HMI Capital Management, L.P. Q4 2020 Filing
Filed February 17, 2021
Portfolio Value
$2.5T
Holdings
12
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 5,572,172 | $296.7B | 11.94% | |
| 2 | ARESARES MANAGEMENT CORPORATION | 5,781,047 | $272.0B | 10.94% | |
| 3 | NEWREURNEW RELIC INC | 3,989,021 | $260.9B | 10.50% | |
| 4 | DTDYNATRACE INC | 5,937,320 | $256.9B | 10.34% | |
| 5 | GOOGALPHABET INC | 137,547 | $241.0B | 9.70% | |
| 6 | MAMASTERCARD INCORPORATED | 675,000 | $240.9B | 9.69% | |
| 7 | CRMSALESFORCE COM INC | 1,028,916 | $229.0B | 9.21% | |
| 8 | METAFACEBOOK INC | 685,125 | $187.1B | 7.53% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 716,200 | $166.7B | 6.71% | |
| 10 | ETSYETSY INC | 741,712 | $132.0B | 5.31% | |
| 11 | ADSKAUTODESK INC | 407,550 | $124.4B | 5.01% | |
| 12 | XYZSQUARE INC | 357,772 | $77.9B | 3.13% |