HMI Capital as of June 30, 2019
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 27.1 | $267M | 1.6M | 166.02 | |
| Apollo Global Management 'a' | 20.9 | $206M | 6.0M | 34.30 | |
| Alphabet Inc Class C cs (GOOG) | 16.2 | $159M | 147k | 1080.91 | |
| Blackstone | 12.6 | $124M | 2.8M | 44.42 | |
| Autodesk (ADSK) | 9.9 | $98M | 599k | 162.90 | |
| MasterCard Incorporated (MA) | 5.6 | $55M | 207k | 264.53 | |
| Cargurus (CARG) | 4.6 | $45M | 1.3M | 36.11 | |
| Anaplan | 3.0 | $30M | 585k | 50.47 |
