HMI Capital Management as of June 30, 2024
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 10.6 | $277M | 7.4M | 37.21 | |
| Coupang Cl A (CPNG) | 10.3 | $271M | 13M | 20.95 | |
| Gitlab Class A Com (GTLB) | 9.6 | $252M | 5.1M | 49.72 | |
| Toast Cl A (TOST) | 9.2 | $242M | 9.4M | 25.77 | |
| Ncino (NCNO) | 8.9 | $233M | 7.4M | 31.45 | |
| Zoominfo Technologies Common Stock (ZI) | 8.6 | $226M | 18M | 12.77 | |
| Workday Cl A (WDAY) | 8.3 | $219M | 979k | 223.56 | |
| Block Cl A (SQ) | 7.3 | $192M | 3.0M | 64.49 | |
| Lpl Financial Holdings (LPLA) | 6.1 | $159M | 570k | 279.30 | |
| salesforce (CRM) | 5.0 | $132M | 513k | 257.10 | |
| Tko Group Holdings Cl A (TKO) | 4.6 | $120M | 1.1M | 107.99 | |
| Nice Sponsored Adr (NICE) | 4.5 | $117M | 682k | 171.97 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 4.4 | $116M | 873k | 133.28 | |
| Airbnb Com Cl A (ABNB) | 2.7 | $72M | 471k | 151.63 |
