HMI Capital as of March 31, 2020
Portfolio Holdings for HMI Capital
HMI Capital holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
salesforce (CRM) | 12.7 | $192M | 1.3M | 143.98 | |
Alphabet Inc Class C cs (GOOG) | 12.6 | $189M | 163k | 1162.81 | |
Blackstone Group Inc Com Cl A (BX) | 10.0 | $151M | 3.3M | 45.57 | |
Cargurus (CARG) | 9.3 | $140M | 7.4M | 18.94 | |
New Relic | 9.1 | $138M | 3.0M | 46.24 | |
Square Inc cl a (SQ) | 9.0 | $136M | 2.6M | 52.38 | |
MasterCard Incorporated (MA) | 8.2 | $123M | 510k | 241.56 | |
Autodesk (ADSK) | 7.5 | $114M | 729k | 156.10 | |
Dynatrace (DT) | 6.5 | $97M | 4.1M | 23.84 | |
Anaplan | 6.4 | $96M | 3.2M | 30.26 | |
Ares Management Corporation cl a com stk (ARES) | 4.5 | $68M | 2.2M | 30.93 | |
Facebook Inc cl a (META) | 4.1 | $62M | 370k | 166.80 |