HMI Capital Management, L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.6B
Holdings
12
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 5,065,082 | $433.7T | 16657063.86% | |
| 2 | GTLBGITLAB INC | 7,264,113 | $328.5T | 12616819.68% | |
| 3 | TOSTTOAST INC | 14,381,021 | $269.4T | 10345803.93% | |
| 4 | NCNONCINO INC | 8,166,425 | $259.7T | 9974608.17% | |
| 5 | GTMZOOMINFO TECHNOLOGIES INC | 13,481,070 | $221.1T | 8491901.70% | |
| 6 | ARESARES MANAGEMENT CORPORATION | 2,139,169 | $220.1T | 8452215.91% | |
| 7 | RBLXROBLOX CORP | 7,169,844 | $207.6T | 7975262.93% | |
| 8 | ABNBAIRBNB INC | 1,492,227 | $204.7T | 7864251.71% | |
| 9 | XYZBLOCK INC | 3,557,153 | $157.4T | 6047149.45% | |
| 10 | ETSYETSY INC | 2,290,540 | $147.9T | 5681626.32% | |
| 11 | WDAYWORKDAY INC | 432,700 | $93.0T | 3570746.34% | |
| 12 | DTDYNATRACE INC | 1,294,014 | $60.5T | 2322584.38% |