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 |
|---|---|---|---|---|
| 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
Technology
|
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
Holdings in TW
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,558,942 | 463,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,211,280 | 532,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,664,730 | 438,500 | Shares | Sole | 2025-11-14 | |
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