HMI Capital Management, L.P.

Institution
10% Owner
HMI Capital Management, L.P.
$1,512,122,000.00
%
COMPANY
SHARES
NET TOTAL
18.63%
DYNATRACE INC
7,144,307
$281,771,000.00
17.41%
NEW RELIC INC
5,259,021
$263,214,000.00
14.29%
ARES MANAGEMENT CORPORATION
3,798,970
$216,009,000.00
13.10%
SHOPIFY INC
6,339,430
$198,044,000.00
12.90%
BLOCK INC
3,173,676
$195,054,000.00
10.97%
COUPA SOFTWARE INC
2,905,500
$165,904,000.00
6.56%
ETSY INC
1,355,000
$99,200,000.00
5.79%
TWILIO INC
1,045,000
$87,581,000.00
0.35%
AIRBNB INC
60,000
$5,345,000.00