0001469026-20-000011.txt : 20201116 0001469026-20-000011.hdr.sgml : 20201116 20201113181737 ACCESSION NUMBER: 0001469026-20-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201116 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: 201313016 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 09-30-2020 09-30-2020 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 11-13-2020 0 13 2413335 false INFORMATION TABLE 2 2020111313fhmicapital.xml ALPHABET INC CAP STK CL C 02079K107 234176 159347 SH SOLE 159347 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 233670 5781047 SH SOLE 5781047 0 0 AUTODESK INC COM 052769106 138606 600000 SH SOLE 600000 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 173301 3319935 SH SOLE 3319935 0 0 CARGURUS INC COM CL A 141788109 111323 5146692 SH SOLE 5146692 0 0 DYNATRACE INC COM NEW 268150109 80017 1950681 SH SOLE 1950681 0 0 ETSY INC COM 29786A106 165625 1361712 SH SOLE 1361712 0 0 FACEBOOK INC CL A 30303M102 185752 709247 SH SOLE 709247 0 0 MASTERCARD INCORPORATED CL A 57636Q104 211356 625000 SH SOLE 625000 0 0 NEW RELIC INC COM 64829B100 224821 3989021 SH SOLE 3989021 0 0 SAILPOINT TECHNLGIES HLDGS I COM 78781P105 190195 4806547 SH SOLE 4806547 0 0 SALESFORCE COM INC COM 79466L302 198101 788244 SH SOLE 788244 0 0 SQUARE INC CL A 852234103 266391 1638827 SH SOLE 1638827 0 0