HMI Capital Management, L.P. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.3T
Holdings
12
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARESARES MANAGEMENT CORPORATION | 5,740,710 | $423.8B | 12.71% | |
| 2 | NCNO*NCINO INC | 5,855,965 | $415.9B | 12.47% | |
| 3 | NEWREURNEW RELIC INC | 5,259,021 | $377.4B | 11.32% | |
| 4 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 8,797,172 | $377.2B | 11.31% | |
| 5 | DTDYNATRACE INC | 5,032,047 | $357.1B | 10.71% | |
| 6 | METAFACEBOOK INC | 1,005,625 | $341.3B | 10.23% | |
| 7 | GOOGALPHABET INC | 126,767 | $337.9B | 10.13% | |
| 8 | XYZSQUARE INC | 1,303,574 | $312.6B | 9.37% | |
| 9 | RBLXROBLOX CORP | 1,917,700 | $144.9B | 4.34% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 972,502 | $144.0B | 4.32% | |
| 11 | MQMARQETA INC | 3,740,717 | $82.7B | 2.48% | |
| 12 | TOSTTOAST INC | 400,000 | $20.0B | 0.60% |