HMI Capital Management, L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.1T
Holdings
13
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 1,323,244 | $247.9B | 11.82% | |
| 2 | GOOGALPHABET INC | 161,345 | $228.1B | 10.88% | |
| 3 | NEWREURNEW RELIC INC | 3,239,021 | $223.2B | 10.65% | |
| 4 | XYZSQUARE INC | 2,048,827 | $215.0B | 10.26% | |
| 5 | BXBLACKSTONE GROUP INC | 3,319,935 | $188.1B | 8.97% | |
| 6 | ARESARES MANAGEMENT CORPORATION | 4,672,855 | $185.5B | 8.85% | |
| 7 | CARGCARGURUS INC | 6,485,000 | $164.4B | 7.84% | |
| 8 | METAFACEBOOK INC | 710,784 | $161.4B | 7.70% | |
| 9 | ADSKAUTODESK INC | 600,000 | $143.5B | 6.85% | |
| 10 | MAMASTERCARD INCORPORATED | 468,000 | $138.4B | 6.60% | |
| 11 | DTDYNATRACE INC | 2,321,093 | $94.2B | 4.50% | |
| 12 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 2,109,555 | $55.8B | 2.66% | |
| 13 | PLANUSDANAPLAN INC | 1,121,903 | $50.8B | 2.42% |