HMI Capital Management, L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.7T
Holdings
15
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 5,259,021 | $301.8B | 11.37% | |
| 2 | NCNONCINO INC | 7,872,455 | $268.5B | 10.11% | |
| 3 | TOSTTOAST INC | 15,787,586 | $264.0B | 9.94% | |
| 4 | DTDYNATRACE INC | 7,144,307 | $248.7B | 9.37% | |
| 5 | ARESARES MANAGEMENT CORPORATION | 3,987,588 | $247.0B | 9.30% | |
| 6 | MQMARQETA INC | 28,474,524 | $202.7B | 7.64% | |
| 7 | COUPEURCOUPA SOFTWARE INC | 3,137,800 | $184.5B | 6.95% | |
| 8 | SHOPSHOPIFY INC | 6,826,550 | $183.9B | 6.93% | |
| 9 | XYZBLOCK INC | 3,173,676 | $174.5B | 6.57% | |
| 10 | RBLXROBLOX CORP | 4,573,834 | $163.9B | 6.17% | |
| 11 | ETSYETSY INC | 1,355,000 | $135.7B | 5.11% | |
| 12 | TWLOTWILIO INC | 1,668,060 | $115.3B | 4.34% | |
| 13 | GTLBGITLAB INC | 2,008,117 | $102.9B | 3.87% | |
| 14 | ABNBAIRBNB INC | 295,569 | $31.0B | 1.17% | |
| 15 | GTMZOOMINFO TECHNOLOGIES INC | 736,690 | $30.7B | 1.16% |