HMI Capital, LLC Buys Square Inc, New Relic Inc, Anaplan Inc

• New Purchases: SQ, NEWR, PLAN, NOW,
• Added Positions: CARG, MA, ADSK,

For the details of HMI Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hmi+capital%2C+llc/current-portfolio/portfolio

1. Salesforce.com Inc (CRM) - 1,302,744 shares, 16.90% of the total portfolio. Shares added by 0.06%
2. Alphabet Inc (GOOG) - 147,095 shares, 15.69% of the total portfolio.
3. CarGurus Inc (CARG) - 5,315,000 shares, 14.91% of the total portfolio. Shares added by 21.97%
4. Autodesk Inc (ADSK) - 855,471 shares, 12.52% of the total portfolio. Shares added by 11.32%
5. Blackstone Group Inc (BX) - 2,194,996 shares, 9.79% of the total portfolio.

HMI Capital, LLC initiated holding in Square Inc. The purchase prices were between $58.36 and $69.65, with an estimated average price of $64.02. The stock is now traded at around $81.86. The impact to a portfolio due to this purchase was 6.82%. The holding were 1,367,782 shares as of .

HMI Capital, LLC initiated holding in New Relic Inc. The purchase prices were between $58.43 and $69, with an estimated average price of $65.1. The stock is now traded at around $60.97. The impact to a portfolio due to this purchase was 6.81%. The holding were 1,300,000 shares as of .

HMI Capital, LLC initiated holding in Anaplan Inc. The purchase prices were between $43.38 and $53.92, with an estimated average price of $49.76. The stock is now traded at around $62.85. The impact to a portfolio due to this purchase was 3.91%. The holding were 935,000 shares as of .

HMI Capital, LLC initiated holding in ServiceNow Inc. The purchase prices were between $220.01 and $286.88, with an estimated average price of $264.22. The stock is now traded at around $356.16. The impact to a portfolio due to this purchase was 3.84%. The holding were 170,402 shares as of .

HMI Capital, LLC added to a holding in CarGurus Inc by 21.97%. The purchase prices were between $28.68 and $40.15, with an estimated average price of $35.5. The stock is now traded at around $25.05. The impact to a portfolio due to this purchase was 2.69%. The holding were 5,315,000 shares as of .

HMI Capital, LLC added to a holding in Mastercard Inc by 28.92%. The purchase prices were between $260.85 and $300.74, with an estimated average price of $282.5. The stock is now traded at around $340.95. The impact to a portfolio due to this purchase was 1.98%. The holding were 370,000 shares as of .