU DOCUSIGN, INC. | 312.6K | 0.0% | 6.6K | 62.00 | -12.8% |
| JPM JPMORGAN CHASE & CO | 309.8K | 0.0% | 1.1K | 351.58 | +20.3% |
| FIGR Figure Technology Solutions, Inc. | 254.7K | 0.0% | 7.5K | 39.10 | — |
| PDD PDD Holdings Inc. | 238.8K | 0.0% | 2.3K | 88.38 | -25.1% |
| DNA Ginkgo Bioworks Holdings, Inc. | 108.2K | 0.0% | 17.7K | 7.40 | -36.2% |
| SNAP Snap Inc | 47.4K | 0.0% | 10.3K | 5.24 | -26.8% |
| CMRC Commerce.com, Inc. | 46.7K | 0.0% | 17.5K | 2.22 | -50.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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