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 | 7,449,813 | $277,207,542 | +22% | 10.55% | ||
| 2. | CPNG | 12,944,897 | $271,195,592 | +21% | 10.32% | ||
| 3. | GTLB | 5,076,668 | $252,411,933 | +11% | 9.6% | ||
| 4. | TOST | 9,378,930 | $241,695,026 | -30% | 9.19% | ||
| 5. | NCNO | 7,398,251 | $232,674,994 | +13% | 8.85% |
