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 | $3,429,089,000 |
| Change This QTR | +0.94% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SAIL | 9,157,172 | $468,664 | +7% | 13.66% | ||
| 2. | SQ | 3,173,676 | $430,350 | +33% | 12.54% | ||
| 3. | NEWR | 5,259,021 | $351,723 | 10.25% | |||
| 4. | Ncino Inc | 7,635,639 | $312,908 | NEW | 9.12% | ||
| 5. | DT | 6,229,307 | $293,400 | +46% | 8.55% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2022-04-05 | ||||
| 2022-02-15 | ||||
| 2022-02-14 | ||||
| 2022-02-14 | ||||
| 2022-02-14 |
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.
