HMI Capital as of Sept. 30, 2019
Portfolio Holdings for HMI Capital
HMI Capital holds 6 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 24.0 | $193M | 1.3M | 148.44 | |
| Alphabet Inc Class C cs (GOOG) | 22.2 | $179M | 147k | 1219.00 | |
| Cargurus (CARG) | 16.7 | $135M | 4.4M | 30.95 | |
| Autodesk (ADSK) | 14.1 | $114M | 769k | 147.70 | |
| Blackstone Group Inc Com Cl A (BX) | 13.3 | $107M | 2.2M | 48.84 | |
| MasterCard Incorporated (MA) | 9.7 | $78M | 287k | 271.57 |
