HMI Capital Management as of June 30, 2022
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 14 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynatrace Com New (DT) | 11.3 | $282M | 7.1M | 39.44 | |
| New Relic | 10.6 | $263M | 5.3M | 50.05 | |
| Ncino (NCNO) | 9.8 | $243M | 7.9M | 30.92 | |
| Marqeta Class A Com (MQ) | 9.3 | $231M | 29M | 8.11 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 8.7 | $216M | 3.8M | 56.86 | |
| Toast Cl A (TOST) | 8.2 | $204M | 16M | 12.94 | |
| Shopify Cl A (SHOP) | 8.0 | $198M | 6.3M | 31.24 | |
| Block Cl A (SQ) | 7.8 | $195M | 3.2M | 61.46 | |
| Coupa Software | 6.7 | $166M | 2.9M | 57.10 | |
| Roblox Corp Cl A (RBLX) | 6.3 | $157M | 4.8M | 32.86 | |
| Gitlab Class A Com (GTLB) | 5.7 | $142M | 2.7M | 53.14 | |
| Etsy (ETSY) | 4.0 | $99M | 1.4M | 73.21 | |
| Twilio Cl A (TWLO) | 3.5 | $88M | 1.0M | 83.81 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $5.3M | 60k | 89.08 |
