HMI Capital

Companies in the HMI Capital portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
salesforce (CRM) 22.25 1.30M 148.44
Alphabet Inc Class C cs 20.64 147095 1219.00
Cargurus Inc 15.53 4.36M 30.95
Autodesk (ADSK) 13.07 768471 147.70
Blackstone Group Inc Com Cl A stock 12.34 2.19M 48.84
MasterCard Incorporated (MA) 8.97 287000 271.57
Dpw Holdings Inc 7.21 4.47M 13.99