HMI Capital Management, L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.3T
Holdings
14
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 5,059,021 | $285.6B | 12.21% | |
| 2 | TOSTTOAST INC | 15,739,821 | $283.8B | 12.13% | |
| 3 | ARESARES MANAGEMENT CORPORATION | 3,818,853 | $261.4B | 11.17% | |
| 4 | DTDYNATRACE INC | 6,375,577 | $244.2B | 10.44% | |
| 5 | XYZBLOCK INC | 3,173,676 | $199.4B | 8.53% | |
| 6 | NCNONCINO INC | 7,502,455 | $198.4B | 8.48% | |
| 7 | SHOPSHOPIFY INC | 4,868,828 | $169.0B | 7.23% | |
| 8 | MQMARQETA INC | 26,391,130 | $161.2B | 6.89% | |
| 9 | ETSYETSY INC | 1,215,000 | $145.5B | 6.22% | |
| 10 | RBLXROBLOX CORP | 4,153,834 | $118.2B | 5.05% | |
| 11 | GTLBGITLAB INC | 1,983,603 | $90.1B | 3.85% | |
| 12 | ABNBAIRBNB INC | 908,729 | $77.7B | 3.32% | |
| 13 | COUPEURCOUPA SOFTWARE INC | 702,300 | $55.6B | 2.38% | |
| 14 | GTMZOOMINFO TECHNOLOGIES INC | 1,618,990 | $48.7B | 2.08% |