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 (XYZ) | 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 |
