Hedge Fund - HMI Capital

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No. Security Ticker Shares Value Activity % Port History
1. CPNG 11,192,498 $274,775,826 -14% 11.37%
2. TOST 9,074,422 $256,896,887 -4% 10.63%
3. NICE 1,456,170 $252,893,044 +114% 10.47%
4. GTLB 4,833,028 $249,094,263 -5% 10.31%
5. NCNO 7,873,778 $248,732,647 +7% 10.29%