HMI Capital Management, L.P.: 13F holdings
CIK 14690262026Q2
| Positions | 13 |
|---|
| Reported value | $712.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (+2 vs prior quarter) |
|---|
| Reported value | $712.4m (-5.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 425,950 | $101.5m | 14.3% |
| TOST TOAST INC | 3,504,744 | $97.5m | 13.7% |
| NCNO NCINO INC | 4,990,713 | $81.6m | 11.5% |
| CPNG COUPANG INC | 4,415,300 | $76.7m | 10.8% |
| MSFT MICROSOFT CORP | 165,300 | $61.7m | 8.7% |
| TW TRADEWEB MKTS INC | 455,400 | $45.4m | 6.4% |
| SPOTIFY TECHNOLOGY S A | 91,500 | $42.0m | 5.9% |
| NOW SERVICENOW INC | 416,100 | $41.3m | 5.8% |
| AMD ADVANCED MICRO DEVICES INC | 58,800 | $34.2m | 4.8% |
| LPLA LPL FINL HLDGS INC | 118,600 | $33.4m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1469026")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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