HMI Capital Management, L.P.

Q4 2023 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    12

  • Value ($000)

    $2,306,299

  • Date Filed
    02/14/2024
  • Form type
    13F-HR
  • CIK
    0001469026
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RBLX
RBLX

ROBLOX CORP

CL A
771049103
$281.07 M
12 %

6,147,696

---

TOAST INC

CL A
888787108
$277.36 M
12 %

15,189,265

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$277.22 M
12 %

4,403,101

NCNO
NCNO

NCINO INC

COM
63947X101
$270.10 M
12 %

8,031,487

ZI
ZI

ZOOMINFO TECHNOLOGIES INC

COMMON STOCK
98980F104
$249.26 M
11 %

13,481,070

XYZ
XYZ

BLOCK INC

CL A
852234103
$229.72 M
10 %

2,969,816

ARES
ARES

ARES MANAGEMENT CORPORATION

CL A COM STK
03990B101
$214.64 M
9 %

1,804,897

ABNB
ABNB

AIRBNB INC

COM CL A
009066101
$150.52 M
7 %

1,105,627

ETSY
ETSY

ETSY INC

COM
29786A106
$128.71 M
6 %

1,588,003

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$119.45 M
5 %

432,700

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