HMI Capital Management, L.P.
Top Portfolio Positions
11 positions ·
$754,263,200 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
5,881,100 | $111,035,168 | 14.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
529,150 | $110,206,070 | 14.61% | |
| NCNO |
nCino, Inc.
Technology
|
6,778,028 | $101,534,859 | 13.46% | |
| TOST |
Toast, Inc.
Technology
|
3,814,983 | $101,135,199 | 13.41% | |
| MSFT |
Microsoft Corp
Technology
|
179,700 | $66,519,549 | 8.82% | |
| GTLB |
Gitlab Inc.
Technology
|
2,651,677 | $57,382,290 | 7.61% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
463,700 | $54,558,942 | 7.23% | |
| KLAR |
Klarna Group plc
Financial Services
|
4,123,719 | $53,979,481 | 7.16% | |
| RBLX |
Roblox Corp
Communication Services
|
767,300 | $43,398,488 | 5.75% | |
| FICO |
Fair Isaac Corp
Technology
|
26,600 | $28,396,564 | 3.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RBLX
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,398,488 | 767,300 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $54,081,847 | 514,086 | Shares | Sole | 2025-09-05 | |
| 2025-03-31 | $229,434,686 | 3,936,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,394,704 | 4,327,596 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,747,124 | 5,032,696 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $277,207,541 | 7,449,813 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $234,719,033 | 6,147,696 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $281,072,661 | 6,147,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,638,682 | 7,169,844 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $137,884,193 | 3,421,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $153,896,551 | 3,421,444 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,218,115 | 4,153,834 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $163,926,210 | 4,573,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,363,976 | 4,788,922 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $156,703,753 | 3,388,922 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,323,446 | 2,193,907 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $144,882,235 | 1,917,700 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||