Hedge Fund - HMI Capital

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No. Security Ticker Shares Value Activity % Port History
1. TOST 13,369,610 $333,170,681 -12% 12.25%
2. ZI 18,487,218 $296,350,105 +38% 10.9%
3. GTLB 4,601,940 $268,385,141 +5% 9.87%
4. SQ 2,969,816 $251,187,037 9.24%
5. NCNO 6,577,687 $245,873,940 -19% 9.04%