HMI Capital Management, L.P. Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$1.3T
Holdings
10
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 1,302,744 | $211.9B | 16.90% | |
| 2 | GOOGALPHABET INC | 147,095 | $196.7B | 15.69% | |
| 3 | CARGCARGURUS INC | 5,315,000 | $187.0B | 14.91% | |
| 4 | ADSKAUTODESK INC | 855,471 | $156.9B | 12.52% | |
| 5 | BXBLACKSTONE GROUP INC | 2,194,996 | $122.8B | 9.79% | |
| 6 | MAMASTERCARD INC | 370,000 | $110.5B | 8.81% | |
| 7 | XYZSQUARE INC | 1,367,782 | $85.6B | 6.82% | |
| 8 | NEWREURNEW RELIC INC | 1,300,000 | $85.4B | 6.81% | |
| 9 | PLANUSDANAPLAN INC | 935,000 | $49.0B | 3.91% | |
| 10 | NOWSERVICENOW INC | 170,402 | $48.1B | 3.84% |