HMI Capital Management, L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$2306.3T
Holdings
12
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RBLXROBLOX CORP | 6,147,696 | $281.1T | 12.19% | |
| 2 | TOSTTOAST INC | 15,189,265 | $277.4T | 12.03% | |
| 3 | GTLBGITLAB INC | 4,403,101 | $277.2T | 12.02% | |
| 4 | NCNONCINO INC | 8,031,487 | $270.1T | 11.71% | |
| 5 | GTMZOOMINFO TECHNOLOGIES INC | 13,481,070 | $249.3T | 10.81% | |
| 6 | XYZBLOCK INC | 2,969,816 | $229.7T | 9.96% | |
| 7 | ARESARES MANAGEMENT CORPORATION | 1,804,897 | $214.6T | 9.31% | |
| 8 | ABNBAIRBNB INC | 1,105,627 | $150.5T | 6.53% | |
| 9 | ETSYETSY INC | 1,588,003 | $128.7T | 5.58% | |
| 10 | WDAYWORKDAY INC | 432,700 | $119.5T | 5.18% | |
| 11 | CRMSALESFORCE INC | 293,200 | $77.2T | 3.35% | |
| 12 | CPNGCOUPANG INC | 1,921,093 | $31.1T | 1.35% |