HMI Capital Management, L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2.7T
Holdings
15
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TOSTTOAST INC | 13,369,610 | $333.2B | 12.26% | |
| 2 | GTMZOOMINFO TECHNOLOGIES INC | 18,487,218 | $296.4B | 10.90% | |
| 3 | GTLBGITLAB INC | 4,601,940 | $268.4B | 9.87% | |
| 4 | XYZBLOCK INC | 2,969,816 | $251.2B | 9.24% | |
| 5 | NCNONCINO INC | 6,577,687 | $245.9B | 9.05% | |
| 6 | RBLXROBLOX CORP | 6,147,696 | $234.7B | 8.63% | |
| 7 | ARESARES MANAGEMENT CORPORATION | 1,449,149 | $192.7B | 7.09% | |
| 8 | CPNGCOUPANG INC | 10,772,800 | $191.6B | 7.05% | |
| 9 | ABNBAIRBNB INC | 846,927 | $139.7B | 5.14% | |
| 10 | WDAYWORKDAY INC | 489,700 | $133.6B | 4.91% | |
| 11 | ETSYETSY INC | 1,588,003 | $109.1B | 4.01% | |
| 12 | TKOTKO GROUP HOLDINGS INC | 1,205,379 | $104.2B | 3.83% | |
| 13 | LPLALPL FINL HLDGS INC | 371,343 | $98.1B | 3.61% | |
| 14 | CRMSALESFORCE INC | 293,200 | $88.3B | 3.25% | |
| 15 | DTDYNATRACE INC | 674,400 | $31.3B | 1.15% |