48 is the total number of securities HMI Capital Management, L.P. has owned. The longest HMI Capital Management, L.P. has owned a single stock is 31 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ADSK | AUTODESK INC | 31 | 31 | 5.01% | 11.96% | 17.06% | Q2 2013 | Q4 2020 | 31 |
| NICE | NICE SYS LTD | 23 | 23 | 3.88% | 11.45% | 18.12% | Q2 2013 | Q4 2018 | 23 |
| LPLA | LPL FINL HLDGS INC | 21 | 21 | 2.37% | 13.13% | 25.20% | Q4 2013 | Q4 2018 | 21 |
| APO | APOLLO GLOBAL MGMT LLC | 17 | 17 | 7.72% | 16.67% | 21.26% | Q2 2015 | Q2 2019 | 17 |
| EQIX | EQUINIX INC | 16 | 16 | 3.12% | 12.15% | 18.27% | Q1 2015 | Q4 2018 | 16 |
| NEWR | NEW RELIC INC | 16 | 16 | 6.81% | 11.49% | 16.66% | Q4 2019 | Q3 2023 | 16 |
| SQ | SQUARE INC | 16 | 16 | 3.13% | 8.11% | 12.55% | Q4 2019 | Q3 2023 | 16 |
| SMLP | SUMMIT MIDSTREAM PARTN... | 15 | 15 | 2.38% | 13.20% | 18.85% | Q2 2015 | Q4 2018 | 15 |
| ARES | ARES MANAGEMENT CORPOR... | 15 | 15 | 4.53% | 9.95% | 12.71% | Q1 2020 | Q3 2023 | 15 |
| DT | DYNATRACE INC | 15 | 15 | 2.32% | 8.06% | 11.87% | Q1 2020 | Q3 2023 | 15 |
| BX | BLACKSTONE GROUP L P | 14 | 14 | 3.32% | 9.80% | 14.39% | Q1 2016 | Q2 2019 | 14 |
| DATA | TABLEAU SOFTWARE INC | 13 | 13 | 7.05% | 15.07% | 27.13% | Q2 2016 | Q2 2019 | 13 |
| GOOG | ALPHABET INC | 13 | 13 | 5.46% | 12.15% | 22.24% | Q4 2018 | Q4 2021 | 13 |
| ETSY | ETSY INC | 7 | 1 | 0.77% | 4.48% | 6.86% | Q3 2020 | Q3 2023 | 10 |
| ORCL | ORACLE CORP | 9 | 9 | 5.35% | 13.39% | 21.79% | Q2 2013 | Q2 2015 | 9 |
| TOAST INC | 9 | 9 | 0.60% | 8.81% | 12.62% | Q3 2021 | Q3 2023 | 9 | |
| MA | MASTERCARD INCORPORATED | 9 | 9 | 5.57% | 8.05% | 9.69% | Q2 2019 | Q2 2021 | 9 |
| RBLX | ROBLOX CORP | 9 | 9 | 4.34% | 5.73% | 7.98% | Q3 2021 | Q3 2023 | 9 |
| MQ | MARQETA INC | 9 | 9 | 0.88% | 5.71% | 9.65% | Q2 2021 | Q2 2023 | 9 |
| CRM | SALESFORCE COM INC | 8 | 8 | 1.22% | 11.48% | 23.98% | Q3 2019 | Q2 2021 | 8 |
| SAIL | SAILPOINT TECHNOLOGIES... | 8 | 8 | 2.66% | 10.21% | 13.67% | Q2 2020 | Q1 2022 | 8 |
| SCOR | COMSCORE INC | 7 | 7 | 10.33% | 14.17% | 24.23% | Q2 2013 | Q4 2014 | 7 |
| SCHW | SCHWAB CHARLES CORP NEW | 7 | 7 | 3.21% | 10.25% | 14.41% | Q2 2013 | Q4 2014 | 7 |
| ACIW | ACI WORLDWIDE INC | 7 | 7 | 5.19% | 9.16% | 12.29% | Q2 2013 | Q4 2014 | 7 |
