71 is the total number of securities HILLMAN CO has owned. The longest HILLMAN CO has owned a single stock is 23 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| RTIX | RTI Surgical Inc. | 23 | 23 | 1.24% | 3.89% | 8.99% | Q4 2014 | Q2 2020 | 23 |
| FET | Forum Energy Technolog... | 21 | 21 | 0.34% | 8.36% | 17.44% | Q3 2015 | Q3 2020 | 21 |
| WTTR | Select Energy Services... | 20 | 20 | 1.49% | 3.28% | 8.17% | Q2 2018 | Q1 2023 | 20 |
| AMZN | Amazon.com Inc | 18 | 18 | 9.47% | 18.64% | 40.99% | Q4 2018 | Q1 2023 | 18 |
| NFLX | Netflix Inc. | 14 | 1 | 3.78% | 11.54% | 16.54% | Q4 2014 | Q4 2019 | 15 |
| GOOGL | Alphabet Inc | 13 | 13 | 9.73% | 11.94% | 15.30% | Q4 2015 | Q4 2018 | 13 |
| PCLN | Priceline Group Inc/The | 13 | 13 | 8.72% | 11.53% | 14.17% | Q4 2014 | Q4 2017 | 13 |
| MSFT | Microsoft Corp | 13 | 13 | 5.98% | 11.28% | 15.26% | Q3 2020 | Q3 2023 | 13 |
| CTRP | Ctrip.com Internationa... | 13 | 13 | 3.16% | 6.98% | 11.64% | Q3 2015 | Q3 2018 | 13 |
| PTON | Peloton Interactive Inc | 13 | 13 | 1.39% | 6.52% | 21.09% | Q3 2020 | Q3 2023 | 13 |
| G | Genpact Ltd. | 13 | 13 | 2.64% | 6.09% | 9.07% | Q4 2014 | Q4 2017 | 13 |
| GDDY | GoDaddy Inc | 12 | 12 | 10.04% | 15.83% | 28.34% | Q1 2019 | Q4 2021 | 12 |
| MA | MasterCard Inc. | 7 | 4 | 9.67% | 13.36% | 16.18% | Q4 2014 | Q3 2023 | 11 |
| CRWD | Crowdstrike Holdings Inc | 11 | 11 | 7.47% | 10.49% | 13.15% | Q1 2021 | Q3 2023 | 11 |
| RKT | Rocket Cos Inc | 11 | 11 | 4.15% | 6.24% | 12.17% | Q1 2021 | Q3 2023 | 11 |
| FLT | FleetCor Technologies ... | 10 | 10 | 9.93% | 12.93% | 16.95% | Q4 2014 | Q1 2017 | 10 |
| V | Visa Inc. | 10 | 10 | 0.23% | 0.76% | 1.80% | Q4 2014 | Q1 2017 | 10 |
| NAUT | Nautilus Biotechnology... | 10 | 10 | 0.19% | 0.34% | 0.52% | Q2 2021 | Q3 2023 | 10 |
| FB | Facebook Inc | 9 | 9 | 7.13% | 10.33% | 11.14% | Q4 2016 | Q4 2018 | 9 |
| GOOG | Alphabet Inc | 9 | 9 | 0.10% | 0.24% | 0.37% | Q4 2016 | Q4 2018 | 9 |
| SPOT | Spotify Technology SA | 8 | 8 | 8.79% | 10.94% | 14.09% | Q2 2018 | Q1 2020 | 8 |
| JD | JD.com Inc. | 6 | 1 | 0.05% | 10.22% | 23.96% | Q4 2014 | Q3 2019 | 8 |
| LZ | Legalzoom.com Inc | 8 | 8 | 4.98% | 6.60% | 8.22% | Q4 2021 | Q3 2023 | 8 |
| FISV | Fiserv Inc | 7 | 7 | 10.48% | 15.02% | 17.74% | Q1 2022 | Q3 2023 | 7 |
| MELI | MercadoLibre Inc | 7 | 7 | 4.50% | 14.18% | 21.04% | Q3 2018 | Q1 2020 | 7 |
| STZ | Constellation Brands Inc | 7 | 7 | 7.70% | 10.63% | 13.38% | Q4 2016 | Q2 2018 | 7 |
| APO | Apollo Global Manageme... | 7 | 7 | 2.43% | 8.49% | 15.34% | Q4 2017 | Q2 2019 | 7 |
| OKTA | Okta Inc | 5 | 1 | 2.23% | 4.23% | 7.60% | Q2 2017 | Q4 2018 | 6 |
| ETSY | Etsy Inc | 6 | 6 | 1.77% | 3.75% | 5.10% | Q3 2015 | Q4 2016 | 6 |
| Toast Inc | 6 | 6 | 1.69% | 3.63% | 5.46% | Q2 2022 | Q3 2023 | 6 | |
| FLYW | Flywire Corp | 5 | 5 | 10.62% | 19.40% | 31.43% | Q2 2021 | Q2 2022 | 5 |
| BKNG | Booking Holdings Inc | 5 | 5 | 9.55% | 11.43% | 12.26% | Q1 2018 | Q1 2019 | 5 |
| INTU | Intuit Inc | 5 | 5 | 7.99% | 9.40% | 12.10% | Q3 2022 | Q3 2023 | 5 |
| TWLO | Twilio Inc | 5 | 5 | 5.96% | 9.05% | 14.60% | Q3 2017 | Q3 2018 | 5 |
| NU Holdings Ltd/Cayman... | 5 | 5 | 0.78% | 4.32% | 8.26% | Q2 2022 | Q2 2023 | 5 | |
| TALK | Talkspace Inc | 5 | 5 | 1.13% | 1.95% | 3.69% | Q2 2021 | Q2 2022 | 5 |
| APTI | Apptio Inc | 5 | 5 | 0.72% | 1.06% | 1.36% | Q3 2016 | Q3 2017 | 5 |
