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. | NCNO | 6,775,973 | $173,735,948 | 14.26% | |||
| 2. | GTLB | 4,289,081 | $160,969,210 | -34% | 13.21% | ||
| 3. | CPNG | 6,756,100 | $159,376,399 | -21% | 13.08% | ||
| 4. | CWAN | 6,339,500 | $152,908,740 | +19% | 12.55% | ||
| 5. | TOST | 4,303,483 | $152,816,681 | +29% | 12.54% |
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