HMI Capital Management, L.P. Q2 2019 Filing
Filed August 12, 2019
Portfolio Value
$982.4B
Holdings
8
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DATATABLEAU SOFTWARE INC | 1,605,426 | $266.5B | 27.13% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 6,000,828 | $205.8B | 20.95% | |
| 3 | GOOGALPHABET INC | 147,095 | $159.0B | 16.18% | |
| 4 | BXUSDBLACKSTONE GROUP L P | 2,794,996 | $124.2B | 12.64% | |
| 5 | ADSKAUTODESK INC | 598,571 | $97.5B | 9.92% | |
| 6 | MAMASTERCARD INC | 207,000 | $54.8B | 5.57% | |
| 7 | CARGCARGURUS INC | 1,250,330 | $45.1B | 4.60% | |
| 8 | PLANUSDANAPLAN INC | 584,816 | $29.5B | 3.00% |