Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Comprehensive Financial Management LLC (CIK 1799802) reported $3.01B across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PYPL ($1.18B, 39.00%), EBAY ($913.3M, 30.29%), GLD ($493.8M, 16.38%), ZM ($94.2M, 3.12%), NU ($55.4M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYPL | PAYPAL HLDGS INC | $1.18B | 39.00% | 26.0M | Trimmed |
| 2 | EBAY | EBAY INC. | $913.3M | 30.29% | 10.0M | Hold |
| 3 | GLD | SPDR GOLD TR | $493.8M | 16.38% | 1.1M | Hold |
| 4 | ZM | ZOOM COMMUNICATIONS INC | $94.2M | 3.12% | 1.2M | Hold |
| 5 | NU | NU HLDGS LTD | $55.4M | 1.84% | 3.9M | Hold |
| 6 | IWD | ISHARES TR | $44.9M | 1.49% | 210,233 | Hold |
| 7 | IWN | ISHARES TR | $43.7M | 1.45% | 230,481 | Hold |
| 8 | VBR | VANGUARD INDEX FDS | $40.1M | 1.33% | 184,376 | Hold |
| 9 | VNQ | VANGUARD INDEX FDS | $29.1M | 0.97% | 328,338 | Hold |
| 10 | CRCL | CIRCLE INTERNET GROUP INC | $20.5M | 0.68% | 214,537 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $17.5M | 0.58% | 54,691 | Hold |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 0.46% | 21,142 | Hold |
| 13 | WDAY | WORKDAY INC | $12.5M | 0.41% | 96,194 | Hold |
| 14 | CHYM | CHIME FINL INC | $10.4M | 0.34% | 552,751 | Hold |
| 15 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $8.6M | 0.28% | 2.2M | Hold |
| 16 | SNOW | SNOWFLAKE INC | $8.2M | 0.27% | 54,631 | Hold |
| 17 | BIOA | BIOAGE LABS INC | $4.8M | 0.16% | 271,842 | Hold |
| 18 | VXF | VANGUARD INDEX FDS | $3.8M | 0.12% | 18,311 | New |
| 19 | PANW | PALO ALTO NETWORKS INC | $3.0M | 0.10% | 18,804 | Hold |
| 20 | VXUS | VANGUARD STAR FDS | $3.0M | 0.10% | 38,568 | Hold |
| 21 | RXRX | RECURSION PHARMACEUTICALS IN | $2.9M | 0.10% | 941,895 | Hold |
| 22 | AUR | AURORA INNOVATION INC | $2.3M | 0.08% | 569,036 | Hold |
| 23 | STUBHUB HLDGS INC | $2.1M | 0.07% | 343,735 | New | |
| 24 | JOBY | JOBY AVIATION INC | $1.9M | 0.06% | 228,067 | Hold |
| 25 | META | META PLATFORMS INC | $1.5M | 0.05% | 2,665 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31