HMI Capital Management as of March 31, 2022
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sailpoint Technlgies Hldgs I | 13.7 | $469M | 9.2M | 51.18 | |
| Block Cl A (SQ) | 12.5 | $430M | 3.2M | 135.60 | |
| New Relic | 10.3 | $352M | 5.3M | 66.88 | |
| Ncino (NCNO) | 9.1 | $313M | 7.6M | 40.98 | |
| Dynatrace Com New (DT) | 8.6 | $293M | 6.2M | 47.10 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 8.4 | $289M | 3.6M | 81.23 | |
| Toast Cl A (TOST) | 8.4 | $288M | 13M | 21.73 | |
| Marqeta Class A Com (MQ) | 8.2 | $283M | 26M | 11.04 | |
| Coupa Software | 6.2 | $212M | 2.1M | 101.63 | |
| Shopify Cl A (SHOP) | 5.5 | $188M | 279k | 675.96 | |
| Roblox Corp Cl A (RBLX) | 4.6 | $157M | 3.4M | 46.24 | |
| Gitlab Class A Com (GTLB) | 2.3 | $78M | 1.4M | 54.45 | |
| Etsy (ETSY) | 2.2 | $76M | 615k | 124.28 |
