Comprehensive Financial Management LLC
Top Portfolio Positions
31 positions ·
$2,832,614,763 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
25,996,118 | $1,175,804,417 | 41.51% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
10,034,000 | $913,294,680 | 32.24% | |
| GLD |
Spdr Gold Trust
|
1,147,529 | $493,770,253 | 17.43% | |
| ZM |
Zoom Communications, Inc.
Technology
|
1,171,195 | $94,152,366 | 3.32% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
3,854,648 | $55,391,291 | 1.96% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
214,537 | $20,468,975 | 0.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,142 | $13,749,488 | 0.49% | |
| WDAY |
Workday, Inc.
Technology
|
96,194 | $12,497,524 | 0.44% | |
| CHYM |
Chime Financial, Inc.
Technology
|
552,751 | $10,353,026 | 0.37% | |
| NAUT |
Nautilus Biotechnology, Inc.
Healthcare
|
2,207,619 | $8,565,561 | 0.30% |
Portfolio Trend
Holdings in DNA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,231 | 17,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,721 | 17,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,424 | 17,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,630 | 17,656 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $100,639 | 17,656 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,381 | 17,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $143,896 | 17,656 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||