0001469026-23-000013.txt : 20230814 0001469026-23-000013.hdr.sgml : 20230814 20230814114821 ACCESSION NUMBER: 0001469026-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HMI Capital Management, L.P. 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: 231167645 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 FORMER COMPANY: FORMER CONFORMED NAME: HMI Capital, LLC DATE OF NAME CHANGE: 20090724 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001469026 XXXXXXXX 06-30-2023 06-30-2023 HMI Capital Management, L.P.

555 CALIFORNIA STREET SUITE 4900 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-15224 000160850 801-74197 N Lusine Moshkounian 415-391-9500 /s/ Lusine Moshkounian San Francisco CA 08-14-2023 0 13 2815530355 false INFORMATION TABLE 2 Q22023_13f.xml AIRBNB INC COM CL A 009066101 191243812 1492227 SH SOLE 1492227 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 277444932 2879553 SH SOLE 2879553 0 0 BLOCK INC CL A 852234103 236799675 3557153 SH SOLE 3557153 0 0 DYNATRACE INC COM NEW 268150109 133778045 2599146 SH SOLE 2599146 0 0 ETSY INC COM 29786A106 111203346 1314305 SH SOLE 1314305 0 0 GITLAB INC CLASS A COM 37637K108 378528480 7406153 SH SOLE 7406153 0 0 MARQETA INC CLASS A COM 57142B104 77927305 16001500 SH SOLE 16001500 0 0 NCINO INC COM 63947X101 245972721 8166425 SH SOLE 8166425 0 0 NEW RELIC INC COM 64829B100 331263824 5062100 SH SOLE 5062100 0 0 ROBLOX CORP CL A 771049103 137884193 3421444 SH SOLE 3421444 0 0 TOAST INC CL A 888787108 355247760 15739821 SH SOLE 15739821 0 0 WORKDAY INC CL A 98138H101 64220527 284300 SH SOLE 284300 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 274015735 10792270 SH SOLE 10792270 0 0