HMI Capital Management as of Dec. 31, 2020
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sailpoint Technlgies Hldgs I | 11.9 | $297M | 5.6M | 53.24 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 10.9 | $272M | 5.8M | 47.05 | |
| New Relic | 10.5 | $261M | 4.0M | 65.40 | |
| Dynatrace Com New (DT) | 10.3 | $257M | 5.9M | 43.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $241M | 138k | 1751.88 | |
| Mastercard Incorporated Cl A (MA) | 9.7 | $241M | 675k | 356.94 | |
| salesforce (CRM) | 9.2 | $229M | 1.0M | 222.53 | |
| Facebook Cl A (META) | 7.5 | $187M | 685k | 273.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.7 | $167M | 716k | 232.73 | |
| Etsy (ETSY) | 5.3 | $132M | 742k | 177.91 | |
| Autodesk (ADSK) | 5.0 | $124M | 408k | 305.34 | |
| Square Cl A (SQ) | 3.1 | $78M | 358k | 217.64 |
