Hillman as of June 30, 2023
Portfolio Holdings for Hillman
Hillman holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 17.7 | $32M | 250k | 126.15 | |
| Mastercard Cl A (MA) | 15.9 | $28M | 72k | 393.30 | |
| Microsoft Corporation (MSFT) | 15.3 | $27M | 80k | 340.54 | |
| Crowdstrike Holdings Cl A (CRWD) | 10.9 | $19M | 131k | 146.87 | |
| Intuit (INTU) | 10.2 | $18M | 40k | 458.19 | |
| NU Holdings Ltd/Cayman Island Ord Shs Cl A (NU) | 8.3 | $15M | 1.9M | 7.89 | |
| Legalzoom (LZ) | 8.2 | $15M | 1.2M | 12.08 | |
| Rocket Cos Com Cl A (RKT) | 6.4 | $11M | 1.3M | 8.96 | |
| Toast Cl A (TOST) | 4.7 | $8.3M | 370k | 22.57 | |
| Peloton Interactive Cl A Com (PTON) | 2.0 | $3.5M | 459k | 7.69 | |
| Nautilus Biotechnology (NAUT) | 0.4 | $774k | 200k | 3.87 |
