| Fund Name: | HMI Capital |
| Manager | Mick Hellman |
| Portfolio Value | $1,507,590,000 |
| Change This QTR | +1.20% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | CRM | 1,334,544 | $192,148 | +3% | 12.74% | |
| 2. | GOOG | 162,845 | $189,358 | +11% | 12.56% | |
| 3. | Blackstone Group Inc | 3,319,935 | $151,289 | +52% | 10.03% | |
| 4. | CARG | 7,400,000 | $140,156 | +40% | 9.29% | |
| 5. | NEWR | 2,978,442 | $137,723 | +130% | 9.13% |
| Company | Symbol | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2019-10-10 | ||||
| 2019-02-12 | ||||
| 2019-02-12 | ||||
| 2018-11-21 |
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