Comprehensive Financial Management LLC
Q2 2026 13F filing
Updated 27 days ago39 disclosed positions worth $3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EBAY EBAY INC. | $1.1B | 10.03M | 36.80% | — |
| 2 | P PYPL PAYPAL HLDGS INC | $1B | 23.95M | 33.94% | — |
| 3 | G GLD SPDR GOLD TR | $422.7M | 1.15M | 13.87% | — |
| 4 | Z ZM ZOOM COMMUNICATIONS INC | $101.1M | 1.17M | 3.32% | — |
| 5 | N NU NU HLDGS LTD | $51.5M | 3.85M | 1.69% | — |
| 6 | E ETHA ISHARES TR | $51M | 230.5K | 1.67% | — |
| 7 | E ETHA ISHARES TR | $51M | 210.2K | 1.67% | — |
| 8 | V VGES VANGUARD INDEX FDS | $44.8M | 184.4K | 1.47% | — |
| 9 | V VGES VANGUARD INDEX FDS | $31.7M | 328.3K | 1.04% | — |
| 10 | V VGES VANGUARD INDEX FDS | $20.4M | 55.0K | 0.67% | — |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $15.8M | 21.1K | 0.52% | — |
| 12 | S SNOW SNOWFLAKE INC | $13.9M | 54.6K | 0.46% | — |
| 13 | C CRCL CIRCLE INTERNET GROUP INC | $13.5M | 214.9K | 0.44% | — |
| 14 | W WDAY WORKDAY INC | $12M | 97.7K | 0.39% | — |
| 15 | C CHYM CHIME FINL INC | $11.6M | 566.0K | 0.38% | — |
| 16 | ? N/A BIOAGE LABS INC | $6.7M | 271.8K | 0.22% | — |
| 17 | P PANW PALO ALTO NETWORKS INC | $6.4M | 18.8K | 0.21% | — |
| 18 | S STUB STUBHUB HLDGS INC | $5M | 390.5K | 0.17% | — |
| 19 | V VGES VANGUARD INDEX FDS | $4.5M | 18.4K | 0.15% | — |
| 20 | ? N/A NAUTILUS BIOTECHNOLOGY INC | $4.1M | 2.21M | 0.14% | — |
| 21 | A AUROW AURORA INNOVATION INC | $3.9M | 569.0K | 0.13% | — |
| 22 | R RXRX RECURSION PHARMACEUTICALS IN | $3.5M | 941.9K | 0.11% | — |
| 23 | V VGES VANGUARD STAR FDS | $3.3M | 38.6K | 0.11% | — |
| 24 | T TWST TWIST BIOSCIENCE CORP | $2.7M | 26.3K | 0.09% | — |
| 25 | J JOBY-WT JOBY AVIATION INC | $2M | 228.1K | 0.07% | — |
| 26 | E EIKN EIKON THERAPEUTICS INC | $1.5M | 116.3K | 0.05% | — |
| 27 | M META META PLATFORMS INC | $1.5M | 2.7K | 0.05% | — |
| 28 | B BBAAY ALIBABA GROUP HLDG LTD | $1.2M | 12.6K | 0.04% | — |
| 29 | T TTAN SERVICETITAN INC | $1.1M | 15.2K | 0.04% | — |
| 30 | A AON AON PLC | $1.1M | 3.2K | 0.03% | — |
| 31 | N NVDA NVIDIA CORPORATION | $400K | 2.0K | 0.01% | — |
| 32 | C CPNG COUPANG INC | $357K | 20.6K | 0.01% | — |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $345K | 1.1K | 0.01% | — |
| 34 | D DOCU DOCUSIGN INC | $293K | 6.6K | 0.01% | — |
| 35 | V VCTR VICTORY CAP HLDGS INC DEL | $262K | 3.1K | 0.01% | — |
| 36 | H HNGE HINGE HEALTH INC | $212K | 2.6K | 0.01% | — |
| 37 | D DNABW GINKGO BIOWORKS HOLDINGS INC | $175K | 17.7K | 0.01% | — |
| 38 | B BH COMMERCE.COM INC | $52K | 17.5K | 0.00% | — |
| 39 | S SNAP SNAP INC | $46K | 10.3K | 0.00% | — |