HMI Capital Management, L.P.
11 holdingsFiling period: 2026-03-31Current AUM: $848.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | 5.88M | $111.0M | $96.2M | 11.33% | -875,000 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 529.1K | $110.2M | $143.7M | 16.93% | +22.6K | 2026-03-31 |
| 3 | NCNO | NCINO INC | 6.78M | $101.5M | $125.1M | 14.74% | +2.1K | 2026-03-31 |
| 4 | TOST | TOAST INC | 3.81M | $101.1M | $123.1M | 14.51% | -488,500 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 179.7K | $66.5M | $83.5M | 9.84% | -- | 2026-03-31 |
| 6 | GTLB | GITLAB INC | 2.65M | $57.4M | $91.5M | 10.78% | -1,637,404 | 2026-03-31 |
| 7 | TW | TRADEWEB MKTS INC | 463.7K | $54.6M | $46.6M | 5.49% | -68,300 | 2026-03-31 |
| 8 | — | KLARNA GROUP PLC | 4.12M | $54.0M | $54.0M | 6.36% | -328,378 | 2026-03-31 |
| 9 | RBLX | ROBLOX CORP | 767.3K | $43.4M | $27.3M | 3.22% | -- | 2026-03-31 |
| 10 | FICO | FAIR ISAAC CORP | 26.6K | $28.4M | $29.9M | 3.52% | -20,450 | 2026-03-31 |
| 11 | NOW | SERVICENOW INC | 249.8K | $26.1M | $27.8M | 3.27% | -- | 2026-03-31 |
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