HMI Capital Management, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$3.4T
Holdings
13
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 9,157,172 | $468.7B | 13.67% | |
| 2 | XYZBLOCK INC | 3,173,676 | $430.4B | 12.55% | |
| 3 | NEWREURNEW RELIC INC | 5,259,021 | $351.7B | 10.26% | |
| 4 | NCNONCINO INC | 7,635,639 | $312.9B | 9.13% | |
| 5 | DTDYNATRACE INC | 6,229,307 | $293.4B | 8.56% | |
| 6 | ARESARES MANAGEMENT CORPORATION | 3,555,710 | $288.8B | 8.42% | |
| 7 | TOSTTOAST INC | 13,273,636 | $288.4B | 8.41% | |
| 8 | MQMARQETA INC | 25,624,524 | $282.9B | 8.25% | |
| 9 | COUPEURCOUPA SOFTWARE INC | 2,089,500 | $212.4B | 6.19% | |
| 10 | SHOPSHOPIFY INC | 278,500 | $188.3B | 5.49% | |
| 11 | RBLXROBLOX CORP | 3,388,922 | $156.7B | 4.57% | |
| 12 | GTLBGITLAB INC | 1,435,000 | $78.1B | 2.28% | |
| 13 | ETSYETSY INC | 615,000 | $76.4B | 2.23% |