Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HMI CAPITAL MANAGEMENT LP 02-14-2024 12-31-2023 12 2,306,299,399
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NEW RELIC INC COM Liquidated $0 0 0.01 0.01 3,079 0.06 12-31-2023
ROBLOX CORP CL A 2 $281,072,661 6,147,696 0.01 0.00 2,726,252 79.68 12-31-2023
TOAST INC CL A 3 $277,355,979 15,189,265 0.01 0.01 -550,556 -3.50 12-31-2023
GITLAB INC CLASS A COM 4 $277,219,239 4,403,101 0.01 0.01 -3,003,052 -40.55 12-31-2023
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