HMI Capital Management, L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.6T
Holdings
13
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 5,059,021 | $380.9B | 14.88% | |
| 2 | ARESARES MANAGEMENT CORPORATION | 3,818,853 | $318.6B | 12.45% | |
| 3 | TOSTTOAST INC | 15,739,821 | $279.4B | 10.91% | |
| 4 | DTDYNATRACE INC | 5,328,967 | $225.4B | 8.81% | |
| 5 | XYZBLOCK INC | 3,173,676 | $217.9B | 8.51% | |
| 6 | NCNONCINO INC | 8,166,425 | $202.4B | 7.91% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 8,166,490 | $201.8B | 7.88% | |
| 8 | ABNBAIRBNB INC | 1,492,227 | $185.6B | 7.25% | |
| 9 | GTLBGITLAB INC | 4,811,716 | $165.0B | 6.45% | |
| 10 | RBLXROBLOX CORP | 3,421,444 | $153.9B | 6.01% | |
| 11 | ETSYETSY INC | 1,079,540 | $120.2B | 4.70% | |
| 12 | MQMARQETA INC | 20,014,196 | $91.5B | 3.57% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 126,070 | $17.3B | 0.68% |