0001469026-20-000005.txt : 20200814 0001469026-20-000005.hdr.sgml : 20200814 20200814124525 ACCESSION NUMBER: 0001469026-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HMI Capital, LLC CENTRAL INDEX KEY: 0001469026 IRS NUMBER: 263669288 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15224 FILM NUMBER: 201103442 BUSINESS ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415.391.9500 MAIL ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001469026 XXXXXXXX 06-30-2020 06-30-2020 HMI Capital, LLC

555 CALIFORNIA STREET SUITE 4900 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-15224 N Emily M. Brakebill 415-391-9500 Emily M. Brakebill San Francisco CA 08-14-2020 0 13 2096359 false INFORMATION TABLE 2 13fhmi20200814.xml ALPHABET INC CAP STK CL C 02079K107 228079 161345 SH SOLE 161345 0 0 ANAPLAN INC COM 03272L108 50833 1121903 SH SOLE 1121903 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 185512 4672855 SH SOLE 4672855 0 0 AUTODESK INC COM 052769106 143514 600000 SH SOLE 600000 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 188108 3319935 SH SOLE 3319935 0 0 CARGURUS INC COM CL A 141788109 164395 6485000 SH SOLE 6485000 0 0 DYNATRACE INC COM 268150109 94236 2321093 SH SOLE 2321093 0 0 FACEBOOK INC CL A 30303M102 161398 710784 SH SOLE 710784 0 0 MASTERCARD INCORPORATED CL A 57636Q104 138388 468000 SH SOLE 468000 0 0 NEW RELIC INC COM 64829B100 223169 3239021 SH SOLE 3239021 0 0 SAILPOINT TECHNLGIES HLDGS I COM 78781P105 55840 2109555 SH SOLE 2109555 0 0 SALESFORCE COM INC COM 79466L302 247883 1323244 SH SOLE 1323244 0 0 SQUARE INC CL A 852234103 215004 2048827 SH SOLE 2048827 0 0