StockDriftsStockDriftsTop 11 Hmi Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 14.72% | 5.88M | $111.0M | -12.95%(-875.00K) | $17.57(-8.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.61% | 529.1K | $110.2M | +4.47%(+22.65K) | $224.95(+17.42%) | 2026-03-31 | |
| NCNO | NCINO INC | 13.46% | 6.78M | $101.5M | +0.03%(+2.06K) | $56.29(-73.40%) | 2026-03-31 | |
| TOST | TOAST INC | 13.41% | 3.81M | $101.1M | -11.35%(-488.50K) | $34.47(-33.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.82% | 179.7K | $66.5M | new | $426.90(-1.17%) | 2026-03-31 | |
| GTLB | GITLAB INC | 7.61% | 2.65M | $57.4M | -38.18%(-1.64M) | $47.44(-50.13%) | 2026-03-31 | |
| TW | TRADEWEB MKTS INC | 7.23% | 463.7K | $54.6M | -12.84%(-68.30K) | $125.28(-11.44%) | 2026-03-31 | |
| KLAR | KLARNA GROUP PLC | 7.16% | 4.12M | $54.0M | -7.38%(-328.38K) | $36.65(-58.61%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 5.75% | 767.3K | $43.4M | new | $55.27(-22.47%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 3.76% | 26.6K | $28.4M | -43.46%(-20.45K) | $1593.58(-31.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.53% | +1.58% |
| Top 20 Holdings Unweighted | +2.87% | +8.87% |
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