Hillman as of March 31, 2023
Portfolio Holdings for Hillman
Hillman holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 17.0 | $35M | 306k | 113.03 | |
| Mastercard Cl A (MA) | 16.0 | $33M | 89k | 363.41 | |
| Microsoft Corporation (MSFT) | 11.9 | $24M | 84k | 288.30 | |
| Amazon (AMZN) | 9.5 | $19M | 186k | 103.29 | |
| Crowdstrike Holdings Cl A (CRWD) | 9.2 | $19M | 136k | 137.26 | |
| Intuit (INTU) | 8.7 | $18M | 40k | 445.83 | |
| Select Energy Services Cl A Com (WTTR) | 5.8 | $12M | 1.7M | 6.96 | |
| Legalzoom (LZ) | 5.7 | $12M | 1.2M | 9.38 | |
| Rocket Cos Com Cl A (RKT) | 5.6 | $11M | 1.3M | 9.06 | |
| NU Holdings Ltd/Cayman Island Ord Shs Cl A (NU) | 4.4 | $8.8M | 1.9M | 4.76 | |
| Toast Cl A (TOST) | 3.2 | $6.6M | 370k | 17.75 | |
| Peloton Interactive Cl A Com (PTON) | 2.7 | $5.4M | 477k | 11.34 | |
| Nautilus Biotechnology (NAUT) | 0.3 | $554k | 200k | 2.77 |
