Top 10 Stock Picks of Mick Hellman's HMI Capital
In this article, we will discuss the top 10 stock picks of Mick Hellman’s HMI Capital.
Hedge Fund - HMI Capital
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Fund Profile
Filing Period:
| Fund Name: | HMI Capital |
| Manager | Mick Hellman |
| Portfolio Value | $2,306,299,399 |
| Change This QTR | +0.89% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | RBLX | 6,147,696 | $281,072,661 | -15% | 12.18% | ||
| 2. | TOST | 15,189,265 | $277,355,979 | +6% | 12.02% | ||
| 3. | GTLB | 4,403,101 | $277,219,239 | -40% | 12.02% | ||
| 4. | NCNO | 8,031,487 | $270,098,908 | -2% | 11.71% | ||
| 5. | ZI | 13,481,070 | $249,264,984 | 10.8% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2023-11-13 | ||||
| 2023-08-01 |
News, Interviews and Investor Letters
HMI Capital's Returns, AUM and Holdings
Mick Hellman’s HMI Capital is a San Francisco-based, private investment management firm established during the Great Recession, in November 2008 with a mission “to invest in the highest-quality businesses...
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There were 659 hedge funds in our system whose 13F portfolios on June 30 consisted of at least five long positions in billion-dollar companies.
