HMI Capital Management, L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.7T
Holdings
11
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 5,259,021 | $578.3B | 15.80% | |
| 2 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 8,622,172 | $416.8B | 11.39% | |
| 3 | NCNO*NCINO INC | 7,518,639 | $412.5B | 11.27% | |
| 4 | ARESARES MANAGEMENT CORPORATION | 5,055,710 | $410.9B | 11.23% | |
| 5 | XYZBLOCK INC | 2,403,676 | $388.2B | 10.61% | |
| 6 | MQMARQETA INC | 20,574,524 | $353.3B | 9.65% | |
| 7 | DTDYNATRACE INC | 4,278,307 | $258.2B | 7.05% | |
| 8 | RBLXROBLOX CORP | 2,193,907 | $226.3B | 6.18% | |
| 9 | TOSTTOAST INC | 6,454,350 | $224.0B | 6.12% | |
| 10 | GOOGALPHABET INC | 69,057 | $199.8B | 5.46% | |
| 11 | COUPEURCOUPA SOFTWARE INC | 1,211,996 | $191.6B | 5.23% |