0001469026-20-000001.txt : 20200213 0001469026-20-000001.hdr.sgml : 20200213 20200213173029 ACCESSION NUMBER: 0001469026-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20612252 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 12-31-2019 12-31-2019 HMI Capital, LLC

555 CALIFORNIA STREET SUITE 4900 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-15224 N Emily M. Brakebill 415-391-9503 Emily M. Brakebill San Francisco CA 02-13-2020 0 10 1253833 false INFORMATION TABLE 2 hmicapitalllc13f021320.xml ALPHABET INC CAP STK CL C 02079K107 196669 147095 SH SOLE 147095 0 0 ANAPLAN INC COM 03272L108 48994 935000 SH SOLE 935000 0 0 AUTODESK INC COM 052769106 156945 855471 SH SOLE 855471 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 122788 2194996 SH SOLE 2194996 0 0 CARGURUS INC COM CL A 141788109 186982 5315000 SH SOLE 5315000 0 0 MASTERCARD INC CL A 57636Q104 110478 370000 SH SOLE 370000 0 0 NEW RELIC INC COM 64829B100 85423 1300000 SH SOLE 1300000 0 0 SALESFORCE COM INC COM 79466L302 211878 1302744 SH SOLE 1302744 0 0 SERVICENOW INC COM 81762P102 48108 170402 SH SOLE 170402 0 0 SQUARE INC CL A 852234103 85568 1367782 SH SOLE 1367782 0 0