HMI Capital Management, L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.6T
Holdings
14
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RBLXROBLOX CORP | 7,449,813 | $277.2B | 10.55% | |
| 2 | CPNGCOUPANG INC | 12,944,897 | $271.2B | 10.32% | |
| 3 | GTLBGITLAB INC | 5,076,668 | $252.4B | 9.61% | |
| 4 | TOSTTOAST INC | 9,378,930 | $241.7B | 9.20% | |
| 5 | NCNONCINO INC | 7,398,251 | $232.7B | 8.86% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 17,674,119 | $225.7B | 8.59% | |
| 7 | WDAYWORKDAY INC | 979,000 | $218.9B | 8.33% | |
| 8 | XYZBLOCK INC | 2,969,816 | $191.5B | 7.29% | |
| 9 | LPLALPL FINL HLDGS INC | 569,643 | $159.1B | 6.06% | |
| 10 | CRMSALESFORCE INC | 513,200 | $131.9B | 5.02% | |
| 11 | TKOTKO GROUP HOLDINGS INC | 1,110,002 | $119.9B | 4.56% | |
| 12 | NSYNICE LTD | 681,853 | $117.3B | 4.46% | |
| 13 | ARESARES MANAGEMENT CORPORATION | 872,746 | $116.3B | 4.43% | |
| 14 | ABNBAIRBNB INC | 471,300 | $71.5B | 2.72% |