HMI Capital as of Dec. 31, 2019
Portfolio Holdings for HMI Capital
HMI Capital holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
salesforce (CRM) | 16.9 | $212M | 1.3M | 162.64 | |
Alphabet Inc Class C cs (GOOG) | 15.7 | $197M | 147k | 1337.02 | |
Cargurus (CARG) | 14.9 | $187M | 5.3M | 35.18 | |
Autodesk (ADSK) | 12.5 | $157M | 856k | 183.46 | |
Blackstone Group Inc Com Cl A (BX) | 9.8 | $123M | 2.2M | 55.94 | |
MasterCard Incorporated (MA) | 8.8 | $111M | 370k | 298.59 | |
Square Inc cl a (SQ) | 6.8 | $86M | 1.4M | 62.56 | |
New Relic | 6.8 | $85M | 1.3M | 65.71 | |
Anaplan | 3.9 | $49M | 935k | 52.40 | |
Servicenow (NOW) | 3.8 | $48M | 170k | 282.32 |