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. | AMZN | 425,950 | $101,520,923 | -20% | 14.25% | ||
| 2. | TOST | 3,504,744 | $97,501,978 | -9% | 13.69% | ||
| 3. | NCNO | 4,990,713 | $81,598,157 | -27% | 11.45% | ||
| 4. | CPNG | 4,415,300 | $76,693,761 | -25% | 10.77% | ||
| 5. | MSFT | 165,300 | $61,660,206 | -9% | 8.66% |
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