HMI Capital as of Sept. 30, 2020
Portfolio Holdings for HMI Capital
HMI Capital holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Square Cl A (XYZ) | 11.0 | $266M | 1.6M | 162.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $234M | 159k | 1469.60 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 9.7 | $234M | 5.8M | 40.42 | |
| New Relic | 9.3 | $225M | 4.0M | 56.36 | |
| Mastercard Incorporated Cl A (MA) | 8.8 | $211M | 625k | 338.17 | |
| salesforce (CRM) | 8.2 | $198M | 788k | 251.32 | |
| Sailpoint Technlgies Hldgs I | 7.9 | $190M | 4.8M | 39.57 | |
| Facebook Cl A (META) | 7.7 | $186M | 709k | 261.90 | |
| Blackstone Group Com Cl A (BX) | 7.2 | $173M | 3.3M | 52.20 | |
| Etsy (ETSY) | 6.9 | $166M | 1.4M | 121.63 | |
| Autodesk (ADSK) | 5.7 | $139M | 600k | 231.01 | |
| Cargurus Com Cl A (CARG) | 4.6 | $111M | 5.1M | 21.63 | |
| Dynatrace Com New (DT) | 3.3 | $80M | 2.0M | 41.02 |
