HMI Capital

HMI Capital as of Sept. 30, 2019

Portfolio Holdings for HMI Capital

HMI Capital holds 7 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) 22.2 $193M 1.3M 148.44
Alphabet Inc Class C cs (GOOG) 20.6 $179M 147k 1219.00
Cargurus (CARG) 15.5 $135M 4.4M 30.95
Autodesk (ADSK) 13.1 $114M 769k 147.70
Blackstone Group Inc Com Cl A (BX) 12.3 $107M 2.2M 48.84
MasterCard Incorporated (MA) 9.0 $78M 287k 271.57
Dpw Holdings 7.2 $63M 4.5M 13.99