HMI Capital, LLC 13F Holdings

CIK 02815224 · SAN FRANCISCO, CA

As of Sep 30, 2022, HMI Capital, LLC reported 15 positions worth $2.7M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
NEW RELIC INCNEWRTechnology5,259,021$301.8K11.37%
NCINO INCNCNOTechnology7,872,455$268.5K10.11%
TOAST INCTOSTTechnology15,787,586$264.0K9.94%
DYNATRACE INCDTTechnology7,144,307$248.7K9.37%
ARES MANAGEMENT CORPARESFinancial Services3,987,588$247.0K9.30%
MARQETA INCMQTechnology28,474,524$202.7K7.64%
COUPA SOFTWARE INCCOUPTechnology3,137,800 84.5K6.95%
SHOPIFY INCSHOPTechnology6,826,550 83.9K6.93%
BLOCK INCXYZTechnology3,173,676 74.5K6.57%
ROBLOX CORPRBLXCommunication Services4,573,834 63.9K6.17%
ETSY INCETSYConsumer Cyclical1,355,000 35.7K5.11%
TWILIO INCTWLOCommunication Services1,668,060 15.3K4.34%
GITLAB INCGTLBTechnology2,008,117 02.9K3.87%
AIRBNB INCABNBIndustrials295,569$31.0K1.17%
ZOOMINFO TECHNOLOGIES INCGTMTechnology736,690$30.7K1.16%