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 (XYZ) | 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 |