| NCINO INC | 7 | 7 | 7.90% | 9.16% | 10.11% | Q1 2022 | Q3 2023 | 7 | |
| FB | FACEBOOK INC | 7 | 7 | 4.09% | 8.63% | 12.24% | Q1 2020 | Q3 2021 | 7 |
| GITLAB INC | 7 | 7 | 2.28% | 6.89% | 13.44% | Q1 2022 | Q3 2023 | 7 | |
| CARG | CARGURUS INC | 6 | 6 | 4.60% | 9.67% | 16.73% | Q2 2019 | Q3 2020 | 6 |
| ELLI | ELLIE MAE INC | 6 | 6 | 2.43% | 8.61% | 17.27% | Q4 2017 | Q1 2019 | 6 |
| ABNB | AIRBNB INC | 6 | 6 | 0.22% | 4.44% | 7.86% | Q2 2022 | Q3 2023 | 6 |
| PLAN | ANAPLAN INC | 3 | 3 | 2.42% | 3.79% | 6.39% | Q4 2018 | Q2 2020 | 6 |
| BX | BLACKSTONE GROUP INC | 5 | 5 | 7.18% | 9.86% | 13.30% | Q3 2019 | Q3 2020 | 5 |
| CCO | CLEAR CHANNEL OUTDOOR ... | 5 | 5 | 3.99% | 9.38% | 14.08% | Q2 2013 | Q2 2014 | 5 |
| ZI | ZOOMINFO TECHNOLOGIES INC | 5 | 5 | 1.16% | 5.87% | 9.73% | Q3 2022 | Q3 2023 | 5 |
| COUP | COUPA SOFTWARE INC | 5 | 5 | 2.38% | 5.48% | 6.95% | Q4 2021 | Q4 2022 | 5 |
| EQIX | EQUINIX INC | 4 | 4 | 9.67% | 12.63% | 14.69% | Q1 2014 | Q4 2014 | 4 |
| NCNO | NCINO INC | 4 | 4 | 5.68% | 9.66% | 12.47% | Q1 2021 | Q4 2021 | 4 |
| AZPN | ASPEN TECHNOLOGY INC | 4 | 4 | 4.08% | 7.07% | 8.18% | Q1 2016 | Q4 2016 | 4 |
| SHOP | SHOPIFY INC | 4 | 4 | 5.49% | 6.90% | 7.95% | Q1 2022 | Q4 2022 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 4.32% | 6.21% | 6.92% | Q4 2020 | Q3 2021 | 4 |
| RP | REALPAGE INC | 3 | 3 | 0.66% | 4.63% | 7.01% | Q3 2014 | Q1 2015 | 3 |
| IHS | IHS INC | 2 | 2 | 8.07% | 10.60% | 13.14% | Q1 2015 | Q2 2015 | 2 |
| TWLO | TWILIO INC | 2 | 2 | 3.52% | 3.93% | 4.34% | Q2 2022 | Q3 2022 | 2 |
| WDAY | WORKDAY INC | 2 | 2 | 2.28% | 2.93% | 3.57% | Q2 2023 | Q3 2023 | 2 |
| NOW | SERVICENOW INC | 1 | 1 | 3.84% | 3.84% | 3.84% | Q4 2019 | Q4 2019 | 1 |
| PTC | PTC INC | 1 | 1 | 3.13% | 3.13% | 3.13% | Q1 2016 | Q1 2016 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2023 | Q1 2023 | 1 |
| ALKT | ALKAMI TECHNOLOGY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including AUTODESK INC, NICE SYS LTD, and LPL FINL HLDGS INC, are the highest-conviction holdings of HMI Capital Management, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by HMI Capital Management, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HMI Capital Management, L.P. owns currently or has owned in the past.