HMI Capital Management, L.P. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.4T
Holdings
13
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYZSQUARE INC | 1,638,827 | $266.4B | 11.04% | |
| 2 | GOOGALPHABET INC | 159,347 | $234.2B | 9.70% | |
| 3 | ARESARES MANAGEMENT CORPORATION | 5,781,047 | $233.7B | 9.68% | |
| 4 | NEWREURNEW RELIC INC | 3,989,021 | $224.8B | 9.32% | |
| 5 | MAMASTERCARD INCORPORATED | 625,000 | $211.4B | 8.76% | |
| 6 | CRMSALESFORCE COM INC | 788,244 | $198.1B | 8.21% | |
| 7 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 4,806,547 | $190.2B | 7.88% | |
| 8 | METAFACEBOOK INC | 709,247 | $185.8B | 7.70% | |
| 9 | BXBLACKSTONE GROUP INC | 3,319,935 | $173.3B | 7.18% | |
| 10 | ETSYETSY INC | 1,361,712 | $165.6B | 6.86% | |
| 11 | ADSKAUTODESK INC | 600,000 | $138.6B | 5.74% | |
| 12 | CARGCARGURUS INC | 5,146,692 | $111.3B | 4.61% | |
| 13 | DTDYNATRACE INC | 1,950,681 | $80.0B | 3.32% |