HMI Capital Management, L.P. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.5T
Holdings
12
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 1,334,544 | $192.1B | 12.75% | |
| 2 | GOOGALPHABET INC | 162,845 | $189.4B | 12.56% | |
| 3 | BXBLACKSTONE GROUP INC | 3,319,935 | $151.3B | 10.04% | |
| 4 | CARGCARGURUS INC | 7,400,000 | $140.2B | 9.30% | |
| 5 | NEWREURNEW RELIC INC | 2,978,442 | $137.7B | 9.14% | |
| 6 | XYZSQUARE INC | 2,603,050 | $136.3B | 9.04% | |
| 7 | MAMASTERCARD INC | 510,000 | $123.2B | 8.17% | |
| 8 | ADSKAUTODESK INC | 729,145 | $113.8B | 7.55% | |
| 9 | DTDYNATRACE INC | 4,079,898 | $97.3B | 6.45% | |
| 10 | PLANUSDANAPLAN INC | 3,181,903 | $96.3B | 6.39% | |
| 11 | ARESARES MANAGEMENT CORPORATION | 2,208,304 | $68.3B | 4.53% | |
| 12 | METAFACEBOOK INC | 369,908 | $61.7B | 4.09% |