HMI Capital Management, L.P. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.5T
Holdings
14
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 7,144,307 | $281.8B | 11.32% | |
| 2 | NEWREURNEW RELIC INC | 5,259,021 | $263.2B | 10.57% | |
| 3 | NCNONCINO INC | 7,872,455 | $243.4B | 9.78% | |
| 4 | MQMARQETA INC | 28,474,524 | $230.9B | 9.27% | |
| 5 | ARESARES MANAGEMENT CORPORATION | 3,798,970 | $216.0B | 8.68% | |
| 6 | TOSTTOAST INC | 15,787,586 | $204.3B | 8.20% | |
| 7 | SHOPSHOPIFY INC | 6,339,430 | $198.0B | 7.95% | |
| 8 | XYZBLOCK INC | 3,173,676 | $195.1B | 7.83% | |
| 9 | COUPEURCOUPA SOFTWARE INC | 2,905,500 | $165.9B | 6.66% | |
| 10 | RBLXROBLOX CORP | 4,788,922 | $157.4B | 6.32% | |
| 11 | GTLBGITLAB INC | 2,669,380 | $141.9B | 5.70% | |
| 12 | ETSYETSY INC | 1,355,000 | $99.2B | 3.98% | |
| 13 | TWLOTWILIO INC | 1,045,000 | $87.6B | 3.52% | |
| 14 | ABNBAIRBNB INC | 60,000 | $5.3B | 0.21% |