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 | $2,603,534,895 |
| Change This QTR | +0.92% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | NEWR | 5,065,082 | $433,672,321 | +1% | 16.65% | ||
| 2. | GTLB | 7,264,113 | $328,483,190 | -2% | 12.61% | ||
| 3. | TOST | 14,381,021 | $269,356,523 | -9% | 10.34% | ||
| 4. | NCNO | 8,166,425 | $259,692,315 | 9.97% | |||
| 5. | ZI | 13,481,070 | $221,089,548 | +25% | 8.49% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2023-11-13 | ||||
| 2023-08-01 | ||||
| 2023-03-31 | ||||
| 2023-02-14 | ||||
| 2023-02-14 |
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.
