HMI Capital Management, L.P.
13 holdingsFiling period: 2026-06-30Current AUM: $777.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | 5.92M | $102.7M | $85.0M | 10.93% | +34.2K | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 425.9K | $101.5M | $102.4M | 13.16% | -103,200 | 2026-06-30 |
| 3 | TOST | Toast Inc | 3.50M | $97.5M | $111.0M | 14.28% | -310,239 | 2026-06-30 |
| 4 | NCNO | Ncino Inc | 4.99M | $81.6M | $113.2M | 14.55% | -1,787,315 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 165.3K | $61.7M | $86.3M | 11.09% | -14,400 | 2026-06-30 |
| 6 | TW | Tradeweb Mkts Inc | 455.4K | $45.4M | $55.8M | 7.18% | -8,300 | 2026-06-30 |
| 7 | — | Spotify Technology S A | 91.5K | $42.0M | $42.0M | 5.40% | -- | 2026-06-30 |
| 8 | NOW | Servicenow Inc | 416.1K | $41.3M | $43.7M | 5.62% | +166.3K | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 58.8K | $34.2M | $29.7M | 3.82% | -- | 2026-06-30 |
| 10 | LPLA | LPL Finl Hldgs Inc | 118.6K | $33.4M | $33.7M | 4.33% | -- | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation | 162.8K | $32.6M | $33.3M | 4.28% | -- | 2026-06-30 |
| 12 | DASH | Doordash Inc | 143.4K | $26.5M | $25.7M | 3.30% | -- | 2026-06-30 |
| 13 | APPF | Appfolio Inc | 75.0K | $12.0M | $16.0M | 2.06% | -- | 2026-06-30 |
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