| MXPT | MaxPoint Interactive Inc | 5 | 5 | 0.18% | 0.28% | 0.50% | Q2 2016 | Q2 2017 | 5 |
| ADP | Automatic Data Process... | 4 | 4 | 8.28% | 15.41% | 23.18% | Q4 2019 | Q3 2020 | 4 |
| INXN | InterXion Holding NV | 3 | 1 | 2.02% | 9.54% | 17.10% | Q4 2014 | Q4 2015 | 4 |
| TLND | Talend SA | 4 | 4 | 1.62% | 9.45% | 14.79% | Q3 2020 | Q2 2021 | 4 |
| GOOGL | Google Inc. | 4 | 4 | 6.82% | 8.73% | 10.92% | Q4 2014 | Q3 2015 | 4 |
| EMESQ | Emerge Energy Services LP | 4 | 4 | 0.45% | 3.02% | 4.63% | Q4 2014 | Q3 2015 | 4 |
| APO | Apollo Global Manageme... | 3 | 3 | 20.00% | 20.76% | 21.57% | Q3 2019 | Q1 2020 | 3 |
| RDFN | Redfin Corp | 3 | 3 | 0.86% | 6.47% | 10.35% | Q3 2017 | Q1 2018 | 3 |
| FET | Forum Energy Technolog... | 2 | 1 | 0.00% | 0.73% | 1.23% | Q4 2020 | Q2 2022 | 3 |
| MXPT | MaxPoint Interactive Inc | 3 | 3 | 0.00% | 0.23% | 0.36% | Q3 2015 | Q1 2016 | 3 |
| TWOU | 2U Inc. | 2 | 2 | 15.38% | 15.54% | 15.71% | Q4 2014 | Q1 2015 | 2 |
| FOXA | Twenty-First Century F... | 2 | 2 | 10.34% | 10.58% | 10.82% | Q4 2014 | Q1 2015 | 2 |
| SNOW | Snowflake Inc | 1 | 1 | 0.94% | 10.35% | 19.76% | Q2 2021 | Q4 2021 | 2 |
| WBA | Walgreens Boots Allian... | 2 | 2 | 9.46% | 10.31% | 11.15% | Q4 2015 | Q1 2016 | 2 |
| Forum Energy Technolog... | 2 | 2 | 0.34% | 1.62% | 2.89% | Q4 2020 | Q1 2021 | 2 | |
| SMAR | Smartsheet Inc | 2 | 2 | 0.07% | 0.45% | 0.84% | Q4 2018 | Q1 2019 | 2 |
| GNBC | Green Bancorp Inc. | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2014 | Q4 2014 | 1 |
| VBR | Vanguard Small-Cap Val... | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
| VO | Vanguard Mid-Cap ETF | 1 | 1 | 2.55% | 2.55% | 2.55% | Q3 2023 | Q3 2023 | 1 |
| VONV | Vanguard Russell 1000 ... | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2023 | Q3 2023 | 1 |
| JBGS | JBG SMITH Properties | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2017 | Q3 2017 | 1 |
| COIN | Coinbase Global Inc | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2022 | Q1 2022 | 1 |
| LNKD | LinkedIn Corp | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2016 | Q2 2016 | 1 |
| ZAYO | Zayo Group Holdings Inc | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2015 | Q3 2015 | 1 |
| UAM | Universal American Cor... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2015 | Q2 2015 | 1 |
| Freshworks Inc | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 | |
| HashiCorp Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 | |
| ALRM | Alarm.com Holdings Inc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
| Samsara Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 | |
| XLRN | Acceleron Pharma Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
| PI | Impinj Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
| SELB | Selecta Biosciences Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
| U | Unity Software Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
| DESP | Despegar.com, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Download | |||||||||
The securities at the top of the list , including RTI Surgical Inc., Forum Energy Technologies Inc, and Select Energy Services Inc, are the highest-conviction holdings of HILLMAN CO.
The conviction is calculated by counting the number of quarters a security has been reported by HILLMAN CO. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HILLMAN CO owns currently or has owned in the past.