HMI Capital Management as of March 31, 2021
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 12.2 | $343M | 1.2M | 294.53 | |
| New Relic | 11.5 | $323M | 5.3M | 61.48 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 11.5 | $322M | 5.7M | 56.03 | |
| Dynatrace Com New (DT) | 11.2 | $313M | 6.5M | 48.24 | |
| Sailpoint Technlgies Hldgs I | 10.7 | $300M | 5.9M | 50.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.8 | $276M | 133k | 2068.63 | |
| Mastercard Incorporated Cl A (MA) | 9.3 | $260M | 730k | 356.05 | |
| salesforce (CRM) | 7.8 | $218M | 1.0M | 211.87 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.9 | $194M | 855k | 226.73 | |
| Ncino | 5.7 | $159M | 2.4M | 66.72 | |
| Square Cl A (SQ) | 3.4 | $96M | 424k | 227.05 |
