HMI Capital
Latest statistics and disclosures from HMI Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Tableau Software Inc Cl A, Apollo Global Management 'a', Alphabet Inc Class C cs, BX, ADSK, and represent 86.83% of HMI Capital's stock portfolio.
- Added to shares of these 5 stocks: MA (+$54.76M), Tableau Software Inc Cl A (+$49.81M), Cargurus Inc (+$45.15M), Alphabet Inc Class C cs (+$42.26M), ADSK (+$5.60M).
- Started 2 new stock positions in MA, Cargurus Inc.
- Reduced shares in these 4 stocks: , BX (-$20.33M), Apollo Global Management 'a' (-$12.48M), Anaplan Inc.
- Sold out of its positions in Ellie Mae Inc..
- HMI Capital was a net buyer of stock by $15.60M.
- HMI Capital has $982.44M in assets under management (AUM), growing by 16.15%.
Companies in the HMI Capital portfolio as of June 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Tableau Software Inc Cl A | 27.13 | 1.61M | +22% | 166.02 |
| Apollo Global Management 'a' | 20.95 | 6.00M | -5% | 34.30 |
| Alphabet Inc Class C cs | 16.18 | 147095 | +36% | 1080.91 |
| Blackstone (BX) | 12.64 | 2.79M | -14% | 44.42 |
| Autodesk (ADSK) | 9.92 | 598571 | +6% | 162.90 |
| MasterCard Incorporated (MA) | 5.57 | 207000 | NEW | 264.53 |
| Cargurus Inc | 4.60 | 1.25M | NEW | 36.11 |
| Anaplan Inc | 3.00 | 584816 | -9% | 50.47 |
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Past 13F-HR SEC Filings by HMI Capital
- 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
- HMI Capital 2014 Q4 filed Feb. 12, 2015
- HMI Capital 2014 Q3 filed Nov. 12, 2014