HMI Capital Management, L.P. Q1 2021 Filing
Filed May 18, 2021
Portfolio Value
$2.8T
Holdings
11
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 1,165,125 | $343.2B | 12.24% | |
| 2 | NEWREURNEW RELIC INC | 5,259,021 | $323.3B | 11.53% | |
| 3 | ARESARES MANAGEMENT CORPORATION | 5,740,710 | $321.7B | 11.47% | |
| 4 | DTDYNATRACE INC | 6,487,320 | $312.9B | 11.16% | |
| 5 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 5,922,172 | $299.9B | 10.70% | |
| 6 | GOOGALPHABET INC | 133,347 | $275.8B | 9.84% | |
| 7 | MAMASTERCARD INCORPORATED | 729,808 | $259.8B | 9.27% | |
| 8 | CRMSALESFORCE COM INC | 1,028,916 | $218.0B | 7.77% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 855,362 | $193.9B | 6.92% | |
| 10 | NCNO*NCINO INC | 2,386,265 | $159.2B | 5.68% | |
| 11 | XYZSQUARE INC | 423,574 | $96.2B | 3.43% |