HMI Capital as of June 30, 2020
Portfolio Holdings for HMI Capital
HMI Capital holds 13 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 11.8 | $248M | 1.3M | 187.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.9 | $228M | 161k | 1413.61 | |
| New Relic | 10.6 | $223M | 3.2M | 68.90 | |
| Square Cl A (XYZ) | 10.3 | $215M | 2.0M | 104.94 | |
| Blackstone Group Com Cl A (BX) | 9.0 | $188M | 3.3M | 56.66 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 8.8 | $186M | 4.7M | 39.70 | |
| Cargurus Com Cl A (CARG) | 7.8 | $164M | 6.5M | 25.35 | |
| Facebook Cl A (META) | 7.7 | $161M | 711k | 227.07 | |
| Autodesk (ADSK) | 6.8 | $144M | 600k | 239.19 | |
| Mastercard Incorporated Cl A (MA) | 6.6 | $138M | 468k | 295.70 | |
| Dynatrace (DT) | 4.5 | $94M | 2.3M | 40.60 | |
| Sailpoint Technlgies Hldgs I | 2.7 | $56M | 2.1M | 26.47 | |
| Anaplan | 2.4 | $51M | 1.1M | 45.31 |
