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Equibles

HMI Capital Management, L.P.

Position in TOST — Toast, Inc.

CIK 1469026 SAN FRANCISCO, CA
Back to TOST Full portfolio

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$97,501,978
-$3,633,221 QoQ
Shares Held
3,504,744
-8.1% QoQ
Ownership
0.606%
of shares outstanding
% of Portfolio
14.21%
of 13F equity value
Holder Rank
#27
of 772 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

HMI Capital Management, L.P. holds $159,162,184 across 2 Software - Infrastructure names. TOST ranks #1 (61.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOST
Toast, Inc.
This page 		3,504,744 $97,501,978
2 MSFT
Microsoft Corp
 165,300 $61,660,206

All Filings in TOST

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $97,501,978 3,504,744
2026-03-31 $101,135,199 3,814,983
2025-12-31 $152,816,681 4,303,483
2025-09-30 $122,030,403 3,342,383
2025-06-30 $124,905,905 2,820,183
2025-03-31 $172,589,580 5,203,183
2024-12-31 $120,253,762 3,299,143
2024-09-30 $256,896,886 9,074,422
2024-06-30 $241,695,026 9,378,930
2024-03-31 $333,170,681 13,369,610
2023-12-31 $277,355,978 15,189,265
2023-09-30 $269,356,523 14,381,021
2023-06-30 $355,247,759 15,739,821
2023-03-31 $279,381,822 15,739,821
2022-12-31 $283,788,972 15,739,821
2022-09-30 $263,968,437 15,787,586
2022-06-30 $204,291,362 15,787,586
2022-03-31 $288,436,110 13,273,636
2021-12-31 $224,030,488 6,454,350
2021-09-30 $19,980,000 400,000