0001469026-20-000004.txt : 20200515 0001469026-20-000004.hdr.sgml : 20200515 20200514193928 ACCESSION NUMBER: 0001469026-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200515 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: 20879985 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 03-31-2020 03-31-2020 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 05-14-2020 0 12 1507590 false INFORMATION TABLE 2 HMI13g05142020.xml ALPHABET INC CAP STK CL C 02079K107 189358 162845 SH SOLE 162845 0 0 ANAPLAN INC COM 03272L108 96284 3181903 SH SOLE 3181903 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 68303 2208304 SH SOLE 2208304 0 0 AUTODESK INC COM 052769106 113820 729145 SH SOLE 729145 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 151289 3319935 SH SOLE 3319935 0 0 CARGURUS INC COM CL A 141788109 140156 7400000 SH SOLE 7400000 0 0 DYNATRACE INC COM 268150109 97265 4079898 SH SOLE 4079898 0 0 FACEBOOK INC CL A 30303M102 61701 369908 SH SOLE 369908 0 0 MASTERCARD INC CL A 57636Q104 123196 510000 SH SOLE 510000 0 0 NEW RELIC INC COM 64829B100 137723 2978442 SH SOLE 2978442 0 0 SALESFORCE COM INC COM 79466L302 192148 1334544 SH SOLE 1334544 0 0 SQUARE INC CL A 852234103 136348 2603050 SH SOLE 2603050 0 0