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 $3.05B across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EBAY ($1.12B, 36.80%), PYPL ($1.03B, 33.94%), GLD ($422.7M, 13.87%), ZM ($101.1M, 3.32%), NU ($51.5M, 1.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EBAY | EBAY INC. | $1.12B | 36.80% | 10.0M | Hold |
| 2 | PYPL | PAYPAL HLDGS INC | $1.03B | 33.94% | 24.0M | Trimmed |
| 3 | GLD | SPDR GOLD TR | $422.7M | 13.87% | 1.1M | Hold |
| 4 | ZM | ZOOM COMMUNICATIONS INC | $101.1M | 3.32% | 1.2M | Hold |
| 5 | NU | NU HLDGS LTD | $51.5M | 1.69% | 3.9M | Hold |
| 6 | IWD | ISHARES TR | $51.0M | 1.67% | 210,233 | Hold |
| 7 | IWN | ISHARES TR | $51.0M | 1.67% | 230,481 | Hold |
| 8 | VBR | VANGUARD INDEX FDS | $44.8M | 1.47% | 184,376 | Hold |
| 9 | VNQ | VANGUARD INDEX FDS | $31.7M | 1.04% | 328,338 | Hold |
| 10 | VTI | VANGUARD INDEX FDS | $20.4M | 0.67% | 55,012 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $15.8M | 0.52% | 21,142 | Hold |
| 12 | SNOW | SNOWFLAKE INC | $13.9M | 0.46% | 54,631 | Hold |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | $13.5M | 0.44% | 214,926 | Added |
| 14 | WDAY | WORKDAY INC | $12.0M | 0.39% | 97,724 | Added |
| 15 | CHYM | CHIME FINL INC | $11.6M | 0.38% | 565,976 | Added |
| 16 | BIOA | BIOAGE LABS INC | $6.7M | 0.22% | 271,842 | Hold |
| 17 | PANW | PALO ALTO NETWORKS INC | $6.4M | 0.21% | 18,804 | Hold |
| 18 | STUB | STUBHUB HLDGS INC | $5.0M | 0.16% | 390,543 | Added |
| 19 | VXF | VANGUARD INDEX FDS | $4.5M | 0.15% | 18,353 | Added |
| 20 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $4.1M | 0.14% | 2.2M | Hold |
| 21 | AUR | AURORA INNOVATION INC | $3.9M | 0.13% | 569,036 | Hold |
| 22 | RXRX | RECURSION PHARMACEUTICALS IN | $3.5M | 0.11% | 941,895 | Hold |
| 23 | VXUS | VANGUARD STAR FDS | $3.3M | 0.11% | 38,568 | Hold |
| 24 | TWST | TWIST BIOSCIENCE CORP | $2.7M | 0.09% | 26,273 | Hold |
| 25 | JOBY | JOBY AVIATION INC | $2.0M | 0.07% | 228,067 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30