HMI Capital Management, L.P. Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$868.7B
Holdings
7
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 1,302,009 | $193.3B | 22.25% | |
| 2 | GOOGALPHABET INC | 147,095 | $179.3B | 20.64% | |
| 3 | CARGCARGURUS INC | 4,357,679 | $134.9B | 15.53% | |
| 4 | ADSKAUTODESK INC | 768,471 | $113.5B | 13.07% | |
| 5 | BXBLACKSTONE GROUP INC | 2,194,996 | $107.2B | 12.34% | |
| 6 | MAMASTERCARD INC | 287,000 | $77.9B | 8.97% | |
| 7 | —DPW HLDGS INC | 4,474,053 | $62.6B | 7.21% |