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  Name: HMI CAPITAL, LLC
  City: SAN FRANCISCO
  State: CA
  Zip: 94111
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,306,299,000
  Total Value Change : $-297,236,000
  Securities Held Change : 0
   
All Securities Held : 12
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 1
  Unchanged Positions : 2
  Decreased Positions : 7

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Holdings Found : 7     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RBLX)1 Year Chart         RBLX Roblox Corp 1 - $0.00 $281,073,000 6,147,696 12.19% 73,434,000 -1,022,148 1.246    N/A
   (GTLB)1 Year Chart         GTLB Gitlab Inc. 3 - $52.94 $277,219,000 4,403,101 12.02% -51,264,000 -2,861,012 4.828    N/A
   (NCNO)1 Year Chart         NCNO nCino, Inc. 4 - $30.89 $270,099,000 8,031,487 11.71% 10,407,000 -134,938 7.287    N/A
   (SQ)1 Year Chart         SQ Square Inc 6 - $71.14 $229,715,000 2,969,816 9.96% 72,275,000 -587,337 0.553    N/A
   (ARES)1 Year Chart         ARES Ares Management Lp 7 - $0.00 $214,638,000 1,804,897 9.31% -5,418,000 -334,272 1.077    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 8 - $157.90 $150,520,000 1,105,627 6.53% -54,228,000 -386,600 0.319    N/A
   (ETSY)1 Year Chart         ETSY Etsy Inc 9 - $62.57 $128,708,000 1,588,003 5.58% -19,215,000 -702,537 1.254    N/A

      7 Records Found
  1    
Page 1 of 1
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