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Comprehensive Financial Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001799802

$3.05B

disclosed book value

39

positions

36.8%

largest position share

Positions, as of 2026-06-30

top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1EBAYEBAY INC.10.0M$1.12B36.8%
2PYPLPAYPAL HLDGS INC24.0M$1.03B33.9%
3GLDSPDR GOLD TR1.1M$422.7M13.9%
4ZMZOOM COMMUNICATIONS INC1.2M$101.1M3.3%
5NU HLDGS LTD3.9M$51.5M1.7%
6IWNISHARES TR230,481$51.0M1.7%
7IWDISHARES TR210,233$51.0M1.7%
8VBRVANGUARD INDEX FDS184,376$44.8M1.5%
9VNQVANGUARD INDEX FDS328,338$31.7M1%
10VTIVANGUARD INDEX FDS55,012$20.4M0.7%
11SPYSTATE STR SPDR S&P 500 ETF T21,142$15.8M0.5%
12SNOWSNOWFLAKE INC54,631$13.9M0.5%
13CRCLCIRCLE INTERNET GROUP INC214,926$13.5M0.4%
14WDAYWORKDAY INC97,724$12.0M0.4%
15CHYMCHIME FINL INC565,976$11.6M0.4%
16BIOABIOAGE LABS INC271,842$6.7M0.2%
17PANWPALO ALTO NETWORKS INC18,804$6.4M0.2%
18STUBSTUBHUB HLDGS INC390,543$5.0M0.2%
19VXFVANGUARD INDEX FDS18,353$4.5M0.1%
20NAUTNAUTILUS BIOTECHNOLOGY INC2.2M$4.1M0.1%
21AURAURORA INNOVATION INC569,036$3.9M0.1%
22RXRXRECURSION PHARMACEUTICALS IN941,895$3.5M0.1%
23VXUSVANGUARD STAR FDS38,568$3.3M0.1%
24TWSTTWIST BIOSCIENCE CORP26,273$2.7M0.1%
25JOBY AVIATION INC228,067$2.0M0.1%
26EIKNEIKON THERAPEUTICS INC116,276$1.5M0%
27METAMETA PLATFORMS INC2,665$1.5M0%
28BABAALIBABA GROUP HLDG LTD12,634$1.2M0%
29TTANSERVICETITAN INC15,236$1.1M0%
30AON PLC3,197$1.1M0%
31NVDANVIDIA CORPORATION2,000$400,1800%
32CPNGCOUPANG INC20,571$357,3180%
33JPMJPMORGAN CHASE & CO1,053$344,6780%
34DOCUDOCUSIGN INC6,593$292,8610%
35VCTRVICTORY CAP HLDGS INC DEL3,120$262,2670%
36HNGEHINGE HEALTH INC2,560$212,4800%
37DNAGINKGO BIOWORKS HOLDINGS INC17,656$174,9710%
38CMRCCOMMERCE.COM INC17,500$51,8000%
39SNAPSNAP INC10,301$45,7360%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.