Hedge Fund - HMI Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CPNG | 5,881,100 | $111,035,168 | -13% | 14.72% | ||
| 2. | AMZN | 529,150 | $110,206,071 | +5% | 14.61% | ||
| 3. | NCNO | 6,778,028 | $101,534,859 | +1% | 13.46% | ||
| 4. | TOST | 3,814,983 | $101,135,199 | -12% | 13.41% | ||
| 5. | MSFT | 179,700 | $66,519,549 | NEW | 8.82% |
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