HMI Capital Management, L.P. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$3.2T
Holdings
14
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 7,597,172 | $388.0B | 12.15% | |
| 2 | DTDYNATRACE INC | 6,487,320 | $379.0B | 11.87% | |
| 3 | ARESARES MANAGEMENT CORPORATION | 5,740,710 | $365.1B | 11.43% | |
| 4 | NEWREURNEW RELIC INC | 5,259,021 | $352.2B | 11.03% | |
| 5 | METAFACEBOOK INC | 1,005,625 | $349.7B | 10.95% | |
| 6 | GOOGALPHABET INC | 126,767 | $317.7B | 9.95% | |
| 7 | NCNO*NCINO INC | 4,905,965 | $294.0B | 9.21% | |
| 8 | XYZSQUARE INC | 1,003,574 | $244.7B | 7.66% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 972,502 | $220.5B | 6.91% | |
| 10 | MAMASTERCARD INCORPORATED | 514,808 | $188.0B | 5.89% | |
| 11 | CRMSALESFORCE COM INC | 159,916 | $39.1B | 1.22% | |
| 12 | MQMARQETA INC | 1,000,000 | $28.1B | 0.88% | |
| 13 | ETSYETSY INC | 120,000 | $24.7B | 0.77% | |
| 14 | ALKTALKAMI TECHNOLOGY INC | 75,000 | $2.7B | 0.08% |