HMI Capital Management, L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.8T
Holdings
13
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLBGITLAB INC | 7,406,153 | $378.5B | 13.44% | |
| 2 | TOSTTOAST INC | 15,739,821 | $355.2B | 12.62% | |
| 3 | NEWREURNEW RELIC INC | 5,062,100 | $331.3B | 11.77% | |
| 4 | ARESARES MANAGEMENT CORPORATION | 2,879,553 | $277.4B | 9.85% | |
| 5 | GTMZOOMINFO TECHNOLOGIES INC | 10,792,270 | $274.0B | 9.73% | |
| 6 | NCNONCINO INC | 8,166,425 | $246.0B | 8.74% | |
| 7 | XYZBLOCK INC | 3,557,153 | $236.8B | 8.41% | |
| 8 | ABNBAIRBNB INC | 1,492,227 | $191.2B | 6.79% | |
| 9 | RBLXROBLOX CORP | 3,421,444 | $137.9B | 4.90% | |
| 10 | DTDYNATRACE INC | 2,599,146 | $133.8B | 4.75% | |
| 11 | ETSYETSY INC | 1,314,305 | $111.2B | 3.95% | |
| 12 | MQMARQETA INC | 16,001,500 | $77.9B | 2.77% | |
| 13 | WDAYWORKDAY INC | 284,300 | $64.2B | 2.28% |