HMI Capital
Latest statistics and disclosures from HMI Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CRM, Alphabet Inc Class C cs, Cargurus Inc, ADSK, Blackstone Group Inc Com Cl A stock, and represent 90.33% of HMI Capital's stock portfolio.
- Reduced shares in these 1 stocks: Dpw Holdings Inc (-$62.59M).
- Sold out of its positions in Dpw Holdings Inc.
- HMI Capital was a net seller of stock by $62.59M.
- HMI Capital has $806.10M in assets under management (AUM), dropping by -7.21%.
Companies in the HMI Capital portfolio as of September 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| salesforce (CRM) | 23.98 | 1.30M | 148.44 | |
| Alphabet Inc Class C cs | 22.24 | 147095 | 1219.00 | |
| Cargurus Inc | 16.73 | 4.36M | 30.95 | |
| Autodesk (ADSK) | 14.08 | 768471 | 147.70 | |
| Blackstone Group Inc Com Cl A stock | 13.30 | 2.19M | 48.84 | |
| MasterCard Incorporated (MA) | 9.67 | 287000 | 271.57 |
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Past 13F-HR SEC Filings by HMI Capital
- HMI Capital 2019 Q3 filed Nov. 13, 2019
- HMI Capital 2019 Q2 filed Aug. 12, 2019
- HMI Capital 2019 Q1 filed May 13, 2019
- HMI Capital 2018 Q4 filed Feb. 12, 2019
- HMI Capital 2018 Q3 filed Nov. 13, 2018
- HMI Capital 2018 Q2 filed Aug. 13, 2018
- HMI Capital 2018 Q1 filed May 14, 2018
- HMI Capital 2018 Q1 amended filed May 14, 2018
- HMI Capital 2017 Q4 filed Feb. 12, 2018
- HMI Capital 2017 Q3 filed Nov. 13, 2017
- HMI Capital 2017 Q2 filed Aug. 10, 2017
- HMI Capital 2016 Q4 filed Feb. 13, 2017
- HMI Capital 2016 Q3 filed Nov. 10, 2016
- HMI Capital 2016 Q2 filed Aug. 12, 2016
- HMI Capital 2015 Q4 filed Feb. 12, 2016
- HMI Capital 2015 Q3 filed Nov. 13, 2015
- HMI Capital 2015 Q2 filed Aug. 12, 2015
- HMI Capital 2015 Q1 filed May 12, 2015
- HMI Capital 2014 Q4 amended filed Feb. 12, 2015