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. | RBLX | 6,147,696 | $281,072,661 | -15% | 12.18% | ||
| 2. | TOST | 15,189,265 | $277,355,979 | +6% | 12.02% | ||
| 3. | GTLB | 4,403,101 | $277,219,239 | -40% | 12.02% | ||
| 4. | NCNO | 8,031,487 | $270,098,908 | -2% | 11.71% | ||
| 5. | ZI | 13,481,070 | $249,264,984 | 10.8% |
